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 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 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 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 13:44

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.

Zhitong FinanceOct 30 14:28

Tailam Techcon [06193] is now trading at 0.22 HKD, with a rise of 12.25%.

As of 15:38, Tailam Techcon [06193] reported 0.22 Hong Kong dollars, compared to yesterday's closing price of 0.196 Hong Kong dollars, up 0.024 Hong Kong dollars or 12.25%, with a turnover of 0.0158 million Hong Kong dollars. The highest price today is 0.22 Hong Kong dollars, the lowest price is 0.181 Hong Kong dollars. Based on yesterday's closing price calculation, the 10-day average price is 0.20 Hong Kong dollars, the 50-day average price is 0.20 Hong Kong dollars, and the current P/E ratio is -4.03 times. The 14-day relative strength index is at 48.82.

Jingu Financial NewsOct 25 15:38