CR BLDG MAT TEC News

Hong Kong stocks are experiencing changes | Cement stocks are collectively retreating, and the prices of cement in East China have shown seasonal adjustments. Institutions indicate that the decline in cement demand is expected to narrow.

Cement stocks have collectively fallen. As of the time of writing, BBMG Corporation (02009) is down 5% to 0.76 Hong Kong dollars; CONCH CEMENT (00914) is down 4.83% to 18.92 Hong Kong dollars; CR BLDG MAT TEC (01313) is down 3.14% to 1.54 Hong Kong dollars; Huaxin Cement (06655) is down 1.79% to 7.69 Hong Kong dollars.

Zhitong FinanceJan 2 14:43

[Brokerage Focus] Tianfeng believes that the decline in Cement demand is expected to narrow, Bullish on the upward elasticity of domestic Cement enterprises' profits in 2025.

Jinwu Financial News | Tianfeng Securities released a research report indicating that the firm believes that in 2025, due to the advancement of real infrastructure workloads and the solidification of new real estate construction, the decline in cement demand is expected to narrow. On the supply side, efforts will gradually intensify. In the short term, staggered production remains the most effective means of adjusting supply-demand balance. As the restrictions on overproduction policies gradually tighten in 2025, companies exiting small and medium capacities through compensating for excess production indicators will lead the industry to begin to achieve genuine capacity clearance. Starting in 2027, the industry will enter a stage of deepening and refining carbon trading, and the effects of capacity optimization in the industry are expected to become more apparent. The firm stated that in October, the East China Yangtze River Delta...

Jinwu Financial NewsDec 24, 2024 13:24

According to "The Big Action", China International Capital Corporation: The implementation of state-owned enterprise Market Cap management policies reveals the gradually emerging value of Sector allocation.

CITIC published a report stating that the Market Cap management policy for central enterprises in mainland China has taken effect, revealing the value of Sector allocation gradually. For construction central enterprises, the effects of Market Cap management have begun to show, and new regulations are facilitating net asset recovery. The report believes that construction central enterprises are still generally in a state of net asset loss, and the 'Opinions' further clarifies the importance of Market Cap management, incorporating the resolution of long-term net asset loss issues into annual key work and including Market Cap management into the performance assessment of central enterprise leaders, which is expected to further promote the valuation recovery of construction central enterprises. The report anticipates that the upcoming debt policies next year are likely to be fully implemented, especially with government bonds and special bonds expected to be issued at an accelerated pace, which may lead to an inc

AASTOCKSDec 19, 2024 10:18

[Brokerage Focus] China International Capital Corporation pointed out that the active changes on the Cement supply side may drive a significant improvement in prices.

Jinwu Financial News | China International Capital Corporation stated that positive changes on the supply side of Cement may lead to a significant improvement in prices. In November, the national Cement production was 0.169 billion tons, a year-on-year decrease of 10.7% and a month-on-month decrease of 3.2%, mainly affected by the colder weather in the north; from January to November, the national Cement production cumulatively fell by 10.1%. The bank believes that the debt reduction policy is expected to provide strong support for Cement demand expectations in 2025. In addition, the Industry is also looking forward to more supply-side reform policies, such as Carbon Trading and capacity replacement, which are expected to bring profound changes on the supply side in the long term. Driven by dual positive policy expectations on both supply and demand.

Jinwu Financial NewsDec 17, 2024 14:02

Hong Kong stock market afternoon review | The three major Indexes have all fallen, with the technology Index dropping by 0.49%; the 5G Sector and Lithium Battery Sector show strength against the trend, ZTE soaring over 7%, and BYD shares rising over 2%.

Network Technology stocks fell, with Alibaba-W dropping 1.48% and JD-SW declining 1.25%; Building Materials stocks generally declined, with CHINA TIANRUI falling 9.09% and CONCH CEMENT down 2.79%; Hong Kong Retail Stocks rose, with BONJOUR HOLD decreasing 4.74% and PRADA increasing 2.66%.

Futu NewsDec 17, 2024 12:17

Hong Kong Stock Afternoon Review | All three major Indices fell, with the Tech Index down 1%; Network Technology stocks weakened, with SenseTime down over 3%; Cryptos Concept stocks rose against the trend, with BOYAA up nearly 6%.

Network Technology stocks weakened, SenseTime-W fell by 3.23%, XIAOMI-W dropped by 2.23%; most Securities and Brokerage stocks declined, China Merchants fell by 2.96%, China International Capital Corporation dropped by 2.45%; most Apple Supplier stocks declined, TK GROUP HLDG rose by 3.45%, AAC TECH fell by 2.86%.

Futu NewsDec 16, 2024 12:19

Major rating丨Morgan Stanley: Leading cement manufacturers should benefit from new supply regulations, raising the Target Price for CR BLDG MAT TEC and WESTCHINACEMENT.

Gelonghui, December 16 | Morgan Stanley published a research report stating that after significant losses in the first half of the year, the Cement Industry has made adjustments, and production control policies should help avoid oversupply of cement and improve industry consolidation. The bank believes that leading cement manufacturers should benefit from new supply regulations and that cement will not be affected by potential trade competition. Morgan Stanley indicated that the volume of starts and completions in the housing sector may continue to decline next year. New Infrastructure and industrial investments may grow moderately, which could lead to weak demand for Building Materials in the later stages. Additionally, leading manufacturers have become more cautious in their sales policies. The bank has downgraded China Resources Cements.

