Group 1 - Cement stocks mostly rose, with Dongwu Cement up 7.92% to HKD 4.77, Western Cement up 5.56% to HKD 2.85, China National Building Material up 3% to HKD 5.5, and Conch Cement up 0.62% to HKD 22.68 [1] - On September 5, major clinker line enterprises in the Yangtze River Delta began staggered production for 12 days, alleviating inventory pressure and leading to strong price increase intentions among manufacturers due to severe losses [1] - From September 17-18, some leading enterprises in the Yangtze River Delta announced a price increase of HKD 30 per ton for cement and clinker, with others expected to follow suit shortly [1] Group 2 - According to CICC, the national cement shipment rate in August 2025 averaged 45.2%, down from 48.8% in the same month last year, with a year-on-year decrease in cement production of 6.2% to 148 million tons [2] - The average cement price in September was HKD 338 per ton, reflecting a slight increase of HKD 2 per ton from the previous month, with estimated gross profit per ton for cement enterprises at HKD 58, up HKD 3 from the previous month [2] - The industry is expected to see marginal improvements in demand as it enters the peak season, along with price increases that could drive prices higher [2]

Group 1 - Cement stocks have rebounded after a continuous decline, with Dongwu Cement rising over 8%, Western Cement up over 5%, China National Building Material increasing over 3%, and Asia Cement up over 2% [1] - According to a report from China Galaxy Securities, cement demand remains weak in August due to seasonal factors, high temperatures, and rainy weather affecting downstream construction, leading to a decrease in operating load of cement mills [1] - The average price of cement in August was 271.67 yuan per ton, showing a month-on-month decline [1] Group 2 - The clinker inventory has shifted from an increase to a decrease, but the issue of oversupply in the industry still exists [1] - Looking ahead, demand is expected to seasonally improve from September to November, combined with accelerated capacity reduction in the industry, which may help ease supply and demand pressures and support cement prices [1]

Group 1 - The company announced the progress of guarantees provided for its subsidiaries, specifically for a loan agreement signed by Sanming Haizhong Environmental Protection and China Construction Bank Qingliu Branch for an amount of 10 million yuan [2][4] - Anhui Haizhong Environmental Protection Co., Ltd., a subsidiary of the company, has signed a guarantee contract to provide a full joint liability guarantee for the aforementioned loan [2][4] - The total guarantee amount approved by the company's board and shareholders for 20 subsidiaries is up to 1.85965 billion yuan, and the current guarantee falls within this approved limit [3][6] Group 2 - The guarantee covers the principal, interest (including penalties and compound interest), default penalties, compensation, and costs incurred by the creditor in realizing their rights [4][6] - As of the announcement date, the total amount of external guarantees provided by the company and its subsidiaries is 838 million yuan, which is 0.45% of the company's audited net assets attributable to the parent company for 2024 [6] - The company has not provided guarantees for controlling shareholders, actual controllers, or related parties, and there are no overdue guarantee items [6]

证券日报网讯 9月18日晚间，海螺水泥发布公告称，本公司不存在逾期担保事项。 （文章来源：证券日报） ...

证券代码：600585 证券简称：海螺水泥 公告编号：2025-27 安徽海螺水泥股份有限公司 关于担保实施进展的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 担保 对象 被担保人名称 福建三明海中环保科技有限责任公司 （以下简称"三明海中环保"） 本次担保金额 1,000 万元 截至本公告日，包括本次担保 在内，本公司及附属公司实际 为其提供的担保余额 2,000 万元 是否在前期预计额度内 是 □否 □不适用 本次担保是否有反担保 □是 否 □不适用 担保对象及基本情况 累计担保情况 | 对外担保逾期的累计金额（万元） | 0 | | --- | --- | | 截至本公告日本公司及其附属对 | 83,800 | | 外担保总额（万元） | | | 对外担保总额占本公司最近一期 | 0.45 | | 经审计净资产的比例（%） | | | 特别风险提示 | 无 | 1 一、担保情况概述 （一）担保的基本情况 三明海中环保与中国建设银行股份有限公司清流支行（以下简称"建设银行 清流支行"）签订了借款金额 ...

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《關於擔保實施進 展的公告》，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 二零二五年九月十八日 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：2025-27 安徽海螺水泥股份有限公司 关于担保实施进展的公告 本公司董事会及全体董事保证 ...

