Group 1 - Cement stocks are experiencing significant gains, with Huaxin Cement rising by 4.02% to HKD 13.99, Conch Cement up by 3.47% to HKD 23.86, Dongwu Cement increasing by 3.07% to HKD 4.03, and China Resources Cement Technology rising by 1.6% to HKD 1.91 [1] - The China Cement Association released a document on July 1 responding to the anti-involution policy, which is expected to enhance the enforcement of production limitation policies [1] - Mid-term outlook suggests that cement industry capacity is likely to continue declining under the production limitation policies, leading to a significant increase in capacity utilization [1] Group 2 - The cement industry is currently in a low demand and price season, but it is anticipated that demand will recover in August, resulting in gradual price increases [1] - Dongwu Securities indicates that the consensus on supply self-discipline in the cement industry is expected to strengthen, with the annual profit center likely to be better than last year [1] - Despite fluctuations in demand and price declines in Q2, the willingness to maintain profits among leading enterprises has significantly increased, suggesting that the rebalancing of supply and demand will occur sooner than last year [1]