A total of 86 wind power and photovoltaic power generation projects (to be) abolished

2026-10-09

CNBM (03323) announced that the company announced that China United Investment, being a wholly-owned subsidiary of the parent company, which is a controlling shareholder of the company, entered into an indicative share subscription agreement with Sinoma Science & technology, being an a-share listed non-wholly owned subsidiary of the company, in relation to the proposed placing of new shares by Sinoma Science & technology at cash consideration.

2026-10-09

From September 28, 2026 to October 4, 2026, Anhui Province had the highest rate of opening cement kilns, with the rate of 72.20%. Kiln opening rate of 50% and above: 61.38% in Zhejiang Province, 53.65% in Hubei Province and 51.53% in Jiangsu Province.

2026-10-09

On September 11, the SASAC website of the State Council released information on the appointment and removal of 23 leaders of 17 central enterprises. Among them, Zhu Bing was appointed to the Standing Committee of the Party Committee of China Building Materials Group Co., Ltd. and nominated as the deputy general manager of China Building Materials Group Co., Ltd.

2026-10-09

Due to the overall weak recovery of demand, the capacity utilization rate of the industry is still at a low level.

2026-10-09

On September 30, the website of Jiangyin Municipal People's Government of Jiangsu Province issued the announcement of the proposed approval of the ecological environment impact report form of the fishing-photovoltaic complementary photovoltaic power generation project (re-approval) of Jiangyin Huangtuli Port of the State Power Investment Corporation.

2026-10-09

The installed capacity of the project is 108.2MW 31604 at the DC side and 99.2MW at the AC side. 655Wp monocrystalline silicon modules are used, and the total quantity is 65368 blocks.

2026-10-09

Previously, the project was included in the list of guaranteed grid-connected projects of wind power and photovoltaic power generation in Shanxi Province in 2024.

2026-10-09

What is happening in the cement industry?

2026-10-09

Reuters reported that on September 29, local time, Tesla disclosed through regulatory documents that it had signed a total of $30 billion (about 201.647 billion yuan) credit agreement, including $20 billion in deferred term loans, $8 billion in five-year revolving credit and $2 billion in 364-day revolving credit.

2026-10-08

On October 1, the media reported that new progress had been made in lithium prospecting in western Sichuan, with an additional lithium carbonate equivalent of about 1.0468 million tons. After the completion of the reserve increase, the cumulative lithium carbonate equivalent of Maerkang Jiada Lithium Mine in Sichuan reached 2.531 million tons, further expanding the scale of the deposit and continuing to consolidate its status as a super-large pegmatite lithium mine.

2026-10-08

On September 30, the People's Court of Huaiyang District, Zhoukou City, Henan Province, issued a civil ruling declaring the bankruptcy of Yongsheng Cement Co., Ltd. in Huaiyang County.

2026-10-08

Who will be next?

2026-10-08

The actual accuser has been detained.

2026-10-08

On September 28, Xuzhou Xinrui Lithium Power 400000 tons of lithium iron phosphate project officially started construction in Xuzhou Jingkai District, Jiangsu Province.

2026-10-08

According to the big data of China Cement Network, on September 30, the Central Plains Cement Price Index rose 3.49 points from the previous trading day, closing at 306.83 points, an increase of 1.15%, higher than 0.88% increase of the National Cement Price Index in the same period, ranking third in the regional index on that day; On the same day, the Yangtze River and East China rose slightly by 0.19% and 0.17%, while the Northeast, North China, Northwest, Beijing-Tianjin-Hebei were flat, and the Southwest fell by 1.03%.

2026-10-08

Recently, the Bureau of Ecology and Environment of Anyang City issued a reply to approve the environmental impact report form of the limestone mine project for cement in Ma'anshan, Longan District, Anyang Zhonghai Aggregate Co., Ltd. The newly-built open-pit mine has a mining scale of 9.8 million tons per year, a mining area of 2.5699 square kilometers, a resource reserve of 345 million tons, an estimated total investment of 163 million yuan and a service life of 29.2 years. The project is synchronously equipped with 8.42 km corridor, which is directly supplied to Zhonglian Cement Shanying Branch.

2026-10-08

On September 30, the People's Court of Longyou County, Zhejiang Province, decided to accept the case of reorganization of Zhongji Guoneng Longyou Photovoltaic Power Generation Co., Ltd. and the applicant was Quzhou Branch of Hangzhou Bank Co., Ltd.

2026-10-08

According to the latest data from the Hong Kong Stock Exchange, BlackRock increased its holdings of 14.038 million H shares of China Building Materials at about HK $3.21 per share on September 30. After the increase, BlackRock's H-share long position in China Building Materials increased by 0.38 percentage points to 6.07%.

2026-10-08

Recently, the Shandong Provincial Government issued the Implementation Plan for the Construction of the Beautiful China Pioneer Area in Shandong Province, proposing that the energy efficiency level of key industries and enterprises will be in the lead in the country by 2027, and that the carbon peak target will be achieved on schedule by 2030.

2026-10-08