China Materials_ Weekly Monitor_ Winter Seasonality Cuts Starting
China Securities·2024-12-26 03:08
Source: CISA, Mysteel, Morgan Stanley Research Exhibit 58: Weekly Cement Shipments in Central China -60% -30% 0% 30% 60% - 100 200 300 400 500 20022003200420052006200720082009201020112012201320142015201620172018201920202021202220232024 Source: SMM, Morgan Stanley Research China Materials: Feb-24 Lab-grown Diamond Trade Data (18 Mar 2024) Greater China Materials: China Gold - Adding Alpha to Beta (11 Dec 2024) Zijin Mining Group: Asia Pacific Summit 2024 Feedback (21 Nov 2024) Huaxin Cement Co: Milestone Acq ...