What a trench! The cement giant has made a profit of 140 million after throwing 1 billion half a day

Listed companies that love bottom reading peers are selling again!

After the announcement was signed, the total subscription amount of the company's fixed shares was {870007.5 million} and the fixed share price was {870007.5 million} after the issuance of the fixed shares, accounting for {6000007.5} for a total of {870007.5} months.

In addition to Anhui Conch Cement Company Limited(600585) , according to the report on fixed increase issuance disclosed on Xinjiang Tianshan Cement Co.Ltd(000877) on the 9th, the company issued 315 million A-share 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 such as JPMorgan Chase and UBS group.

Affected by this news, in the morning trading on the 10th, Xinjiang Tianshan Cement Co.Ltd(000877) although it did not harvest a stable trading limit as expected, it still rose nearly 4% in the weak A shares in the morning trading, and closed at 15.36 yuan. According to the fixed increase price of 13.5 yuan, the half day floating profit is 140 million yuan.

1 billion participation in fixed growth

become the third largest shareholder

According to the announcement of Xinjiang Tianshan Cement Co.Ltd(000877) , according to the fixed increase price of 13.50 yuan / share, Anhui Conch Cement Company Limited(600585) has invested 1 billion yuan to subscribe for Xinjiang Tianshan Cement Co.Ltd(000877) . After the registration of the additional issue is completed, Anhui Conch Cement Company Limited(600585) holds 0.86% of the shares of Xinjiang Tianshan Cement Co.Ltd(000877) , ranking the third largest shareholder. Before this additional issue, Anhui Conch Cement Company Limited(600585) was not among the top ten shareholders of Xinjiang Tianshan Cement Co.Ltd(000877) .

For the participation in Xinjiang Tianshan Cement Co.Ltd(000877) fixed increase, Anhui Conch Cement Company Limited(600585) said that Xinjiang Tianshan Cement Co.Ltd(000877) as a large Chinese cement enterprise, has a strong influence in the cement industry. The equity cooperation between the company and it is conducive to the continuous strengthening, optimization and expansion of the company's main cement industry, as well as the healthy and orderly development of the cement industry.

In fact, Anhui Conch Cement Company Limited(600585) is not the only peer participating in the fixed increase of Xinjiang Tianshan Cement Co.Ltd(000877) . Tangshan Jidong Cement Co.Ltd(000401) and Gansu Shangfeng Cement Co.Ltd(000672) also disclosed the news of participating in the fixed increase of Xinjiang Tianshan Cement Co.Ltd(000877) on February 9, respectively.

Among them, Gansu Shangfeng Cement Co.Ltd(000672) announced that Shangfeng building materials, a wholly-owned subsidiary of the company, plans to participate in the subscription of additional shares to be issued by Xinjiang Tianshan Cement Co.Ltd(000877) with its own capital of 300 million yuan, and this foreign investment constitutes a related party transaction. Tangshan Jidong Cement Co.Ltd(000401) said in the announcement that Jinyu Dingxin cement, the holding subsidiary of the company, subscribed for Xinjiang Tianshan Cement Co.Ltd(000877) non-public shares with a capital of 500 million yuan, and the subscription price was 13.5 yuan / share.

After the registration of additional issuance, 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.

favorite bottom hunters

made 1.8 billion

As a leading A-share cement stock with a total market value of more than 200 billion, Anhui Conch Cement Company Limited(600585) especially likes to participate in the fixed growth of peers. Previously, he made a huge profit of 1.8 billion from his peers such as bottom reading Tangshan Jidong Cement Co.Ltd(000401) and became famous in the first World War.

According to incomplete statistics, 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) .

Take Tangshan Jidong Cement Co.Ltd(000401) as an example, every shot of Anhui Conch Cement Company Limited(600585) can be called a classic. 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) bought continuously 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 reached 267 million shares, accounting for 19.84% of the total share capital of Tangshan Jidong Cement Co.Ltd(000401) , becoming the second largest shareholder of Tangshan Jidong Cement Co.Ltd(000401) .

Finally, in 2015 and 2017, Tangshan Jidong Cement Co.Ltd(000401) reduced its holdings when its share price rose to a high level.

According to the 2017 semi annual report, Anhui Conch Cement Company Limited(600585) made 1.8 billion yuan by "stock speculation" alone. Among them, the reduction of Tangshan Jidong Cement Co.Ltd(000401) , * ST Qingsong realized a total income of 1.72 billion yuan.

frequently raise cards and increase peers

The stock price rose for the second {6001} month in the sixth trading month of {6001} on October 10, 2021 {881} after the news of {6001} trading exceeded 6001} on October 10, 2021.

Anhui Conch Cement Company Limited(600585) didn't stop buying. On December 21, 2021, Anhui Conch Cement Company Limited(600585) announced that the company planned 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.

In addition, it should be noted that according to the third quarterly report of Gansu Shangfeng Cement Co.Ltd(000672) 2021, Anhui Conch Cement Company Limited(600585) became the fifth largest shareholder of Gansu Shangfeng Cement Co.Ltd(000672) in the third quarter of 2021, with a shareholding ratio of 2.49%. Guangdong Tapai Group Co.Ltd(002233) obtained Anhui Conch Cement Company Limited(600585) and conch venture capital research on October 26, 2021.

Why is Anhui Conch Cement Company Limited(600585) so fond of participating in the fixed increase of peers or raising cards?

Previously, Tianfeng Securities Co.Ltd(601162) building materials joint chief Wang Tao said that the capacity of cement and float glass has been strictly constrained by the capacity replacement policy, and the further expansion of leading companies can only be realized through acquisition.

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