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cnbm (03323.HK): Zeng Xuan resigned as the workers' representative supervisor.
GrainCity November 6th, cnbm (03323.HK) announced that the company's supervisory board received a written resignation from Ms. Zeng Xuan on November 6, 2024. Ms. Zeng resigned as the employee representative supervisor due to work adjustment.
[Brokerage Focus] Citic Securities believes that the demand for the cement industry is expected to be in a downward phase in the medium to long term.
Jingu Financial News | Citic Securities stated that the cement industry's demand is expected to be in a downward phase in the medium to long term, with future industry changes focusing more on the supply side. In 2016, the supply-side reform of the cement industry led to a significant reduction in new cement clinker production capacity, but the speed of eliminating outdated capacity was slower than expected, and the industry still faces widespread overcapacity issues. Since 2024, cement demand has dropped significantly, leading to severe losses in the industry. The Ministry of Industry and Information Technology has revised and issued the "Implementation Measures for Capacity Replacement in the Cement and Glass Industries in 2024", which is expected to accelerate the elimination of more than 0.3 billion tons of outdated cement clinker production capacity, reducing actual capacity from 2.1 billion tons to the designed capacity of 1.
Building materials and cement stocks are weak, Conch Cement (00914) fell by 3.34%, In late October, the national cement market demand slightly weakened month-on-month.
Jingu Finance News | Building materials stocks are weak, with Conch Cement (00914) falling by 3.34%, Huaxin Cement (06655) falling by 2.39%, Westchinacement (02233) falling by 1.6%, Asia Cement (China) (00743) falling by 1.26%, China National Building Materials (03323) falling by 0.6%. Gtja stated that in late October, the national cement market demand slightly weakened compared to the previous month, mainly due to the northern regions entering the off-peak season one after another, about to start the winter staggered production cycle; demand in the southern regions remains stable, aiming to improve profits in the final demand period and continue to drive prices upwards.
The coupon rate of the fifth series of cnbm's technology innovation corporate bonds in 2024 is 2.30%.
CNBM (03323) announced that the company will publicly issue technology innovation corporate bonds (fifth phase) to professional investors in 2024, with an issuance size of up to 2 billion yuan. The bonds are divided into two types, with the first type having a term of 3 years and the second type having a term of 5 years. The bonds introduce the option of cross-series call, without restriction on the call proportion. The issuer and the bookkeeper will, based on the subscription situation of this issuance within the total issuance size, jointly decide whether to exercise the cross-series call option. On October 30, 2024, the issuance
The CNBM (03323) 2024 technology innovation enterprise bond index (fifth tranche) type I has a coupon rate of 2.30%.
cnbm (03323) announced that the company will publicly issue technology innovation companies for professional investors in 2024...
Hong Kong stock concept tracking|Real estate market transaction active, institutions highly concerned about cement supply side reform (with concept stocks)
The building materials sector as a whole is still in the slow recovery phase at the bottom, with valuations and positions also at low levels.
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