股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國西部水泥有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02233 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | GBP | | 0.002 | GBP | | 20,000,000 | | 增加 / 減少 (-) | | | | | | | GBP | | | | 本月底結存 | | | 10,000,000,000 | GBP | | 0.002 | GBP | | 20,000,000 | 本月底法 ...

Group 1 - The core viewpoint of the article is that Federal Reserve Governor Waller advocates for another interest rate cut in December, but decisions may shift to a "meeting-by-meeting" approach starting in January as more key economic data is released [2] - Waller expresses concern about the labor market, which is crucial to the Fed's dual mandate, and supports a rate cut in the upcoming meeting [2] - Market expectations indicate a 70% probability of a rate cut during the Fed's meeting on December 9-10, although there is internal disagreement among decision-makers regarding the necessity of further cuts after September and October [2] Group 2 - Waller notes that recent data shows a weak labor market, but warns that key economic reports delayed due to government shutdown will be released after the December meeting, complicating the January rate decision [2] - Employment data for October and November is set to be released on December 16, while inflation data for November will be published on December 18 [2]

公司拟将票据发行的所得款项总额连同手头现金对公司现有债务(包括根据同步提交要约或透过赎回对 2026年票据)进行回购、赎回或偿还及用作营运资金(包括流动负债)。票据发行的所得款项总额，在扣除 公司就票据发行应付的包销佣金及其他估计开支前，将约为3.9646亿美元。公司将寻求票据于联交所上 市。 格隆汇11月26日丨西部水泥(02233.HK)发布公告，2025年11月25日，公司及附属公司担保人与中金公 司、汇丰及J.P.Morgan就本金总额为4亿美元的票据(即公司将予发行的于2028年到期本金总额4亿美元的 9.90%优先票据)发行订立购买协议。 ...

Core Viewpoint - Western Cement (02233) has entered into a purchase agreement with CICC, HSBC, and J.P. Morgan for the issuance of $400 million senior notes due in 2028, with a coupon rate of 9.90% [1] Group 1 - The notes will be sold at a price equal to 99.115% of the principal amount [1] - The proceeds from the issuance will be used to repurchase, redeem, or repay existing debts, including the 2026 notes, and for working capital purposes [1]

Core Viewpoint - Western Cement (02233) has entered into a purchase agreement with CICC, HSBC, and J.P. Morgan for the issuance of $400 million of 9.90% senior notes due in 2028, with the notes priced at 99.115% of their principal amount [1] Group 1 - The total principal amount of the notes issued is $400 million [1] - The notes will mature on November 25, 2028 [1] - The proceeds from the issuance will be used to repurchase, redeem, or repay existing debts, including the 2026 notes, and for working capital [1]

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 或任何部分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。 本公告僅供參考，不構成收購、購買或認購證券的邀請或要約招攬。 本 公 告 僅 供參 考 ， 並 不 構 成 在 美 國或 任 何 其 他 司 法 權 區（ 未 根 據 當 地證 券 法 進 行 登 記 或 獲 得資 格 而 進 行 要 約 、 招 攬或 出 售 即 屬 違 法 的 司法 權 區 ）出 售任 何 證 券 的 要約或任何證券購買要約的招攬。證券並無及將不會根據一九三三年美國證券法 （ 經修訂 ）（「證券法」）或美國任何州或其他司法權區證券法登記，且該等證券不得 於美國境內（ 定義見證券法S規例（「S規例」））提呈發售、出售或以其他方式轉讓， 惟已獲豁免遵守證券法及美國任何州或其他司法權區適用證券法的登記規定，或 有 關交 易毋 須遵 守有 關 登記 規定 除外 。因 此， 新 票據 僅遵 照證 券法 S規例 在 美國 境外提呈 ...

Core Viewpoint - Western Cement (02233) has seen a nearly 6% increase in stock price, attributed to its strategic international expansion plans, particularly in Africa and emerging markets [1] Group 1: Company Developments - Western Cement's stock rose by 5.49% to HKD 2.89, with a trading volume of HKD 144 million [1] - The company signed agreements with the Mozambique Ministry of Economy during the China (Shaanxi) - Mozambique Investment Promotion Conference in Xi'an [1] - Western Cement aims to establish itself as a leader in the cement and building materials industry in Africa while also expanding into Central Asia and Southeast Asia [1] Group 2: Financial Insights - According to Guotai Junan, Western Cement's overseas gross profit per ton is projected to reach RMB 288, significantly higher than the domestic gross profit of RMB 42 per ton [1] - The company plans to sell its Xinjiang cement assets for RMB 1.65 billion, which will help alleviate debt pressure and support its overseas expansion efforts [1] - Upcoming projects include new construction in Uganda, acquisitions in the Democratic Republic of the Congo, production lines in Zimbabwe, and a production line in northern Mozambique, with future plans for Angola [1]

Core Viewpoint - Western Cement (02233.HK) experienced a significant increase in stock price, rising nearly 6% towards the end of trading, with a current price of 2.89 HKD and a trading volume of 144 million HKD [1] Group 1 - The stock price of Western Cement rose by 5.49% [1] - The trading volume reached 144 million HKD [1]

Core Viewpoint - Western Cement (02233) is experiencing a significant stock price increase, driven by its strategic international expansion plans, particularly in Africa and emerging markets [1] Group 1: Company Developments - Western Cement's stock rose nearly 6% to HKD 2.89, with a trading volume of HKD 144 million [1] - The company signed agreements with the Mozambique Ministry of Economy during the China (Shaanxi) - Mozambique Investment Promotion Conference, indicating a commitment to international growth [1] - Western Cement aims to establish itself as a leader in the cement and building materials industry in Africa while expanding into Central Asia and Southeast Asia [1] Group 2: Financial Insights - According to Guotai Junan, Western Cement's overseas gross profit per ton is projected to reach RMB 288, significantly higher than the domestic gross profit of RMB 42 per ton [1] - The company plans to sell its Xinjiang cement assets for RMB 1.65 billion, which is expected to alleviate debt pressure and support its overseas expansion efforts [1] - Upcoming projects include new construction in Uganda, acquisitions in the Democratic Republic of the Congo, production lines in Zimbabwe, and a northern Mozambique production line, with future plans for Angola [1]

Core Viewpoint - The company, Western Cement (02233), has announced its intention to issue new US dollar-denominated senior notes, which will be guaranteed by several of its subsidiaries [1] Group 1: New Notes Issuance - The new notes will be offered exclusively to professional investors [1] - The proceeds from the new notes, along with existing cash, will be used to repurchase, redeem, or repay existing debts, including the 2026 notes [1] - The offering of the new notes will comply with Regulation S under the Securities Act, and will be conducted outside the United States [1] Group 2: Use of Proceeds - The funds raised will also be allocated for working capital purposes, including current liabilities [1]