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Macquarie: The two-year transformation of China's Cement industry is surprisingly similar to OPEC.
At the beginning of 2022, a price war broke out in the Cement Industry in China, and supply control began to appear in mid-2024, a gap of two years.
Returns On Capital Signal Tricky Times Ahead For Huaxin Cement (SHSE:600801)
Huaxin Cement's 2025 EGM Sees All Resolutions Passed, Including Major Acquisition Move
Huaxin Cement Completes Acquisition of Two Brazilian Companies
Brokerage morning meeting highlights: remain bullish on Publishing and AI+Education investment opportunities.
In today's Brokerage morning meeting, Zhongtai stated that it remains Bullish on Publishing and AI+Education investment opportunities; CITIC SEC pointed out that it is important to focus on the valuation increase of the Education Sector; China Securities Co.,Ltd. noted that the price increase of Cement and fiberglass continues, and the timing for allocating cyclical sectors has arrived.
Trending Industry Today: CR BLDG MAT TEC Leads Gains In Building Materials Stocks
