Tailam Tech Construction Arm, Anhui Conch Cement Units Sign Cement Products Deal
Tailam Tech Secures Strategic Procurement Deal With Conch Cement
TAILAM TECHCON (06193.HK) subsidiary Jiangsu TAILAM has signed a Global Strategy cooperation agreement with three companies under CONCH CEMENT.
On January 21, Gelonghui reported that TAILAM TECHCON (06193.HK) announced that on January 21, 2025, its indirect wholly-owned subsidiary TAILAM TECHNOLOGY (Jiangsu Nantong) Co., Ltd. ("Jiangsu Tailam") entered into a strategic cooperation agreement with CONCH CEMENT in three subsidiaries in the Shanghai area of China ("Conch Subsidiaries"). According to the strategic cooperation agreement, the Conch Subsidiaries agree to give priority to supplying cement, sand and gravel aggregates, and concrete additives (collectively referred to as "cement products") to Jiangsu Tailam under the same conditions in the same region, and Jiangsu Tailam agrees to give priority to procuring from the Conch Subsidiaries under the same conditions in the same region.
Express News | Tailam Tech Construction - Unit Entered Strategic Cooperation Agreement With Three Units of Anhui Conch Cement
CONCH CEMENT (00914): Forfeiture of unclaimed dividends.
CONCH CEMENT (00914) released an announcement, according to Article 173 (1) of the Articles of Association of Anhui CONCH CEMENT Co., Ltd...
Dongxing Securities: The government's procurement of green building materials is expanding, accelerating the optimization of the supply side.
The government's increase in the scope and intensity of procurement for green building materials aligns with the industry's policy of continuously eliminating outdated productive capacity.
[Hong Kong Stock Connect] CONCH CEMENT (00914) rose by 3.44%. Institutions pointed out that the current construction materials Industry is still on the left side of the boom.
Jinwu Financial News | CONCH CEMENT (00914) stock price fluctuates positively, as of the report, it is at HK$20.15, up 3.44%, with a transaction amount of HK$97.7562 million. In terms of news, GF SEC released a Research Report stating that the loose MMF environment and positive fiscal expectations provide strong support, and more incremental policies are expected to follow, which is beneficial for stabilizing the fundamentals in the future, continuing to be Bullish on investment opportunities in the building materials Sector. The current building materials Industry is still on the left side of the recovery, but considering that various Sectors are gradually bottoming out, and industry leaders have gone through stress tests with strong operational resilience. It is recommended to pay attention to growth-oriented companies with high valuation flexibility.
According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.
According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.
GF SEC: The Building Materials Sector is experiencing weak stability in the off-season, paying attention to bottom layout opportunities in the Sector.
More incremental policies are expected to follow, which will be beneficial for stabilizing the subsequent fundamentals. Continue to be Bullish on investment opportunities in the construction materials Sector.
Anhui Conch Cement Upgraded to Buy From Neutral at Goldman Sachs
Unpleasant Surprises Could Be In Store For Anhui Conch Cement Company Limited's (HKG:914) Shares
Hong Kong stocks are experiencing changes | Cement stocks are collectively retreating, and the prices of cement in East China have shown seasonal adjustments. Institutions indicate that the decline in cement demand is expected to narrow.
Cement stocks fell collectively; as of the time of writing, BBMG Corporation (02009) is down 5%, trading at HKD 0.76; CONCH CEMENT (00914) is down 4.83%, trading at HKD 18.92; CR BLDG MAT TEC (01313) is down 3.14%, trading at HKD 1.54; Huaxin Cement (06655) is down 1.79%, trading at HKD 7.69.
Anhui Conch Cement's 2025 Procurement Strategy Unveiled
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."
Hai Luo Material Technology has made another advance towards landing on the Hong Kong stock market.
[New Stock IPO] Anhui Conch Materials Technology has passed the listing hearing of the Hong Kong Stock Exchange.
Jinwu Finance News | According to the disclosure by the Hong Kong Stock Exchange on December 27, Anhui Conch Materials Technology has passed the listing hearing on the Hong Kong Stock Exchange, with China Securities Co.,Ltd. as the sole sponsor. The company is a fine chemical materials supplier that produces and sells Cement additives, concrete additives, and their related upstream raw materials. According to Frost & Sullivan data, in terms of Cement additive sales and revenue for the fiscal year 2023, the company ranks first in China, with market shares of approximately 28.3% and 32.3% respectively (specifically, in terms of sales and revenue of Cement grinding aids for the fiscal year 2023, the company ranks first in China, with market shares of approximately 34.
China Conch Renews Key Agreement With Conch Cement
[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...
Anhui Conch Cement Secures 2025 Procurement Deals
Express News | Anhui Conch Cement - Annual Cap for Transactions Under Contract Shall Be RMB720 Mln
Express News | Anhui Conch Cement - Entered Into Procurement of Cement Admixtures Contract With Conch Technology