CITIC Securities pointed out that Conch Cement has released the action plan for "improving quality, increasing efficiency, and returning to shareholders" for 2024, and has been continuously promoting green and low-carbon development while focusing on the cement industry. From the perspective of the cement industry, cement sales are conducted through cash-on-delivery, and cash flows of various companies are sufficient, providing a basis for increasing dividend payout ratios. At the same time, as energy-saving and carbon-reduction policies become more stringent, the supply side of the cement industry has opportunities to shrink. The cooperation of the cement industry in 2024 is better than in previous years, and the industry ecology is gradually improving.
中信证券：2024年水泥协同优于往年，行业生态逐渐修复
Citic sec: Cement synergy in 2024 is better than previous years, and the industry ecosystem is gradually being restored.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.