According to the data center of China Cement Network, the cement market in Beijing, Tianjin and Hebei is stable as a whole, and the differentiation between northern and southern Hebei is obvious.

2026-08-28

On August 28, Huaneng Group held a meeting of managers above the middle level, at which the responsible comrades of the Central Organization Department announced the decision of the Party Central Committee on personnel adjustment.

2026-08-28

For cement enterprises that are going to sea on a large scale, these three Enlightenments are particularly critical-going to sea can not only calculate capacity account, price account, but also exchange rate account and capital account. Investment in building factories is a sunk cost, but exchange rate fluctuations are a persistent source of profit and loss, which can not control exchange rate exposure, and even higher overseas gross profit may be eroded in the settlement and sale of foreign exchange. Conch has made up a solid "exchange rate lesson" for the whole industry with solid exchange losses.

2026-08-28

Recently, Conch Cement released its performance report for the first half of 2026 and looked forward to the second half of the year.

2026-08-28

Bai Yong was appointed Chairman and Party Secretary of China Huaneng Group Co., Ltd., and was relieved from the post of Director, General Manager and Deputy Party Secretary of China Huaneng Group Co., Ltd.; Wen Shugang was relieved from the post of Chairman and Party Secretary of China Huaneng Group Co., Ltd.

2026-08-28

The reconstruction of the cement production line does not change the mining scale, mining technology and transportation mode of the company's limestone mine.

2026-08-28

It is understood that on August 17, 2026, the Intermediate People's Court of Ordos City, Inner Mongolia Autonomous Region, formally declared the bankruptcy of the enterprise because Hengzhuo Cement Co., Ltd. of Etuoke Banner could not pay off its debts due, and its assets were insufficient to pay off all its debts and there was no possibility of reorganization and reconciliation.

2026-08-28

On August 25, the e-commerce platform of Datang Group issued a tender announcement for the procurement of photovoltaic modules in the north/south area of Laos Namo 500MW photovoltaic project (Haitou Company).

2026-08-28

On 27 August, CNBM (03323) released its interim results announcement for the six months ended 30 June 2026. The announcement showed that the company's unaudited revenue was 81.483 billion yuan, down 2.2% from the same period in 2025. The loss attributable to equity holders of the company was 829 million yuan, while the profit attributable to equity holders in the same period in 2025 was 1.36 billion yuan. The basic loss per share was 0.109 yuan, and the basic earnings per share in the same period of 2025 was 0.172 yuan. The Board does not recommend the payment of an interim dividend.

2026-08-28

Previously, the 150MW photovoltaic project has been approved.

2026-08-28

The total investment is 700 million yuan.

2026-08-28

In terms of net profit, 10 of the 19 enterprises suffered losses, more than half of the losses, and the net profit of 12 of the 19 enterprises decreased year on year, and the depth of the loss side far exceeded the profit side.

2026-08-28

The Pearl River Delta region raised the price of all kinds of cement by 20 yuan/ton on the 28th.

2026-08-28

From August 17, 2026 to August 23, 2026, Anhui Province had the highest rate of opening cement kilns, with the rate of 65.25%. 57.14% in Hainan Province, 56.25% in Hunan Province and 50.48% in Hubei Province.

2026-08-28

The company judged that the photovoltaic market demand hit the bottom in 2026. Looking forward to 2027, with the reconstruction of investment model and the gradual stabilization of new power system cognition, as well as the planning and gradual landing of large-scale transmission and distribution projects, the demand for large-scale ground power stations will recover.

2026-08-28

What is happening in the cement industry?

2026-08-28

According to foreign media reports, on August 26, local time, US President Trump signed an executive order. The executive order declared a state of emergency on the grounds of national security, prohibiting the United States from purchasing, importing or installing some foreign-made large-scale power system equipment and related software.

2026-08-27

In the first half of the week, five component companies raised their quotations, but this round of price increases may not be sustainable. It is more like the delayed realization of the early cost push, because the two pillars of "cost" and "demand" that really support the price increase have been loosened.

2026-08-27

The project is a major change to re-submit for approval.

2026-08-27

The three aspects of Tongwei's semi-annual report, continuous optimization of product competitiveness, stable main business market and multi-line technology research and development, also show the market how the photovoltaic "veteran" can accumulate sufficient power for the company to cross the industrial cycle before the countdown of the industry's return to the rising channel.

2026-08-27