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According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
China Shanshui Cement Relocates Key Offices in Hong Kong and Cayman Islands
Hong Kong stock concept tracking | In November, cement manufacturing prices increased by 6.2% month-on-month. Institutions are bullish on the valuation repair at the cement inflection point (including concept stocks).
National Bureau of Statistics: In November, the manufacturing price of cement rose by 6.2% compared to the previous month.
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.