Group 1 - Company plans to repurchase shares worth between 32.25 million and 64.5 million yuan, with a maximum price of 25 yuan per share, marking its first buyback since December 2019 [1][2] - The repurchase aims to enhance the long-term incentive mechanism for management, aligning interests between shareholders and the management team [2][3] - In the first half of 2025, the company achieved a net profit of 1.103 billion yuan, a year-on-year increase of 51.05% [1][8] Group 2 - The company announced a change of name to Huaxin Building Materials Group Co., Ltd., reflecting its diversified business beyond cement [6][7] - The new name aligns with the company's vision and better represents its comprehensive range of operations, which now includes concrete, aggregates, and environmental services [6][7] - The company has expanded its operations to cover 17 provinces in China and 20 countries overseas, evolving from a local cement factory to a global building materials group [6][7] Group 3 - The company has terminated plans for the spin-off of its overseas subsidiary due to extended timelines and stable growth in its overseas business [4] - The decision to halt the spin-off reflects a strategic focus on maintaining control over its overseas operations while ensuring compliance with regulatory requirements [4] Group 4 - The company reported a significant increase in revenue, reaching 16.047 billion yuan in the first half of 2025, driven by integrated development and cost management strategies [8] - The stock price surged to 20.22 yuan per share following the announcements, marking a year-to-date increase of 73.81% and a total market capitalization of 42.037 billion yuan [8]

智通财经APP讯，华新水泥(06655)发布公告，该公司于2025年10月13日斥资1834.46万元人民币回购90.5 万股A股，每股回购价格为19.76-20.4元人民币。 ...

Core Viewpoint - Huaxin Cement (600801)(06655) announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Company Actions - The company plans to repurchase 905,000 A-shares at a total cost of 18.3446 million RMB [1] - The buyback price per share ranges from 19.76 to 20.4 RMB [1]

公司名稱： 華新水泥股份有限公司 呈交日期： 2025年10月13日 FF305 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | 600801 | 說明 | 於上海證券交易所上市 | | | | | A. 已發行股份或庫存股份變動 | | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）變動 | 佔有關事件前的現有已發 | | 每股發行/出售價 (註4) | 已發行股份總數 | | ...

格隆汇10月13日丨华新水泥(06655.HK)宣布，董事会将于2025年10月24日(星期五)举行董事会会议，以 考虑及通过（包括其他事项）本公司及其附属公司截至2025年9月30日止的九个月的季度业绩。 ...

格隆汇10月13日丨华新水泥(06655.HK)宣布，董事会将于2025年10月24日(星期五)举行董事会会议，以 考虑及通过（包括其他事项）本公司及其附属公司截至2025年9月30日止的九个月的季度业绩。 ...

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。 華新水泥股份有限公司 HUAXIN CEMENT CO., LTD.* 中國湖北省武漢市 2025年10月13日 於本公告日期，本公司董事會成員包括執行董事李葉青先生（總裁）及劉鳳山先生（副總裁）； 非執行董事徐永模先生（主席）、Martin Kriegner先生、Olivier Milhaud先生及陳婷慧女士 ；獨立非執行董事黃灌球先生、張繼平先生及江泓先生。 *僅供識別 - 1 - （於中華人民共和國註冊成立的股份有限公司） （股份代號：6655） 華新水泥股份有限公司（「 」）董事會（「 」）謹此宣布，董事會將 於二零二五年十月二十四日 (星期五) 舉行董事會會議，以考慮及通過（包括其他 事項）本公司及其附屬公司截至二零二五年九月三十日止的九個月的季度業績。 承董事會命 主 席 ...

