In June 2025, the production of lithium carbonate increased, while the production of lithium hydroxide was basically flat. The production and sales of new energy vehicles continued to grow rapidly, and the installed capacity of power batteries increased year on year. In the first half of the year, some enterprises stopped production for maintenance, while some enterprises gradually increased production. Overall, the output of lithium salt remained stable. The downward trend of product prices has led to a decrease in the willingness of enterprises to sell and an increase in the inventory of enterprises. The production and sales of power batteries and new energy vehicles maintained rapid growth, the proportion of lithium iron phosphate loading continued to increase, and the retail penetration of new energy vehicles continued to grow.

2025-07-23

At present, the cement industry has serious overcapacity, and the situation of oversupply makes the market competition more and more fierce. If the state of "boiling frogs in warm water" is maintained reluctantly, it will take a long time for enterprises to form a consensus on the market situation, which is a kind of harm to the industry. When necessary, such as the off-season market, the price will hit the bottom, the enterprise will learn from the bitter experience, start to re-examine the market and its own development strategy, and the whole market will stabilize again in an orderly competitive relationship.

2025-07-23

In the first half of this year, China's PV installed capacity was 212.21 million kilowatts (212.21 GW). In June, the newly installed photovoltaic capacity was 14.36 million kilowatts (14.36 GW), down 38.45% year-on-year and 84.55% year-on-year.

2025-07-23

On July 17, Zhongtian Green Energy issued a statement that it would suspend its business cooperation with Hangzhou Hengchuang Energy Co., Ltd. in the field of photovoltaic power plant construction for a period of one year. After the expiration of the suspension period, the cooperation qualification will be reassessed, and the signed projects will still fulfill their obligations according to the original agreement.

2025-07-23

On July 21, China Energy Construction Investment Group held a team meeting, at which Chen Gong, head of the Organization Department of the Party Committee of China Energy Construction and general manager of the Human Resources Department, read out the appointment documents and recommended Xu Lu as the chairman and legal representative of the investment company.

2025-07-23

On July 22, the 2025 Fortune China 500 list was released (including listed and non-listed companies).

2025-07-23

According to foreign media reports, on July 17, the US Ministry of Commerce decided to impose a 93.5% anti-dumping duty on graphite, a key battery material imported from China, on the grounds that these materials were "unfairly subsidized".

2025-07-23

On July 19, Qianyuan Electric Power announced that after deliberation, the board of directors agreed to appoint Mr. Dai Jianwei as the general manager of the company.

2025-07-23

During the period from May to June 2025, the Energy Bureau of Guizhou Province approved and filed 45 wind power and photovoltaic power generation projects according to the procedures, and the relevant information has been announced.

2025-07-23

It is necessary to formulate a capacity replacement plan to make up for the difference in capacity. The Measures stipulate that within two years from the date of announcement of the capacity replacement scheme, the project construction enterprise shall complete the formalities of filing and environmental assessment. In the policy interpretation, it is more clearly pointed out that the balance of production capacity should be completed and the relevant procedures such as filing, environmental assessment and energy assessment should be improved.

2025-07-23

There are four cement-related enterprises in the Fortune China 500 list in 2025, namely, China Building Materials, Jinyu, Huaxin and Huarun. The annual revenue threshold for companies on this year's list is about $3.74 billion, up about 9% from last year's threshold. The entry threshold for this year's list was $3,623.2 million, down $118.1 million from the previous year.

2025-07-23

Supplementary capacity should regulate the order of industry capacity, but if it becomes a channel for the revival of zombie capacity, it will not only violate the original intention of capacity replacement policy, but also aggravate the existing problem of overcapacity in cement industry, which is not conducive to the healthy and sustainable development of the industry. For such illegal operations, it is urgent to check and rectify them in strict accordance with the new regulations.

2025-07-23

Withdrawal capacity comes from Danzhou Huasheng Tianya 2500t/d cement clinker production line, with a replacement ratio of 1.5: 1.

2025-07-23

On July 21, China Nengjian Investment Group held a team meeting. Xu Lu, member of the Standing Committee of the Party Committee and deputy general manager of China Nengjian, attended the meeting and made a speech. Mao Xiangqian, deputy secretary of the Party Committee and general manager of the Investment Group, presided over the meeting.

2025-07-23

What is happening in the cement industry?

2025-07-23

On the evening of July 16, Hesheng Silicon Industry announced that its controlling shareholder, Ningbo Hesheng Group Co., Ltd. (Hereinafter referred to as "Hesheng Group"), intends to transfer 5.08% of the company's shares to Xiao Xiugen for 2.634 billion yuan.

2025-07-22

On July 21, Jiangsu Provincial Public Service Platform for Tendering and Bidding issued a public announcement that the 150 MW Phase II Fishing-Photovoltaic Complementary Power Generation Project (Section III) in Sheyang Port Zero Carbon Park of Jiangsu Sheyang Huasheng Company did not adopt the bidding method.

2025-07-22

Digital New Energy DataBM. Com learned that on July 21, the EPC general contracting of three photovoltaic power generation projects in Yunnan was rejected, and the bidder was Zhihui (Yongshan) New Energy Co., Ltd.

2025-07-22

There is a popular saying in the photovoltaic industry: Go your own way and let others have no way to go. But when others also leave you with no way out, the industry falls into involution. At present, the competition in photovoltaic manufacturing industry is fierce, whether it is price, market or technology, which seems to be progressive, but in fact the internal friction is serious.

2025-07-22

On July 22, the 2025 Fortune China 500 list was released. The list includes both listed and unlisted companies. According to the incomplete statistics of digital new energy DataBM. Com, there are 20 photovoltaic enterprises on the list this year.

2025-07-22