CI-ACMT@EC2609A

CHK OIL

SHANDONG MOLONG

PETRO-KING

MIE HOLDINGS

D&G TECH

YUANHENG GAS

JX ENERGY

KINETIX SYSTEMS

YANCHANG PETRO

HAO WEN HLDGS

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00914

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With the commencement of major projects, the cement industry is experiencing a demand rebound. Leading companies such as CONCH CEMENT and BBMG are accelerating their resumption of work, showing a positive trend. Analyst Li Kunming predicts that infrastructure investment will turn positive in 2026, improving cement demand; however, the rebound potential for cement prices throughout the year is limited, and the average price will continue to decline, keeping industry profits at a low level

Wallstreetcn

CONCH CEMENT

BBMG

Major project commencement boosts demand, cement companies seize the "New Year Red"

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DONGFANG ELEC(01072) rose 15.52%, with a trading turnover 1.4 Billion HKD, and a year-to-date rose 62%. OMNIVISION(00501) rose 6.91%, with a trading turnover 175.0 Million HKD, and a year-to-date rose 4.8%. BEONE MEDICINES(06160) fell 9.16%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 8.4%. WUXI BIO(02269) fell 7.45%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 21.8%.

Top Gainers & Losers

DONGFANG ELEC

OMNIVISION

MINIMAX-WP

CKI HOLDINGS

CKH HOLDINGS

BEONE MEDICINES

WUXI BIO

CATL

GTHT

Top 5 HK Stock Gainers/Losers (>100B) (2.26)

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The three major Hong Kong stock indices collectively adjusted during the session, with the Hang Seng TECH Index leading the market decline, down 1.57%. In terms of sectors, retailers, internet, and building materials sectors generally weakened, with heavyweight stocks under significant pressure. In terms of individual stocks, Alibaba fell 2.43%, Kuaishou dropped 2.56%, and CONCH CEMENT plummeted 7.19%. Market sentiment is becoming cautious, closely monitoring expectations for Federal Reserve policy and data on the recovery of the mainland economy

- The Hong Kong stock market experienced a collective decline, with the Hang Seng Index dropping 0.58% to 26,609.88 points as profit-taking pressure hindered further gains.  
- Notable declines were seen in the Hang Seng Tech Index and the Hang Seng China Enterprise Index, reflecting a cautious market sentiment amid concerns over economic recovery and the performance of various sectors.  
- Key stocks related to retail and construction suffered significant losses, while select small-cap stocks experienced sharp increases, indicating volatility and market speculation.

Market Heartbeat

BABA-W

JD-SW

MNSO

KUAISHOU-W

BIDU-SW

TENCENT

CNBM

WESTCHINACEMENT

FULUM GP HLDG

KEEN OCEAN

PUTIAN COMM

MICROWARE

NANFANG COMM

Dacheng Hang Seng Technology ETF(QDII)

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

HSTECH ETF

CSOP HS TECH

Harvest Hang Seng SCHK Technology ETF

Hang Seng TECH ETF I

Hang Seng TECH Index

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Alibaba

Hong Kong stock market intraday | Hang Seng Tech Index down 1.57%, Alibaba down 2.43%, CONCH CEMENT down 7.19%

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STECH

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TIANQI LITHIUM rose over 6%, Ganfeng Lithium rose over 5%

TIANQI LITHIUM

GANFENGLITHIUM

Hang Seng Index

Ganfeng Lithium

The Hang Seng Index opened up 0.95%, and the Hang Seng TECH Index rose 0.46%

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BEKE-W(02423) rose 5.63%, with a trading turnover 826.8 Million HKD, and a year-to-date rose 12%. CONCH CEMENT(00914) rose 5.53%, with a trading turnover 764.8 Million HKD, and a year-to-date rose 20.9%. MINIMAX-WP(00100) fell 14.38%, with a trading turnover 2.3 Billion HKD, and a year-to-date rose 356.7%. KNOWLEDGE ATLAS(02513) fell 10.75%, with a trading turnover 1.7 Billion HKD, and a year-to-date rose 382.4%.

- The Hang Seng Index rose by 0.66%, with a year-to-date increase of 4.4%, while the Hang Seng Tech Index fell by 0.19%, down 4.6% year-to-date.  
- Beike-W (02423) gained 5.63% with a trading volume of HKD 830 million, marking a 12% rise for the year, whereas Conch Cement (00914) increased by 5.53% with a trading volume of HKD 760 million, showing a 20.9% year-to-date gain.  
- MINIMAX-WP (00100) dropped 14.38% on a trading volume of HKD 2.27 billion, yet has surged 356.7% this year, while Zhiyuan (02513) fell 10.75% with a trading volume of HKD 1.68 billion, maintaining a year-to-date increase of 382.4%.

BEKE-W

HSBC HOLDINGS

CHALCO

KNOWLEDGE ATLAS

MONTAGE TECH

GIGADEVICE

HORIZONROBOT-W

Top 5 HK Stock Gainers/Losers (>100B) (2.25)

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The Shangai Composite Index went up by 30 points or 0.72 percent on Wednesday to close at 4147 points.The rise was led by Inner Mongolia BaoTou Steel (10.15%), Anhui Conch Cement (5.74%) and Aluminum Corporation of China (4.40%).On the downside, the weakerst performers were China International (-3.83%), China Coal (-1.80%) and Huatai Securities (-1.68%).

Trading Economics

SSE Index

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Yinhua CSI Non-ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

The Shangai Composite Index Closes 0.72% Higher

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Hong Kong's cement and building materials stocks experienced a notable rise amid market fluctuations. According to Jin10, Conch Cementsaw an increase of over 5%, while China Resources Cement Holdingsrose by more than 4.5%. Other companies such as Asia Cement, BBMG Corporation, and Huaxin Cementalso recorded gains exceeding 1%.

CoinLive

CR BLDG MAT TEC

ASIA CEMENT CH

STOCKS | Hong Kong Cement Stocks Rise Amid Market Volatility

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On the first trading day of the Year of the Horse, several listed companies announced their repurchase and increase plans and progress, including the repurchase plans of C&S and YUANLI ACTIVE CARBON, as well as the increase plans of CONCH CEMENT and HHP. Companies such as JIUDIAN PHARMACEUTICAL and Ningbo Sunrise also updated their repurchase progress

YUANLI ACTIVE CARBON

E Fund CSI All Share Building Materials ETF

Fullgoal CSI 1000 Enhanced Index Fund(LOF)-A

Ningbo Sunrise

JIUDIAN PHARMACEUTICAL

Fullgoal CSI All Share Building Materials ETF

Guotai CSI All Share building Materials ETF

On the first trading day of the Year of the Horse, the trend of share repurchases and increases in holdings by A-share listed companies continues

Anhui Conch Cement's controlling shareholder to increase holdings of company A-shares

marketscreener

Anhui Conch Cement's controlling shareholder to increase holdings of company A-shares

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

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

BYD Company

BYD COMPANY

Jinkosolar

BYD Company Limited

ZIJIN MINING

Jinko Solar

Zijin Mining

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

Tongwei Co.,Ltd

JIANGXI COPPER

CSCEC

JCCL

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?

CI-ACMT@EC2609A(26403.HK)

Major project commencement boosts demand, cement companies seize the "New Year Red"

Top 5 HK Stock Gainers/Losers (>100B) (2.26)

Hong Kong stock market intraday | Hang Seng Tech Index down 1.57%, Alibaba down 2.43%, CONCH CEMENT down 7.19%

The Hang Seng Index opened up 0.95%, and the Hang Seng TECH Index rose 0.46%

Top 5 HK Stock Gainers/Losers (>100B) (2.25)