[Broker Focus] Societe Generale Securities maintains China Resources Building Materials Technology (01313) “buy” rating, indicating that the cement industry boom has bottomed out
Jinwu Financial News | According to the Societe Generale Securities Research Report, China Resources Building Materials Technology (01313) disclosed Q1 results: revenue fell 5.6% year-on-year to 4.79 billion yuan (unit RMB, same below), and net profit loss of 28.87 million yuan to mother. According to the bank, the traditional off-season and rainy season in the south are frequent, demand for cement is weaker, and the Q1 industry is basically in a state of loss. The bank continued that the cement industry is bottoming out, while the non-cement business is entering a phase of rapid expansion, which will significantly increase performance and enhance the company's operational resilience. The bank expects the company's revenue for 24/25/26 to be 237.49/249.55/259, respectively
Looking at the sustainable development approach of China Liansu (2128.HK) from the perspective of the ESG investment wave
In recent years, ESG has been increasingly recognized by mainstream institutions. As of June 2023, more than 5,370 institutions have signed PRI (PRI refers to the principles of responsible investment supported by the United Nations), and the total amount of assets under management exceeds $121 trillion. Earlier, PricewaterhouseCoopers stated in the report that the growth rate of ESG asset management will be far higher than the overall growth rate of the asset management market. In 2026, the scale of ESG-related asset management will increase from US$18.4 trillion in 2021 to US$33.9 trillion. The expected CAGR is 12.9%, accounting for 21.5 of the total global asset management scale
Hong Kong Stock Concept Tracking | Two Departments Launch Urban Renewal Demonstration Work! Real estate chain-related companies are expected to benefit (with concept stocks)
On May 6, the General Office of the Ministry of Finance and the General Office of the Ministry of Housing, Urban-Rural Development issued a notice to launch demonstration work on urban renewal.
China Liansu (02128): EDA has submitted a post-hearing data collection on the proposed spin-off and global sale to the Stock Exchange
China Liansu (02128) announced that EDA has indicated to it that EDA has proposed a spin-off and global sale to the Stock Exchange...
Electrovaya Shaping the Green Economy Dialogue
Jinyu Group (601992.SH): Tiantan Assembly Business added 549 million yuan in the first quarter, an increase of 145.9% over the previous year
Gelonghui, May 6 | Jinyu Group (601992.SH) Investor Relations Activity Record Sheet shows that the company's Tiantan assembly business added 549 million yuan in the first quarter, an increase of 145.9% over the previous year. The confirmed revenue for the current period was 170 million yuan, an increase of 53 million yuan over the previous year, continuing the strong growth trend.