Group 1 - The core players in the fiberglass electronic cloth industry are accelerating their capacity expansion, with China National Materials announcing an addition of 35 million square meters of low dielectric cloth capacity and 24 million meters of ultra-low loss low dielectric cloth capacity [1] - China Jushi's mid-year report indicates that the development of special electronic cloth series products is progressing actively, with downstream certifications also accelerating [1] - Given China Jushi's cost control capabilities and good cooperation with downstream CCL manufacturers, it is expected that the company will penetrate the supply chain and capture a certain market share in the future [1] Group 2 - The cement industry is expected to see a continuous decline in capacity under the implementation of anti-overproduction policies, leading to a significant increase in capacity utilization rates [2] - The glass industry is facing a downward trend in demand due to real estate impacts, but the supply side is not expected to see a drastic capacity reduction despite increased environmental requirements [2] - The fiberglass industry is experiencing a surge in demand driven by the AI industry, with low dielectric products seeing both volume and price increases, indicating a trend of continuous growth in demand [2]

Core Points - The company has approved the 2023-2025 core employee stock ownership plan during board meetings held on June 30, 2023, and July 20, 2023 [1] - The third phase of the core employee stock ownership plan for 2025 was approved on May 27, 2025, with details disclosed in subsequent announcements [1] - The funding for this plan amounts to 39.2068 million yuan, sourced from the long-term incentive compensation for the year 2025 [1] - As of August 31, 2025, the company has purchased a total of 2,145,706 shares of its A-shares, representing 0.1032% of the total share capital, at an average price of 11.99 yuan per share, totaling 25.7317 million yuan [1] Plan Details - The duration of the current plan does not exceed 60 months, starting from the date of the last stock transfer to the plan's account [2] - The lock-up period for the plan is 12 months from the last stock transfer, with specific rules for shares obtained through stock dividends and capital increases [2] - The shares acquired will be unlocked in three phases: 30% after 12 months, 30% after 24 months, and 40% after 36 months [2] Implementation and Monitoring - The remaining shares will also be purchased through the secondary market, including block trades and competitive bidding [3] - The company will continue to monitor the implementation of the plan and fulfill its information disclosure obligations as required by law [3]

Summary of Huaxin Cement Conference Call Company Overview - **Company**: Huaxin Cement - **Industry**: Cement and Construction Materials Key Points Financial Performance - Domestic revenue decreased by 1.17% year-on-year due to falling sales volume and prices of cement, aggregates, and ready-mixed concrete [2][3] - Domestic cement sales price increased by 6.6% year-on-year, the highest among comparable companies [2][5] - Cost reduced by approximately 7.9% year-on-year, primarily due to lower fuel costs, particularly coal [5] Overseas Expansion - The company aims to achieve a target of 50 million tons of overseas capacity, having already invested nearly $2 billion to establish 30 million tons of capacity [2][7] - The Nigerian project has completed equity transfer, with a capacity of 10.5 million tons expected to maintain a trend of increasing volume and price through 2025 [2][6][10] - The Nigerian market's profitability is significantly affected by exchange rate fluctuations, with a recovery in earnings expected in the first half of 2025 [9][15] Market Conditions - The Chinese cement market is experiencing a decline in demand, with fixed asset investment growth down by 1.1 percentage points and real estate investment down by 11.2% year-on-year [3][14] - Aggregate prices remained stable in the first half of 2025, fluctuating between 35-37 RMB per ton, with a slight decline noted in July [11] Strategic Initiatives - The company plans to pursue overseas asset spin-offs to accelerate development and enhance financing capabilities [7][8] - There is a focus on internal management, cost control, and maintaining demand to avoid vicious competition [4][14] Future Outlook - The Nigerian market is expected to continue its upward trend in volume and price in the second half of 2025, with projected price increases of 30% and volume growth of 16.8% [10] - The company remains optimistic about the long-term growth prospects of the Chinese economy despite short-term adjustments [14][22] Risks and Challenges - Exchange rate volatility has led to significant foreign exchange losses, estimated at approximately 158 million RMB in the first half of 2025 [4][15] - The company does not face immediate capacity expansion needs and has surplus indicators available for sale [19] Technical Upgrades - The company plans to implement low-cost technical upgrades to enhance production capacity and reduce costs, similar to successful projects in Zambia, India, and South Africa [17][18] Regulatory Environment - The national policy on overproduction aims to alleviate industry excess, with the company not currently involved in capacity supplementation requirements [22] Long-term Goals - The company is focused on achieving its 50 million tons overseas target, with potential for future expansion to 60 million, 70 million, or even 100 million tons depending on acquisition speed [22]

证券代码：600801 证券简称：华新水泥 公告编号：2025-030 华新水泥股份有限公司 2023-2025 年核心员工持股计划之 第三期（2025 年）核心员工持股计划实施进展公告 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个别及连带责任。 华新水泥股份有限公司（以下简称"公司"）分别于 2023 年 6 月 30 日、2023 年 7 月 20 日召开第十届董事会第二十六次会议、2023 年第三次临时股东大会审 议通过了《关于公司 2023-2025 年核心员工持股计划（草案）的议案》及其摘 要等相关议案，具体内容详见公司于 2023 年 7 月 1 日、2023 年 7 月 21 日披露 的相关公告。 根据中国证监会《关于上市公司实施员工持股计划试点的指导意见》及上海 证券交易所《上市公司自律监管指引第 1 号——规范运作》的相关要求，现将公 司 2023-2025 年核心员工持股计划之第三期（2025 年）核心员工持股计划的实 施进展情况公告如下： 本期计划的资金来源为公司计提的激励对象 2025 年度长期激励薪酬 3, ...

