Dongwu Cement International Limited's (HKG:695) 40% Share Price Surge Not Quite Adding Up

Simply Wall StNov 26 17:45 ET

DONGWU CEMENT: DATE OF BOARD MEETINGPROPOSED DECLARATION OF SPECIAL DIVIDEND

HKEXNov 22 03:30 ET · Announcements

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.

Zhitong FinanceNov 21 19:19 ET

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.

Zhitong FinanceNov 11 00:44 ET

[Brokerage Focus] Citic Securities believes that the demand for the cement industry is expected to be in a downward phase in the medium to long term.

Jingu Financial News | Citic Securities stated that the cement industry's demand is expected to be in a downward phase in the medium to long term, with future industry changes focusing more on the supply side. In 2016, the supply-side reform of the cement industry led to a significant reduction in new cement clinker production capacity, but the speed of eliminating outdated capacity was slower than expected, and the industry still faces widespread overcapacity issues. Since 2024, cement demand has dropped significantly, leading to severe losses in the industry. The Ministry of Industry and Information Technology has revised and issued the "Implementation Measures for Capacity Replacement in the Cement and Glass Industries in 2024", which is expected to accelerate the elimination of more than 0.3 billion tons of outdated cement clinker production capacity, reducing actual capacity from 2.1 billion tons to the designed capacity of 1.

Jingu Financial NewsNov 5 20:04 ET

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.

Zhitong FinanceOct 30 02:28 ET