Core Viewpoint - The Hong Kong cement sector is experiencing a significant rise, led by a nearly 19% increase in shares of China Shanshui Cement, driven by a slight uptick in national cement prices due to seasonal demand recovery and proactive pricing strategies from cement companies [1]. Industry Summary - This week, national cement prices have slightly increased, attributed to the traditional peak season and higher pricing enthusiasm from cement companies [1]. - Market demand has shown some recovery, although it remains weaker compared to the same period last year [1]. - Some clinker production lines are still idled, which has not yet pressured the clinker inventory of companies [1]. - Looking ahead, demand is expected to continue growing during the "Golden September and Silver October" period, but the increase is anticipated to be limited due to a weak end-market [1]. - The upcoming winter is expected to bring extended periods of production halts, and with marginal improvements in current demand, cement companies are likely to continue pushing for price increases [1]. - There is an expectation of rising coal prices, which will further support cement prices [1]. Company Summary - China Shanshui Cement saw a significant price increase of 18.89%, reaching 1.070 [1]. - Other companies such as China Tianrui Cement, Anhui Conch Cement, and China National Building Material also experienced modest gains of 1.45%, 1.22%, and 1.10% respectively [1]. - The stock performance of various cement companies indicates a positive market sentiment, with several companies showing around 1% increase in their stock prices [1].
港股异动丨建材水泥股拉升 山水水泥大涨近19%领衔 行业进入传统旺季