China Tightens Rules on Polluters Before Carbon Market Expansion
China toughened rules for industrial polluters participating in its national carbon market, including larger fines for entities found to be falsifying data on emissions reductions.
Guoxin Securities's investment strategy for the construction industry in January: high-dividend blue chips at the bottom to seize growth opportunities on segmented tracks
The Zhitong Finance App learned that Guoxin Securities released a research report saying that after a continuous correction in the second half of 2023, the valuation level of construction stocks has fallen back to an all-time low. If you consider the lower valuation level of Hong Kong stocks of central construction enterprises, the dividend appeal of some construction blue chip stocks has increased significantly.
Guangfa Securities's 24-year strategy for the building materials industry: solid demand, focusing on the construction of the “three major projects” and supply-side changes
The fundamentals of the traditional building materials industry are strongly correlated with the downstream real estate boom. The commercial housing market is expected in 2024.
Huatai Securities: Demand for real estate infrastructure is under pressure and profit performance is expected to continue to diverge
Huatai Securities released a research report saying that due to the low starting point of 1Q23 and the phased release of demand, the building materials industry as a whole enjoyed a relatively common profit recovery in 2Q23.
PUJIANG INTL: INTERIM REPORT 2023
Summary of the 23rd annual report of Huatai Securities Building Materials: H1's revenue is basically stable and profitability is being restored quarterly
The Zhitong Finance App learned that Huatai Securities released a research report saying that the overall revenue of the H1 building materials industry has remained stable, and Q2 cost pressure has been reduced and gross margin has returned to more than 20%.