Guoxin Securities: Building materials valuations and holdings are all in a position to focus on expected sectors and individual stock recovery opportunities
Guoxin Securities released a research report saying that the Politburo meeting set the policy direction of “resolving stocks and optimizing incremental growth”. Mainstream cities have successively optimized purchase restriction policies, which are expected to reverse pessimistic real estate expectations to a certain extent. Currently, fundamentals have not improved significantly, and market confidence will take time to recover. Subsequent support policies are still expected to be further strengthened. The valuations and positions of the building materials sector are at a low level. Concerned about the valuation repair opportunities of leading consumer building materials and some individual stocks that have surpassed the decline.
Express News | Open source securities: the growth of consumer building materials is sustainable for a long time
雲南建投混凝土:2023 年度報告
YCIH Green High-performance Concrete Changes Auditors
YCIH Green High-performance Concrete Company (HKG:1847) decided not to renew the contracts of PricewaterhouseCoopers and PricewaterhouseCoopers Zhong Tian as auditors due to its rotation policy, accor
Yunnan Construction Investment Concrete (01847.HK) plans to appoint Xinyong Zhonghe as 2024 auditors
Glonghui, April 25 | Yunnan Construction Investment Concrete (01847.HK) announced that PricewaterhouseCoopers (“PricewaterhouseCoopers”) is the company's 2023 overseas auditor. It reviews the company's financial statements prepared in accordance with international financial reporting standards, while PricewaterhouseCoopers Zhongtian Certified Public Accountants (Special General Partnership) (“PwC”) is the company's 2023 domestic auditor. According to the requirements for rotation of auditors, the company plans to replace auditors after agreement with PricewaterhouseCoopers and PricewaterhouseCoopers. After review and resolution at the board meeting, the board of directors recommended Shinaga Zhonghe & CPA
Express News | Galaxy Securities: Demand in the cement market is expected to recover further
Huatai Securities: Demand starts slowly after the cement festival than the industry's losses or phased expansion in previous years
Due to the lower price starting point before the Spring Festival and slower price recovery after the holiday season than in previous years, it is expected that most cement companies' profits in 1Q24 will decline the same or month-on-month, and the industry's losses may expand.
Express News | Tianshan Co., Ltd.: Predicting that the second half of the domestic cement industry will be better than the first half of 2024
Yunnan Construction Investment Concrete (01847): Executive Director Zhang Long Appointed as Authorized Representative
Yunnan Construction Investment Concrete (01847) issued an announcement. Due to job changes, Lu Jianfeng, executive director of the 2nd board of directors...
Yunnan Construction Investment Concrete (01847) announced annual results. Shareholders should have accounted for a loss of 34.85 million yuan in year-on-year profit and loss
Yunnan Construction Investment Concrete (01847) announced the results for the year ended December 31, 2023, and the group received...
GHPC: (1) ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED DECEMBER 31, 2023; (2) RESIGNATIONS OF EXECUTIVE DIRECTORS; (3) CHANGE OF AUTHORIZED REPRESENTATIVE; (4) PROPOSED ELECTION OF NON-EMPLOYEE DIRECTORS OF THE BOARD; (5) PROPOSED ELEC...
Yunnan Construction Investment Concrete (01847.HK) plans to hold a board meeting on March 28 to approve the annual results
Gelonghui, March 14, 丨 Yunnan Construction Investment Concrete (01847.HK) announced that the company will hold a board meeting on March 28, 2024 (Thursday) to consider and approve the annual results and announcements of the company and its subsidiaries for the year ended December 31, 2023, and to consider the payment of a final dividend (if any), and to deal with other matters.
GHPC: NOTICE OF BOARD MEETING
Express News | Galaxy Securities: Demand for consumer building materials is expected to pick up
YCIH Green Flags Losses for 2023; Expects Sales Contracts to Reach 1.12 Billion in Q1
YCIH Green High-Performance Concrete (HKG:1847) forecasts it will swing to a loss of about 38.3 million yuan in 2023, from a profit of 29.9 million yuan in 2022, according to a Friday filing with the
Yunnan Construction Investment Concrete (01847.HK) expects annual net loss of about RMB 38.31 million
Gelonghui, March 8, 丨 Yunnan Construction Investment Concrete (01847.HK) announced that the company expects a net loss of approximately RMB 38.31 million for the year ended December 31, 2023, while net profit for the year ended December 31, 2022 is approximately RMB 29.88 million. The main reason for this anticipated loss is that the decline in operating costs was less than the decline in operating income. In 2023, although the Group continued to take active measures to reduce costs and increase efficiency, reducing operating costs by about 11% compared to 2022, due to factors such as the macroeconomic environment and fierce market competition, the Group mainly
GHPC: (1) PROFIT WARNING; AND (2) BUSINESS UPDATE
China Tightens Rules on Polluters Before Carbon Market Expansion
China toughened rules for industrial polluters participating in its national carbon market, including larger fines for entities found to be falsifying data on emissions reductions.
Ministry of Finance: The total profit of state-owned enterprises in 2023 was 4633.28 billion yuan, up 7.4% year-on-year
From January to December, the main efficiency indicators of state-owned and state-owned enterprises across the country continued to grow steadily, and the upward trend was further consolidated.
Guoxin Securities's investment strategy for the construction industry in January: high-dividend blue chips at the bottom to seize growth opportunities on segmented tracks
The Zhitong Finance App learned that Guoxin Securities released a research report saying that after a continuous correction in the second half of 2023, the valuation level of construction stocks has fallen back to an all-time low. If you consider the lower valuation level of Hong Kong stocks of central construction enterprises, the dividend appeal of some construction blue chip stocks has increased significantly.
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