China Merchants Securities: Real estate policy optimization expectations strengthen the alpha value of leading high-quality building materials

Judging from the boost in demand for building materials, from policies to real estate sales to entry and repayment of building materials, there is still a certain transmission cycle, but it is conducive to improving the market's expectations for subsequent fundamental restoration of building materials companies. Valuation repairs may take precedence over fundamentals.

Zhitong FinanceApr 30 13:43

On April 29th, Dongfang Yuhong and BASF held a strategic cooperation signing ceremony in Beijing. The signing of this Memorandum of Understanding is another upgrade of the strategic partnership between Dongfang Yuhong and BASF following the establishment

On April 29th, Dongfang Yuhong and BASF held a strategic cooperation signing ceremony in Beijing. The signing of this Memorandum of Understanding is another upgrade of the strategic partnership between Dongfang Yuhong and BASF following the establishment of a strategic partnership in 2019. According to the memorandum of understanding, the two sides will carry out a series of material and technological innovation cooperation and exchange activities on waterproof materials, architectural coatings, insulation and other products to accelerate the implementation of new technologies and new projects, and achieve mutual benefit, win-win and high-quality development through deepening cooperation.

Zhitong FinanceApr 30 10:16

Express News | Dongfang Yuhong: Some directors and senior management increased their total shareholding by 100,000 shares.

BreakingsApr 29 16:52

Dongfang Yuhong (002271): High base dragged down performance, gross margin rebounded month-on-month

Matters: The company announced its 2024 quarterly report, achieving revenue of 7.15 billion yuan, a year-on-year decrease of 4.6%, and net profit to mother of 350 million yuan, a year-on-year decrease of 9.8%. Ping An's view: A high base dragged down performance, and gross margin rebounded month-on-month. Received last year

平安證券Apr 29 14:22

Express News | The building materials and household sector continues to strengthen, Dongfang Yuhong rises and stops

BreakingsApr 29 11:20

Dongfang Yuhong (002271): Revenue and profit are under slight pressure, gross margin increased month-on-month

Weak demand was compounded by a relatively high base, and both revenue and profit declined slightly. 2024Q1 achieved operating income of 7.15 billion yuan, -4.6% YoY, net profit to mother 350 million yuan, -9.8% YoY, net profit not attributable to mother

國信證券Apr 26 11:41