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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.
GHPC (01847.HK): Zhao Zilan appointed as the general legal counsel.
GHPC (01847.HK) announced in a statement on June 28th that at the board of directors meeting held on June 28th, 2024, Ms. Zhao Zilan was appointed as the company's general counsel. Her term of office will commence on June 28th, 2024 and will expire on the day of the expiration of the term of the third board of directors, and may be reappointed after the expiration of her term of office.
Yunnan Construction Investment Concrete announced that Li Zhangjian was appointed as Chairman of the Board of Directors
Yunnan Construction Investment Concrete (01847) announced that at the 2023 Annual General Meeting of Shareholders, Li Zhangjian, Zhang Long and Liu Zhen were elected as executive directors of the 3rd board of directors; Yang Jia and Yang Jie were elected as non-executive directors of the 3rd board of directors; Wang Jiaxin, Yu Dingming and Li Hongkun were elected as independent non-executive directors of the 3rd board of directors; and Wu Xinhe, Yang Guanglei and Gu Feng were elected as non-employee representative supervisors of the 3rd board of supervisors. Earlier, the company held a joint meeting of employee delegation (group) heads to elect Wang Fang as the executive director (employee director) of the 3rd board of directors, and re-elected Guo Huan, the employee representative supervisor of the 2nd board of supervisors
Yunnan Construction Investment Concrete (01847): Li Zhangjian appointed as chairman
According to Zhitong Finance App, Yunnan Construction Investment Concrete (01847) announced that at the 2023 Annual General Meeting of Shareholders, Li Zhangjian, Zhang Long and Liu Zhen were elected as executive directors of the 3rd board of directors; Yang Jia and Yang Jie were elected as non-executive directors of the 3rd board of directors; Wang Jiaxin, Yu Dingming, and Li Hongkun were elected as independent non-executive directors of the 3rd board of directors; and Wu Xinhe, Yang Guanglei and Fenggu were elected as non-employee representative supervisors of the 3rd board of supervisors. The company held a joint meeting of employee delegation (group) heads earlier to elect Wang Fang as the executive director (employee director) of the 3rd board of directors and re-elected the 2nd board of supervisors
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.
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