"China's new energy industry has entered a critical stage of structural adjustment, kinetic energy conversion and upgrading."

2026-09-17

On September 11, the Economic and Credit Department of Sichuan Province solicited public opinions on the Implementation Plan for Promoting the Withdrawal of Backward Production Capacity by Using Comprehensive Standards in Sichuan Province in accordance with the Law and Regulations (Draft for Opinions), and the feedback ended on October 10, 2026. The plan focuses on key energy-consuming industries such as steel, coal, cement, electrolytic aluminium and flat glass, and takes the five comprehensive standards of energy consumption, environmental protection, quality, safety and technology as the starting point to build a market-oriented and normalized exit mechanism for backward production capacity.

2026-09-17

Due to personal reasons, Mr. Han Dongyang applied to resign from the position of director and vice president of the fourteenth board of directors of the company, and will not hold any position in the company after his resignation.

2026-09-17

Riyadh Cement is one of the major cement producers in Saudi Arabia, listed on the Saudi Stock Exchange, and its production line is among the largest in the country. The contract covers digital transformation, automation, process optimization, artificial intelligence, predictive maintenance and energy efficiency optimization, with a construction period of two years.

2026-09-17

On September 15, China Tianrui Cement proposed to change its auditor. Zhonghui Anda Certified Public Accountants Co., Ltd. has submitted a letter of resignation from the position of auditor with effect from August 18, 2026. The company intends to appoint Silian Baichun Certified Public Accountants Co., Ltd. as the new auditor, which will be submitted to the extraordinary general meeting of shareholders on September 30, 2026 for consideration.

2026-09-17

According to the incomplete statistics of the digital new energy DataBM. Com, from September 7, 2026 to September 13, 2026, there are 38 EPC general contracting projects for photovoltaic power plants in China, as well as other general contracting projects such as DB general contracting and optical storage integrated general contracting, involving a project scale of 1.957 GW and a total amount of 2.541 billion yuan. ......

2026-09-17

Recently, the Development and Reform Commission of Henan Province issued a notice (Notice on the Inspection of the Construction of Independent Energy Storage Power Stations) that the independent energy storage projects that have not been put into operation for 6-15 months after the issuance of the written reply to the access opinions will be subject to a comprehensive inspection, involving 44 projects with a total scale of 6.11 GW/16.11 GWh.

2026-09-17

Zhongbao of listed companies is the most direct footnote of this round of adjustment. According to the statistics of Cement Big Data Research Institute, there are 21 listed cement companies in Shanghai, Shenzhen and Hong Kong, including 15 in Shanghai and Shenzhen and 6 in Hong Kong. Of the 21 companies, only one has achieved growth in business income, 8 have made profits and 13 have suffered losses. The "compass" of scale and profit is still turning, but the new structural division has been clear: the increment brought by going to sea and mergers and acquisitions, and the stock loss caused by the contraction of domestic demand, are pushing enterprises to two completely different performance tracks.

2026-09-17

In the development of human economy, there is an irreversible ultimate law that runs through all times: all additive economies with incremental expansion will eventually move towards subtractive economies with stock contraction.

2026-09-17

The cost of the Company is expected to be about 10 yuan/ton higher than that of the same industry in the region. In recent years, the Company has been promoting cost reduction and efficiency enhancement, clearing inefficient production capacity, shutting down low-quality enterprises, and continuously consolidating the cost advantage of the Company.

2026-09-17

Generally speaking, the demand is still going down, but the increase of concentration is a definite trend. In the downward cycle, M & a is not only an opportunity for leading enterprises, but also a path for industry liquidation.

2026-09-17

Tianhe Energy Storage signed a contract with AMP-lify to supply about 1GWh grid-level energy storage system in Japan, accelerating its overseas energy storage market layout.

2026-09-17

What is happening in the cement industry?

2026-09-17

At present, the market once again shows the typical characteristics of "bright, steady and dark decline": a large number of special component products are concentrated in the market, the special products of the leading brands have fallen to about 0.68 yuan/W, while the special products of the second-line brands are once again between 0.65-0.68 yuan/W.

2026-09-16

Set 1 # and 2 # photovoltaic plots.

2026-09-16

On September 10, Lineage, the world's largest temperature-controlled warehousing operator, said it had filed a civil lawsuit in the Los Angeles High Court against Altus Power, a photovoltaic operator, and its contractor for Pearce Services LLC. The two companies were accused of negligence in the operation and maintenance of a fire in a refrigerated warehouse in Los Angeles.

2026-09-16

On the evening of September 16, Conch Cement issued a notice on the change of senior managers of the company, saying that the board of directors of the company would receive a written resignation report from Mr. Wu Tiejun, executive director and deputy general manager, on September 16. He will continue to serve as an executive director of the Company, a member of the ESG Management Committee and a director of some subsidiaries.

2026-09-16

Zhou Yuxian pointed out that in order to recognize the current grim situation facing the industry, the cement market demand continues to shrink, the capacity utilization rate is at a low level, and the industry is at a critical stage of self-help. The short-term and medium-term goal is to reduce losses and turn around losses. The Pan-Northeast region has entered winter early, and the time to strive to reduce losses is even more urgent, so it is necessary to lay a foundation for the overall situation of turning around losses next year. The industry should unify its thinking, form a high degree of consensus, formulate practical and feasible goals that can consolidate the benefits and achievements, keep the safe bottom line of sustainable, healthy and long-term development of enterprises, maintain the smooth operation of the industry, and lay a foundation for turning around losses and extricating itself from difficulties.

2026-09-16

On September 15, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2026. It is estimated that the total procurement scale is 15GWp, and there are 6 bid sections, of which package 1 and package 4 purchase TOPCon components, package 2 and package 5 purchase HJT components, and package 3 and package 6 purchase BC components.

2026-09-16

On the afternoon of September 16, 2026, the opening ceremony of Taini Gongliang Building Commercial Street was held in Qianjiang Century City, Xiaoshan District, Hangzhou City. Liu Yixiu, general manager of Taiwan Cement Asset Management and Development Company, and Mu Kai, owner representative of Taiwan Cement Gongliang Building, attended the ceremony to witness the official opening of this commercial district with both oriental elegance and Italian style.

2026-09-16