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[Brokerage Focus] Tianfeng believes that the decline in Cement demand is expected to narrow, Bullish on the upward elasticity of domestic Cement enterprises' profits in 2025.
Jinwu Financial News | Tianfeng Securities released a research report indicating that the firm believes that in 2025, due to the advancement of real infrastructure workloads and the solidification of new real estate construction, the decline in cement demand is expected to narrow. On the supply side, efforts will gradually intensify. In the short term, staggered production remains the most effective means of adjusting supply-demand balance. As the restrictions on overproduction policies gradually tighten in 2025, companies exiting small and medium capacities through compensating for excess production indicators will lead the industry to begin to achieve genuine capacity clearance. Starting in 2027, the industry will enter a stage of deepening and refining carbon trading, and the effects of capacity optimization in the industry are expected to become more apparent. The firm stated that in October, the East China Yangtze River Delta...
[Brokerage Focus] China International Capital Corporation pointed out that the active changes on the Cement supply side may drive a significant improvement in prices.
Jinwu Finance | China International Capital Corporation stated that positive changes on the supply side of Cement may lead to a significant improvement in prices. In November, the national Cement production was 0.169 billion tons, a year-on-year decrease of 10.7% and a month-on-month decrease of 3.2%, mainly impacted by the cooling weather in the north; from January to November, the national Cement production accumulated a decline of 10.1%. The bank believes that debt reduction policies are expected to provide strong support for Cement demand expectations in 2025. In addition, the Industry is also looking forward to more supply-side reform policies, such as Carbon Trading, capacity replenishment and replacement, etc., which are expected to bring profound changes on the supply side in the long term. The dual positive policy expectations on both the supply and demand sides are being driven.
cr bldg mat tec (01313.HK): Ji Youhong resigned as director of the board.
Gelonghui, December 4th丨cr bldg mat tec (01313.HK) announced that starting from December 4, 2024: (1) Mr. Ji Youhong will resign as chairman of the board of directors, executive director, chairman of the global strategy and investment committee, chairman of the nomination committee, and authorized representative; (2) Mr. Jing Shiqing will temporarily preside over the work of the board of directors and act as the chairman of the global strategy and investment committee until the appointment of the new chairman of the board of directors takes effect; (3) Ms. Yan Bilian will temporarily take on the role of chairman of the nomination committee until the appointment of the new chairman of the board of directors takes effect; and (4) Mr. Jing Shiqing has been appointed as the authorized representative and nomination committee.
Express News | China Resources Cement - Ji Youhong Has Retired as Chairman of Board, an Executive Director
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.
Hong Kong stocks fluctuate | Cement stocks fell in the afternoon, cement production hit a new low again. Institutions expect more supply control policies to be introduced in the future.
Cement stocks fell across the board in the afternoon. As of the time of this report, cnbm (03323) fell 4.76%, trading at 3.2 HKD; westchinacement (02233) fell 3.01%, trading at 1.29 HKD; conch cement (00914) fell 2.8%, trading at 20.85 HKD; cr bldg mat tec (01313) fell 2.55%, trading at 1.91 HKD.
Returns On Capital Signal Tricky Times Ahead For China Resources Building Materials Technology Holdings (HKG:1313)
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