Core Viewpoint - Li Yeqing increased his stake in China National Building Material (600801)(06655) by purchasing 100,000 shares at a price of HKD 17.907 per share, totaling approximately HKD 1.7907 million, raising his total holdings to about 1.2804 million shares, which represents a holding percentage of 0.17% [1] Summary by Category - **Share Purchase Details** - Li Yeqing acquired 100,000 shares of China National Building Material at HKD 17.907 each [1] - The total investment amounted to approximately HKD 1.7907 million [1] - **Post-Purchase Holdings** - After the purchase, Li Yeqing's total shareholding increased to approximately 1.2804 million shares [1] - The new holding percentage stands at 0.17% [1]

Group 1 - The core point of the article is that Liu Fengshan increased his stake in Huaxin Cement (06655) by purchasing 1,400 shares at a price of HKD 17.82 per share, totaling approximately HKD 24,900 [1] - After the purchase, Liu Fengshan's total shareholding in Huaxin Cement reached 393,400 shares, representing a holding percentage of 0.05% [1]

Group 1 - The core point of the article is that Li Yeqing increased his stake in Huaxin Cement (06655) by purchasing 100,000 shares at a price of HKD 17.907 per share, totaling approximately HKD 1.7907 million [1] - After the purchase, Li Yeqing's total shareholding in Huaxin Cement reached approximately 1.2804 million shares, representing a holding percentage of 0.17% [1]

Investment Rating - The report maintains an "Overweight" rating for the construction and engineering sector and the building materials sector [9] Core Insights - The construction activity indicators have shown significant improvement at the beginning of 2026, with increased operating rates for cement mills and concrete mixing stations, alongside a rise in building steel sales [12][20] - The commercial aerospace sector is expected to see a surge in demand for high-temperature materials and perovskite materials due to the acceleration of satellite launches [12][13] - The report suggests a balanced investment strategy between emerging industries and traditional sectors in Q1 2026, with a focus on companies like Jinggong Steel Structure, Sichuan Road and Bridge, and China Nuclear Engineering [12][10] Summary by Sections Construction and Engineering - The construction sector is benefiting from improved PMI indicators and government policies aimed at boosting domestic demand, with a focus on steel structures and fiberglass [12][13] - Key metrics include a national cement mill operating rate of 36.6%, up 6.6 percentage points month-on-month and 14.1 percentage points year-on-year [12] Building Materials - The report highlights a slight decrease in national cement prices by 0.1% to 358 CNY per ton, with a 38.7% shipment rate [20] - The average price of float glass is reported at 60 CNY per weight box, showing a week-on-week increase of 0.2% [21] Recommended Companies - The report recommends several companies for investment, including: - China National Materials (600970 CH) with a target price of 14.23 CNY and a "Buy" rating [10] - Sichuan Road and Bridge (600039 CH) with a target price of 13.48 CNY and a "Buy" rating [10] - Jinggong Steel Structure (600496 CH) with a target price of 5.75 CNY and a "Buy" rating [10] - Other recommended companies include China Glass (600176 CH), Oriental Yuhong (002271 CH), and Huaneng Renewables (600552 CH) [10][31]

Group 1 - The core point of the article is that the President and Executive Director of the company, Li Yeqing, has increased his shareholding in Huaxin Cement (600801)(06655) by purchasing 15,000 shares at a price of HKD 17.967 per share, totaling approximately HKD 269,500 [1] - After the purchase, Li Yeqing's total shareholding in the company is approximately 1.1536 million shares, representing a holding percentage of 0.16% [1]

Group 1 - The core point of the article is that the President and Executive Director of the company, Li Yeqing, has increased his shareholding in Huaxin Cement (06655) by purchasing 15,000 shares at a price of HKD 17.967 per share, totaling approximately HKD 269,500 [1] - After the purchase, Li Yeqing's total shareholding in the company is approximately 1.1536 million shares, representing a holding percentage of 0.16% [1]

Core Viewpoint - Huanxin Building Materials experienced a stock price decline of 2.02% on January 6, 2025, with a current price of 24.71 CNY per share and a market capitalization of 51.372 billion CNY [1] Group 1: Financial Performance - For the period from January to September 2025, Huanxin Building Materials achieved a revenue of 25.033 billion CNY, representing a year-on-year growth of 1.27% [2] - The net profit attributable to shareholders for the same period was 2.004 billion CNY, showing a significant year-on-year increase of 76.01% [2] - Cumulative cash dividends since the A-share listing amount to 14.3 billion CNY, with 3.833 billion CNY distributed over the last three years [3] Group 2: Stock and Shareholder Information - As of September 30, 2025, the number of shareholders for Huanxin Building Materials was 42,600, a decrease of 6.81% from the previous period [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 62.0928 million shares, an increase of 5.1895 million shares from the previous period [3] - The Southern CSI 500 ETF is the eighth largest circulating shareholder, holding 9.7813 million shares, which is a decrease of 213,700 shares from the previous period [3] Group 3: Business Overview - Huanxin Building Materials is primarily engaged in the manufacturing and sales of cement, with cement sales accounting for 54.56% of total revenue, followed by concrete sales at 21.54%, aggregate sales at 17.22%, and other products at 4.21% [1] - The company is involved in various activities including cement technology services, manufacturing and repairing cement equipment, and international contracting for construction projects [1]

Core Insights - On January 5, a director of China National Building Material (华新建材) increased his shareholding by acquiring 46,200 shares at a price of HKD 18.62 per share, totaling approximately HKD 860,200 [1] - Following this transaction, the director's total shareholding increased to 392,000 shares, representing a holding percentage of 0.05% [1]

智通财经APP获悉，香港联交所最新资料显示，1月5日，董事刘凤山增持华新建材(06655)4.62万股，每 股作价18.62港元，总金额约为86.02万港元。增持后最新持股数目为39.2万股，最新持股比例为0.05%。 ...

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。 華新建材集團股份有限公司 HUAXIN BUILDING MATERIALS GROUP CO., LTD.* （於中華人民共和國註冊成立的股份有限公司） （股份代號：6655） 海外監管公告 承董事會命 華新建材集團股份有限公司 徐永模 主 席 中國湖北省武漢市 2026 年 1 月 5 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 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 載列華新建材集團股份有限公司（「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 《關於 2025 年 ...