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CITIC SEC: It is the right time for Cement to go global, and domestic companies are expected to increase market share due to strong cost advantages.
CITIC SEC released a Research Report stating that the domestic Cement Industry is facing challenges from weak downstream demand, with market competition becoming increasingly intense, and Cement prices continuously declining.
CICC's outlook for the construction Industry in 2025: Seeking stability and progress.
Focus on the centrally-owned construction enterprises with relatively stable fundamentals, which benefit from the new regulations on debt reduction and Market Cap management.
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