Rumors of acquisition rise again! Conch Cement Merger and Acquisition Territory or Re-expansion

According to local market rumors, Conch Cement wants to buy Sichuan Yanyuan Golden Crown Cement Co., Ltd . After the acquisition, it can provide Basu Conch with ". Sichuan Yanyuan Jinguan Cement Co., Ltd. was established in 2007, located in the second village of Xiahai Township, Yanyuan County, Liangshan Yi Autonomous Prefecture, Sichuan Province, with a 2500t/d clinker production line.

In addition, it is also rumored that Conch Cement intends to acquire Beiliu Lubao Cement, which has two 4500 t/d clinker lines in Yulin City, Guangxi.

(The above contents have not been confirmed by the parties, so please carefully screen them.) In addition to

rumors, Conch Cement's main cement industry mergers and acquisitions have already been intensive. In August

2025, Conch Cement acquired six western cement companies in Xinjiang, including Yili, Moyu, Yutian and Hetian, by means of equity acquisition and asset acquisition, adding about 2.3 million tons of clinker production capacity, which significantly enhanced its voice in Northwest China.

Moyu Conch

On July 2, 2026, Hefei Conch and Wulanchabu Conch under Conch Cement signed an asset transfer agreement with Wanwei Hi-tech and Mengwei Science and Technology, with 6. This transaction will not only eliminate the competition in the same industry, but also expand the market scope to Inner Mongolia.

For the acquisition, Conch Cement has a clear plan. On September 1

, 2026, Conch Cement held a mid-term performance conference in Hong Kong to make it clear that during the "15th Five-Year Plan" period, it will promote mergers and acquisitions of major domestic industries and continue to shape industrial advantages in precise investment. The semi-annual report also stated that it would seize the favorable opportunity to deeply reshape the industry structure, promote the merger and acquisition of high-quality projects in the main domestic industries, and enhance the industry concentration. On the

capital side, Conch Cement planned capital expenditure for 2026 118. The company also said on the interactive platform for investors that it would actively seek opportunities for mergers and acquisitions in the dominant market of domestic cement industry. The intensive acquisition

of conch is only an aspect of industry integration.

On the demand side, data from the National Bureau of Statistics show that from January to August 2026, the national cement output was 989 million tons, down 9% from the same period last year; The national cement price index once set a ten-year low. In some regions P.O42.

reduction market," Each enterprise will re-divide its market share, and the enterprises under pressure will withdraw and divest their assets one after another, while the leading enterprises will take advantage of their cost and capital advantages to acquire and expand their territory. The industry believes that the internal and external integration in the downward period will become an inevitable trend in the cement industry.