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.
guixin group (08349) intends to acquire 100% equity of African Metallurgical Mining Group.
Guixin Group (08349) announced that after the trading session on October 2, 2024 (Stock Exchange trading hours), the company traded with the seller...
Express News | Citic Securities: The substantial increase in cement prices is expected to greatly restore the company's profitability.
haitong sec: Pressure has emerged in the construction industry, looking forward to policy changes.
haitong sec released research reports stating that industry pressure has already emerged, awaiting policy changes.
GUIXIN GROUP: INTERIM REPORT 2024
Guixin Group (08349): Jindan was appointed as an executive director.
Guixin Group (08349) announced that Ms. Jindan has been appointed as an executive director of the company, effective August 2, 2024...
Guixin Group (08349) announced its mid-term performance with a net loss of 1.783 million yuan, a year-on-year expansion of 94.65%.
Guixin Group (08349) announced its mid-term performance in 2024, with revenue of 16.076 million yuan, a decrease of 37% year-on-year....
GUIXIN GROUP: INTERIM RESULTS ANNOUNCEMENTFOR THE SIX MONTHS ENDED 30 JUNE 2024
GUIXIN GROUP: NOTIFICATION OF BOARD MEETING
Switching from old to new national standards for steel bars causes panic in the market. The Securities Association of China (SAC) has issued six proposals. Industry insiders believe the market has bottomed out.
With the implementation of the new national standard for steel bars in September, the market is in panic about the inventory and sales of the old national standard steel bars. Yesterday, the China Securities Regulatory Commission issued six initiatives to stabilize the market sentiment throughout the industry. Due to the bearish sentiment largely dissipated during the previous period’s decline, construction steel companies have reduced losses and shortages in structural deficiencies in old national standards. Industry insiders expect market prices to bottom out.
Dongxing Securities: Industry pattern optimized, restructuring supply and demand for new balance, leading companies in building materials and other industries ushered in a period of development opportunities.
With the overlay of industry policies, the industry structure will be optimized, and the overall industry supply will be controlled and reduced, which will establish a new balance between industry supply and demand.
CITIC Securities: The cement industry has already reached the cyclical bottom of profitability. The supply side of the glass industry is expected to improve.
The cement industry has reached the bottom of its cyclical profitability. With the clearance of small and medium-sized production capacity, the improvement of supply pattern is expected to drive the recovery of profitability.
Express News | Everbright Securities: despite weak demand, staggered price increases are bullish for the cement sector's relative yield.
Changjiang Securities: Cement continues to push up synergistically, bottom dividend value is showing.
According to a research report by Changjiang Securities, since May, with the continuous losses of small cement companies in the first half of the year, the leading cement companies have changed their strategies, strengthened their self-rescue mentality, and significantly enhanced their willingness to cooperate. From the price performance of the past two months, staggered price increases are still effective, and bottom signals are gradually becoming clear.
Express News | Citic sec: Cement synergy in 2024 is better than previous years, and the industry ecosystem is gradually being restored.
Intraday Overview: Hong Kong's three major indexes fell together, with the science and technology index falling over 1%; golden industrial concept rose against the trend, with SD Gold up over 3%.
Electric vehicle stocks collectively fall, as the EU officially imposes temporary anti-subsidy duties, and car companies' oversea expansion models face challenges.
MIIT issues draft proposal for soliciting opinions: recording and expanding production capacity of cement clinker and flat glass projects are strictly prohibited.
The Ministry of Industry and Information Technology publicly solicits opinions on the Implementation Measures of Capacity Replacement in the Cement and Glass Industries (2024), Draft for Soliciting Opinions.
Hong Kong stock concept tracking | Steel, cement energy-consuming companies implement carbon reduction plan! Accelerate the elimination of a batch of outdated production capacity, bullish on steel, cement stocks (with concept stocks).
On June 7th, the National Development and Reform Commission and other departments issued the Special Action Plans for Energy Conservation and Carbon Reduction in the Steel Industry, Refining Industry, Synthetic Ammonia Industry, and Cement Industry.
The implementation of the new national standard is imminent! Recently, cement prices have generally risen, and the industry has been reshuffled or intensified
The mandatory national standard GB 175-2023 “General Silicate Cement” (“New National Standard for Cement”), led by the Ministry of Industry and Information Technology, was officially implemented on June 1. The new national standard not only puts forward stricter and more detailed requirements for the strength, fineness and composition of cement, but also regulates the types of mixtures used, and cement production standards have been raised again.
Express News | State Council: Strictly implement cement and flat glass production capacity replacement to strengthen production monitoring and early warning in the building materials industry
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