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Individual Investors in Anhui Conch Cement Company Limited (HKG:914) Are Its Biggest Bettors, and Their Bets Paid off as Stock Gained 5.1% Last Week
Earnings Preview: CONCH CEMENT to Report Financial Results on March 24
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
【Brokerage Focus】CITIC: If peak season demand returns to normal, Cement prices are expected to continue rising.
Jin Guo Finance News | The Research Reports from CICC indicate that the Premier of the State Council mentioned in the new government work report that this year's deficit-to-GDP ratio will rise to 4%. It is expected to issue a total of 1.3 trillion yuan in ultra-long-term special national Bonds and 4.4 trillion yuan in local government special Bonds. As temperatures rise, funding is in place, and seasonal factors improve, the actual commencement of infrastructure construction is expected to increase, leading to a narrowing of the demand decline for Cement and Steel. The institution stated that last year there was fierce price competition for Fiberglass and Cement, and since the second half of last year, improvements in supply conditions have led to a rebound in prices, which have continued to rise since the first quarter of this year.
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.
