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Anhui Conch Cement Secures 2025 Procurement Deals
Express News | Anhui Conch Cement - Annual Cap for Transactions Under Contract Shall Be RMB720 Mln
Express News | Anhui Conch Cement - Entered Into Procurement of Cement Admixtures Contract With Conch Technology
There Are Reasons To Feel Uneasy About Anhui Conch Cement's (HKG:914) Returns On Capital
[Brokerage Focus] China International Capital Corporation pointed out that the active changes on the Cement supply side may drive a significant improvement in prices.
Jinwu Finance | China International Capital Corporation stated that positive changes on the supply side of Cement may lead to a significant improvement in prices. In November, the national Cement production was 0.169 billion tons, a year-on-year decrease of 10.7% and a month-on-month decrease of 3.2%, mainly impacted by the cooling weather in the north; from January to November, the national Cement production accumulated a decline of 10.1%. The bank believes that debt reduction policies are expected to provide strong support for Cement demand expectations in 2025. In addition, the Industry is also looking forward to more supply-side reform policies, such as Carbon Trading, capacity replenishment and replacement, etc., which are expected to bring profound changes on the supply side in the long term. The dual positive policy expectations on both the supply and demand sides are being driven.
Ping An Securities' building materials strategy for 2025: Weak reality and strong expectations, focusing on supply-side changes in segmented tracks.
Looking ahead to 2025, it is expected that the sales area of Commodities will decrease by 6.5% year-on-year, and the market is still at the bottom, but the central government has clearly stated a policy direction to "stop the decline and stabilize." Support is still to be anticipated.
Anhui Conch Cement's (HKG:914) Sluggish Earnings Might Be Just The Beginning Of Its Problems
