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。 安徽海螺水泥股份有限公司 ANHUI CONCH CEMENT COMPANY LIMITED （在中華人民共和國註冊成立之股份有限公司） （股份代號：00914） 於其他市場發佈的公告 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 條而作出。 茲載列安徽海螺水泥股份有限公司在上海證券交易所網站刊登的《關於控股股東增 持公司股份計劃的公告》，僅供參閱。 承董事會命 安徽海螺水泥股份有限公司 聯席公司秘書 虞水 中國安徽省蕪湖市 二零二六年二月二十四日 截至此公告日，本公司董事會成員包括 (i) 執行董事楊軍先生、朱勝利先生、李群峰 先生、吳鐵軍先生及虞水先生； (ii) 獨立非執行董事屈文洲先生、何淑懿女士及韓旭 女士； (iii) 職工董事凡展先生 证券代码：600585 证券简称：海螺水泥 公告编号：2026-04 安徽海螺水泥股份有限公司 关于控股股东增持公司股份计划的公告 ...

格隆汇2月24日｜海螺水泥(600585.SH)公告称，公司控股股东海螺集团计划自公告披露之日起6个月 内，以自有资金及自筹资金，通过上海证券交易所交易系统以集中竞价的方式增持公司A股股份，增持 金额不低于人民币7亿元（含）且不高于人民币14亿元（含）。 ...

每经AI快讯，2月24日，海螺水泥（600585）(600585.SH)公告称，公司控股股东海螺集团计划自公告披 露之日起6个月内，以自有资金及自筹资金，通过上海证券交易所交易系统以集中竞价的方式增持公司 A股股份，增持金额不低于人民币7亿元(含)且不高于人民币14亿元(含)。 ...

智通财经APP获悉，香港联交所最新资料显示，2月11日，Lazard Asset Management LLC减持海螺水泥 (00914)1436.4833万股，每股作价25.7936港元，总金额约为3.71亿港元。减持后最新持股数目约为 5612.95万股，最新持股比例为4.32%。 ...

来源：智通财经网 香港联交所最新资料显示，2月11日，Lazard Asset Management LLC减持海螺水泥(00914)1436.4833万 股，每股作价25.7936港元，总金额约为3.71亿港元。减持后最新持股数目约为5612.95万股，最新持股 比例为4.32%。 ...

Group 1 - Lazard Asset Management LLC reduced its stake in Conch Cement (600585) by selling 14,364,833 shares at a price of HKD 25.7936 per share, totaling approximately HKD 371 million [1] - After the reduction, Lazard's remaining shareholding is approximately 56,129,500 shares, representing a stake of 4.32% [1]

Group 1 - The State-owned Assets Supervision and Administration Commission announced personnel changes for 14 central enterprises, including leadership appointments and removals [1][2][3][4][5][6][7][8][9][10][11] - Pei Mingshan was appointed as the Deputy Secretary and Director of China Railway Construction Corporation Limited, nominated as the candidate for General Manager [1] - Hou Xiao was appointed as the Deputy Secretary and Director of China National New Group Corporation, nominated as the candidate for General Manager [2] - Dong Baoliang was appointed as the Deputy Secretary and Director of China Railway Signal and Communication Group, nominated as the candidate for General Manager [3] - Zheng Weili was appointed as a member of the Standing Committee of China Coal Technology and Engineering Group, nominated as the candidate for Chief Accountant [4] - Zhang Deyong was appointed as a member of the Standing Committee of China Electrical Equipment Group, nominated as the candidate for Chief Accountant [5] - Qu Xiaoli was appointed as a member of the Standing Committee of China CNR Corporation Limited, removed from the Standing Committee of China National Building Material Group [6] - Hu Naimin was removed from the Standing Committee of China Energy Conservation and Environmental Protection Group and retired [7] - Ma Shizhi was removed from the Standing Committee of China Coal Energy Group and retired [8] - Wu Xiangong was removed from the Standing Committee of China Chemical Engineering Group and retired [9] - Wang Shiqi was removed from the Deputy Secretary and Standing Committee of China Railway Engineering Group and retired [10] - Sun Lixia was removed from the Standing Committee and Discipline Inspection Commission of China Poly Group and retired [11]

