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Guolian Securities: Cement "off-season not light" in 24Q3, price center may continue to rise
In the third quarter of 2024, in most regions, the staggered increase in cement intensity continues to increase, with the industry's supply and demand situation gradually improving. Cement prices continue to rise slightly, showing a certain "off-season not light" characteristic. Both industry profits on a month-on-month and year-on-year basis have improved.
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.
guixin group (08349) intends to acquire 100% equity of African Metallurgical Mining Group.
Guixin Group (08349) announced that after the trading session on October 2, 2024 (Stock Exchange trading hours), the company traded with the seller...
Express News | Yunhong Guixin - Expressed Interest to Purchase 100% Equity Interest in African Metallurgical and Mining Group
Express News | Yunhong Guixin Group - Memorandum of Understanding in Relation to Possible Acquisition
haitong sec: Pressure has already emerged in the construction industry, looking forward to policy changes.
haitong sec released research reports stating that industry pressure has already emerged, awaiting policy changes.
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