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Even After Rising 24% This Past Week, China Shanshui Cement Group (HKG:691) Shareholders Are Still Down 74% Over the Past Three Years
Macquarie: The two-year transformation of China's Cement industry is surprisingly similar to OPEC.
At the beginning of 2022, a price war broke out in the Cement Industry in China, and supply control began to appear in mid-2024, a gap of two years.
Brokerage morning meeting highlights: remain bullish on Publishing and AI+Education investment opportunities.
In today's Brokerage morning meeting, Zhongtai stated that it remains Bullish on Publishing and AI+Education investment opportunities; CITIC SEC pointed out that it is important to focus on the valuation increase of the Education Sector; China Securities Co.,Ltd. noted that the price increase of Cement and fiberglass continues, and the timing for allocating cyclical sectors has arrived.
Trending Industry Today: CR BLDG MAT TEC Leads Gains In Building Materials Stocks
Cailian Press Venture Capital: In February, the financing in the Carbon Neutrality sector reached 1.835 billion yuan, an increase of 13.98% month-on-month. New Stoneware completed 1 billion yuan in Series C+ financing.
According to data from the financial news agency Venture Capital Tong, in February, there were a total of 52 private equity investment events in the Carbon Neutrality sector, a decrease of 24.64% compared to last month's 69 events; The total disclosed financing amount was approximately 1.835 billion yuan, an increase of 13.98% compared to last month's 1.61 billion yuan.
China Shanshui Cement: Lower Demand From Real-Estate Industry Weighed on Revnue >0691.HK