Sichuan Hexie Shuangma Co Ltd: Market Movements and Strategic Developments
Sichuan Hexie Shuangma Co Ltd, a company operating in the construction materials sector, has been part of the recent market dynamics influenced by changes in the materials industry. Listed on the Shenzhen Stock Exchange, the company’s close price on July 17, 2025, was 18.53 CNH, with a 52-week high of 20.67 CNH and a low of 10.09 CNH. The company’s market capitalization stands at 14.22 billion CNH, with a price-to-earnings ratio of 34.09.
Market Trends and ETF Performance
On July 21, 2025, the materials sector saw significant movements, particularly in the context of rare earth export controls. The Materials ETF (159944) experienced a notable increase of 2.26% in its half-day trading, marking its third consecutive day of gains. Key components of this ETF, including Yuhua Group and Yipu Li, reached their 10-cent limit up, while Sichuan Shuangma and Shenghe Resources followed suit with substantial gains.
The Materials ETF closely tracks the CSI All-Industry Materials Index, reflecting the performance of representative and investable companies within the industry. As of June 30, 2025, the top ten weighted stocks in this index included Zijin Mining, Wanhua Chemical, and North Rare Earth, collectively accounting for 29.27% of the index.
Rare Earth Export Controls
The Ministry of National Security highlighted the strategic importance of rare earth materials, citing their dual-use nature and critical role in national security. In response, China has implemented export controls on rare earth-related items, aligning with international practices. This move is expected to influence the global supply-demand landscape, potentially driving up prices due to limited supply increments and improved domestic demand expectations.
Strategic Shifts in the Industry
In a strategic development, Sichuan Hexie Shuangma Co Ltd has indirectly positioned itself in the cell and gene therapy sector. This move follows the sale of domestic operations by Yabang Kangda, with Sichuan Shuangma becoming a significant indirect shareholder in WuXi ATU, now rebranded as Shanghai Jiwei. This acquisition aligns with the growing interest in cell and gene therapy, a promising area for future growth.
Conclusion
Sichuan Hexie Shuangma Co Ltd remains a key player in the construction materials industry, navigating through market fluctuations and strategic shifts. The company’s involvement in emerging sectors like cell and gene therapy highlights its adaptive strategies in response to industry trends and regulatory changes. Investors and stakeholders will continue to monitor these developments closely as they unfold.