10.3 Cement Morning Post: Liu Lin interprets the housing policy of first-tier cities; Wu Jing talks about adjusting the purchase restriction policy; Yan Yuejin interprets the real estate market

2024-10-03 07:02:03

What is happening in the cement industry?

1、 Expert Interpretation | Liu Lin: First-tier Cities Should Adjust the Housing Purchase Restriction Policy According to the City

The meeting of the Political Bureau of the CPC Central Committee stressed the need to adjust the housing purchase restriction policy to respond to the concerns of the masses. The Ministry of Housing and Urban-Rural Development proposes to support first-tier cities to regulate and control the real estate market independently and optimize the purchase restriction policy according to the city. Guangzhou Nansha District has cancelled the purchase restriction, and it is expected that the first-tier cities will further relax the purchase restriction, while other cities may adjust the loan restriction policy to support the improvement of housing demand. Policy adjustment should take into account regional differences, ensure fairness and effectiveness, and promote the steady and healthy development of the housing market.

2、 Expert Interpretation | Wu Jing: Actively Responding to the Concerns of the Masses and Adjusting the Housing Purchase Restriction Policy

The Political Bureau of the Central Committee of the Communist Party of China proposed to "promote the real estate market to stop falling and stabilize", including adjusting the housing purchase restriction policy. The meeting of the Ministry of Housing and Construction stressed that we should respond to the concerns of the masses, support the autonomy of first-tier cities in regulation and control, and adjust policies according to the city. Due to the diversification of urban housing demand and the stable and partial decline of housing prices in first-tier cities, cities should adjust or cancel the purchase restriction policy in time to adapt to the changes in supply and demand, so as to promote the healthy development of the market. (Wu Jing, director of Henglong Real Estate Research Center, Tsinghua University)

3、 Expert Interpretation | Yan Yuejin: Adjustment of Housing Purchase Restriction Policy in First-tier Cities Will Boost Confidence in the Property Market

Yan Yuejin pointed out that the meeting of the Political Bureau of the Central Committee and the meeting of the Ministry of Housing, Urban and Rural Construction emphasized the promotion of the real estate market to stop falling and stabilize. First-tier cities such as Shanghai, Guangzhou and Shenzhen have adjusted their housing purchase restriction policies, shortened the payment period of social security or individual tax, and reduced the down payment ratio. These measures will boost confidence in the real estate market, promote the policy effect, and promote the steady and healthy development of the real estate market.

4、 Expert Interpretation | Pu Zhan: Cities Should Make Good Use of the Autonomy of Regulation and Control and Speed up the Adjustment of the Housing Purchase Restriction Policy

On September 26, the meeting of the Political Bureau of the Central Committee proposed to promote the real estate market to stop falling and stabilize, requiring cities to adjust the housing purchase restriction policy according to the actual situation. Some cities have seen positive changes in the market. The meeting of the Ministry of Housing and Construction supports the first-tier cities, in particular, to make good use of the autonomy of regulation and control, and to adjust the purchase restrictions according to the city's policies, including the number of years of tax payment or social security, the number of purchase units and the regional adjustment of purchase restrictions, so as to make timely adjustments. This will promote the real estate market to improve expectations, enhance confidence, and help the market stop falling and stabilize.

5、 Listen! Conch Beauty "Hard Core" Confesses to the Motherland

In celebration of the 75th anniversary of the founding of the People's Republic of China, Conch Beauty expressed its deep feelings to the motherland by playing a series of patriotic songs, such as "Singing the Motherland" and "Fluttering Red Flag". These songs praise the mountains, rivers and blue sky of the motherland, and convey the people's love and blessing for the motherland. Through music, it shows the festival atmosphere and the patriotic feelings of the people during the National Day.

6、 Conch Cement: Monthly Return of Equity Issuer on Movements in Securities for the month ended 30 September 2024

Anhui Conch Cement Co., Ltd. submitted to Hong Kong Exchanges and Clearing Limited a monthly return on the change of shares in September 2024. The report shows that as of September 30, 2024, the statutory/registered share capital of H shares (stock code 00914) and a shares (stock code 600585) has increased. In addition, the Company repurchased a total of 22,242,535 A shares between November 20, 2023 and February 2, 2024, which have not been cancelled. The report was confirmed and submitted by Yu Shui, the Joint Company Secretary.

7、 China Tianrui Cement: Monthly Return of Equity Issuer on Movements in Securities for the month ended 30 September 2024

China Tianrui Group Cement Co., Ltd. has filed with the Hong Kong Exchanges and Clearing Limited a monthly return of the equity issuer on movements in securities for the month ended 30 September 2024. The statement shows that there has been no change in the authorised/registered share capital of the Company, which remains at 10,000,000,000 shares of HK $0.01 each, totalling HK $100,000,000. The number of issued shares (excluding treasury shares) was 2,938,281,647 shares and there was no change during the month. The statements also contain confirmation of the issuance of securities or the sale or transfer of treasury shares as authorized by the Company's Board of Directors and in compliance with all applicable listing rules, laws and other regulatory requirements.

8、 Huaxin Cement: Monthly Return of Equity Issuer on Movements in Securities for the month ended 30 September 2024

Huaxin Cement Co., Ltd. has filed its monthly return of equity issuer on movements in securities for the month ended 30 September 2024 to Hong Kong Exchanges and Clearing Limited. The statement shows that there is no change in the authorized/registered share capital of the company, and the number of issued shares and/or treasury shares of H shares and a shares remains unchanged. The Statement confirms that all share issuances or changes in the shares of the Company during the Monthly Reporting Period were approved by the Board of Directors and were in compliance with all applicable listing rules, laws and other regulatory requirements. The statement is submitted by Executive Director Li Yeqing.

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Correlation

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The Digital New Energy DataBM. Com was informed that on June 4, the Three Gorges Energy held the thirty-eighth meeting of the second board of directors in Beijing. The meeting was chaired by Zhu Chengjun, chairman of the company.

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What is happening in the cement industry?

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According to the statistics of China Cement Network Cement Big Data Research Institute, five clinker production lines are expected to be ignited and put into operation this year, with a total capacity of 6.82 million tons (calculated in 310 days).