Conch Cement: During the 15th Five-Year Plan, we will adhere to the diversified development of the main business, expand new industries and promote sustainable development.

2026-01-20 11:30:26

Faced with the new situation of industry development, the company adheres to the high-quality development strategy of taking the main cement industry as the core and developing related diversification. First, strengthen the main cement industry, seize the opportunity of industry integration, optimize the layout, accelerate the landing of overseas projects, and consolidate the core competitive advantage; The second is to deepen the extension of the industrial chain, promote aggregate, commercial mix and consumer building materials projects, provide customers with one-stop integrated building materials solutions, and vigorously develop low-carbon green building materials products to practice the concept of green development. The third is to expand new energy, environmental protection, digitalization and other emerging industries, empower the main cement industry, and achieve quality improvement, efficiency enhancement and sustainable development.

Question from

investors:

Hello, Dear Secretary Dong. With the shrinking demand for cement and building materials, how does Conch Cement plan to develop itself in the 15th Five-Year Plan? Thanks very much.

Secretary Dong answered (Conch Cement SH600585):

Thank you for your attention to Conch Cement! Faced with the new situation of industry development, the company adheres to the high-quality development strategy of taking the main cement industry as the core and developing related diversification. First, strengthen the main cement industry, seize the opportunity of industry integration, optimize the layout, accelerate the landing of overseas projects, and consolidate the core competitive advantage; The second is to deepen the extension of the industrial chain, promote aggregate, commercial mix and consumer building materials projects, provide customers with one-stop integrated building materials solutions, and vigorously develop low-carbon green building materials products to practice the concept of green development. The third is to expand new energy, environmental protection, digitalization and other emerging industries, empower the main cement industry, and achieve quality improvement, efficiency enhancement and sustainable development.


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Correlation

Faced with the new situation of industry development, the company adheres to the high-quality development strategy of taking the main cement industry as the core and developing related diversification. First, strengthen the main cement industry, seize the opportunity of industry integration, optimize the layout, accelerate the landing of overseas projects, and consolidate the core competitive advantage; The second is to deepen the extension of the industrial chain, promote aggregate, commercial mix and consumer building materials projects, provide customers with one-stop integrated building materials solutions, and vigorously develop low-carbon green building materials products to practice the concept of green development. The third is to expand new energy, environmental protection, digitalization and other emerging industries, empower the main cement industry, and achieve quality improvement, efficiency enhancement and sustainable development.

2026-01-20 11:30:26

In the short term, the high cost of raw materials and fuels is still the main support for the upward price, and the better weather is also conducive to the moderate recovery of demand; however, this round is mostly the second round of pushing up within a month, and the actual transaction of the last round of small factories in Jiangsu is only 10-20 yuan/ton, and the increase of cooling and rainfall in the latter half of the year and the recovery of demand are still limited, so the landing range is likely to be discounted.