香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 安徽海螺水泥股份有限公司 ANHUI CONCH CEMENT COMPANY LIMITED （在中華人民共和國註冊成立之股份有限公司） （股份代號：00914） 於其他市場發佈的公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第 13.10B 條而作出。 茲載列安徽海螺水泥股份有限公司在上海證券交易所網站刊登的《關於控股股東增 持公司股份計劃的公告》，僅供參閱。 承董事會命 安徽海螺水泥股份有限公司 聯席公司秘書 虞水 中國安徽省蕪湖市 二零二六年二月二十四日 截至此公告日，本公司董事會成員包括 (i) 執行董事楊軍先生、朱勝利先生、李群峰 先生、吳鐵軍先生及虞水先生； (ii) 獨立非執行董事屈文洲先生、何淑懿女士及韓旭 女士； (iii) 職工董事凡展先生 证券代码：600585 证券简称：海螺水泥 公告编号：2026-04 安徽海螺水泥股份有限公司 关于控股股东增持公司股份计划的公告 ...

格隆汇2月24日｜海螺水泥(600585.SH)公告称，公司控股股东海螺集团计划自公告披露之日起6个月 内，以自有资金及自筹资金，通过上海证券交易所交易系统以集中竞价的方式增持公司A股股份，增持 金额不低于人民币7亿元（含）且不高于人民币14亿元（含）。 ...

每经AI快讯，2月24日，海螺水泥（600585）(600585.SH)公告称，公司控股股东海螺集团计划自公告披 露之日起6个月内，以自有资金及自筹资金，通过上海证券交易所交易系统以集中竞价的方式增持公司 A股股份，增持金额不低于人民币7亿元(含)且不高于人民币14亿元(含)。 ...

智通财经APP获悉，香港联交所最新资料显示，2月11日，Lazard Asset Management LLC减持海螺水泥 (00914)1436.4833万股，每股作价25.7936港元，总金额约为3.71亿港元。减持后最新持股数目约为 5612.95万股，最新持股比例为4.32%。 ...

来源：智通财经网 香港联交所最新资料显示，2月11日，Lazard Asset Management LLC减持海螺水泥(00914)1436.4833万 股，每股作价25.7936港元，总金额约为3.71亿港元。减持后最新持股数目约为5612.95万股，最新持股 比例为4.32%。 ...

Group 1 - Lazard Asset Management LLC reduced its stake in Conch Cement (600585) by selling 14,364,833 shares at a price of HKD 25.7936 per share, totaling approximately HKD 371 million [1] - After the reduction, Lazard's remaining shareholding is approximately 56,129,500 shares, representing a stake of 4.32% [1]

证券日报网讯 2月12日，海螺水泥在互动平台回答投资者提问时表示，公司将持续抓好生产经营，实施 精准有效投资，强化创新驱动，推进低碳绿色循环发展，积极推动市值管理，回应市场关切，持续为广 大股东创造价值。 （文章来源：证券日报） ...

（编辑 楚丽君） 证券日报网讯 2月12日，海螺水泥在互动平台回答投资者提问时表示，公司已建立财务共享中心，形成 了覆盖核心业务场景、统筹运营主体的共享服务能力，有力支撑各业务板块的财务协同，持续赋能公司 高质量发展。 ...

Core Viewpoint - Current infrastructure investment is becoming a crucial support for the economy, with fiscal policies continuously strengthening, leading to a configuration window driven by infrastructure recovery in the building materials sector [1] Group 1: Infrastructure Investment Dynamics - The "14th Five-Year Plan" is entering its final year, accelerating the implementation of major engineering projects, which is providing solid support for the improvement of the industry fundamentals through the demand pull of infrastructure [1] - Since the second half of 2024, active fiscal policies have significantly increased, with the pace of special bond issuance accelerating and the launch of ultra-long special government bonds injecting ample funds into infrastructure investment [1] - Infrastructure investment has a clear policy orientation and planning, unlike the endogenous fluctuations of real estate investment, with 2025 being a key year for the transition between the "14th" and "15th" Five-Year Plans [1][4] Group 2: Investment Trends and Performance - Despite a year-on-year decline in cumulative infrastructure construction investment to -1.48% in December, the cumulative proportion of infrastructure investment remained high at 50.49% in December 2025, reflecting its significant position in fixed asset investment [1][4] - Key areas for current infrastructure investment include urban agglomerations, metropolitan areas, and the connectivity of infrastructure along the "Belt and Road" [4] - Major infrastructure projects are expected to drive demand for cement, pipes, waterproof materials, and other building materials, with a focus on water conservancy and disaster prevention projects [4][5] Group 3: Building Materials Sector Outlook - The building materials industry is currently in a low operating state after inventory destocking, and the concentrated release of infrastructure demand is expected to trigger price elasticity [5] - The profitability transmission from infrastructure recovery is anticipated to drive the development of the building materials sector, with a notable improvement in gross profit margins due to supply-side discipline and cost pressure relief [6] - The building materials sector is characterized by "valuation repair + profit improvement," with the risk of a cliff-like decline in demand eliminated by infrastructure support, leading to a systematic uplift in valuation [8] Group 4: Investment Vehicles and Strategies - The building materials ETF (159745) tracks the CSI All-Share Building Materials Index, covering leading enterprises across the entire industry chain, providing an efficient tool for investors to layout in the building materials sector [8][9] - The top ten holdings in the ETF reflect a high concentration in leading companies across various segments of the building materials industry, accounting for over 60% of the total holdings [9] - The building materials sector is highlighted as a core cyclical investment, with low valuations and high dividends, making it attractive for investors during market shifts towards cyclical stocks [12]

Group 1 - The Capital Group Companies, Inc. increased its stake in Conch Cement (600585) by acquiring 5,226,973 shares at a price of HKD 24.6293 per share, totaling approximately HKD 129 million [1] - Following the acquisition, The Capital Group's total shareholding in Conch Cement reached approximately 132 million shares, representing a 10.16% ownership stake [1]