Cement

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X @TechCrunch
TechCrunch· 2025-07-16 14:14
Meet the cement transport ship that makes cement ingredients while sailing | TechCrunch https://t.co/hQ7UptBhzk ...
X @The Economist
The Economist· 2025-07-14 05:20
Police solve as few as one in ten political assassinations in South Africa, one study estimates. Partly that is because criminal networks are so sophisticated. Sometimes, though, the cops are complicit https://t.co/FcrtoYFDsH ...
X @The Economist
The Economist· 2025-07-12 08:40
Having inconvenient people bumped off is disturbingly common in South Africa. What began as a way to settle drug disputes or turf wars between gangs has become a service industry https://t.co/DKgNU4TWnS ...
天山股份: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-11 16:13
Group 1 - The company expects a net loss of 800 million to 1 billion yuan for the current reporting period, compared to a loss of approximately 341.37 million yuan in the same period last year [1] - The net loss after deducting non-recurring gains and losses is projected to be between 900 million and 1.2 billion yuan, compared to a loss of about 368.64 million yuan in the previous year [1] - The basic earnings per share are expected to be a loss of 0.1125 to 0.1406 yuan per share, compared to a loss of 0.3940 yuan per share in the same period last year [1] Group 2 - The main reason for the performance change is attributed to the increase in cement sales prices and the decrease in costs of cement and ready-mixed concrete, leading to improved operational efficiency compared to the previous year [1] - The company has focused on precise management, cost reduction, and optimizing both pricing and costs, resulting in a significant reduction in net loss attributable to shareholders compared to the previous year [1] - National statistics indicate that from January to May 2025, the cumulative cement production in the country was 659 million tons, a year-on-year decrease of 4%, with the decline rate widening by 1.2 percentage points compared to January to April, and a 5.8 percentage point decrease compared to the same period last year [1]
X @Bloomberg
Bloomberg· 2025-07-11 08:05
In South Africa, a tough-talking police commissioner is winning over residents weary of high crime rates — the latest example of a more hardline approach gaining traction around the world https://t.co/8YUo5yJiog ...
摩根士丹利:中国股票策略-反内卷信息提振 A 股市场情绪
摩根· 2025-07-11 02:22
China Equity Strategy | Asia Pacific A-Share Sentiment Improves with Anti-involution Message Sentiment improved with the government's clearer message on anti-involution, aimed at reining in the escalation of excess competition and potential overcapacity. We still expect near- term volatility to rise and range-bound index moves in the offshore market. We prefer A-shares over offshore for now. A-share investor sentiment improved vs. previous cycle: Weighted MSASI and simple MSASI improved 7ppt and 8ppt, to 78 ...
高盛-中国大宗商品:供应端工作预期 —— 改革或缓解
Goldman Sachs· 2025-07-07 15:45
5 July 2025 | 5:29PM HKT China commodities Supply side work expectations - reform or reprieve There have been signs of renewed policy focus in addressing supply discipline, as indicated by the readout of the sixth meeting of the Central Financial and Economic Affairs Commission on July 1st. The meeting reiterated the need for China to develop a "unified national market", explicitly calling for a crackdown on overly intensive competition between firms that has caused lower prices. An orderly exit of obsolete ...
瑞银:中国水泥行业-专家电话会议要点:“躺平” 不利于长期整合
瑞银· 2025-07-07 15:44
ab 3 July 2025 Global Research First Read We think investors may have overly priced in potential price upside from anti-involution initiates, while overlooking the structural demand weakness and obstacles to industry consolidation. We maintain our cautious view on the China cement sector. Equities China Building Materials China Cement Sector Expert call takeaway: "lie flat" no good for long- term consolidation No new policy We hosted a call with Digital Cement analyst, Ms. Xiaoliang Wang, to dive into the t ...
X @BBC News (World)
BBC News (World)· 2025-07-04 19:20
Gang leader on Sweden's most wanted list arrested in Turkey https://t.co/R40QT2B3Yg ...
Douglas Dynamics, Inc. (PLOW) Soars to 52-Week High, Time to Cash Out?
ZACKS· 2025-07-04 14:16
Shares of Douglas Dynamics (PLOW) have been strong performers lately, with the stock up 14% over the past month. The stock hit a new 52-week high of $31.42 in the previous session. Douglas Dynamics has gained 32.7% since the start of the year compared to the -13.8% move for the Zacks Auto-Tires-Trucks sector and the 2.1% return for the Zacks Automotive - Replacement Parts industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings ...