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.

Zhitong FinanceDec 9 09:44

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.

Zhitong FinanceNov 22 08:19

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.

Zhitong FinanceNov 15 09:22

HSBC Research downgrades the target price of Conch Cement (00914.HK) to 27.4 yuan, while raises the target price of CR Bldg Mat Tec (01313.HK) to 2.4 yuan.

HSBC research report indicates that mainland cement prices continue to rise due to supply-side control and seasonal demand improvement, while new production capacity replacement regulations set stricter limits on excess production, helping accelerate industry consolidation. The bank expects that under continued supply control, profits will improve, preferring conch cement (00914.HK) h shares and cr bldg mat tec (01313.HK). HSBC research predicts that demand will continue to decline; however, there have been positive and sustainable changes on the supply side, mainly due to industry participants willing to cooperate to maintain reasonable gross margins. This will be for the fourth quarter of 2024 and 2025.

AASTOCKSNov 14 10:02

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.

Zhitong FinanceNov 11 13:44

Building materials cement stocks are weak. Conch Cement (00914) fell by 3.34%. In late October, the national cement market demand slightly weakened compared to the previous month.

Kingwu Financial News | Building materials cement stocks were weak, with Conch Cement (00914) falling by 3.34%, Huaxin Cement (06655) falling by 2.39%, Westchinacement (02233) falling by 1.6%, Asia Cement (China) (00743) falling by 1.26%, CNBM (03323) falling by 0.6%. GTJA stated that in late October, the national cement market demand slightly weakened compared to the previous month, mainly due to the northern regions entering the off-season one after another, about to start the winter staggered production cycle; demand in the southern regions remained stable in order to improve profits during the final demand period, continuing to drive prices up.

Golden Guard Financial NewsNov 4 11:08