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Automotive Aug 03, 2021 08:37 AM (GMT+8) · EqualOcean
CITIC Securities research report pointed out that from a medium and long-term perspective, the double carbon target raises the cost curve of the cement industry, leading enterprises have competitive advantages, and open up growth space with the layout of aggregate, concrete and other related businesses. In the short term, although the current demand of the cement industry is weak, with the gradual entering of the peak season, the demand margin improves, the current inventory is not high, and the price increase in the peak season is ahead of schedule. It is expected that the profit stability of cement enterprises is high. Considering the current valuation, we believe that the leading enterprises have configuration value, recommend Huaxin Cement and conch cement, and suggest paying attention to China building materials.

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