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2025-09-19 08:28:45
[CICC: Pay attention to the increase in demand for construction machinery leasing in the United States] CICC research report stated that the U.S. construction machinery leasing industry has benefited from the Big Beautiful Act, the return of manufacturing and the potential interest rate cuts by the Federal Reserve, and is less directly affected by tariffs. We expect that the Federal Reserve's interest rate cuts and the Big Beautiful Act will stimulate overall construction demand in the United States, driving the growth of construction machinery manufacturing and construction machinery leasing businesses. Since the beginning of the year, the stock price of United Leasing, a leading construction machinery leasing provider in the United States, has outperformed the S&P 500 index. Compared with construction machinery manufacturers, the upstream suppliers and downstream customers of leasing providers are mainly in the United States, and are less directly negatively affected by tariffs. At the same time, they benefit from the trend of the return of manufacturing in the United States and the housing recovery cycle.
