"The best listed company to speculate in stocks" Anhui Conch Cement Company Limited(600585) shot again!
On February 9, Xinjiang Tianshan Cement Co.Ltd(000877) disclosed the report on fixed increase issuance. The company issued 315 million A-Shares to 16 investors, raising a total of 4.247 billion yuan. The allocated objects include industry leaders Anhui Conch Cement Company Limited(600585) , Tangshan Jidong Cement Co.Ltd(000401) , Gansu Shangfeng Cement Co.Ltd(000672) , well-known funds e fund, Harvest Fund and overseas well-known investment institutions JPMorgan Chase and UBS group.
As soon as the news came out, the stock bar of Xinjiang Tianshan Cement Co.Ltd(000877) was boiling. Many investors expect Xinjiang Tianshan Cement Co.Ltd(000877) share prices to rise.
Anhui Conch Cement Company Limited(600585) 1 billion yuan to participate in peer fixed increase
It is worth noting that the issuance report of Xinjiang Tianshan Cement Co.Ltd(000877) shows that Anhui Conch Cement Company Limited(600585) invested 1 billion yuan to participate in the fixed increase of Xinjiang Tianshan Cement Co.Ltd(000877) , Tangshan Jidong Cement Co.Ltd(000401) holding subsidiary Jinyu Dingxin cement subscribed 500 million yuan, and Gansu Shangfeng Cement Co.Ltd(000672) wholly-owned subsidiary Shangfeng building materials participated in the subscription of 300 million yuan. The issue price is 13.50 yuan / share. After the registration of the additional issue is completed, Anhui Conch Cement Company Limited(600585) holds Xinjiang Tianshan Cement Co.Ltd(000877) 0.86% shares, ranking the third largest shareholder. Before the additional issue, Anhui Conch Cement Company Limited(600585) was not among the top ten shareholders of Xinjiang Tianshan Cement Co.Ltd(000877) ; Jinyu Dingxin cement holds 0.43% of the shares, ranking the sixth largest shareholder; Shangfeng building materials will hold Xinjiang Tianshan Cement Co.Ltd(000877) 0.26% shares, ranking the tenth largest shareholder.
Xinjiang Tianshan Cement Co.Ltd(000877) is a listed company platform in the cement and building materials sector of China Building Materials Group. After large-scale restructuring of Nanfang cement, southwest cement, Zoomlion cement and Sinoma cement, it has become the largest cement enterprise group in the world, with a clinker production capacity of 300 million tons. The new Xinjiang Tianshan Cement Co.Ltd(000877) production capacity and business scale after integration rank first in the industry, The industrial chain is more complete, and the main business and core competitive advantages are further highlighted.
In recent years, exchanges and cooperation among cement building materials enterprises have been strengthened. For this "buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy buy. Gansu Shangfeng Cement Co.Ltd(000672) also said that some subsidiaries of Xinjiang Tianshan Cement Co.Ltd(000877) have a good benchmarking and demonstration effect on the industry and the company in terms of high-quality development, and the optimization and improvement of the industry pattern is also conducive to enhancing the confidence in the development of the industry.
since the second half of 2021
In fact, Anhui Conch Cement Company Limited(600585) has made frequent moves since the second half of 2021. At the end of 2021, conch shares just participated in the fixed increase of its peers.
Anhui Conch Cement Company Limited(600585) announced on December 21 that the company plans to participate in the subscription of China West Construction Group Co.Ltd(002302) non-public A shares with its own capital of 1.76 billion yuan, with a subscription amount of 251 million shares. After the completion of this subscription, Anhui Conch Cement Company Limited(600585) will hold 16.3% of the shares of China West Construction Group Co.Ltd(002302) and become the second largest shareholder of China West Construction Group Co.Ltd(002302) .
The day after the announcement, the share price of western cement gained a limit. Subsequently, the share price of China West Construction Group Co.Ltd(002302) also broke through the high point in the early 2021, rising to 9.61 yuan / share.
On October 8, 2021, Jilin Yatai (Group) Co.Ltd(600881) also announced that it had won Anhui Conch Cement Company Limited(600585) placards.
According to the announcement of Jilin Yatai (Group) Co.Ltd(600881) at that time, from July 7 to October 8, 2021, Anhui Conch Cement Company Limited(600585) bought Jilin Yatai (Group) Co.Ltd(600881) shares by means of centralized bidding transaction. As of October 8, 2021, Anhui Conch Cement Company Limited(600585) had purchased 162 million shares of Jilin Yatai (Group) Co.Ltd(600881) shares, accounting for 5% of the issued shares of Jilin Yatai (Group) Co.Ltd(600881) .
