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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.
HK stocks surged, with cement stocks leading the gains. Cement prices in October continued to rise compared to previous month, institutions said there is still a significant room for recovery in cement PB ratio.
Cement stocks rose at the front, as of the deadline, CNBM (03323) rose by 7.96%, closing at 3.39 Hong Kong dollars; BBMG Corporation (02009) rose by 6.33%, closing at 0.84 Hong Kong dollars; Conch Cement (00914) rose by 5.35%, closing at 21.65 Hong Kong dollars; huaxin cement (06655) rose by 3.31%, closing at 7.8 Hong Kong dollars; westchinacement (02233) rose by 3.13%, closing at 1.32 Hong Kong dollars.
Market cap management guidelines promote the rise of dividend assets! The sectors of steel, building materials, and domestic banks have all surged significantly; how is the outlook for the market?
As of now, the Wind price-to-book index has increased by more than 30% since September 18, which includes stocks from large traditional industries such as banks, chemicals, and petrochemicals, while small-cap companies are mainly concentrated in building materials, home furnishings, and other areas.
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.
BBMG Wins Land Use Rights in Beijing's Tongzhou District
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