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Changjiang Securities: Cement continues to push up synergistically, bottom dividend value is showing.
According to a research report by Changjiang Securities, since May, with the continuous losses of small cement companies in the first half of the year, the leading cement companies have changed their strategies, strengthened their self-rescue mentality, and significantly enhanced their willingness to cooperate. From the price performance of the past two months, staggered price increases are still effective, and bottom signals are gradually becoming clear.
China Tianrui Cement (01252): Li Wenfeng is appointed as an independent non-executive director.
China Tianrui Cement (01252) announced that Li Wenfeng has been appointed as an independent non-executive director, effective from the end of the shareholders' annual meeting, since the resolution has been officially passed by the company's shareholders at the annual meeting.
Hong Kong Stock Concept Tracking | Cement Prices Rise, Building Materials Industry Value Revaluation (with concept stocks)
Since May, cement prices have risen in Northeast China, Central China, South China, and Southwest China. As of last Friday, the average price of cement nationwide reached 372 yuan/ton, up about 12 yuan from the beginning of the month, a record high since the second quarter.
SDIC Securities: The new real estate policy goes hand in hand, and the collection and storage of state-owned assets is expected to accelerate and continue to be optimistic about the performance of building materials in the good production chain
The real estate industry has ushered in major favorable policies. Purchase restrictions have been relaxed in many places, and mortgage relaxation policies have exceeded expectations. Trade-in and state-owned assets collection and storage are expected to accelerate. The sales side and financing side are taking multiple measures together to help the building materials industry recover demand and improve repayments, and priority benefits for consumer building materials in the real estate chain.
Guoxin Securities: Building materials valuations and holdings are all in a position to focus on expected sectors and individual stock recovery opportunities
Guoxin Securities released a research report saying that the Politburo meeting set the policy direction of “resolving stocks and optimizing incremental growth”. Mainstream cities have successively optimized purchase restriction policies, which are expected to reverse pessimistic real estate expectations to a certain extent. Currently, fundamentals have not improved significantly, and market confidence will take time to recover. Subsequent support policies are still expected to be further strengthened. The valuations and positions of the building materials sector are at a low level. Concerned about the valuation repair opportunities of leading consumer building materials and some individual stocks that have surpassed the decline.
China Tianrui Cement (01252): The mandatory sale of 10 million shares held by Yu Kuo has not been properly implemented and has been cancelled
China Tianrui Cement (01252) issued an announcement relating to Yu Kuo (the controlling shareholder of the company and a non-executive director, Li...
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