SDIC Securities: The new real estate policy goes hand in hand, and the collection and storage of state-owned assets is expected to accelerate and continue to be optimistic about the performance of building materials in the good production chain
The real estate industry has ushered in major favorable policies. Purchase restrictions have been relaxed in many places, and mortgage relaxation policies have exceeded expectations. Trade-in and state-owned assets collection and storage are expected to accelerate. The sales side and financing side are taking multiple measures together to help the building materials industry recover demand and improve repayments, and priority benefits for consumer building materials in the real estate chain.
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
Zhixin Group's 2023 Profit Surges to 10 Million Yuan
Zhixin Group Holding's (HKG:2187) profit increased to nearly 10.1 million yuan in the year ended December 2023, from a profit of 1.3 million yuan in the preceding year, according to Friday's filing wi
智欣集團控股:2023年報
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
Zhixin Group Holdings (02187) announced annual results. Shareholders' profit attributable to shareholders was RMB 1.0078 million, an increase of 704.3% over the previous year
According to the Zhitong Finance App, Zhixin Group Holdings (02187) announced the results for the year ended December 31, 20223. The group recorded revenue of 513 million yuan, a year-on-year decrease of 19.1%. The company owner should have accounted for a profit of RMB 10.78 million during the year, an increase of 704.3% over the previous year. Basic earnings per share were $0.013. The report shows that in fiscal year 2023, revenue from sales of ready-mixed concrete and precast concrete components declined, mainly due to increased market competition. After balancing profit and loss, the Group did not hesitate to give additional price concessions to some customers in order to maintain competitiveness.
ZHIXIN GP HLDG: ANNUAL RESULTS ANNOUNCEMENT FOR THE YEAR ENDED 31 DECEMBER 2023
Zhixin Group Holding Expects Profit Growth in 2023
Zhixin Group Holding (HKG:2187) expects a net profit to have ranged between 5 million yuan and 10 million yuan in 2023, compared with 1.3 million yuan in the previous year, according to a Monday filin
Zhixin Group Holdings (02187) Fa Yingxi expects net profit to increase to about 5 million to 10 million yuan in 2023
Zhixin Group Holdings (02187) announced that the Group's net profit in 2023 is expected to be around RMB 5 million to 100...
ZHIXIN GP HLDG: POSITIVE PROFIT ALERT
ZHIXIN GP HLDG: SUPPLEMENTAL ANNOUNCEMENT - NOTICE OF BOARD MEETING
Express News | Galaxy Securities: Demand for consumer building materials is expected to pick up
Zhixin Group Holdings (02187.HK) will hold a board meeting on March 29 to approve the annual results
Gelonghui, March 11, 丨 Zhixin Group Holdings (02187.HK) announced that the company will hold a board meeting on March 29, 2024 to approve the annual results of the company and its subsidiaries as of December 31, 2023 and consider payment of a final dividend (if any).
ZHIXIN GP HLDG: NOTICE OF BOARD MEETING
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.
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