On September 30, Longji Green Energy disclosed the record of investor relations activities. It is difficult to accurately predict the global PV market demand in 2026, and it is preliminarily estimated that the year-on-year change will be relatively stable. In the third quarter of this year, the bidding price of components rose slightly, the company's component production schedule was stable, and the monthly change was small. In the first half of 2025, the domestic sales of BC components accounted for about 55%. The company is promoting the cost reduction of HPBC 2.0 products, and the production cost will be reduced with the production capacity in some areas. Considering reducing the shareholding ratio of joint venture factories in the United States to comply with the regulations, perovskite tandem battery technology is tackling key problems, and there is no plan for mass production.

2025-10-11

From October 9 to 12, the "SNEC 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition" opened in Shanghai Pudong Kerry Hotel and Shanghai New International Expo Center.

2025-10-11

A 100MW/400MWh independent energy storage power station in Kashgar, Xinjiang, was officially abolished because it did not start construction within three months after filing.

2025-10-11

Recently, China Electric Power Construction and China Nengjian, two major power central enterprises, announced at the same time that they had won huge orders in the Middle East market, with a total contract value of over 30 billion yuan. It involves 4GW of photovoltaic projects.

2025-10-11

On September 30, Guodian Electric Power Shanghai Miao Power Generation Company issued a tender announcement for the EPC general contracting public bidding project of 314000 kilowatts self-use new energy project (214000 photovoltaic), and the tenderer was Guodian Electric Power Two-dimensional Inner Mongolia Shanghaimiao Energy Co., Ltd./State Energy Group Inner Mongolia Shanghaimiao Power Generation Co., Ltd. Project unit: Inner Mongolia Shanghaimiao Power Generation Co., Ltd. of State Energy Group.

2025-10-11

On October 10, the Department of Natural Resources of Jiangsu Province announced the list of national green mines to be recommended for selection in 2025. Zhishan Limestone Mine of Jiangsu Tianshan Cement Group Co., Ltd. and Yingwushan Limestone Mine of Xuzhou Zhonglian Cement Co., Ltd. are proposed to be recommended to participate in the national green mine selection list.

2025-10-11

According to public information, recently, the State Power Investment Corporation Heshun (Dongtai) Offshore Wind Power Co., Ltd. was established with a registered capital of 400 million yuan. Its business scope includes power generation, transmission, power supply (distribution) and other businesses, as well as the installation, maintenance and testing of power facilities.

2025-10-11

Recently, the Ministry of Industry and Information Technology officially announced the list of the first 62 national manufacturing digital transformation promotion centers. Anhui Conch Information Technology Engineering Co., Ltd., a subsidiary of Conch Cement, was successfully selected.

2025-10-11

I saw a report on the export of cement by a cement enterprise. The cement was packed in large bags and transported out through containers. Taking advantage of its port and logistics advantages, it has successfully opened up the market and opened up the fast lane to the sea.

2025-10-11

On September 30, 2025, the Tariff Commission (TC) of the Department of Trade and Industry (DTI) of the Philippines completed an investigation into the import of ordinary Portland cement type 1 and blended cement and recommended the implementation of the final safeguard tariff. DTI launched a preliminary investigation in October 2024 and imposed provisional tariffs in February 2025. The TC survey found that the import volume increased sharply after 2022, resulting in serious damage to the market share of local industries and low capacity utilization. It is proposed to impose a three-year tariff of 349 pesos per ton on imported cement and exempt some small developing economies from imports. The final decision is made by the Minister of Trade, who needs to act within 15 days.

2025-10-11

On the evening of October 10, Jinyuan shares issued a notice on the decision of administrative penalties imposed on subsidiaries. Jinyuan shares said that its subsidiary Guannan Jinyuan Environmental Protection Technology Co., Ltd. recently received an administrative penalty decision from Lianyungang Ecological Environment Bureau.

2025-10-11

Digital New Energy DataBM. Com learned that on October 9, the rural household distributed photovoltaic power generation project in Pingbian County, Honghe Hani and Yi Autonomous Prefecture, Yunnan Province, issued a secondary flow announcement for the preferred investment and development subject.

2025-10-11

Recently, the Ministry of Industry and Information Technology issued the Eleventh Revision Plan of Industry Standards in 2025 (draft for comments). Among them, Article 115 Lithium Slag and Lithium Slag Powder for Cement and Concrete (YBJNXT1873-2025) and Article 117 Technical Specification for Resource Utilization of Gasification Slag for Concrete (JCJNZT1875-2025) are related to the cement and concrete industry.

2025-10-11

Shangfeng Cement said in the announcement that the equity investment is based on the company's development strategy needs, in line with the company's strategic planning and continue to focus on semiconductor, new materials and other key investment directions.

2025-10-11

The national cement price index (CEMPI) was 103.95 points at the beginning of September and closed at 105.52 points at the end of the month, up 0.60% annually and down 15.11% year-on-year.

2025-10-11

On October 10, the Bureau of Industry and Information Technology of Nanyang City, Henan Province, issued a public announcement on the production capacity replenishment scheme of Nanzhao Cement Co., Ltd. of Tianrui Group with a daily output of 4500 tons of cement clinker.

2025-10-11

On October 9, the Department of Industry and Information Technology of Guangdong Province issued a notice on the capacity replacement scheme of cement clinker projects in Huizhou and Zhaoqing.

2025-10-11

On October 10, the Ningxia Office of Industry and Information Technology issued the "Announcement on the Cancellation of the Capacity Replacement Scheme for the 4000 Tons Per Day Cement Clinker Project of Ningxia Tongxin Horse Racing New Materials Co., Ltd.", saying that the capacity replacement scheme has not been implemented so far, and Ningxia Building Materials Group Co., Ltd. has applied to cancel the 4000 Tons Per Day Cement Clinker Project of Ningxia Tongxin Horse Racing New Materials Co., Ltd.

2025-10-11

On October 10, Qingsong Jianhua announced that the first provisional shareholders'meeting of the company in 2025 had considered and adopted the Bill on the Change of Company Name and the Cancellation of the Amendment of the Articles of Association by the Board of Supervisors. According to the resolution of the shareholders'meeting, the company will no longer set up the board of supervisors and supervisors, and the audit committee of the board of directors will exercise the relevant statutory powers of the board of supervisors. The relevant systems of the board of supervisors of the Company shall be abolished at the same time.

2025-10-11

Faced with the current situation of the industry, the industry should recognize the urgent need to actively respond to the central policy guidance, consciously maintain the market price order, jointly create a fair and orderly competitive market environment, resolutely resist the "involution" vicious competition, and maintain the development trend of the industry with its own practical actions.

2025-10-11