中国银河（601881）证券表示，后续来看，"金九银十"需求有望继续增长，但在终端市场疲软情况下， 预计增幅有限；因考虑到冬季将迎来较长时间错峰停窑，且叠加当下需求边际改善，预计水泥企业将继 续积极推涨水泥价格，此外，煤价存上涨预期，将进一步对水泥价格形成支撑。此外，该行认为，"反 内卷"加速推进行业供给优化，供需矛盾有望缓和，水泥价格存推涨预期，区域龙头企业盈利有望修 复。 水泥股全线回落，截至发稿，金隅集团（601992）(02009)跌5.49%，报0.86港元；西部水泥(02233)跌 4.12%，报3.26港元；海螺水泥（600585）(00914)跌3.92%，报24港元；中国建材(03323)跌3.85%，报 5.5港元；华新水泥（600801）(06655)跌1.59%，报16.73港元。 申万宏源研报指出，三季度是水泥行业传统淡季，2025年水泥价格前高后低。根据数字水泥网，25Q3 水泥均价353.1元/吨，环比下降27.6元/吨，同比下降33.5元/吨，7-8月水泥产量分别同比下降5.5%、 7.0%。水泥行业三季度盈利预计整体承压。9月24日，六部委联合发布《建材行业稳增长工作方案(2 ...

Group 1 - Cement stocks have experienced a significant decline, with major companies like Jinyu Group down 5.49%, Western Cement down 4.12%, and Conch Cement down 3.92% as of the report [1] - The third quarter is traditionally a slow season for the cement industry, with expectations of fluctuating prices in 2025, where the average cement price in Q3 2025 is projected to be 353.1 yuan/ton, a decrease of 27.6 yuan/ton quarter-on-quarter and 33.5% year-on-year [1] - Cement production in July and August saw year-on-year declines of 5.5% and 7.0%, respectively, indicating pressure on overall profitability for the cement industry in Q3 [1] Group 2 - Demand is expected to continue growing during the "Golden September and Silver October" period, but the increase is anticipated to be limited due to weak terminal market conditions [2] - The upcoming winter is expected to bring extended periods of staggered kiln shutdowns, which, combined with marginal improvements in demand, may lead cement companies to actively raise prices [2] - Rising coal prices are expected to further support cement prices, and the acceleration of "anti-involution" measures is likely to optimize industry supply, easing supply-demand conflicts and potentially restoring profitability for regional leading enterprises [2]

Summary of Huaxin Cement Conference Call Industry and Company Overview - **Company**: Huaxin Cement - **Industry**: Cement and Aggregate Industry - **Key Focus**: Expansion into aggregate business and overseas markets, particularly in Africa, transitioning from a cyclical market to a growth-oriented model [2][5] Core Insights and Arguments - **Shift in Profit Sources**: Huaxin Cement is expected to see overseas business profits exceed 50% by 2025, marking a significant shift from reliance on domestic cement sales [2][5] - **Aggregate Demand Resilience**: Aggregate demand is more resilient than cement, less affected by real estate market fluctuations, with regional pricing creating market premiums [2][6] - **African Market Potential**: The African market is identified as a major growth area, with a demand of approximately 250 million tons and a stable growth rate of 3-4% annually [7][8] - **Competitive Landscape in Africa**: Huaxin Cement is the fourth largest player in the African cement market, competing with Dangote, Lafarge, and Heidelberg, with prices in Africa being 2 to 4 times higher than in China [9][12] Financial Performance and Projections - **Profit Growth in Nigeria**: The Nigerian project is projected to generate a profit of 1.6 billion yuan in 2025, significantly up from previous years due to effective price increases [12] - **Overall Profit Expectations**: The company anticipates total profits reaching 4 billion yuan by 2026, with a corresponding market capitalization target of over 60 billion yuan [3][14] Additional Important Insights - **Cost Advantages**: Huaxin Cement benefits from low raw material costs (2-3 yuan/ton) compared to competitors (7-8 yuan/ton), enhancing investment efficiency [6][10] - **Technological and Operational Strengths**: The company has established a strong supply chain and technological capabilities in Africa, supported by its major shareholder, Lafarge [11][10] - **Market Dynamics**: Domestic cement production has seen a decline of nearly 30% over three years, but policies aimed at reducing overproduction are expected to stabilize and potentially increase prices [13][14] Conclusion Huaxin Cement is strategically positioned for growth through its expansion into aggregates and international markets, particularly in Africa, with strong financial projections and competitive advantages in cost and technology. The company's shift in profit sources and resilience in demand present significant investment opportunities.