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.

Zhitong FinanceJul 9 04:25 ET

Broad Homes (02163): A total of 6.243 million incentive shares were allocated.

Zhītōng Cáijīng APP News, Broad Homes (02163) announced the progress of its 2021 medium and long-term incentive plan. After considering that the previous conditions for granting equity have been fulfilled, the board of directors (including independent non-executive directors) approved on July 5, 2024 the attribution of a total of 6.243 million H-shares (equivalent to approximately 1.28% of the total number of shares issued by the company as of the date of this announcement) to a total of 147 incentive objects after the previous grant and comprehensive evaluation by the personnel department. After attribution, they are unrestricted or subject to any other restrictions. After this attribution, the 2021 medium and long-term incentive plan can be granted.

Zhitong FinanceJul 5 04:37 ET

Market Cool On Changsha Broad Homes Industrial Group Co., Ltd.'s (HKG:2163) Revenues Pushing Shares 31% Lower

Unfortunately for some shareholders, the Changsha Broad Homes Industrial Group Co., Ltd. (HKG:2163) share price has dived 31% in the last thirty days, prolonging recent pain. The drop over the last

Simply Wall StJun 25 18:37 ET

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.

Zhitong FinanceMay 27 20:25 ET

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.

Zhitong FinanceMay 20 03:14 ET

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.

Zhitong FinanceMay 14 23:24 ET