5.5 Cement Morning Post: Conch Cement Securities Monthly Report; Asia Cement Securities Monthly Report; Western Cement Securities Monthly Report

2026-05-05 07:02:04

What is happening in the cement industry?

1. Conch Cement : Monthly Statement

on Movements in Securities of Equity Issuer as at 30 April 2026 This is the monthly statement on movements in securities of Anhui Conch Cement Co., Ltd. as at 30 April 2026. The statement shows that the company's authorized/registered share capital includes H shares and a shares, with 1,299,600,000 H shares authorized/registered shares and 3,999,702,579 a shares. Among the issued shares, there were 1,299,600,000 H shares and 3,999,702,579 A shares (including 22,242,535 treasury shares). Confirm that as of the end of this month, both H Shares and a Shares are in compliance with the applicable public float requirements. In addition, 22,242,535 A shares repurchased from November 20, 2023 to February 2, 2024 have not been cancelled.

2. Asia Cement: Monthly Return

of Equity Issuer on Movements in Securities for the month ended 30 April 2026 This is the monthly return of Asia Cement (China) Holdings Inc. on movements in securities for the month ended 30 April 2026. In terms of authorized/registered share capital, the number of authorized/registered ordinary shares is 10 billion, with a par value of HK $0.1, and the authorized/registered share capital is HK $1 billion, with no change this month. Shares outstanding (excluding treasury shares) were 1,566,851 million, and treasury shares were 0, with no change during the month. Confirmation that the applicable public float requirements have been met by the end of this month, with a minimum public float of 25% of the total number of shares outstanding (excluding treasury shares). At the same time, it confirms that the issuance of securities and other transactions have been authorized and approved, and comply with the relevant requirements.

3. Western Cement: Monthly Statement

of Changes in Securities of Equity Issuer This is the monthly statement of changes in securities of China Western Cement Co., Ltd. for April 2026. The total authorized/registered share capital is GBP20,000,000 at the end of this month, with no increase or decrease. The number of shares in issue (excluding treasury shares) was 5,462,532,820 and there was no change during the month. Confirmation that the applicable public float requirements have been met as at the end of this month, with the minimum public float requirement being 25% of the total number of issued shares (excluding treasury shares) in the class to which the Listed Shares belong. It also confirms the issuance of securities or the sale of treasury shares, indicating that they are authorized by the board of directors and comply with relevant regulations.

4. China Resources Building Material Technology: Monthly Statement

of Equity Issuer on Movements in Securities as at 30 April 2026 This is the monthly statement of China Resources Building Material Technology Holdings Limited on movements in securities as at 30 April 2026. In terms of authorized/registered share capital, the total authorized/registered share capital at the end of this month was HK $1 billion, with no change in this month. Shares outstanding (excluding treasury shares) 6.917 billion 829378, no change in the month, treasury shares of 0. The Company confirms that as at the end of this month, it has met the applicable public float requirement, which is a minimum of 25% of the total number of issued shares (excluding treasury shares) of the class to which the Listed Shares belong. The statement also describes the changes in share options, warrants, etc. Not applicable.

5. CNBM: Monthly Return

of Equity Issuer on Movements in Securities for the month ended 30 April 2026 This is the monthly return of China National Building Material Company Limited on movements in securities for the month ended 30 April 2026. The statement shows that in terms of statutory/registered share capital, the number of statutory/registered shares of common stock (stock code 03323) is 3,716,397,196, with a par value of 1 yuan and a statutory/registered share capital of 3,716,397,196 yuan; The number of authorised/registered domestic shares is 3,876,624,162 shares with a par value of RMB1. The authorised/registered share capital is RMB3,876,624,162 and the total authorised/registered share capital at the end of this month is RMB7,593,021,358. In terms of shares in issue, both classes of shares were newly issued this month and confirmed to be in compliance with the applicable public float requirements as at the end of the month.

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What is happening in the cement industry?

2026-09-27 07:02:02

Unconditionally approve the acquisition of Lihao Qingneng shares by Tongwei shares in accordance with the law. Despite the high total share of both parties in the solar-grade polysilicon market, the General Administration believes that the current market has sufficient capacity and more competitors, and the entities will still face effective competition constraints after centralization, and the transaction will not have the effect of excluding and restricting competition in the relevant market.

2026-09-25 11:44:53

According to the data from January to July, the newly installed photovoltaic capacity in August was 11.04 GW, which was 21.59% lower than that in July, and was also lower than that in June (14.36 GW), which was 50% higher than that in August 2025.

2026-09-24 14:15:53

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

A leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and heating management technology.

2026-09-18 16:37:13

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

According to data released by the National Bureau of Statistics on September 15, industrial added value above the scale increased by 5.2% in August 2026, 0.7 percentage points faster than last month. Among them, the output of photovoltaic cells in August was 67.02 million kilowatts, down 12.9% year-on-year; the output of photovoltaic cells from January to August this year was 505.9 million kilowatts, down 14.6% year-on-year.

2026-09-15 10:37:36

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01

What is happening in the cement industry?