According to the Wisdom Wealth App, cement stocks rose during trading. As of press time, CR Building Materials Technology (01313) increased by 5.56% to HKD 1.52; Conch Cement (00914) rose 3.37% to HKD 19.62; China National Building Materials (03323) rose 2.78% to HKD 2.97; and West China Cement (02233) rose 1.89% to HKD 1.08.

In terms of news, according to research by Century Real Estate, some cement companies in Tangshan, Qinhuangdao, Chengde, Zhangjiakou, Baoding and other markets started to shut down for ten days starting from July 1st. Some leading cement companies in Tangshan have a cement inventory of around 50%. Beijing, Tianjin and some areas of Hebei Province have raised cement prices by RMB 50-80/ton, and actually implemented an increase of 20-40/ton. The actual price of bulk P.O42.5 cement in the market is between 300-350 yuan/ton.

Guosen Securities' research report pointed out that the pressure from the real estate sector still exists, and the building materials sector is still in the slow recovery phase at the bottom. However, as risks continue to be released, the bottom will continue to strengthen, and high-quality enterprises continue to lead, showing strong operational resilience and improved business quality. With the optimization of channel transformation, product categories and regional layout, competitive advantages are expected to continue to emerge, and the supply clearance will also bring about further optimization of the structure. The concentration of long-term benefits will continue to increase.

The bank pointed out that the recent real estate policies have continued to land, and market sentiment has slightly improved, with fundamentals and valuations at relatively low levels. This round of real estate policies has a firm attitude, and subsequent support policies are still expected to increase. Continue to pay attention to investment opportunities in high-quality building materials leading enterprises and some oversold stocks under the expectation of policy repair.