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Public Companies Are Huaxin Cement Co., Ltd.'s (SHSE:600801) Biggest Owners and Were Hit After Market Cap Dropped CN¥1.1b
Mid-term strategy for the building materials industry of Founder Securities: bullish on the basic fundamentals of new construction varieties in the second half of the year relative to the outperformance.
Industry ranking of 24H2 based on fundamental certainty: glass fiber > cement and industry chain > gypsum board > home decoration paint > home decoration plastic pipes > home decoration plates > waterproofing > water reducers > building hardware > tiles > float glass.
Huaxin Cement (06655): The second phase of the core employee stock ownership plan has accumulated the purchase of 1.3875 million A-shares.
Huaxin Cement (06655) announced that the company will hold the first meeting of the 11th Board of Directors on May 21, 2024...
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.
HK stocks abnormal | CR Building Materials Technology (01313) fell nearly 6%, leading the decline in cement stocks. Institutions said that there is limited room for further rise in cement prices.
Cement stocks collectively fell. As of press time, CR Building Material Tech (01313) was down 4.84%, at HKD 1.77; West China Cement (02233) was down 2.78%, at HKD 1.05; Huaxin Cement (06655) was down 1.65%, at HKD 7.76; CNBM (03323) was down 1.18%, at HKD 2.52.
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.
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