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Research Reports – Zhongtai: Maintaining Huaxin Cement's "Buy" rating, with accelerated expansion in overseas cement Business.
Zhongtai's Research Reports indicate that Huaxin Cement (600801.SH) is setting sail again with its non-cement business and overseas expansion. After regional production cuts and price increases at the end of Q3 2024, prices in the Hubei and Yunnan regions have already achieved a certain degree of recovery. With the improvement of the supply-demand relationship in the Industry, the company's domestic cement profitability is expected to gradually recover. Looking ahead to 2025, the consensus on staggering peaks is expected to be further strengthened based on 2024, and Industry integration is likely to begin, with supply-side optimization expected to continue to reinforce. The company's overseas cement business is accelerating its expansion, aggregate production capacity is steadily being released, and the domestic cement price recovery is underway.
Here's Why Huaxin Cement (SHSE:600801) Has A Meaningful Debt Burden
CICC's outlook for the construction Industry in 2025: Seeking stability and progress.
Focus on the centrally-owned construction enterprises with relatively stable fundamentals, which benefit from the new regulations on debt reduction and Market Cap management.
The Five-year Loss for Huaxin Cement (SHSE:600801) Shareholders Likely Driven by Its Shrinking Earnings
GF SEC: The Building Materials Sector is experiencing weak stability in the off-season, paying attention to bottom layout opportunities in the Sector.
More incremental policies are expected to follow, which will be beneficial for stabilizing the subsequent fundamentals. Continue to be Bullish on investment opportunities in the construction materials Sector.
Research Reports Gold Digging | Northeast Securities: Initiates a "Buy" rating for Huaxin Cement, with a leading progress in overseas expansion and promising prospects.
Northeast Securities Research Reports indicate that Huaxin Cement (600801.SH) is one of the earliest cement enterprises in China, a Global building materials group with both foreign and state-owned Shareholder backgrounds. By the end of 2023, the company ranked 4th globally in terms of production capacity among Chinese cement enterprises, 6th domestically, 2nd in overseas production capacity that has been put into operation, and 1st in overseas revenue scale. In most overseas regions, cement prices are significantly higher than those in China, with a generally better competitive landscape and maintaining reasonable profit margins. The company's progress in going overseas is ahead, and the outlook is promising, with a clear trend of profit recovery. The current PB is only 0.9, which is at a historical low, indicating significant room for improvement.
