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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
Dongwu Cement Schedules Board Meeting for Annual Results
DONGWU CEMENT (00695.HK) held a Board of Directors meeting on March 28 to review and approve the annual performance.
Gelonghui reported on March 12 that DONGWU CEMENT (00695.HK) announced that the Board of Directors will hold a meeting on March 28, 2025 (Friday), to review and approve the company's and its subsidiaries' annual performance for the year ended December 31, 2024, and its publication.
DONGWU CEMENT: NOTICE OF BOARD MEETING
[Brokerage Focus] CITIC SEC indicates that the domestic Business in the Cement Industry is under pressure, while the overseas Business has become a key support for performance growth.
Jinwu Financial News | CITIC SEC stated that according to Cement Network, in 2024, China's cement production capacity will reach approximately 2.561 billion tons, while the output will only be 1.825 billion tons, marking a new low since 2010, with a capacity utilization rate of only 71.24%. The bank indicated that the domestic Cement Industry is facing the challenge of weak downstream demand, with increasingly fierce market competition and corresponding continuous decline in cement prices. Many cement enterprises are focusing their attention overseas, with Southeast Asia and Africa being popular destinations for these companies. The demand in Africa has significant growth potential, and the number of participants is relatively small, as well as higher global cement prices; Southeast Asia is the largest sea.
