Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong's cement stocks, with Dongwu Cement leading the surge by over 17% [1] - China Galaxy Securities reports that in July, cement demand decreased due to seasonal factors and adverse weather conditions, leading to an increase in the clinker kiln shutdown rate and a rise in clinker inventory, indicating a significant supply-demand imbalance in the industry [1] - It is anticipated that cement demand will gradually recover in late August, potentially halting the decline in cement prices [1] Group 2 - Dongwu Cement expects its losses for the six months ending June 30, 2025, to reduce to approximately 12.966 million, a decrease of about 67.6% compared to a loss of approximately 39.981 million in the same period last year [1] - The stock performance of various cement companies includes Dongwu Cement at 5.360 with a rise of 17.03%, China National Building Material at 5.350 with a rise of 7.00%, and Huaxin Cement at 13.550 with a rise of 1.96% [2]
建材水泥股拉升 东吴水泥大涨超17% 中国建材涨超7%