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.
Express News | China's cement companies continue to increase their global layout
Changes in Hong Kong stocks | Cement stocks have collectively declined, and many provinces have extended peak periods, and the industry's oversupply situation may continue
Cement stocks fell collectively. As of press release, Dongwu Cement (00695) fell 4.3% to HK$1.78; China Building Materials (03323) fell 3.66% to HK$3.42; and China Resources Building Materials Technology (01313) fell 1.3% to HK$1.52.
Hong Kong Stock Concept Tracking | Real estate policy support continues to strengthen the bottom of the cement and building materials sector (with concept stocks)
Mergers and acquisitions of large cement companies have formed an oligopoly pattern to achieve active removal of production capacity.
A quick look at the Hong Kong market | The three major indices rose sharply, and Tencent's results rose nearly 4%; domestic housing, property management, and building materials stocks were strong throughout the day! COSCO Group rose more than 46%, and Chi
The trend of technology network stocks was divided. Tencent rose nearly 4%, Ali fell more than 3%; gaming stocks rose sharply, Galaxy Entertainment rose more than 6%, and Sands China Co., Ltd. rose nearly 2%.
Hong Kong Stock Afternoon Review | The three major indices strengthened, rising more than 4% after Tencent's results; domestic housing stocks and domestic bank stocks improved, COSCO Group rose nearly 49%, and CCB rose more than 5%
Technet stocks had mixed ups and downs. Tencent rose more than 4%, Ali fell more than 2%; insurance stocks strengthened, China Taiping rose more than 6%, and Ping An of China rose nearly 6%.
Changes in Hong Kong stocks | China Building Materials (03323) rose more than 7%, leading the way in cement stocks, mainstream cities successively optimized purchase restriction policies, and there is not much room for further cement price cuts
Cement stocks were higher in early trading. As of press release, China Building Materials (03323) rose 7.43% to HK$3.47; Conch Cement (00914) rose 6.67% to HK$20.8; China Resources Building Materials Technology (01313) rose 5.56% to HK$1.52; and Huaxin Cement (06655) rose 4.61% to HK$8.39.
The Hong Kong stock building materials and cement sector fluctuated higher, and China Building Materials and Conch Cement rose more than 6%, followed by Huarun Building Materials Technology, Shanshui Cement, etc.
The Hong Kong stock building materials and cement sector fluctuated higher, and China Building Materials and Conch Cement rose more than 6%, followed by Huarun Building Materials Technology, Shanshui Cement, etc.
The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
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 | CICC: In the medium to long term, the opportunities outweigh the risks in the medium to long term, and may still be dominated by structural opportunities in the short term
Express News | Open source securities: the growth of consumer building materials is sustainable for a long time
This week's bullish stocks in Hong Kong | High-dividend stocks are sought after! China's foreign transport week rose by more than 23%, and China's building materials rose by more than 17%
In terms of individual stocks, net revenue from Q1 products increased by nearly 40% year on year, and Zaiding Pharmaceutical soared more than 26% this week; pre-sale of new iPad products began! The Apple concept stock, BYD shares surged nearly 20% this week.
Changes in Hong Kong stocks 丨 China Building Materials closed up 9%, and its stock price hit a record high in nearly half a year
Glonghui, May 10 | High-dividend concept stocks in the Hong Kong stock market are collectively strengthening today. China Building Materials (3323.HK) moved higher and finally closed up 9% to HK$3.39. The stock price hit a record high in nearly half a year since November 28, 2023, with a market value of HK$28.6 billion. According to the news, Bloomberg quoted people familiar with the matter as saying that China is considering reducing the 20% income tax that mainland individual investors need to pay when investing in Hong Kong stocks through the Hong Kong Stock Connect to receive dividends to avoid repeated taxation between the two places. CICC believes this move is expected to further boost the enthusiasm of mainland investors to invest in Hong Kong stocks, especially in high-dividend-related sectors
Changes in Hong Kong stocks | China Resources Building Materials Technology (01313) rose nearly 8%, leading the way in cement stocks, cement price increases are expected to increase in the profitability of the cement industry
Cement stocks had the highest gains in early trading. As of press release, China Resources Building Materials Technology (01313) rose 7.97% to HK$1.49; China Building Materials (03323) rose 7.4% to HK$3.34; Conch Cement (00914) rose 4.22% to HK$19.76; and Huaxin Cement (06655) rose 3.63% to HK$7.43.
Hong Kong stock building materials and cement stocks fluctuated and rose. China Building Materials rose more than 6%, Conch Cement rose more than 3%, Huaxin Cement and Asia Cement all rose more than 3%, and Jinyu Group and others followed suit.
Hong Kong stock building materials and cement stocks fluctuated and rose. China Building Materials rose more than 6%, Conch Cement rose more than 3%, Huaxin Cement and Asia Cement all rose more than 3%, and Jinyu Group and others followed suit.
Express News | Most of the high-dividend concept stocks in Hong Kong stocks rose by more than 5%, China Building Materials
Changes in Hong Kong stocks 丨 High-dividend concept stocks have collectively strengthened, and CCB has risen more than 4%. According to news, the Hong Kong Stock Connect dividend tax will be reduced
Gelonghui, May 10 | High-dividend concept stocks in the Hong Kong stock market have collectively strengthened. Among them, China Building Materials rose more than 5%, Guangdong Investment, Beijing Water Group, and China Construction Bank rose more than 4%, China Coal Energy and Agricultural Bank rose more than 3%, ICBC, CNPC, Everbright Environment, CNOOC, China CITIC Bank, Far East Hongxin, and China Everbright Bank rose more than 2%. According to the news, Bloomberg quoted people familiar with the matter as saying that China is considering reducing the 20% income tax that mainland individual investors need to pay when investing in Hong Kong stocks through the Hong Kong Stock Connect to receive dividends to avoid repeated taxation between the two places. If the relevant plan can
Changes in Hong Kong stocks | Cement stocks generally rose today in April, cement prices rose in many provinces and cities, and favorable real estate policies continued to be introduced
Cement stocks generally rose today. As of press release, China Resources Building Materials Technology (01313) rose 5.34% to HK$1.38; China Building Materials (03323) rose 4.81% to HK$3.05; and Asia Cement (00743) rose 3.48% to HK$2.08.
Express News | Ministry of Finance: From January to March, the total revenue of state-owned and state-owned enterprises across the country increased by 3.2% year on year, and total profit increased 2.8% year on year.
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