FF301 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8月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 華新水泥股份有限公司 呈交日期: 2025年9月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06655 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 734,720,000 | RMB | | 1 RMB | | 734,720,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 734,720,000 | RMB | | 1 RMB | | 734,720,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | ...

HUAXIN CEMENT CO., LTD.* （於中華人民共和國註冊成立的股份有限公司） 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 （股份代號：6655） 海外監管公告 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 條規定而作出。茲 載列華新水泥股份有限公司（「本公司」）於中華人民共和國若干報章及上海證券交易 所網站(http://www.sse.com.cn)刊登的《2023-2025 年核心員工持股計劃之第三期 （2025 年）核心員工持股計劃實施進展公告》，僅供參閱。 承董事會命 華新水泥股份有限公司 徐永模 主 席 中國湖北省武漢市 2025 年 9 月 1 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、 ...

Market Overview - On September 1, the cement sector rose by 0.55% compared to the previous trading day, with Huaxin Cement leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Individual Stock Performance - Huaxin Cement (600801) closed at 16.28, with a gain of 3.43% and a trading volume of 437,100 shares, amounting to a transaction value of 709 million yuan [1] - Other notable performers included: - Tapai Group (002233) with a closing price of 9.17, up 2.69% [1] - Longquan Co. (002671) at 4.96, up 1.85% [1] - Qingsong Jianhua (600425) at 4.64, up 1.53% [1] Fund Flow Analysis - The cement sector experienced a net outflow of 191 million yuan from institutional investors, while retail investors saw a net inflow of 226 million yuan [2] - The detailed fund flow for key stocks showed: - Huaxin Cement had a net outflow of 27.14 million yuan from institutional investors [3] - Tapai Group saw a net inflow of 17.94 million yuan from institutional investors [3] - Tian Shan Co. (000877) had a net inflow of 15.66 million yuan from institutional investors [3]

2025 年 09 月 01 日 华新水泥(600801.SH) 盈利能力同比改善，归母净利润同比高 增，海外业务持续推进 事件：公司发布 2025 年半年报，2025H1 实现营收 160.47 亿元 （同比-1.17%），实现归母净利润 11.03 亿元（同比+51.05%）； 2024Q2，实现营收 88.85 亿元（同比-2.94%），归母净利润 8.70 亿元（同比+57.22%）。 H1 归母净利润同比高增，国内水泥业务销售均价同比提升。 2025 年上半年公司实现营业收入 160.46 亿元（同比-1.17%），受 水泥业务平均售价同比上涨、海外业务持续增长、生产成本降低 等影响，公司实现归母净利润 11.03 亿元，同比高增 51.05%。从 主营水泥业务来看，2025H1，实现营收 91.52 亿元（yoy+5.60%）， 销量 2774 万吨（yoy-2.63%），水泥业务销售均价约 330 元/吨（同 比+26 元/吨），成本约 232 元/吨（同比-9 元/吨），吨毛利约 98 元/吨（同比+35 元/吨），毛利率约 29.74%（同比+9.03pct）。上 半年，受房地产开发投资持续 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证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个别及连带责任。 重要内容及风险提示： 1.为进一步拓宽融资渠道、开放整合资源，提高华新水泥股份有限公司（以下简称"公司"或"华新水 泥"）的经营能力，华新水泥拟将下属全部实际开展生产经营的境外资产整合至拟由华新水泥或其附属 公司设立的境外子公司（以下简称"拟分拆子公司"）旗下，并拟申请将拟分拆子公司分拆至境外证券交 易所上市（以下简称"本次分拆上市"）。 2.本次分拆上市不会影响华新水泥对相关境外资产的控制权，拟分拆子公司仍为华新水泥合并报表范围 内的控股子公司。 3.考虑到本次分拆上市所涉境外资产整合将涉及较多内外部沟通工作，虽尚处于初步筹划阶段但预计难 以保密，公司董事会同意披露关于筹划本次分拆上市的事项。在本次分拆上市方案制定完成后，相关方 案及与本次分拆上市有关的其他事项将分别提交至公司董事会、股东会审议。 4.本次分拆上市尚处于前期筹划阶段，项目实施过程中会存在各种不确定因素，可能会影响本次分拆上 市的筹划和决策事宜，本次分拆上市事 ...

Group 1 - The core point of the article is that Huaxin Cement has successfully acquired an 83.81% stake in Lafarge Africa Plc for a total consideration of $773 million, becoming the largest shareholder of the company [1] - Lafarge Africa Plc is a well-known listed company in Nigeria, operating four large cement plants with an annual production capacity of 10.6 million tons, and is involved in integrated businesses such as concrete, aggregates, and environmental treatment [1] - The current market value of Lafarge Africa Plc is approximately $1.4 billion, indicating significant investment potential in the Nigerian cement market [1] Group 2 - The acquisition has received broad support from local investors since the announcement of the acquisition last year, highlighting positive market sentiment towards the deal [1]