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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.
WU HAILONG reduced the shareholding of artgo holdings (03313) by 16.72 million shares, with a price of 0.269 Hong Kong dollars per share.
On November 15, WU HAILONG reduced their shareholding in Artgo Holdings (03313) by 16.72 million shares, priced at 0.269 Hong Kong dollars per share, with a total amount of approximately 4.4977 million Hong Kong dollars.
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.
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.
Artgo Holdings (03313.HK) plans to establish a wholly-owned subsidiary, Mingyue Technology.
Grainnews, October 23 - artgo holdings (03313.HK) announced that the group plans to develop and expand its business operations in the ai and related fields to respond to the increasingly strong awareness and emphasis on ai progress. In addition to its existing main business, the group will also redefine its market positioning to better align with this new focus. To promote the development of new business activities, the company plans to establish a wholly-owned subsidiary named Mingyue Technology Co., Ltd., focusing on enhancing operations in this field. Furthermore, the group will consider providing funding support for the development of new business activities through internal resources. Considering ai
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