MS-ACMT@EC2604A

The Capital Group Increases Stake in Hainan Cement to 10.16%

Huainan Conch Cement Plans to Use Up to 56 Billion Yuan for Investment and Hedging

Anhui Conch Holding Increases Investment to Acquire Wanwei Holding and Makes a Non-competition Promise

Yang Jun of Hailo Group Visited Huawei for AI Big Model Discussion

JPMorgan Increases Holdings in China Resources Cement by 4,008,742 Shares

Hai Le Cement Consolidates Industry Leadership with Cost Advantage and Plans for Overseas Expansion

Invesco Increases Stake in China Resources Cement to 7.13%

Release of December Industrial Product Output Data in China

Nine Departments Issue Green Consumption Promotion Action Notice

The State Administration for Market Regulation and the National Development and Reform Commission Announce the 2025 National Carbon Emission Standardization Pilot Project

China Development Investment Corporation and Anhui Conch Group Establish the Yangtze River Delta Entrepreneurship Investment Guidance Fund

Guangzhou Municipality Releases Guidelines for Manufacturing Digitization and Green Transformation

Invesco Increases Holdings in China Resources Cement by 1.555 million shares

The Capital Group Increased Holdings of Hainan Cement by 1.989 Million Shares

MEE Releases Carbon Emission Quota Scheme for Steel, Cement, and Aluminum Industries

Huainiao Cement's Subsidiary Shanghai Hainiao Construction Materials New Materials Co., Ltd. Established

Henan and Hubei Release Building Materials Upgrading Plans, Promoting Cement Industry Merger and Restructuring

Cement Prices Continue to Rise, Industry Capacity May See Contraction

China's PPI Up 0.1% in October as Supply-Demand Relationship Improves

Implementation of the Work Plan for Cement Industry's High-quality Development

BOER POWER

WAI CHUN GROUP

HUAYUEXPRESSWAY

ASIA ENERGY LOG

KNOWLEDGE ATLAS

HING LEE (HK)

JH EDUCATION

TBKS HLDGS

SIMPLICITY HLDG

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Anhui Conch Cement (OTCMKTS:AHCHY) experienced a significant increase in trading volume, with 623,645 shares traded, marking an 1,816% rise from the previous session. The stock is currently priced at $16.19, up from a previous close of $16.0450. The company, a leading cement manufacturer in China, has a market cap of $16.97 billion and a PE ratio of 12.91. Despite a Strong Buy rating, analysts suggest there are better investment options available.

Market Beat

CONCH CEMENT

Anhui Conch Cement (OTCMKTS:AHCHY) Sees Strong Trading Volume  - Should You Buy?

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The National Bureau of Statistics report shows that in January, the PPI rose by 0.4% month-on-month, marking an increase for four consecutive months, with the growth rate expanding by 0.2 percentage points compared to the previous month. Key features include: the construction of a unified national market driving price increases in certain industries, increased demand leading to price rises in related industries, and input factors affecting the divergence in price trends. Specifically, the prices of cement and lithium-ion battery manufacturing both increased by 0.1%, photovoltaic equipment prices rose by 1.9%, and computer communication equipment prices increased by 0.5%. The rise in international non-ferrous metal prices has driven up prices in related domestic industries

Wallstreetcn

Guotai CSI Non-ferrous Metal ETF

BYD Company

BYD COMPANY

CATL

Penghua Guozheng Non-ferrous Metal Industry ETF

Jinkosolar

BYD Company Limited

Guotai CSI All Share building Materials ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

CNBM

ZIJIN MINING

CHALCO

Jinko Solar

Zijin Mining

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

E Fund CSI All Share Building Materials ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Tongwei Co.,Ltd

JIANGXI COPPER

Fullgoal CSI All Share Building Materials ETF

CSCEC

JCCL

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

National Bureau of Statistics: In January, the PPI rose by 0.4% month-on-month, increasing for four consecutive months, with the growth rate expanding by 0.2 percentage points compared to the previous month

Anhui Conch Cement Company Ltd. announced that its controlling shareholder, Anhui Conch Holdings, has issued a non-compete undertaking related to its planned acquisition of Anhui Wanwei Holdings through a capital increase. This is to mitigate competition risks due to potential overlaps in cement production. No binding agreements have been signed yet regarding the acquisition or management of cement assets, and the company will provide updates as necessary.

Reuters

Anhui Conch Cement Receives Non-Compete Undertaking from Controlling Shareholder for Wanwei Holdings Acquisition

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Anhui Conch Cement (OTCMKTS:AHCHY) shares gapped up from $15.32 to $16.29 before trading, closing at $15.65 with a volume of 631 shares. The company reported a $0.26 EPS for the quarter, with revenue of $2.80 billion. It has a market cap of $16.60 billion, a PE ratio of 12.63, and a low debt-to-equity ratio of 0.10. Despite a Strong Buy rating, analysts suggest other stocks may be better investments.

ANHUI THG B2608

GHPC

Anhui Conch Cement (OTCMKTS:AHCHY) Shares Gap Up   - Should You Buy?

