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
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.
PUJIANG INTL: (I) DELAY IN PUBLICATION OF 2023 ANNUAL RESULTS; (II) POSSIBLE DELAY IN DESPATCH OF 2023 ANNUAL REPORT; (III) POSTPONEMENT OF BOARD MEETING; AND (IV) SUSPENSION OF TRADING IN SHARES
Express News | Tianshan Co., Ltd.: Predicting that the second half of the domestic cement industry will be better than the first half of 2024
Pujiang International (02060): Tang Zhibin appointed as independent non-executive director
Pujiang International (02060) announced that Zhang Bihong has proposed his resignation due to the need for more focus and commitment to other businesses...
Pujiang International (02060.HK) held a board meeting on March 28 to consider and approve the annual results
Gelonghui, March 15, 丨 Pujiang International (02060.HK) announced that it will hold a board meeting on March 28, 2024 (Thursday) to consider and approve the Group's annual results for the year ended 31 December 2023 and the proposed final dividend (if any), and to deal with other matters.
Express News | Galaxy Securities: Demand for consumer building materials is expected to pick up
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.
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.
Guangfa Securities's 24-year strategy for the building materials industry: solid demand, focusing on the construction of the “three major projects” and supply-side changes
The fundamentals of the traditional building materials industry are strongly correlated with the downstream real estate boom. The commercial housing market is expected in 2024.
Express News | CITIC Securities: The transformation of a leading consumer building materials company has seen results
“There are new breakthroughs in research” and the superconductivity is detonated again! Are the wolves here again?
Institutions: Many fields have entered a period of large-scale expansion.
Express News | CITIC Securities: At the right time for fiscal strength, infrastructure demand ushered in an upward inflection point
Huatai Securities: Demand for real estate infrastructure is under pressure and profit performance is expected to continue to diverge
Huatai Securities released a research report saying that due to the low starting point of 1Q23 and the phased release of demand, the building materials industry as a whole enjoyed a relatively common profit recovery in 2Q23.
PUJIANG INTL: INTERIM REPORT 2023
Express News | China Galaxy Securities: Retail demand for consumer building materials as a post-cycle real estate sector is expected to gradually improve
Express News | Galaxy Securities: Retail-side demand for consumer building materials is expected to gradually improve
Express News | CITIC Construction Investment: The decline in real estate investment narrowed in August, and support for urban village renovation increased
No Data