Gelonghui FinanceDec 16, 2024 10:56 · Ratings

Morgan Stanley's investment rating and target price for resource stocks Listed in Hong Kong (table).

Morgan Stanley published a research report, listing the investment ratings and target prices for resource sector H shares as follows: Stock | Investment Rating | Target Price (Hong Kong Dollar) Zijin Mining Group (02899.HK) | Shareholding | 22.9 MMG (01208.HK) | In line with the market -> Shareholding | 2.5 -> 3.6 Aluminum Corporation Of China (02600.HK) | Shareholding | 7.1 -> 5.5 CHINAHONGQIAO (01378.HK) | Shareholding | 14.1 -> 15.4 ZHAOJIN MINING (01818.HK) |

AASTOCKSDec 16, 2024 10:04

Express News | Tianfeng: The supply-side reform of the Cement industry is gradually entering the second phase, and industry profits are expected to emerge from a relatively low point.

BreakingsDec 11, 2024 08:21

Honk Kong Market Overview | All three major indices fell, with the Technology Index down over 1%; domestic property stocks and China-Affiliated Brokerage stocks declined, with SenseTime leading the decline in Network Technology stocks, down over 13%; Mao

Network technology stocks generally fell, SenseTime-W dropped 13.51%, Kuaishou-W fell 2.68%; most apple supplier stocks declined, Cowell fell 5.59%, BYD Electronics dropped 3.73%; most biotechnology stocks decreased, Jingtai Holdings-P fell 7.68%, beigene dropped 5.68%;

Futu NewsDec 10, 2024 16:26

Hong Kong Market Quick Look | Hong Kong stocks soared at the end of the trading session, with the tech index rising over 4%, and Meituan up nearly 6%; domestic property stocks and china-affiliated brokerage stocks surged significantly, with sunac rising o

The Hong Kong stock market significantly surged in the final hours, with the tech index rising over 4%, leading the gains. Most network technology stocks increased, with SenseTime rising 8.19% and netease up 6.04%; apple suppliers saw widespread increases, with BYD Electronics rising 9.29% and q tech up 6.84%; securities and brokerage stocks also climbed, with china merchants increasing by 13.65% and everbright rising 7.82%;

Futu NewsDec 9, 2024 16:26

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, 2024 09:44

China Resources Building Materials Technology Chairman Retires

MT NewswiresDec 4, 2024 20:29

cr bldg mat tec (01313): Jing Shiqing has been appointed as the authorized representative.

CR Bldg Mat Tec (01313) announced that starting from December 4, 2024: Ji Youhong will resign as chairman of the board...

Zhitong FinanceDec 4, 2024 18:59

cr bldg mat tec (01313.HK): Ji Youhong resigns as Chairman of the Board.

On December 4, Gelonghui reported that cr bldg mat tec (01313.HK) announced that starting from December 4, 2024: (1) Mr. Ji Youhong will step down as chairman of the board, executive director, chairman of the global strategy and investment committee, chairman of the nomination committee, and authorized representative; (2) Mr. Jing Shiqing will temporarily preside over the board's work and assume the duties of chairman of the global strategy and investment committee until the appointment of the new chairman of the board takes effect; (3) Ms. Yan Bilian will temporarily assume the duties of chairman of the nomination committee until the appointment of the new chairman of the board takes effect; and (4) Mr. Jing Shiqing will be appointed as authorized representative and chairman of the nomination committee.

Gelonghui FinanceDec 4, 2024 18:59

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, 2024 08:19

Express News | Hongda Blasting and Huawei officially released the achievements of self-driving cars construction.

BreakingsNov 21, 2024 10:49

The CSRC has issued guidelines on market cap management, requiring listed companies to improve their profitability.

To implement the "State Council's Opinions on Strengthening Supervision, Preventing Risks, and Promoting the High-Quality Development of Capital Markets," further guide listed companies to pay attention to their investment value, effectively enhance investor returns, the China Securities Regulatory Commission issued the "Guidelines for the Supervision of Listed Companies No. 10 - Market Cap Management," which will be implemented from the date of publication. The "Guidelines" require listed companies to improve their company quality, enhance operational efficiency and profitability based on actual situations, and lawfully and compliantly utilize methods such as mergers and acquisitions, stock-based incentives, employee stock ownership plans, cash dividends, investor relations management, information disclosure, share repurchases, etc., to promote the reasonable investment value of listed companies.

AASTOCKSNov 15, 2024 17:51

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, 2024 09:22

Hong Kong stocks fluctuate | Cement stocks fell across the board in the afternoon, cement production hit a new low again. Institutions expect more supply control policies to be introduced in the future.

Cement stocks fell in the afternoon. As of the time of this report, cnbm (03323) was down 4.76%, trading at 3.2 Hong Kong dollars; westchinacement (02233) fell 3.01%, trading at 1.29 Hong Kong dollars; conch cement (00914) decreased by 2.8%, trading at 20.85 Hong Kong dollars; cr bldg mat tec (01313) declined by 2.55%, trading at 1.91 Hong Kong dollars.

Zhitong FinanceNov 14, 2024 14:42