Stimulated by the news of Anhui Conch Cement Company Limited(600585) listing, Jilin Yatai (Group) Co.Ltd(600881) share price rose by more than 40% in the six trading days from October 8 to October 15, 2021.
Like Xinjiang Tianshan Cement Co.Ltd(000877) , China West Construction Group Co.Ltd(002302) and Jilin Yatai (Group) Co.Ltd(600881) are companies in the same industry as Anhui Conch Cement Company Limited(600585) .
According to public information, China West Construction Group Co.Ltd(002302) is a leading comprehensive service provider in China's building materials industry. The company focuses on the production of ready mixed concrete and radiates businesses such as cement, admixture, commercial mortar, gravel aggregate, logistics and transportation, technology R & D and service, testing, comprehensive utilization of resources, e-commerce and so on.
Jilin Yatai (Group) Co.Ltd(600881) a total of 29 grinding stations (16 for more than 1 million tons) and 17 clinker production lines are equipped in the three northeastern provinces, including 8 for 5000 tons and 9 for 2500 tons. At present, Jilin Yatai (Group) Co.Ltd(600881) ranks 12th among the top 20 cement clinker production capacity in China.
"stock speculators" made 1.8 billion yuan
Anhui Conch Cement Company Limited(600585) is the leader of A-share cement sector, with a total market value of 222.94 billion yuan. Participating in Xinjiang Tianshan Cement Co.Ltd(000877) and China West Construction Group Co.Ltd(002302) fixed increase and raising cards Jilin Yatai (Group) Co.Ltd(600881) can be regarded as the "routine operation" of Anhui Conch Cement Company Limited(600585) . In the A-share market, Anhui Conch Cement Company Limited(600585) has made a super record of making 1.8 billion yuan.
According to the incomplete statistics of zhongzhengjun, the stocks bought by Anhui Conch Cement Company Limited(600585) since 2006 include Chaodong shares (now: Anhui Xinli Finance Co.Ltd(600318) ), Tangshan Jidong Cement Co.Ltd(000401) , Gansu Qilianshan Cement Group Co.Ltd(600720) , Fujian Cement Inc(600802) , Huaxin Cement Co.Ltd(600801) , Jiangxi cement (now: Jiangxi Wannianqing Cement Co.Ltd(000789) ), Tongli cement, Xinjiang Qingsong Building Materials And Chemicals(Group)Co.Ltd(600425) , etc.
It is not difficult to find that the operation style of Anhui Conch Cement Company Limited(600585) is very unified, and the investors are basically their own peers. Moreover, Anhui Conch Cement Company Limited(600585) is good at continuous bottom reading at low levels and rapid reduction at high levels.
Take Tangshan Jidong Cement Co.Ltd(000401) as an example. From April to August 2008, when the share price of Tangshan Jidong Cement Co.Ltd(000401) continued to decline, Anhui Conch Cement Company Limited(600585) continued to buy and completed the first listing. From January to April 2010, when Tangshan Jidong Cement Co.Ltd(000401) experienced two sharp declines, Anhui Conch Cement Company Limited(600585) shot again and raised Tangshan Jidong Cement Co.Ltd(000401) for the second time. Subsequently, Anhui Conch Cement Company Limited(600585) completed the third placard raising of Tangshan Jidong Cement Co.Ltd(000401) in 2011, and successively increased its holdings of Tangshan Jidong Cement Co.Ltd(000401) . By the end of 2014, Anhui Conch Cement Company Limited(600585) had held 267 million shares, accounting for 19.84% of the total share capital of Tangshan Jidong Cement Co.Ltd(000401) .
When the share price of Tangshan Jidong Cement Co.Ltd(000401) rose to a high level in 2015 and 2017, Anhui Conch Cement Company Limited(600585) reduced its holdings. In the first half of 2017, Anhui Conch Cement Company Limited(600585) made 1.8 billion yuan by "stock speculation" alone. According to the company's semi annual report of that year, the investment income generated by holding and reducing four listed companies, Anhui Xinli Finance Co.Ltd(600318) , western cement, Tangshan Jidong Cement Co.Ltd(000401) , * ST Qingsong (now: Xinjiang Qingsong Building Materials And Chemicals(Group)Co.Ltd(600425) ) reached 1.87 billion yuan. Among them, the reduction of Tangshan Jidong Cement Co.Ltd(000401) , * ST Qingsong realized a total income of 1.72 billion yuan.
