ANHUI CONCH CEMENT News

New stock interpretation | Conch Materials Technology: The debt-to-asset ratio exceeds 90%, and even the leading company in Cement additives faces some "hidden worries."

The conch material Technology takes another step towards landing on the Hong Kong stock market.

Zhitong FinanceDec 30 19:57

Express News | Everbright: Maintains the "Buy" rating for CONCH CEMENT AH Stocks, profits are expected to see significant improvement in 2025.

BreakingsDec 30 15:38

Research Reports Gold Mining | Everbright: Maintain CONCH CEMENT AH Stocks "Buy" Rating, with profits expected to see significant improvement in 2025.

On December 30, Gelonghui reported that Everbright's Research Reports indicate that the darkest hour has passed, and CONCH CEMENT (600585.SH) is expected to see significant improvement in profits in 2025. In the first 11 months of 2024, the national cement production fell by 10% year-on-year, primarily dragged down by the decline in Infrastructure and real estate demand. In the first three quarters of 2024, cement prices in the East China region continued to decline, putting considerable pressure on the profitability of several enterprises in the region. After successful price increases in Q4 of 2024, a noticeable improvement in quarterly profits is expected. Against this backdrop, it is anticipated that the willingness of various companies to maintain pricing in 2025 will remain strong, determining that the annual average price in 2025 will see a significant year-on-year increase.

Gelonghui FinanceDec 30 15:37 · Ratings

CONCH CEMENT (600585): The cement prices in East China have seasonally adjusted, while the prices overall remain stable in the fourth quarter.

Cement prices in East China have experienced a seasonal adjustment. This week, the national cement market price has fallen by 1.0% compared to the previous week, with price reductions mainly in Jiangsu, Anhui, Fujian, Henan, Hunan, Guangxi, and Yunnan regions, with a range of 10-40 yuan/ton. At the end of December.

EverbrightDec 29 19:42

Express News | Anhui Conch Materials Technology has submitted its listing documents to the Hong Kong Stock Exchange after the hearing.

BreakingsDec 27 23:55

China Conch Renews Key Agreement With Conch Cement

TipRanksDec 27 21:08

Express News | CONCH CEMENT: Signed a supply chain Logistics Transportation service contract with Haihui Company, with an annual cap of 3 billion yuan.

BreakingsDec 27 17:27

[Brokerage Focus] Tianfeng believes that the decline in Cement demand is expected to narrow, Bullish on the upward elasticity of domestic Cement enterprises' profits in 2025.

Jinwu Financial News | Tianfeng Securities released a research report indicating that the firm believes that in 2025, due to the advancement of real infrastructure workloads and the solidification of new real estate construction, the decline in cement demand is expected to narrow. On the supply side, efforts will gradually intensify. In the short term, staggered production remains the most effective means of adjusting supply-demand balance. As the restrictions on overproduction policies gradually tighten in 2025, companies exiting small and medium capacities through compensating for excess production indicators will lead the industry to begin to achieve genuine capacity clearance. Starting in 2027, the industry will enter a stage of deepening and refining carbon trading, and the effects of capacity optimization in the industry are expected to become more apparent. The firm stated that in October, the East China Yangtze River Delta...

Jinwu Financial NewsDec 24 13:24

Anhui Conch Cement Secures 2025 Procurement Deals

TipRanksDec 23 17:40

[Brokerage Focus] China International Capital Corporation pointed out that the active changes on the Cement supply side may drive a significant improvement in prices.

Jinwu Financial News | China International Capital Corporation stated that positive changes on the supply side of Cement may lead to a significant improvement in prices. In November, the national Cement production was 0.169 billion tons, a year-on-year decrease of 10.7% and a month-on-month decrease of 3.2%, mainly affected by the colder weather in the north; from January to November, the national Cement production cumulatively fell by 10.1%. The bank believes that the debt reduction policy is expected to provide strong support for Cement demand expectations in 2025. In addition, the Industry is also looking forward to more supply-side reform policies, such as Carbon Trading and capacity replacement, which are expected to bring profound changes on the supply side in the long term. Driven by dual positive policy expectations on both supply and demand.

Jinwu Financial NewsDec 17 14:02

Hong Kong stock market afternoon review | The three major Indexes have all fallen, with the technology Index dropping by 0.49%; the 5G Sector and Lithium Battery Sector show strength against the trend, ZTE soaring over 7%, and BYD shares rising over 2%.

Network Technology stocks fell, with Alibaba-W dropping 1.48% and JD-SW declining 1.25%; Building Materials stocks generally declined, with CHINA TIANRUI falling 9.09% and CONCH CEMENT down 2.79%; Hong Kong Retail Stocks rose, with BONJOUR HOLD decreasing 4.74% and PRADA increasing 2.66%.

