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Dongxing Securities: Industry pattern optimized, restructuring supply and demand for new balance, leading companies in building materials and other industries ushered in a period of development opportunities.
With the overlay of industry policies, the industry structure will be optimized, and the overall industry supply will be controlled and reduced, which will establish a new balance between industry supply and demand.
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.
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