Hong Kong stock Concept tracking | Cement prices are being notified to increase in multiple regions, and the undervalued building materials Sector is expected to see a profit recovery (including Concept stocks).

After the Lantern Festival, with the rise in temperature and the gradual resumption of construction sites, some cement companies in certain regions have announced a price increase.

Zhitong FinanceFeb 26 09:20

CICC's outlook for the construction Industry in 2025: Seeking stability and progress.

Focus on the centrally-owned construction enterprises with relatively stable fundamentals, which benefit from the new regulations on debt reduction and Market Cap management.

Zhitong FinanceFeb 12 10:21

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

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

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

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, 2024 13:44