Group 1 - The company Anhui Conch Cement Co., Ltd. announced that its subsidiary, Anhui Haizhong Environmental Protection, provided a full joint liability guarantee for a loan of 10 million yuan to Fujian Sanming Haizhong Environmental Technology Co., Ltd. from the Construction Bank Qingliu Branch [1] - As of the announcement date, the total guarantee amount, including this guarantee, is 20 million yuan, with the company's total external guarantees amounting to 83.8 million yuan, which represents 0.45% of the latest audited net assets [1] - There are no overdue guarantees, and this guarantee falls within the previously estimated limit, thus no further approval from the board of directors or shareholders is required [1] Group 2 - Sanming Haizhong Environmental has good creditworthiness, and the guarantee risk is considered controllable [1]

Group 1 - The core viewpoint of the news is that Conch Cement's stock has experienced a decline, with a notable drop in trading volume and net outflow of funds, indicating potential market concerns [1][2]. - As of September 18, Conch Cement's stock price fell by 2.04% to 23.06 CNY per share, with a total market capitalization of 122.2 billion CNY [1]. - The company has seen a year-to-date stock price change of -0.04%, with a 4.47% decline over the last five trading days and a 4.67% decline over the last twenty days [1]. Group 2 - Conch Cement's main business includes the production and sales of cement, clinker, and aggregates, with the primary revenue sources being 57.81% from 45-grade cement and 15.63% from other sales [1]. - For the first half of 2025, Conch Cement reported a revenue of 41.292 billion CNY, a year-on-year decrease of 9.38%, while the net profit attributable to shareholders increased by 31.34% to 4.368 billion CNY [2]. - The company has distributed a total of 82.718 billion CNY in dividends since its A-share listing, with 16.656 billion CNY distributed in the last three years [3]. Group 3 - As of June 30, 2025, the number of shareholders for Conch Cement increased to 224,100, reflecting a 7.12% rise from the previous period [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 193 million shares, an increase of 1.0135 million shares from the previous period [3]. - New entrants among the top ten shareholders include the Jiashi CSI 300 ETF, which holds 19.2643 million shares [3].

◎记者 刘一枫 "世界水泥看中国，中国水泥看海螺。" 这句极具产业自信与品牌张力的标语见证了安徽海螺集团有限责任公司（以下简称"海螺集团"）历经三 十年的跨越式发展和由此奠定的行业龙头地位。 如今，海螺水泥仍以超3.7亿吨的产能，以及在长三角、珠三角地区布局集中的绝对优势，实现销量规 模排名行业第一。"我们的市场占有率约13%，利润占比却接近40%。水泥主业的行业规模、盈利能力 和技术水平均位于世界前列。"谈及主业，海螺集团总经理助理、董事会秘书方原底气十足。 从一家山区单体水泥厂改制发展成为世界500强企业，"改革"一直是刻在海螺集团骨子里的发展基因。 近日，上海证券报调研小组走进芜湖，探寻千亿级企业的发展之道与产业升级中的创新机遇——海螺集 团，这家地方龙头企业的"样本经验"颇具启迪性。 成功突围："天时地利人和" 诞生于安徽省宁国水泥厂的海螺水泥因当地大、小两座"海螺山"得名——那里蕴藏着丰富的、品质上乘 的石灰石矿，适宜建厂。1996年，安徽省人民政府批准组建海螺集团，实行国有资产授权经营。同年， 顺应国家政策发展导向，海螺集团投入资金近2亿元，整体承债式并购位于芜湖南郊的白马山水泥厂， 总部落户芜湖 ...

Group 1 - The cement stocks in Hong Kong experienced a collective decline, with Dongwu Cement falling over 12%, the weakest performer [1] - According to the National Bureau of Statistics, the national cement production in August was 14.802 million tons, a year-on-year decrease of 6.2% [1] - From January to August, the national cement production totaled 110.457 million tons, reflecting a year-on-year decline of 4.8% [1] Group 2 - Data indicates that the total cement production for the first eight months of 2024 was 115.907 million tons, resulting in a reduction of 5.450 million tons compared to the same period last year, a decrease of 4.7% [1] - CICC's report states that the average cement shipment rate in August 2025 is projected to be 45.2%, down from 48.8% in the same month last year [1] - The single-month cement production in August saw a year-on-year decline of 6.2%, amounting to 14.8 million tons, indicating continued weak demand during the off-season [1]