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) announced personnel changes in 14 central enterprises, involving 11 leadership appointments and removals. Group 1: Leadership Appointments - Pei Mingshan appointed as Deputy Secretary of the Party Committee and Director of China Railway Construction Group, nominated as General Manager candidate [1] - Hou Xiao appointed as Deputy Secretary of the Party Committee and Director of China National New Group, nominated as General Manager candidate [2] - Dong Baoliang appointed as Deputy Secretary of the Party Committee and Director of China Railway Signal and Communication Group, nominated as General Manager candidate [3] - Zheng Weili appointed as Member of the Standing Committee of the Party Committee of China Coal Technology and Engineering Group, nominated as Chief Accountant candidate [4] - Zhang Deyong appointed as Member of the Standing Committee of the Party Committee of China Electrical Equipment Group, nominated as Chief Accountant candidate [5] - Qu Xiaoli appointed as Member of the Standing Committee of the Party Committee of China CRRC Group, removed from the same position at China National Building Material Group [6] Group 2: Leadership Removals - Hu Naimin removed from the Standing Committee of the Party Committee of China Energy Conservation and Environmental Protection Group, retired [7] - Ma Shizhi removed from the Standing Committee of the Party Committee of China Coal Energy Group, retired [8] - Wu Xiangong removed from the Standing Committee of the Party Committee of China Chemical Engineering Group, retired [9] - Wang Shiqi removed from the Deputy Secretary and Standing Committee of the Party Committee of China Railway Engineering Group, retired [10] - Sun Lixia removed from the Standing Committee and Discipline Inspection Secretary of China Poly Group, retired [11]

Core Viewpoint - The construction materials industry is experiencing profit improvement driven by two main paths: cost-side improvements leading to profit elasticity release and a revaluation of channel value in the C-end retail transformation [1][2]. Group 1: Cost-side Improvement - The construction materials industry, being resource-intensive, has over 60% of its production costs attributed to energy and raw materials, making it sensitive to price fluctuations of commodities like coal, natural gas, soda ash, and PVC [2]. - Following the high volatility of global energy prices in 2022-2023, current coal supply policies have stabilized price levels, and international natural gas prices have significantly decreased from historical peaks, providing relief on the cost side for construction material companies [2][4]. - The recent decline in coal prices indicates a potential weakening in market demand, which could further impact profit margins positively [4]. Group 2: C-end Retail Transformation - The real estate sector is transitioning into a stock update era, fundamentally changing the demand structure, with a shift from new housing development to renovation and upgrading of existing properties [4][5]. - This shift compels construction material companies to move from a reliance on B-end bulk procurement to a dual-channel strategy that includes both B and C-end operations, enhancing cash flow quality and brand premium capabilities [4][5]. - C-end retail offers advantages such as stable cash flow, higher profit margins, and strong customer loyalty compared to B-end business, which is characterized by longer payment terms and slower receivables [4][5]. Group 3: Market Sentiment and Investment Trends - Institutional investors are increasingly aligning their portfolios with the construction materials sector, as evidenced by a rising proportion of active equity funds in the industry since Q2 2025, indicating a clear left-side layout for the industry cycle [6][10]. - By late January 2026, there was a significant increase in net inflows for construction materials ETFs, marking a transition from active institutional allocation to passive market resonance, suggesting an improvement in liquidity conditions [7][10]. - The construction materials ETF (159745) tracks the CSI Construction Materials Index, which includes leading companies across the entire industry chain, reflecting the overall performance of the sector [10][12].

证券日报网讯 2月12日，海螺水泥在互动平台回答投资者提问时表示，公司将持续抓好生产经营，实施 精准有效投资，强化创新驱动，推进低碳绿色循环发展，积极推动市值管理，回应市场关切，持续为广 大股东创造价值。 （文章来源：证券日报） ...