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China Merchants Securities: Real estate policy optimization expectations strengthen the alpha value of leading high-quality building materials
Judging from the boost in demand for building materials, from policies to real estate sales to entry and repayment of building materials, there is still a certain transmission cycle, but it is conducive to improving the market's expectations for subsequent fundamental restoration of building materials companies. Valuation repairs may take precedence over fundamentals.
China Building Materials (03323): Beixin Building Materials (000786.SZ)'s net profit for the first quarter was about 822 million yuan, up 38.11% year-on-year
China Building Materials (03323) announced Beixin Building Materials (000786.SZ)'s 2024 first quarter results, business...
Beixin Construction (000786.SZ): As of March 20, 2024, the total number of shareholders of the company was about 52,000
Gelonghui March 21丨Beixin Building Materials (000786.SZ) said on the investor interactive platform that as of March 20, 2024, the total number of shareholders of the company was around 52,000.
Galaxy Securities: Demand for building materials in the investment sector is expected to rise steadily, and the building materials industry is expected to return to a boom range in 2024
In 2024, with steady growth expectations and positive macro-control transmission effects, demand for building materials in the investment sector is expected to rise steadily.
Minsheng Securities: Optimistic that urban village renovation will quickly boost demand for building materials
Up to now, 24 provincial and municipal government officials have announced the implementation of special loans for urban village renovation, involving Guangzhou, Chengdu, Beijing, Xi'an, Hefei, Nanning, Zhejiang, Liaoning, Zhengzhou, Wuhan, Jinan, etc.
Beixin Construction (000786.SZ): As of January 31, 2024, the total number of shareholders of the company was about 52,000
Gelonghui, Feb. 2: Beixin Construction (000786.SZ) said on the investor interactive platform that as of January 31, 2024, the total number of shareholders of the company was around 52,000.
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