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China Lesso (2128.HK): How to capture growth opportunities in the new round of industrial transfer.
In the new wave of industrial transfer, china is undergoing a profound reshaping of its economic geography.
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.
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.
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.
With the trend of urban renewal, the growth curve of china lesso (2128.HK) is becoming more clear.
With the surge in urban population and the increasing pressure on urban space, urban renewal is not only related to the sustainable development of the city, but also a key factor in stimulating economic vitality and improving residents' quality of life. In 2021, the Government Work Report and the "14th Five-Year Plan" jointly proposed to implement urban renewal actions, making urban renewal an important component of the national global strategy. The Prospective Industry Research Institute predicts that the investment scale of urban renewal work in 2029 will exceed 9 trillion yuan. The enormous market potential is of great significance to the relevant industry chain, and the investment opportunities behind it should not be underestimated. Firstly, the "small pipes" carry the "major livelihood"
Hong Kong stock concept tracking|Real estate market transaction active, institutions highly concerned about cement supply side reform (with concept stocks)
The building materials sector as a whole is still in the slow recovery phase at the bottom, with valuations and positions also at low levels.
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