Futu NewsDec 17 12:17

Ping An Securities' building materials strategy for 2025: Weak reality and strong expectations, focusing on supply-side changes in segmented tracks.

Looking ahead to 2025, it is expected that the commodity sales area will decrease by 6.5% year-on-year, and the market is still bottoming out. However, with the central government's clear direction of "stopping the decline and stabilizing," policy support can still be anticipated.

Zhitong FinanceDec 16 14:43

Hong Kong Stock Afternoon Review | All three major Indices fell, with the Tech Index down 1%; Network Technology stocks weakened, with SenseTime down over 3%; Cryptos Concept stocks rose against the trend, with BOYAA up nearly 6%.

Network Technology stocks weakened, SenseTime-W fell by 3.23%, XIAOMI-W dropped by 2.23%; most Securities and Brokerage stocks declined, China Merchants fell by 2.96%, China International Capital Corporation dropped by 2.45%; most Apple Supplier stocks declined, TK GROUP HLDG rose by 3.45%, AAC TECH fell by 2.86%.

Futu NewsDec 16 12:19

Morgan Stanley's investment rating and target price for resource stocks Listed in Hong Kong (table).

Morgan Stanley published a research report, listing the investment ratings and target prices for resource sector H shares as follows: Stock | Investment Rating | Target Price (Hong Kong Dollar) Zijin Mining Group (02899.HK) | Shareholding | 22.9 MMG (01208.HK) | In line with the market -> Shareholding | 2.5 -> 3.6 Aluminum Corporation Of China (02600.HK) | Shareholding | 7.1 -> 5.5 CHINAHONGQIAO (01378.HK) | Shareholding | 14.1 -> 15.4 ZHAOJIN MINING (01818.HK) |

AASTOCKSDec 16 10:04

According to "The Big Brokerage," Morgan Stanley favors resource stocks such as CONCH CEMENT (00914.HK), Aluminum (02600.HK), and Hongqiao (01378.HK) in the first half of next year, while being Bullish on Zijin (02899.HK), MMG (01208.HK), Luoyang Molybden

Morgan Stanley published a report, expecting that fierce competition will drag down material stocks in the first half of next year. With supply-side policies in place, preference is given to Cement, Steel, and Aluminum in the second half, while Metal-related Stocks may perform better after stimulus policies are implemented. For the Target Price, please refer to another table. Morgan Stanley noted that recently mainland China has issued new supply-side control measures for excess Cement production, which could lead to over 20% reduction in output, and Cement demand is expected to decline by 5% next year, while this year's drop is 10%. The Steel Industry is also expected to see new supply-side reforms, with a small annual reduction in future production capacity. As new capacity is added next year, oxygen

AASTOCKSDec 16 09:57

Express News | Tianfeng: The supply-side reform of the Cement industry is gradually entering the second phase, and industry profits are expected to emerge from a relatively low point.

BreakingsDec 11 08:21

Express News | ShanDong Energy Group signed a strategic cooperation framework agreement with Anhui Conch Group.

BreakingsDec 10 19:49

Honk Kong Market Overview | All three major indices fell, with the Technology Index down over 1%; domestic property stocks and China-Affiliated Brokerage stocks declined, with SenseTime leading the decline in Network Technology stocks, down over 13%; Mao

Network technology stocks generally fell, SenseTime-W dropped 13.51%, Kuaishou-W fell 2.68%; most apple supplier stocks declined, Cowell fell 5.59%, BYD Electronics dropped 3.73%; most biotechnology stocks decreased, Jingtai Holdings-P fell 7.68%, beigene dropped 5.68%;

Futu NewsDec 10 16:26

Hong Kong Market Quick Look | Hong Kong stocks soared at the end of the trading session, with the tech index rising over 4%, and Meituan up nearly 6%; domestic property stocks and china-affiliated brokerage stocks surged significantly, with sunac rising o

The Hong Kong stock market significantly surged in the final hours, with the tech index rising over 4%, leading the gains. Most network technology stocks increased, with SenseTime rising 8.19% and netease up 6.04%; apple suppliers saw widespread increases, with BYD Electronics rising 9.29% and q tech up 6.84%; securities and brokerage stocks also climbed, with china merchants increasing by 13.65% and everbright rising 7.82%;

Futu NewsDec 9 16:26

Hong Kong stock concept tracking | In November, cement manufacturing prices increased by 6.2% month-on-month. Institutions are bullish on the valuation repair at the cement inflection point (including concept stocks).

National Bureau of Statistics: In November, the manufacturing price of cement rose by 6.2% compared to the previous month.

Zhitong FinanceDec 9 09:44