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.
Beixin Construction (000786.SZ): As of January 19, 2024, the total number of shareholders of the company was about 55,000
Gelonghui January 22丨Beixin Building Materials (000786.SZ) said on the investor interactive platform that as of January 19, 2024, the total number of shareholders of the company was around 55,000.
Beixin Construction (000786.SZ): Garbaoli will not be incorporated into the 2023 consolidated company statement
Gelonghui, January 5 | Beixin Building Materials (000786.SZ) said on the investor interactive platform that the parties to the transaction have not yet completed the handover, and that Gabrielle will not be incorporated into the 2023 consolidated report, and the company will actively promote the handover and other related work in accordance with the agreement.
Beixin Building Materials (000786.SZ) plans to spend 4,074 billion yuan to acquire 78.34% of Garbo's shares to increase the scale of its paint business
Beijin Construction Materials (000786.SZ) announced that on December 29, 2023, the company and Shijun (Hong Kong) Co., Ltd...
Beixin Construction (000786.SZ): Proposed 2023 Restricted Stock Incentive Plan
Gelonghui, December 29丨Beixin Building Materials (000786.SZ) announced the 2023 Restricted Stock Incentive Plan (draft). The total number of restricted shares to be granted under this incentive plan does not exceed 12.9 million shares, accounting for approximately 0.764% of the company's total share capital of 1,689.5078 million shares when the draft incentive plan was announced. Of these, 10.826 million shares were granted for the first time, accounting for about 0.641% of the total share capital of the company when the draft incentive plan was announced, accounting for about 83.92% of the total equity granted; 2,074 million shares were reserved, accounting for about the total share capital of the company when the draft incentive plan was announced
Dongwu Securities's 24-year strategy for consumer building materials: three major projects accelerate construction to promote demand-side recovery
Looking ahead to 2024, there is still pressure on demand-side recovery, but construction of the three major projects and active fiscal policies are expected to become policy variables to promote demand-side recovery.
Ping An Securities 24-year outlook for the building materials industry: downstream real estate may still be under pressure to focus on urban village renovation
Considering that valuations in the building materials sector have fallen to historically low levels, high-quality companies have allocation value and maintain the industry's “better than the market” rating.
Beixin Building Materials (000786.SZ): As of December 8, 2023, the total number of shareholders in the company is around 63,000
On December 12, Gelonghui, Beijian Materials (000786.SZ) stated on the investor interactive platform that as of December 8, 2023, the total number of shareholders in the company was around 63,000.
China Galaxy Securities: Weak demand for construction materials in the off-season, policies increase, wait for the bottom to recover
China Galaxy Securities released a research report saying that cement prices changed from rising to falling this week, the market gradually entered a low season, and demand fluctuated. It is expected that prices will rise and fall in different regions in the future, and overall prices will fluctuate.
Bank of China Securities: Real estate data slump, building materials industry focuses on four main lines
In the building materials industry, Bank of China Securities recommended focusing on the four main lines of performance restoration and stock housing renovation and release.
China Building Materials: Beixin Building Materials's net profit for the first three quarters was 2,756 billion yuan, up 17.32% year on year
China Building Materials (03323) announced that in the first three quarters of 2023, Beixin Building Materials (000786.SZ) achieved operating income of 17.049 billion yuan (RMB, same below), a year-on-year increase of 10.14%; net profit attributable to Beixin Building Materials shareholders was 2,756 billion yuan, up 17.32% year on year; and basic earnings per share of 1.631 yuan.
Beixin Building Materials (000786.SZ): As of September 20, the total number of shareholders of the company was around 48,000
Glonghui, October 7, 丨 Beixin Building Materials (000786.SZ) said on the investor interactive platform that as of September 20, 2023, the total number of shareholders of the company was around 48,000.
China Inspection Group (603060.SH): It has established strategic partnerships and maintained close cooperation with companies such as Sinoma International, Xintianshan Co., Ltd., and Beixin Building Materials
Gelonghui, September 26丨China Inspection Group (603060.SH) said on the investor interactive platform that China Inspection Group is an important business segment of China Building Materials Group, and that the company's development has always received strong support from China Building Materials Group and the controlling shareholder, China General Building Materials Administration. The green and low-carbon development of China Building Materials Group has put forward requirements for the National Inspection Group to improve the supply of technical services. We are also strengthening industrial chain collaboration with member units, serving the high-quality development of the industrial chain, and embedding related services into chain leaders. Under the Group's support and care, the company has strengthened cooperation with brother units in green dual carbon and other fields for it
China Building Materials (03323): Beixin Building Materials plans to acquire control of Garbaoli Chemical Group
China Building Materials (03323) announced that on September 20, 2023, Beixin Group, a non-wholly owned subsidiary of the company...
Beixin Building Materials (000786.SZ) plans to obtain control of Garbo Chemical Group
Beixin Building Materials (000786.SZ) announced that the company intends to acquire Garbaoli Chemical Group Co., Ltd. (Garbaoli...
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