Anhui Conch Cement Plans to Subscribe to Wealth Management Products

marketscreener

Anhui Conch Cement Plans to Subscribe to Wealth Management Products

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FAST RETAIL-DRS(06288) rose 9.71%, with a trading turnover 377.4 Thousand HKD, and a year-to-date rose 9.9%. Lens(06613) rose 9.01%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 14.1%. CHINA EAST AIR(00670) fell 4.16%, with a trading turnover 84.4 Million HKD, and a year-to-date fell 0.6%. MIXUE GROUP(02097) fell 3.96%, with a trading turnover 329.8 Million HKD, and a year-to-date rose 3%.

Top Gainers & Losers

FAST RETAIL-DRS

Lens

WEICHAI POWER

SD GOLD

LAOPU GOLD

CHINA EAST AIR

MIXUE GROUP

CHINA SOUTH AIR

HAITIAN FLAV

Top 5 HK Stock Gainers/Losers (>100B) (1.9)

Conch Cement (914.HK) has recently continued its weak oscillation pattern, with the overall industry atmosphere being sluggish. In the K-line trend, the stock price is hovering in the low point range for the year, the daily MACD remains in a death cross, and the green bars are gradually expanding. At the same time, the 5-day and 10-day moving averages are showing significant resistance, with no signs of a stop in the decline. The cyclical sector is dragged down by economic data falling short of expectations, with continuous capital outflow. The industry's overcapacity and slow demand recovery have led to cautious market sentiment. Although Conch Cement, as a leading enterprise, has advantages in cost control and diversified layout, it lacks clear reversal catalysts in the short term. The current shrinking trading volume reflects a strong wait-and-see attitude from the main players. If the subsequent trading volume does not significantly increase, the stock price is likely to oscillate repeatedly in the low range or even continue to set new lows. The operational suggestion is to be cautiously observant, with any small exploratory positions requiring strict stop-loss measures. Closely monitor variables such as policy support expectations and industry inventory structure. In the short term, if there is no macro favorable intervention, the cyclical sector may continue to face pressure

Technical Forecast

Morning Trend | CONCH CEMENT continues to weaken and fluctuate, are cyclical stocks really going to explore new lows?

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SANHUA(02050) rose 12.53%, with a trading turnover 2.3 Billion HKD, and a year-to-date rose 71.6%. BIDU-SW(09888) rose 8.9%, with a trading turnover 3.1 Billion HKD, and a year-to-date rose 56.8%. LAOPU GOLD(06181) fell 5.62%, with a trading turnover 1.1 Billion HKD, and a year-to-date rose 181.3%. POP MART(09992) fell 4.55%, with a trading turnover 3.1 Billion HKD, and a year-to-date rose 115%.

- The Hang Seng Index increased by 0.86%, with a year-to-date gain of 28.9%, while the Hang Seng Tech Index rose by 1.74%, accumulating a 24.8% increase this year.  
- Three Flowers Smart Control (02050) saw a jump of 12.53% with a trading volume of 2.28 billion HKD, resulting in a cumulative gain of 71.6% for the year.  
- Baidu-SW (09888) climbed 8.9%, with a turnover of 3.13 billion HKD and a year-to-date rise of 56.8%, while Old Paved Gold (06181) and Pop Mart (09992) experienced declines despite significant annual gains.

SANHUA

BIDU-SW

SMIC

POP MART

CGN POWER

Top 5 HK Stock Gainers/Losers (>100B) (12.30)

The State Administration for Market Regulation announced the release of the "General Implementation Rules for Industrial Product Production Licenses" and the implementation rules for 24 types of industrial products, including hot-rolled steel bars for reinforced concrete, which will take effect on April 1, 2026

The General Administration of Market Supervision has issued the implementation rules for industrial product production licenses concerning products such as rebar and cement

China Conch Environment Protection Holdings Ltd. has signed new agreements with Conch Cement and Conch Design Institute to expand cooperation in waste treatment projects, effective from 2026. These agreements include equipment procurement and operation management services, requiring shareholder approval under Hong Kong’s Listing Rules. The company focuses on industrial solid and hazardous waste treatment services. The latest analyst rating for HK:0587 is a Hold with a HK$0.50 price target.

Tip Ranks

China Conch Expands Waste Treatment Cooperation with New Agreements

Tianfeng Securities' research report points out that most provinces in the north have begun to implement staggered production during the heating season, with over 85% of clinker lines shutting down. The Yangtze River Delta region plans to shut down for 13-15 days, while Hunan plans to shut down for a month due to environmental pressure. In the short term, the cement industry's bottom-line profit support is relatively strong. By 2025, leading companies will meet the excess production capacity indicators, and the effects of excess production management are expected to be evident in 2026

Tianfeng Securities: In the short term, the profitability support at the bottom of the cement industry is relatively strong

MS-ACMT@EC2604A(19215.HK)

Anhui Conch Cement (OTCMKTS:AHCHY) Sees Strong Trading Volume - Should You Buy?

National Bureau of Statistics: In January, the PPI rose by 0.4% month-on-month, increasing for four consecutive months, with the growth rate expanding by 0.2 percentage points compared to the previous month

Anhui Conch Cement Receives Non-Compete Undertaking from Controlling Shareholder for Wanwei Holdings Acquisition

Anhui Conch Cement (OTCMKTS:AHCHY) Shares Gap Up - Should You Buy?

Anhui Conch Cement Plans to Subscribe to Wealth Management Products