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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Wang Peng, professor of North China Electric Power University and executive director of the National Institute of Energy Development Strategies, shared his observations and thoughts on the coordinated development of computing and electricity at the "Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2026 and the Prospect of the Situation in the Second Half of 2026" on July 23.

2026-07-24 17:03:18

The previous generation of high-efficiency products is experiencing "passive degradation". In the near future, head manufacturers are synchronously promoting the power upgrade of 210 components, and 710-720W products have been gradually replaced by 730-750W products from the main power segment.

2026-07-24 16:52:48

From January to June, the output of polysilicon in China was 538,000 tons, representing a year-on-year decrease of 9.8%; the output of silicon wafers was 293 GW, representing a year-on-year decrease of 7.3%; the output of solar cells was 260.7 GW, representing a year-on-year decrease of 21.9%; and the output of photovoltaic modules was 201.3 GW, representing a year-on-year decrease of 35.1%.

2026-07-23 12:01:24

On July 22, the National Energy Administration released the national electricity statistics from January to June.

2026-07-22 18:59:46

It is expected that the domestic demand will usher in a turning point in the second half of 2026, and the domestic newly installed capacity is expected to resume growth in 2027.

2026-07-22 14:05:45

On July 22, at the "2026 Photovoltaic Industry Supply Chain Development (Ningbo) Seminar" held in Ningbo, Zhejiang Province, Yan Dazhou, supervisor/director of China Photovoltaic Industry Association/National Engineering Laboratory of Polysilicon Material Preparation Technology, made a theme report on "Polysilicon Market Supply and Industrial Development".

2026-07-22 10:56:12

In the first half of 2026, China's polysilicon output was about 541,000 tons, down 9.3% from the same period last year, and the average operating rate of polysilicon enterprises was 33.8%. As of June, the total domestic polysilicon inventory was about 510 thousand tons, equivalent to nearly half a year's output. Yan Dazhou is expected to produce 102,000 tons in July.

2026-07-22 10:55:27

On July 21, the 2026 Fortune China 500 list was released. The list still includes both listed and unlisted companies. According to the incomplete statistics of digital new energy DataBM. Com, there are 15 photovoltaic enterprises on the list this year.

2026-07-21 17:30:23

Regressive components, project surplus components and low-power inventory components are flooding the market on a large scale.

2026-07-15 17:34:40

Domestic concrete price statistics in June show that the statistics cover the relevant data of concrete prices in all regions of the country. On the whole, the price of concrete in the whole country has declined. Among many regions, Liaoning, Jilin and other places have more obvious changes in prices, prices have been reduced; some regions such as Shanxi, Inner Mongolia, Heilongjiang and other places have flat changes in prices, prices have no significant fluctuations. In addition, on a year-on-year basis, most regions also showed a downward trend, with only Xinjiang showing a certain increase on a year-on-year basis.

2026-07-14 09:24:37

According to the Digital New Energy DataBM. Com, 41 photovoltaic power plant equipment in Wuan City, Handan City, Hebei Province will be auctioned at 10:00 on July 15, with a starting price of about 142.868 billion yuan and a margin of 1.5 million yuan.

2026-07-13 09:07:55

Four leading enterprises lowered the quotation of conventional products by 0.01-0.03 yuan/W

2026-07-10 16:40:22

In the first half of the week, six manufacturers released a large number of special components, with a minimum of 0.66 yuan/W.

2026-07-08 16:30:39

What is happening in the cement industry?

2026-07-05 07:02:04

In the past 5 days, the quotations of 7 photovoltaic module manufacturers have been lowered to varying degrees.

2026-07-01 15:55:08

What is happening in the cement industry?

2026-06-28 07:13:52

During the "15th Five-Year Plan" period, investment in key energy projects and new formats has maintained a steady growth trend, with a total scale estimated to exceed 20 trillion yuan.

2026-06-26 17:40:43

In July, the focus of production scheduling was more inclined to high-power component products.

2026-06-26 16:06:33

On June 25, the National Energy Administration released the national electricity statistics from January to May 2026.

2026-06-25 13:07:33

Theme: Optical storage integration, leading the future with wisdom!

2026-06-18 09:55:11

The exhibition includes photovoltaic production equipment, materials, photovoltaic cells, photovoltaic application products and components, as well as photovoltaic engineering and systems, energy storage, mobile energy, etc., covering all aspects of the photovoltaic energy storage industry chain.

2026-06-18 09:45:07

On June 16, the National Bureau of Statistics released the data of industrial production above the scale from January to May. From January to May, the output of photovoltaic cells was 306.31 million kilowatts, a decrease of 16.4% compared with the same period last year. Among them, the output of batteries in May was 66.19 million kilowatts, a decrease of 20.4% compared with the same period last year.

2026-06-16 14:25:19

The actual transaction price of some distribution channels has fallen below 0.70 yuan/W.

2026-06-12 16:42:15

There is a general expectation of price reduction in the industry, which will land one after another in the past two weeks.

2026-06-10 16:14:43

What is happening in the cement industry?

2026-06-08 07:02:04