CI-ACMT@EC2611A

Anhui Conch Cement Revised Procurement Arrangements with Conch Material Technology

Anhui Conch Cement Revised Procurement Terms for Cement Admixtures and Raised Annual Cap

Anhui Conch Cement Board Approves 2026 Q1 Report and Sets Action Plan

Hai 螺 Cement Reports Q1 2026 Earnings: Revenue and Net Profit Down

CONCH CEMENT released FY2026 Q1 earnings on April 29 During-Market (BJT), actual revenue HKD 19.35 B (forecast HKD 20.07 B), actual EPS HKD 0.3174 (forecast HKD 0.2411)

Fitch Confirms Anhui Conch Cement's Rating at 'A'

Conch Cement to Release FY2026 Q1 Earnings on April 29 During-Market (BJT), Forecast Revenue HKD 20.1 B, EPS HKD 0.2411

Morgan Stanley downgrades ANHUI CONCH CEMENT A-shares rating to equal weight

JPMorgan Increases Stake in Huaiji Cement by 847,925 Shares

Hainan Cement Sees Profit Growth Despite Revenue Decline in 2025

Hailo Group Completes 1% Share 增持 Plan for Hailo Cement

Goldman Sachs Raises Target Prices for Coal and Selected Steel Stocks, Adjusts Earnings Estimates for Cement Stocks

Hainsi Cement Sets 2030 Targets and Expansion Plans

Hai Le Group Increases Holdings in Huai Le Cement after 12 Years

BlackRock Increased Its Shares in China Resources Cement

Citi Maintains Buy Rating on Anhui Conch Cement with Target Price at HKD28.00

Conch Group Increased Holding of Conch Cement to 37.05%

Hai 螺 Cement Reports Revenue Decline and Net Profit Growth in 2025

CONCH CEMENT released FY2025 Annual Earnings on March 24 After-Market (BJT), actual revenue HKD 90.2 B (forecast HKD 96.16 B), actual EPS HKD 1.6803 (forecast HKD 1.8939)

Conch Cement released FY2025 Q4 earnings on March 24 After-Market (BJT), actual revenue HKD 23.61 B (forecast HKD 29.97 B), actual EPS HKD 0.3856 (forecast HKD 0.5337)

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Anhui Conch Cement Company has revised its procurement arrangement with Conch Material Technology, setting the annual cap for cement grinding aids at RMB 780 million and RMB 160 million for concrete and other admixtures. This connected transaction, due to its association with the controlling shareholder, complies with Hong Kong Listing Rules, avoiding the need for independent shareholder approval. The latest analyst rating for Anhui Conch Cement (HK:0914) is a Buy, with a price target of HK$31.00.

Tip Ranks

CONCH CEMENT

Guotai CSI All Share building Materials ETF

Fullgoal CSI All Share Building Materials ETF

E Fund CSI All Share Building Materials ETF

CONCH MAT TECH

Anhui Conch Cement Raises Connected-Party Cap on Cement Admixtures Procurement

Recently, CONCH CEMENT has experienced a sharp rebound, with a price increase of over 31%. The MACD daily bullish signal has significantly strengthened, with the fast and slow lines showing a clear upward divergence, indicating that the medium-term buying power is still being released. The trading volume was approximately HKD 191 million, which has significantly increased compared to the previously sluggish volume levels, indicating a recovery in market participation. From the moving average system, the short-term moving averages have formed a bullish arrangement with a steep slope, and the trend confirmation characteristics are evident, leaning towards a positive overall pattern. On the news front, the infrastructure sector has recently seen a flurry of positive developments. Domestic policies to stabilize growth continue to be intensified, and the accelerated issuance of local special bonds is driving expectations for a recovery in cement demand. China Resources Land rose over 6% on the day, while Henderson Land increased nearly 5%, with the real estate and infrastructure chain performing actively, providing supportive linkage for the building materials sector. Meanwhile, as a leader in the building materials industry, CONCH CEMENT's cost control capabilities and market share advantages are more resilient in the early stages of industry recovery, and institutional expectations for its profit recovery are warming up. Recently, the Hong Kong Stock Connect funds have increased their allocation to building materials-related targets. From a technical perspective, after consecutive rebounds, the stock price has moved far away from the short-term moving average support, and the deviation rate between the 5-day moving average and the stock price is relatively large, indicating a technical demand for a pullback to the moving average in the short term. If a mild volume contraction pullback occurs today and stabilizes near the 5-day moving average, it would represent a healthy continuation pattern of the upward trend. Attention should be paid to the pressure levels of the previous dense trading area above, as the ability to break through will determine the continuity of the rebound. Sustained volume expansion is a necessary condition for maintaining the bullish pattern

Technical Forecast

CHINA RES LAND

HENDERSON LAND

Pre-market trend | CONCH CEMENT (0914.HK) strong rebound continues with increased volume on May 6, has the main upward wave of the building materials leader started?

