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.

Zhitong FinanceMar 25 21:35 ET

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.

cls.cnMar 17 20:22 ET

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.

cls.cnMar 16 21:38 ET

Asia Cement (China): Cement Supply-Demand Imbalance Will Become More Severe in 2025 >0743.HK

Dow JonesMar 7 05:12 ET

Asia Cement (China) Doesn't Propose Final Dividend in 2024 >0743.HK

Dow JonesMar 7 05:06 ET

Asia Cement (China) 2024 Rev CNY5.89B Vs. CNY7.43B >0743.HK

Dow JonesMar 7 05:05 ET