Valuation Update With 7 Day Price Move • May 28
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to HK$1.45, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 18x in the Basic Materials industry in Hong Kong. Total returns to shareholders of 2.0% over the past year. Upcoming Dividend • May 15
Upcoming dividend of CN¥0.16 per share Eligible shareholders must have bought the stock before 22 May 2026. Payment date: 22 June 2026. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 11%. Within top quartile of Hong Kong dividend payers (6.7%). Higher than average of industry peers (3.9%). Reported Earnings • Apr 04
Full year 2025 earnings released: EPS: CN¥0.19 (vs CN¥0.29 in FY 2024) Full year 2025 results: EPS: CN¥0.19 (down from CN¥0.29 in FY 2024). Revenue: CN¥2.31b (down 2.9% from FY 2024). Net income: CN¥109.4m (down 13% from FY 2024). Profit margin: 4.7% (down from 5.3% in FY 2024). The decrease in margin was driven by lower revenue. Tillkännagivande • Apr 02
Anhui Conch Material Technology Co., Ltd. Proposes Final Cash Dividend for the Year Ended 31 December 2025, Payable on or Around 22 June 2026 The board of Anhui Conch Material Technology Co., Ltd. proposed the distribution of a final cash dividend of RMB 0.16 (tax inclusive) per Share for the year ended 31 December 2025 (2024: RMB 0.17 per share) after taking into account of the dividend policy adopted by the Company. The aforesaid proposal is subject to the consideration and approval at the 2025 annual general meeting of the Company (the ‘AGM’). Shareholders whose names appear on the Company's register of members on 1 June 2026 will be entitled to receive the Proposed Final Dividend. The Proposed Final Dividend is expected to be paid on or around 22 June 2026. Declared Dividend • Apr 02
Dividend of CN¥0.16 announced Shareholders will receive a dividend of CN¥0.16. Ex-date: 22nd May 2026 Payment date: 22nd June 2026 Dividend yield will be 9.0%, which is lower than the industry average of 11%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to decline by 24% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.6% EPS decline seen over the last 5 years. Tillkännagivande • Mar 31
Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026 Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2026. Tillkännagivande • Mar 19
Anhui Conch Material Technology Co., Ltd. to Report Fiscal Year 2025 Results on Mar 31, 2026 Anhui Conch Material Technology Co., Ltd. announced that they will report fiscal year 2025 results on Mar 31, 2026 Reported Earnings • Sep 02
First half 2025 earnings released: EPS: CN¥0.09 (vs CN¥0.12 in 1H 2024) First half 2025 results: EPS: CN¥0.09 (down from CN¥0.12 in 1H 2024). Revenue: CN¥1.08b (down 2.0% from 1H 2024). Net income: CN¥52.4m (flat on 1H 2024). Profit margin: 4.8% (in line with 1H 2024). Tillkännagivande • Aug 18
Anhui Conch Material Technology Co., Ltd. to Report First Half, 2025 Results on Aug 28, 2025 Anhui Conch Material Technology Co., Ltd. announced that they will report first half, 2025 results on Aug 28, 2025 Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to HK$2.28, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 16x in the Basic Materials industry in Hong Kong. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to HK$2.24, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 15x in the Basic Materials industry in Hong Kong. Tillkännagivande • Jul 03
Anhui Conch Material Technology Co., Ltd. Announces Executive Changes, Effective 2 July 2025 Anhui Conch Material Technology Co., Ltd. announced that, due to the company's internal redesignation and reallocation of work, Mr. Ning Jitai (Mr. Ning) decided to resign as a joint company secretary of the company (the Joint Company Secretary) with effect from 2 July 2025. The board announced that Mr. Sun Huadong (Mr. Sun) has been appointed as the Joint Company Secretary with effect from 2 July 2025. Mr. Sun will jointly perform the duties of company secretary with Mr. Lee Leong Yin (Mr. Lee), who is currently the other Joint Company Secretary. Mr. Sun, aged 38, is the assistant to the general manager of Tashkent Conch New Materials Technology Foreign Enterprise Co., Ltd. He joined Anhui Conch Holdings Company Limited (Conch Holdings) since March 2009, and