Zhi Tong Cai Jing·2025-09-29 06:48Group 1 - Cement stocks collectively surged, with Huaxin Cement rising by 5.1% to HKD 15.26, Western Cement up by 5.1% to HKD 3.3, China National Building Material increasing by 3.23% to HKD 5.44, and Conch Cement gaining 1.56% to HKD 23.48 [1] - On September 24, the Ministry of Industry and Information Technology and five other departments released the "Building Materials Industry Stabilization Growth Work Plan (2025-2026)" [1] - Industry insiders expect that the requirement for a capacity replacement plan for excess project filings by the end of 2025 could reduce clinker capacity by 10%, potentially accelerating price recovery in the industry [1] Group 2 - Guosheng Securities reported that the cement industry is still in the process of finding a bottom, with companies increasing staggered production halts, causing cement prices to fluctuate around the industry's breakeven point [1] - The China Cement Association issued a notice to further promote "anti-involution" and "stabilization growth" for high-quality development in the cement industry, indicating potential improvements on the supply side [1] - Large infrastructure projects are expected to boost regional demand in areas like Tibet and Xinjiang, with a focus on leading companies with cost advantages such as Conch Cement and Huaxin Cement [1]