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Three Trees (603737.SH): We have prepared 90% of Evergrande Real Estate's accounts receivable for bad debts
Gelonghui, May 28 | Sankeshu (603737.SH) said on an interactive platform that the company has prepared 90% of Evergrande Real Estate's accounts receivable for bad debts. For specific financial data, you can check the regular reports and other data disclosed by the company.
GF Securities: Off-season cement price increase suggestions focus on real estate chain building materials valuation repair opportunities under policy catalysis
Due to the imminent implementation of the new cement standards, most regional companies are actively promoting price increases in order to increase transmission costs, and it is expected that prices will continue to strengthen in the later stages.
The home building materials sector fluctuated strongly. Zhongyuan Home Furnishing rose and stopped in the afternoon, with Sankeshu, Shangpin Home Delivery, Keshun Co., Ltd., Jianlang Hardware, and Mona Lisa showing the highest gains.
The home building materials sector fluctuated strongly. Zhongyuan Home Furnishing rose and stopped in the afternoon, with Sankeshu, Shangpin Home Delivery, Keshun Co., Ltd., Jianlang Hardware, and Mona Lisa showing the highest gains.
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
SDIC Securities released a research report saying that the real estate industry has ushered in major favorable policies, relaxation of purchase restrictions in many places, and the relaxation of mortgage policies has exceeded expectations. The sales side and financing side are expected to accelerate. The sales side and the financing side are taking multiple measures to help the building materials industry recover demand and improve repayment. It is recommended to focus on high-quality leaders in various segments to benefit from the improvement of downstream supply and demand. The financial pressure on housing enterprises is gradually recovering, project demand is gradually picking up, and industry concentration is increasing. Recommended attention: Three Trees (603737.SH), Baby Rabbit (002043.SZ), ASC (603378.SH), East
Tianfeng Securities: The current point may still be a phased low point in the fundamentals of traditional building materials
Currently, policies on both the supply and demand sides of the real estate industry have been intensively introduced, which may have a positive impact on improving the fundamentals of building materials in the real estate chain. Currently, it may still be a phased low point in the fundamentals of traditional building materials, so it is recommended that active attention be paid.
The building materials sector strengthened at the beginning of the market. Three trees hit a standstill. Jianlang Hardware rose more than 5%, and ASC Chuangneng, Dongfang Yuhong, and Jidong Cement followed suit.
The building materials sector strengthened at the beginning of the market. Three trees hit a standstill. Jianlang Hardware rose more than 5%, and ASC Chuangneng, Dongfang Yuhong, and Jidong Cement followed suit.
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