cement stocks rose again in the afternoon, with the leader Wannianqing (000789) taking three consecutive boards, and stocks such as Tapai Group (002233), Conch Cement (600585), Shangfeng Cement (000672), Beixin Building Materials (000786) followed suit.
On January 3, 2018, it was reported that the cement prices in Guangdong, represented by China Resources Cement, Everbright Cement, and clay ( Yingde ), ushered in the first increase in 2018, with the price increase of 30 yuan/ton~70 yuan/ton. On the same day, the reporter also confirmed the price increase from Everbright Cement.
Another industry analyst told reporters that on January 1, cement prices in some areas of Shaanxi also increased, but no transactions have been made so far.
For this reason, industry insiders analyzed that there are certain differences between the domestic cement market in the north and south at the moment. The demand in the south is strong, and the price increase in cement is supported. However, due to weak demand in the north, they are mostly waiting and watching for price increase.
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The only stock that institutions net bought on the same day was ST Baoqianli , with a net purchase amount of only 138,100 yuan.
The top three institutions’ net sales on that day were Wannianqing, Tongda Power, and Desai Siwei , and the net outflow of institutions was RMB 52.32 million, RMB 40.59 million, and RMB 13.38 million, respectively.
news, Wannianqing announced on the evening of January 2 that, recently, the People's Government of 0,000 County and the company signed an investment agreement for the remote technical transformation and environmental protection relocation of Wannian Cement Plant. The company plans to build a new factory on the south side of Hexi Village, Dayuan Town, Wannian County, near the limestone mine. According to feasibility study, the construction of off-site technical transformation and environmental protection relocation project will be statically invested 41.689 billion yuan. The company will first build a new factory and demolish the old factory after it is put into production normally.
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