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Yunnan Construction Investment Concrete announced that Li Zhangjian was appointed as Chairman of the Board of Directors
Yunnan Construction Investment Concrete (01847) announced that at the 2023 Annual General Meeting of Shareholders, Li Zhangjian, Zhang Long and Liu Zhen were elected as executive directors of the 3rd board of directors; Yang Jia and Yang Jie were elected as non-executive directors of the 3rd board of directors; Wang Jiaxin, Yu Dingming and Li Hongkun were elected as independent non-executive directors of the 3rd board of directors; and Wu Xinhe, Yang Guanglei and Gu Feng were elected as non-employee representative supervisors of the 3rd board of supervisors. Earlier, the company held a joint meeting of employee delegation (group) heads to elect Wang Fang as the executive director (employee director) of the 3rd board of directors, and re-elected Guo Huan, the employee representative supervisor of the 2nd board of supervisors
Yunnan Construction Investment Concrete (01847): Li Zhangjian appointed as chairman
According to Zhitong Finance App, Yunnan Construction Investment Concrete (01847) announced that at the 2023 Annual General Meeting of Shareholders, Li Zhangjian, Zhang Long and Liu Zhen were elected as executive directors of the 3rd board of directors; Yang Jia and Yang Jie were elected as non-executive directors of the 3rd board of directors; Wang Jiaxin, Yu Dingming, and Li Hongkun were elected as independent non-executive directors of the 3rd board of directors; and Wu Xinhe, Yang Guanglei and Fenggu were elected as non-employee representative supervisors of the 3rd board of supervisors. The company held a joint meeting of employee delegation (group) heads earlier to elect Wang Fang as the executive director (employee director) of the 3rd board of directors and re-elected the 2nd board of supervisors
Hong Kong Stock Concept Tracking | Cement Prices Rise, Building Materials Industry Value Revaluation (with concept stocks)
Since May, cement prices have risen in Northeast China, Central China, South China, and Southwest China. As of last Friday, the average price of cement nationwide reached 372 yuan/ton, up about 12 yuan from the beginning of the month, a record high since the second quarter.
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.
雲南建投混凝土:2023 年度報告
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