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At yesterday's close, Conch Cement established a bearish MACD signal on the daily chart, with the short-term trend shifting from oscillation to a weaker stance. The total trading volume for the day was approximately HKD 58 million, indicating light trading activity, and investor interest in this cement leader remains low. As a benchmark enterprise in the building materials industry, Conch Cement's performance is often seen as a "barometer" for infrastructure investment expectations. The current weakening of technical indicators may suggest insufficient market confidence in infrastructure efforts. On a macro level, Hong Kong's GDP growth in the first quarter was strong, with export value increasing by 32% year-on-year; however, this reflects more of a trade and financial services-driven effect, with limited impact on the demand for construction materials in the mainland

Pre-market trend | CONCH CEMENT (0914.HK) 5/4 trading volume is sluggish, can infrastructure stocks show improvement?

China Conch Venture Holdings (HK:0586) announced that 64.9% and 67.2% of its profits for 2024 and 2025, respectively, are linked to its equity interest in Anhui Conch Holdings, the major shareholder of Anhui Conch Cement. The company highlighted the importance of Anhui Conch Cement's Q1 2026 results, as they will significantly impact its near-term financial performance. Analysts rate the stock as a Buy with a target price of HK$15.00, reflecting strong market confidence in its cement-related investments.

CONCH VENTURE

China Conch Venture Flags Key Earnings Link to Newly Released Conch Cement Q1 2026 Results

CONCH CEMENT+0.240 (+1.210%) Short selling $18.36M; Ratio 14.863% announced its 1Q26 results for the period ended March 2026. In accordance with the China Accounting Standards for Business Enterprises, revenue amounted to RMB17.066 billion, down 10.5% YoY. Net profit was RMB1.468 billion, down 19% YoY. , with an EPS of RMB0.28. (HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-29 16:25.) AASTOCKS Financial News

AASTOCKS News

CONCH CEMENT 1Q NP Drops 19% to RMB1.468B

Anhui Conch Cement Company reported a decline in Q1 2026 results, with revenue falling 10.45% year-on-year to RMB 17.07 billion and net profit down 18.98% to RMB 1.47 billion. Operating cash flow decreased by 35.28%. Despite these drops, total assets and shareholders’ equity remained stable. The company will publish its quarterly report in PRC newspapers on April 30, 2026. Analysts currently rate the stock as a Buy with a price target of HK$31.00.

Anhui Conch Cement Posts Lower Q1 2026 Profit and Revenue Amid Weaker Operating Cash Flow

Anhui Conch Cement has declared a final ordinary dividend of RMB 0.61 per share for the financial year ending 31 December 2025, with shareholder approval set for 28 May 2026. The dividend for H shareholders will be paid in Hong Kong dollars on 30 June 2026, with an ex-dividend date of 2 June 2026. The company specified withholding tax rates of 10% for non-resident investors and 20% for mainland individual investors. The latest analyst rating for the stock is a Buy with a price target of HK$31.00.

Anhui Conch Cement Sets Final 2025 Dividend and Details Tax Treatment for H Shareholders

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Goldman Sachs raised the target price for China Coal Energy to 16 yuan and increased its earnings forecast for coal stocks by 3% to 15%. Despite the decline in coal stock earnings, the unit coal profit met expectations. The earnings forecast for cement stocks was lowered by 7% to 53%, reflecting a weak construction market. Goldman Sachs maintains a "Buy" rating for China Coal Energy, CONCH CEMENT, and China National Building Material, while upgrading Maanshan Iron & Steel's rating from "Sell" to "Neutral," with the target price raised from 1.9 yuan to 2.5 yuan

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China Coal Energy

Guotai CSI Coal ETF

CHINA COAL

Goldman Sachs raises profit forecasts for mainland coal stocks, increasing the target price for China Coal Energy to 16 yuan

In a report released on March 24, from Citi maintained a Buy rating on Anhui Conch Cement Company, with a price target of HK$28.00. The company’s shares closed last Monday at HK$21.46.Claim 30% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential The word on The Street in general, suggests a Hold analyst consensus rating for Anhui Conch Cement Company with a HK$24.66 average price target.

Anhui Conch Cement Company (AHCHF) Gets a Buy from Citi

CI-ACMT@EC2611A(28939.HK)