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 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

Domestic concrete price statistics in May showed that the national concrete price fell by 0.31% annually and 10.06% year-on-year. In each region, there is a significant increase and decrease in price changes. The rise was more prominent in Shanxi, with a month-on-month increase of 1.73%, and Xinjiang also had a 1.02% increase. The decline was more obvious in Guizhou, with a month-on-month decline of 1.98%; Chongqing and Yunnan also had a larger month-on-month decline, with 1.52% and 1.55% respectively. In addition, there are some regions such as Inner Mongolia, Heilongjiang and other places where the ring price has not changed. On a year-on-year basis, most of the regions showed a downward trend.

2026-06-01 10:23:55

Digital New Energy DataBM. Com found that in May 20-27, six photovoltaic projects made new progress. The cumulative capacity of the above projects is 454 MW, and the construction units involve the companies of central enterprises such as Datang, State Energy Group and Huaneng.

2026-06-01 09:09:06

What is happening in the cement industry?

2026-06-01 07:02:04

The People's Court of Gaomi City, Shandong Province will conduct a public auction of transformers, photovoltaic equipment and other objects on the Taobao Judicial Auction Network Platform of the People's Court of Gaomi City from 10 A. M. on June 6 to 10 A. M. on June 7 (except for delays).

2026-05-28 16:47:32

Digital New Energy DataBM. Com has learned that the Intermediate People's Court of Wuxi City, Jiangsu Province, will auction 28100000 W photovoltaic modules (single glass/single crystal/solar panels with power of 600 W, 605 W, 665 W and 670 W respectively) from 10:00 on June 3 to 10:00 on June 4, 2026.

2026-05-27 17:33:10

Digital New Energy DataBM. Com learned that on May 21, the People's Court of Tianning District, Changzhou City, Jiangsu Province formally accepted the case of compulsory liquidation of Changzhou Qikun Photovoltaic Technology Co., Ltd.

2026-05-25 10:14:33

At present, the quotation of only three leading enterprises is maintained at more than 0.75 yuan/W.

2026-05-20 15:44:58

Meanwhile, in terms of industrial added value above the scale from January to April, the output of photovoltaic cells in April was 64.94 GW, down 25.5% year-on-year, and the cumulative output from January to April was 241.5 GW, down 15.3% year-on-year.

2026-05-18 13:35:13

In order to gain a competitive advantage over China, foreign espionage and intelligence agencies have carried out espionage and theft in strategic emerging areas such as rare earth, photovoltaic, semiconductor, high-end chips and artificial intelligence, and tried every means to steal our core technology and sensitive data in an attempt to grasp our strategic cards. We must have a new understanding of this.

2026-05-18 09:44:53

What is happening in the cement industry?

2026-05-18 07:02:09

What is happening in the cement industry?

2026-05-17 07:02:11

Three large factories slightly lowered their production schedules in May.

2026-05-13 18:15:09

Digital New Energy Data. Com has learned that recently, Jiangsu Yancheng Qingneng Guandong 120 MW Fishing-Light Complementary Project has officially started.

2026-05-12 11:44:52

Domestic concrete price statistics in April showed that the national concrete price rose slightly from the previous month and declined from the previous year. Prices in most regions have not changed much, and the rate of change in many regions is 0. The obvious change is in Liaoning, with an increase of 3.64%, while the decline in Chongqing is relatively prominent, with a decline of -2.41%. On a year-on-year basis, all regions showed a downward trend, with a relatively obvious decline of 18.63% in Shaanxi and a relatively slow decline of 1.33% in Hainan.

2026-05-06 11:13:45

Recently, the board of directors of Shangfeng Cement has approved the technical renovation and expansion project of high-precision semiconductor packaging substrate production line with a total investment of 600 million yuan, which marks the steady acceleration of the company's new quality business development.