joined Anhui Conch New Material Technology Co., Ltd., the predecessor company of the Company, since June 2018 and has been working for the Group since then. With over 16 years of experience in finance and accounting roles in Conch Holdings and the Group, Mr. Sun is familiar with the daily operation and business of the Company and the Group. His tenure spans critical financial functions, including overseas subsidiaries management, cost control, and corporate governance, equipping him with a holistic understanding of the daily operation and business of the Company and the Group. Mr. Sun received his diploma degree in accounting from Qingdao University of Technology in June 2009, his bachelor degree in finance management from Chuzhou University in a long distance learning mode in July 2021, and his bachelor degree in chemical engineering and technology from Xi'an Jiaotong University in a long distance learning mode in July 2023. Mr. Lee is currently a Joint Company Secretary. Mr. Lee is a senior manager of the Company Secretarial Services of Tricor Services Limited. Mr. Lee has over 14 years of experience in the corporate secretarial field. He has been providing professional corporate services to Hong Kong listed companies as well as multinational, private and offshore companies. Mr. Lee is a Chartered Secretary, a Chartered Governance Professional and an Associate of both The Hong Kong Chartered Governance Institute and The Chartered Governance Institute in the United Kingdom. Mr. Lee obtained a bachelor's degree in business administration in corporate administration from Hong Kong Metropolitan University (previously known as The Open University of Hong Kong). Valuation Update With 7 Day Price Move • May 28
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to HK$1.59, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 12x in the Basic Materials industry in Hong Kong. Reported Earnings • Apr 29
Full year 2024 earnings released: EPS: CN¥0.29 (vs CN¥0.27 in FY 2023) Full year 2024 results: EPS: CN¥0.29 (up from CN¥0.27 in FY 2023). Revenue: CN¥2.38b (flat on FY 2023). Net income: CN¥125.6m (up 7.4% from FY 2023). Profit margin: 5.3% (up from 4.9% in FY 2023). Valuation Update With 7 Day Price Move • Apr 01
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to HK$1.82, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 14x in the Basic Materials industry in Hong Kong. New Risk • Mar 26
New major risk - Revenue and earnings growth Revenue has declined by 0.5% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Revenue has declined by 0.5% over the past year. Tillkännagivande • Mar 26
Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2025 Anhui Conch Material Technology Co., Ltd., Annual General Meeting, May 20, 2025. Tillkännagivande • Mar 13
Anhui Conch Material Technology Co., Ltd. to Report Fiscal Year 2024 Results on Mar 25, 2025 Anhui Conch Material Technology Co., Ltd. announced that they will report fiscal year 2024 results on Mar 25, 2025 Valuation Update With 7 Day Price Move • Feb 19
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to HK$1.57, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 35x in the Basic Materials industry in Hong Kong. Board Change • Jan 09
Less than half of directors are independent There are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (7 non-independent directors). Chairman of the Board of Supervisors Shumin Lu is the most experienced director on the board, commencing their role in 2018. Independent Non-Executive Director Xiangfei Zeng was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors. Tillkännagivande • Jan 09
Anhui Conch Material Technology Co., Ltd. has completed an IPO in the amount of HKD 434.922 million. Anhui Conch Material Technology Co., Ltd. has completed an IPO in the amount of HKD 434.922 million.
Security Name: H Shares
Security Type: Common Stock
Securities Offered: 43,493,000
Price\Range: HKD 3
Discount Per Security: HKD 0.039
Security Name: H Shares
Security Type: Common Stock
Securities Offered: 101,370,000
Price\Range: HKD 3
Discount Per Security: HKD 0.039
Security Name: H Shares
Security Type: Common Stock
Securities Offered: 111,000
Price\Range: HKD 3
Discount Per Security: HKD 0.039
Transaction Features: Regulation S 