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Citic sec consumer building materials 2025 investment strategy: Profit margin and valuation level usher in mean reversion.
With the policy of "promoting the stabilization of the real estate market" as the core goal, achieving this goal is of great significance for the valuation repair of the consumer building materials sector.
Shanshui Cement (00691.HK): The Privy Council has ruled in favor of Tianrui's appeal. The company will actively defend against the writ and Tianrui's claims.
Gelonghui reported on November 15 that shanshui cement (00691.HK) announced that the Cayman Islands Court of Appeal ruled to revoke the warrant due to defects in Tianrui's warrant, and Tianrui appealed to the Privy Council on October 11, 2022. The Privy Council issued its judgment on November 14, 2024, agreeing with Tianrui's appeal. The result of this judgment will allow Tianrui to directly raise claims against the company in the name of the shareholder (instead of having to initiate claims through derivative litigation). The Privy Council did not make any determinations regarding the substantive factual basis of Tianrui's claims, which will await hearing. The company believes that the warrant sought.
Hong Kong stock concept tracking | Notices from multiple places including hunan and shaanxi indicate an increase in cement prices. The cement industry is experiencing positive changes in the fourth quarter (attached concept stocks).
In October, demand continues to recover, cement prices are rising. The main reasons for the price increase are driven by profit pressure and better implementation of off-peak production in the industry, leading to an improved supply and demand situation.
Guolian Securities: Cement "off-season not light" in 24Q3, price center may continue to rise
In the third quarter of 2024, in most regions, the staggered increase in cement intensity continues to increase, with the industry's supply and demand situation gradually improving. Cement prices continue to rise slightly, showing a certain "off-season not light" characteristic. Both industry profits on a month-on-month and year-on-year basis have improved.
Hong Kong stock concept tracking|Real estate market transaction active, institutions highly concerned about cement supply side reform (with concept stocks)
The building materials sector as a whole is still in the slow recovery phase at the bottom, with valuations and positions also at low levels.
China Shanshui Cement's Nine-Month Loss Narrows
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