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Huafu Securities: The fundamentals and valuations of the building materials Sector are expected to further recover. Focus on three main lines.
New home sales saw a slight decline in January and February.
GTJA: The Consumer building materials Industry has comprehensively revised down expectations, with industry profitability expected to rebound.
In recent years, leading companies in the Consumer building materials sector have generally slowed their revenue growth expectations for the first time, which may actually benefit the Industry by ushering in a recovery of profits within the year.
GTJA: The cement production data for January to February exceeded earlier expectations, and the effects of policy measures are beginning to show.
The cement production data for January to February exceeded early expectations, mainly driven by the northern region, with the structure showing that key infrastructure projects are starting more quickly, reflecting the effects of policy initiatives that have begun to manifest.
Zhejiang Weixing New Building Materials Co., Ltd.'s (SZSE:002372) Biggest Owners Are Private Companies Who Got Richer After Stock Soared 3.8% Last Week
Shanghai Securities: The DeepSeek large model enhances AI application acceleration, focusing on opportunities in core materials for Semiconductors such as Photoresist and polishing pads.
The Memory Chip giants are raising prices, with new policies driving up the price of Photovoltaic Glass in March.
Things Look Grim For Zhejiang Weixing New Building Materials Co., Ltd. (SZSE:002372) After Today's Downgrade
Investors in Zhejiang Weixing New Building Materials (SZSE:002372) Have Unfortunately Lost 33% Over the Last Year
