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Hong Kong stocks concept tracking | The chemical sector begins a gentle recovery. Institutions are bullish on the market cap management and valuation repair of central state-owned enterprises (including concept stocks).
The basic chemical sector may gradually emerge from the cyclical bottom by 2025.
Hong Kong stock concept tracking | Multiple chemical companies are expected to perform well in the first three quarters, and the chemical industry is entering the 'Golden September and Silver October' season (with concept stocks).
The chemical industry is expected to enter the best demand peak season of the year.
l & m chemical (00746): Confiscated unclaimed dividends
l & m chemical (00746) announced that, according to the outline of the articles of association of l & m chemical limited company (as amended and rev...
CICC Securities: The chemical industry continued to fluctuate in the first half of the year, with strong tire exports and double growth in revenue and performance.
In the first half of 2024, the chemical industry achieved revenue of 1237.63 billion yuan, a year-on-year increase of +4.2%; net income attributable to the company was 75.25 billion yuan, a year-on-year increase of +0.8%.
Sealand Securities: The cyclical upturn of PX and pure benzene is expected.
The pure benzene industry has limited new production capacity, and the supply-demand imbalance is expected to continue. Stimulated by demand, it is expected that the global pure benzene industry operating rate will rebound strongly from 2024 to 2026.
L & M CHEMICAL: 2024 Interim Report
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