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Dongxing Securities: Industry pattern optimized, restructuring supply and demand for new balance, leading companies in building materials and other industries ushered in a period of development opportunities.
With the overlay of industry policies, the industry structure will be optimized, and the overall industry supply will be controlled and reduced, which will establish a new balance between industry supply and demand.
CITIC Securities: The cement industry has already reached the cyclical bottom of profitability. The supply side of the glass industry is expected to improve.
The cement industry has reached the bottom of its cyclical profitability. With the clearance of small and medium-sized production capacity, the improvement of supply pattern is expected to drive the recovery of profitability.
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.
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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.
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.
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