No Data
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 abnormal movement | Cement stocks generally rise, westchinacement's stock price rises more than 9% in the afternoon, and cement prices are raised in many places.
November 20th, westchinacement's increase expanded to over 9%, cnbm rose by 1.8%, bbmg corporation rose by 1.2%, conch cement and asia cement all trading in the green. In terms of news, according to the datacenter information from China Cement Net, market feedback indicates that due to off-peak production halts in Hunan, inventory levels are relatively low, and various enterprises have a strong willingness to raise prices. Starting on the 15th, various enterprises plan to notify Changsha-Zhuzhou-Xiangtan and Chenzhou areas to raise cement prices by 50 yuan/ton again. Galaxy Securities research reports mentioned that in October, demand continued to recover, cement prices rose, with the main reasons for the price increase being profit pressure driven by effective off-peak production and supply-demand dynamics.
HK stocks saw unusual movements, with infrastructure stocks beginning with middle letter collectively strengthening, as the CSRC released new guidelines for market cap management.
Glory 11月18日 | The 'Zhongtegu' concept stocks in the Hong Kong stock market collectively strengthened today, with low valuation infrastructure and construction stocks leading the gains. As of now, China Railway Construction Corporation rose by more than 8%, Metallurgical Corporation of China rose by more than 7%, China Railway, CNBM rose by more than 6%, China Comm Cons rose by 4%, CRRC Corporation and China Railway Signal & Communication Corporation rose by more than 2%. On the news front, on November 15, the China Securities Regulatory Commission issued 'Listed Company Supervision Guidelines No. 10 - Market Cap Management', which will be implemented from the date of publication. The guidelines require listed companies to improve their company quality, enhance operational efficiency and profitability, and combine with actual circumstances in accordance with the law.
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.
No Data
No Data