Hong Kong Stock Movement: SHANSHUI CEMENT fell 12.24%

Hong Kong Stock Movement

Stocks with High Trading Volume in the Industry

China National Building Material, down 0.93%, with a trading volume of HKD 72.22 million. Based on recent key news:

1. On September 24, the Ministry of Industry and Information Technology and five other departments jointly issued the "Work Plan for Stabilizing Growth in the Building Materials Industry (2025-2026)", which clarifies that by 2026, China's green building materials revenue will exceed 300 billion yuan, with multi-dimensional measures setting the direction for high-quality development in the industry. This plan focuses on key pain points in the development of the building materials industry and outlines a clear path: in terms of capacity control, new cement and glass production capacity is strictly prohibited to curb the vicious competition caused by traditional overcapacity from the source; in terms of technological innovation, support is focused on the growth of advanced ceramics, superhard materials, and other industries, promoting the industry's transformation from "heavy scale" to "high technology, high added value"; in terms of production transformation, accelerate the integration and upgrading of digitalization and greening in enterprises, cultivating a number of green smart factories that not only enhance production efficiency but also strengthen environmental protection capabilities. Additionally, in terms of market expansion, green building materials will be promoted in rural areas to fully activate domestic consumption and public demand; internationally, deepening cooperation to help Chinese building materials products, technologies, and standards enter the international market, ensuring stable operation and structural optimization of the industry. Notably, the plan also lays out the cultivation of "six zero" demonstration factories, using "zero purchased electricity, zero fossil energy, zero primary resources, zero carbon emissions, zero waste emissions, zero frontline employees" as benchmarks to create a model for the future building materials industry.

2. On September 24, the "Plan" further clarified that new cement clinker and flat glass production capacity is strictly prohibited, and new construction and renovation projects must formulate capacity replacement plans. It is strictly prohibited to transfer cement clinker and flat glass production capacity from non-key atmospheric pollution prevention areas to key atmospheric pollution prevention areas. Cement enterprises must formulate capacity replacement plans for capacities exceeding project filing by the end of 2025, promoting the unification of actual capacity and filed capacity. Additionally, in terms of market expansion, green building materials will be promoted in rural areas to fully activate domestic consumption and public demand; internationally, deepening cooperation to help Chinese building materials products, technologies, and standards enter the international market, ensuring stable operation and structural optimization of the industry. The "Plan" also lays out the cultivation of "six zero" demonstration factories, using "zero purchased electricity, zero fossil energy, zero primary resources, zero carbon emissions, zero waste emissions, zero frontline employees" as benchmarks to create a model for the future building materials industry.

3. On September 25, Xiaoxiang Morning News reporter Li Tang reported, and the rights protection channel: download the "Morning Video" app from the application market, search for "report" for one-click access; or call the hotline 0731-85571188. If content cooperation is needed, please call the government-enterprise service hotline 19176699651. The trend of green development in the building materials industry is evident.

Anhui Conch Cement, up 1.31%, based on recent important news:

1. On September 23, Anhui Conch Cement saw large transactions, with a transaction amount exceeding HKD 20 million, indicating high market attention on the stock, driving the stock price up. Data source: Huigang Communications

2. On September 24, the Ministry of Industry and Information Technology and several other departments released the "Work Plan for Steady Growth in the Building Materials Industry," strictly regulating cement and glass production capacity, which is favorable for the cement industry and promotes stock price increases. Data source: relevant department notifications.

3. On September 25, the cement industry was in a state of undervaluation, and investors focused on the direction of price recovery due to capacity control, driving stock prices up. Data source: industry analysis indicates the cement industry is undervalued, with policy support.

Stocks ranked among the top in industry market capitalization

Huaxin Cement rose 2.43%. According to recent important news:

1. On September 24, director Li Yeqing increased his holdings in Huaxin Cement by 46,200 shares, bringing his holding ratio to 0.15%. This move enhanced market confidence in the company's future development, driving stock prices up. Data source: Zhitong Finance.

2. On September 23, Huaxin Cement announced the progress of the third phase of its core employee stock ownership plan for 2023-2025, stating that it had completed stock purchases in the secondary market, holding 2.993 million shares, accounting for 0.1440% of the total share capital. The implementation of this plan is seen as support for the company's long-term development, boosting investor confidence. Data source: Zhitong Finance.

3. On September 25, the latest shareholder equity disclosure showed that Li Yeqing's shareholding increased to 1.1301 million shares, with a holding ratio of 0.15%. This information further solidified market confidence in the company's management, propelling stock prices upward. Data source: Zhitong Finance. The industry trend is positive, with significant capital inflow