Hong Kong stock concept tracking | Profit elasticity of cement companies gradually released still near historical bottom area (with concept stocks)

Recently, many cement listed companies such as Anhui Conch Cement Co., Ltd., Tianshan Materials Co., Ltd., and Gansu Shangfeng Cement Co., Ltd. have successively held performance briefings, where company executives engaged in in-depth discussions with investors about the performance and operations in the first quarter of 2024 and 2025. From the signals released by the performance briefings of these companies, each enterprise is strategically laying out plans around extending the industrial chain, green and low-carbon transformation, and trying to find new paths for breakthrough and transformation under multiple pressures such as declining demand. GLMS SEC Securities released a research report stating that the cement industry's improving trend is gradually forming, and companies' profit elasticity is gradually being released, still near historical bottom levels. On the other hand, the valuation of major cement companies is also at historically low levels, suggesting more attention should be paid to positive changes in policies, industries, and companies. Suggestions include focusing on policy support for continuous supply clearance, industry-level attention to enterprise regional coordination and industry merger optimization of supply patterns, and company-level attention to progress and important incremental contributions in new businesses/expansion. Emphasis is placed on regional cement leaders and state-owned cement companies with market leadership. Cement-related Hong Kong stocks include Huaxin Cement (06655), Anhui Conch Cement (00914), CR BLDG MAT TEC (01313), WESTCHINACEMENT (02233), CNBM (03323), Huaxin Cement (06655), and others.