Recently, Conch Cement released its performance report for the first half of 2026 and looked forward to the second half of the year. In the second half
of 2026, the central government will implement a more active fiscal policy and a moderately loose monetary policy, accelerate the progress of fiscal expenditure and the use of bond funds, and vigorously promote the "two-fold" construction and the "two-new" work. The state will firmly promote the planning and construction of "six networks" including urban pipeline network and water network, which is expected to form more physical workload and provide certain support for the demand for cement at the infrastructure end; At the same time, the real estate market is still in the stage of adjustment and transformation. In the first half of the year, real estate development investment, new construction area, sales area and other indicators are under pressure. It is expected that in the second half of the year, all localities will further implement the requirements of city-specific policies, comprehensively promote the control of increments, inventory and supply, promote urban renewal with high quality, speed up the transformation of dilapidated houses, villages in the city and old residential areas, and promote the construction of "good houses". However, it will take some time for real estate investment to stabilize and rebound, and the impact of real estate market adjustment on cement demand will continue. In terms of
operation and management, Conch Cement will thoroughly study the market development trend, strengthen the overall management of cement and upstream and downstream industrial chains, comprehensively implement measures to improve quality and efficiency and cost control, and strive to stabilize the basic operation.
Firstly, the Company will adhere to the domestic and overseas two-way efforts, deeply cultivate the domestic market, optimize the marketing model and marketing structure, improve the customer service system, strengthen the channel construction, and accelerate the transformation to a comprehensive building materials service solution provider. At the same time, the Company will actively expand the overseas market, focus on improving the operation quality of overseas projects, and further enhance the profitability of overseas projects.
Second, take cost control as the key to enhance business resilience, strengthen the research and judgment of fuel market supply and demand situation, flexibly adjust procurement strategies, and expand multiple procurement channels; Use digital technology to enable production and operation management, accelerate the construction of intelligent factories and digital application scenarios, actively expand the application of new energy and alternative fuels, and continuously reduce production and operation costs.
Third, we should adhere to the ESG development concept and build the bottom line of safety, environmental protection and green development. We will further tackle the root causes of production safety, strengthen the implementation of production safety responsibilities, deepen intelligent safety management, accelerate the transformation of ultra-low emissions in production lines, improve the statistical accounting of carbon emissions and the management system of carbon assets covering the whole process of production and operation, and comprehensively promote carbon reduction at the source, carbon control in the process and end treatment. Expand the application of green energy and low-carbon technology, and enhance the Group's green and low-carbon development level. In terms of
investment and development, Conch Cement will continue to focus on the "15th Five-Year Plan" development plan, accurately implement effective investment, comprehensively shape the competitive advantage of the industry, and continue to promote high-quality development.
One is to consolidate and enhance the competitive advantage of the main cement industry. Grasp the favorable opportunity of in-depth reshaping of the industry structure, promote the merger and acquisition of high-quality projects in the domestic main business, continue to improve the market layout and enhance the industry concentration; accelerate the international development, promote the landing of overseas key projects, strengthen the research and demonstration of reserve projects, continue to improve the overseas business layout, and strive to create a new situation of international development.
Second, classified measures should be taken to promote the extension of the industrial chain. Efforts should be made to improve the layout of aggregate and commercial mixing projects in advantageous markets, accelerate the construction of key aggregate projects by taking advantage of resource advantages, expand the distribution of commercial mixing projects, continuously cultivate consumer building materials industry, and build a diversified product matrix and marketing channels.
Third, accelerate the construction of new momentum for development. Anchor the development direction of high-end, intelligent and green, promote the development and growth of new energy industry, environmental protection industry, digital industry and engineering service industry, and promote the deep integration of emerging industries and cement industry in the fields of operation and development, energy saving and carbon reduction, intelligent manufacturing and technical services. Fourth, we should strengthen the overall allocation of innovative resources. We will promote technological innovation and industrial innovation, create benefits through industrial synergy and integrated development, and inject new momentum into the transformation and upgrading of the main business and the high-quality sustainable development of the Group.
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