On August 11, the tender announcement for EPC project of W5 Block Project (Phase II) of Lubei Saline-alkali Beach Wind and Solar Storage and Transportation Integration Base of State Power Investment Corporation was issued, and the tenderer was Shandong Energy Development Co., Ltd. of State Power Investment Corporation. The announcement shows that the project is located in Caiyangzi Salt Farm, Shouguang, Shandong Province, and the second phase of photovoltaic power generation has a capacity of 239.41905MWp photovoltaic (fixed 45.9186MWp, flexible support 193.50045MWp), sharing a 500 kV booster station with the first phase (booster station is not within the scope of this tender). Supporting self-built energy storage 57 MW/114 MWh.

2025-08-11

In theory, cement enterprises can achieve 100% fuel substitution. But why do so few companies do this? For cement companies, economy is the key to using alternative fuels. If 100% substitution is needed, the requirements for the quality, storage, transportation and measurement accuracy of alternative fuels will be very high.

2025-08-11

According to foreign media reports on August 7, a fact sheet from the Ministry of Commerce of the United States shows that the Ministry of Commerce of the United States has formally approved a joint investigation with the United States International Trade Commission (ITC) into the recent anti-dumping and countervailing cases against solar cells and components imported from India, Indonesia and Laos.

2025-08-11

Summary of national cement price adjustment information from August 4 to 8, 2025

2025-08-11

Lafarge Africa expects historically good earnings performance in fiscal year 2025, with analysts forecasting revenue of 1 trillion naira. Despite the decline in stock market value, the valuation is still high. CSL reiterated its "buy" rating. In the first half of 2025, many data of the company increased significantly year-on-year, and cost optimization measures helped to improve profits. Although the prospects are generally strong, there are uncertainties in the proposed acquisition by Huaxin Cement, and legal disputes initiated by strategic consulting companies may lead to delays in the transaction and bring uncertainties to the prospects.

2025-08-11

The "Resolution on the Change of Company Name and Abbreviation of Securities" was considered and approved. It is proposed to change the name of the company to "Jinyu Jidong Cement Group Co., Ltd." And the abbreviation of securities to "Jinyu Jidong".

2025-08-11

In the first half of the year, the administrative expenses decreased significantly by 17.63%, mainly due to the year-on-year decrease in labor costs, mainly due to the relatively large amount of dismissal benefits arising from the closure of inefficient enterprises and other optimized personnel in the same period last year, which decreased by about 35 million yuan this year.

2025-08-11

The price of cement in the Pearl River Delta has been adjusted back since May. At present, the ex-factory price of some varieties is close to the cost line, and the probability of further reduction is not high. Affected by typhoons and rainstorms, cement shipments are also low in the near future. As prices are expected to fall, it is expected that with the arrival of the traditional sales season, cement prices in the Pearl River Delta will stabilize and rebound sooner or later.

2025-08-11

In general, the Company has a reasonable allocation ratio of various financial assets, the investment risks are generally controllable, and the income level is relatively stable. The Company will continue to sum up its experience, make steady progress, continuously improve the investment level on the basis of risk control, improve the stability and sustainability of income, and strive to achieve better returns for shareholders.

2025-08-11

In 2025, the normal production plan of all clinker production lines in Guangdong Province for the whole year is to shut down the kiln for 95 days/kiln, which is 15 days more than that in 2024. The number of days of off-peak shutdown increases, which effectively reduces the supply of cement and forms a certain support for the price of cement. From the implementation of the first half of the year, Guangdong industry peak staggering production policy is well implemented, and under the current national "anti-involution" requirements, the industry peak staggering production policy has strong binding force.

2025-08-11

Every 100 yuan/ton fluctuation of coal will affect the cost of cement by about 10 yuan/ton. As the coal price is still relatively low in early June, this part of the coal purchased by the company will be put into use in the third quarter of production, which is expected to contribute to the cost reduction. We judge that the coal price is easy to rise and difficult to fall in the near future. Recently, the company has increased its purchases according to the fluctuation of the coal market to ensure the steady decline of the company's cost.

2025-08-11

Previously, the transfer base price was 47.57 million yuan, and the price was reduced by 4.575 million yuan.

2025-08-11

In this context, in the first half of this year, the company's "cement + clinker" sales volume was 8.1059 million tons, up 10.90% from the same period last year, and the sales volume achieved a counter-market growth, on the one hand, thanks to the suitable climate for construction activities in the market area where the company is located. In the same period of last year, especially in the second quarter, the Company's cement sales base was relatively low due to the continuous rainfall in the market area where the Company is located and the impact of the "June 16" torrential rain and flood in Jiaoling. On the other hand, in the first half of the year, the off-peak production of cement in Fujian around eastern Guangdong was well implemented, which reduced the low-price cement in eastern Guangdong, enhanced the competitiveness of the Company's cement products and filled part of the market space.

2025-08-11

Recently, Xinjiang-Xizang Railway Co., Ltd. was established with a registered capital of RMB 95 billion.

2025-08-11

Since entering the traditional off-season in July, affected by high temperature, typhoon and continuous rainy weather, the downstream construction progress has been generally hindered, and the demand side has remained weak. The company's cement sales volume is basically the same as the same period last year, and the sales volume has declined compared with June. July-August is the traditional typhoon rainy season in the south, the construction activities are slowing down, the current demand is weakening in stages, and the recent continuous rainfall in South China makes it impossible to judge the real demand. September will begin to enter the traditional sales season, and the sales situation in the third quarter also needs to pay attention to the demand replenishment after the weather improves.

2025-08-11

The project has a clinker cement production line with a daily output of 4500 tons and a supporting 9 MW waste heat power generation system, with an annual output of 2 million tons of high-grade cement.

2025-08-11

On the evening of August 8, Conch New Material (000619) announced that the company intends to sell some land, houses, factory facilities and distribution equipment at No.38 Harbour Road, Wuhu Economic and Technological Development Zone, Anhui Province, through public listing, with a base price of 94.5 million yuan (including value-added tax).

2025-08-11

On August 7, the Development and Reform Commission of Chuxiong Prefecture, Yunnan Province, announced that the former first development candidate of Anlongbao Photovoltaic Power Station Project, China Nuclear Huineng Yunnan Energy Development Co., Ltd., had voluntarily applied to withdraw from investment and development, and was now re-allocating the project in accordance with the regulations.

2025-08-11

On August 7, the public service platform for bidding and tendering in Shanxi Province issued a notice on the termination of bidding for the second and third bidding sections of EPC general contracting of 600MW distributed photovoltaic project in Shuozhou, Shanxi Province.

2025-08-11

On August 8, the Material and Equipment Department of Sinopec (International Business Company) announced the bid evaluation results of photovoltaic modules under the 2025 Framework Agreement for Distributed Group Mining of Photovoltaic Modules and the Framework Agreement for Centralized Direct Mining of Photovoltaic Modules. Four enterprises, Longji Green Energy, Trina Solar Energy, Jingke Energy and Xiexin Integration, were shortlisted.

2025-08-11