How do you think about Zoomlion’s stock? Please comment in detail. Thank you!

Zoomlion: In the machinery industry, it is mainly engaged in concrete machinery and concrete machinery. The company’s main operating profit has increased from 200 million 10 years ago to the current 9 billion. The profit has increased 40 times, and the stock price has increased 15 times. During this period, the market did not rise, mainly because of the infrastructure construction during this period. The main reason why the stock is so low now is that real estate has been suppressed by the state. People thought that the decline of real estate would have an impact on concrete, but in fact, in recent years, the company has It is also driven by the construction of major infrastructure and affordable housing, so the company will still be strong in the future. The current price is not high, the ROE remains at 30%, and it can be held for the long term