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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Correlation

On October 16, the official website of the Management Committee of Yangzhou Economic and Technological Development Zone of Jiangsu Province announced the approval opinions on the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project".

2026-10-19 17:09:21

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

On October 10, the Ecological Environment Bureau of Leshan City, Sichuan Province, issued a public announcement on the approval of the ecological environment impact assessment document of Yongxiang New Energy High Purity Silicon Pilot Project.

2026-10-14 14:18:12

Shanghai Customs took the initiative to guide the obligee to apply for the record of customs protection of intellectual property rights and general guarantee, simplify the guarantee procedures one by one, so as to simplify the rights protection process and lower the cost. Brand technical specialist were invited to explain the latest counterfeiting methods and identification skills to the front-line customs inspectors at the port, so as to help them train their "golden eyes" to identify the risk of infringement.

2026-10-10 14:30:22

Here is the domestic concrete price statistics in September, the overall national concrete price ring ratio is -0.70%, year-on-year is -6.05%, covering the price changes in all regions from the end of August to the end of September, the region with a large ring ratio change is Shanghai, the corresponding ring ratio is -3.28%, the region with a small ring ratio change is more than one, and some regions are 0.00%. Prices have not changed from the previous month.

2026-10-08 09:25:08

What is happening in the cement industry?

2026-10-07 07:02:03

What is happening in the cement industry?

2026-10-05 07:07:03

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

In order to further study and implement Xi Jinping's thought of ecological civilization, resolutely implement the deployment requirements of the State Council's Action Plan for Continuous Improvement of Air Quality, conscientiously implement the work arrangements of the Party Committee and the government of the autonomous region, and continuously consolidate the achievements of the year of tackling key problems in the protection and control of the ecological environment, on October 15, 2026, the State Council of the People's Republic of China decided to implement the plan. The People's Government of the Autonomous Region held a kick-off meeting on air pollution prevention and control in the winter and spring of 2026-2027. Vice Chairman Liu Jun presided over and delivered a speech. Members of the leading group of the construction of ecological civilization of the Party Committee of the Autonomous Region are responsible for comrades, members of the team of the Department of Ecological Environment and relevant departments and institutions.