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Ping An Securities: Cement prices actively increased during the off-season, paying attention to changes in the supply side.
Top enterprises have shown a positive attitude towards actively implementing kiln shutdowns and raising cement prices during the industry's off-season. Currently, the implementation situation is relatively good, while also considering the expected demand to recover in the second half of the year.
Preview of the mid-year report of the building materials industry by swhy in 24 years: demand is relatively sluggish, but there are still bright spots.
Major construction materials companies in the industry are expected to continue to be under pressure in the first half of 2024.
GTJA: Shifting the pricing policy improves the bottom price expectations for cement
Since mid-to-late May, multiple regions across the country have successively introduced staggered peak plans and promoted regional price recovery. Looking ahead, with the increase in coordination among enterprises within the regions, the execution intensity of staggered peaks is expected to increase and the market is expected to recover.
Guosen Securities: Macro data slightly rebounded in June, and the off-season cement prices continue to rise.
In June, cement production was 163.97 million tons, a decrease of 10.7% year-on-year. From January to June, the cumulative cement production was 850.47 million tons, a decrease of 10% year-on-year.
Returns On Capital Signal Tricky Times Ahead For Anhui Conch Cement (HKG:914)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach is to try and find a company with returns on capital employed (ROCE) that are
Anhui Conch Cement Unveils Leadership Structure
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