On October 31, Shennan Power A announced that the company signed the Equity Acquisition Intention Agreement with Trina Solar Energy (Changzhou) Technology Co., Ltd. It intends to purchase no less than 51% and no more than 70% of the shares of Tianhe Pioneer Photovoltaic Bracket (Jiangsu Changzhou) Co., Ltd. (Hereinafter referred to as "Tianhe Tracking") held by Changzhou Tianhe Solar Energy by paying cash.

2026-11-02

On November 1, * ST Yijing announced the adjustment of the pre-restructuring investment arrangement. The original small investor, Zhongrun Solar Energy, intends to invest 719 million yuan to become the main investor, and will adjust the capital contribution of Ningbo Ruilian, the original main investor, to 100 million yuan after the restructuring of the holding company, and subsequently intends to act in concert with Zhongrun Solar Energy.

2026-11-02

In the short term, the upstream holds the bottom line of quotation, the supply of low-price goods is not much, the downward space of spot goods is limited, and the temporary stable pattern is likely to be maintained. However, the component price has been loosened first, and if the terminal orders continue to be absent, the pressure will return from the bottom to the top.

2026-11-02

On October 30, Sunshine Power released a report for the third quarter of 2026. In the first three quarters, it achieved a revenue of 48.863 billion yuan, down 26.41% year-on-year, and a net profit of 6.599 billion yuan, down 44.46% year-on-year.

2026-11-02

On October 31, Xinjiang Chuangqing Energy Storage Technology Co., Ltd. issued a bid rejection announcement for the EPC project of 100 MW/400 MWh independent energy storage power station in Jiashi County, Kashgar Prefecture.

2026-11-02

Recently, Ningxia Building Materials announced that as of October 30, the company had repurchased 10.4228 million shares through centralized bidding transactions, accounting for 2.1797% of the total equity, and had paid a total of 124 million yuan, with a purchase price range of 11.10-13.18 yuan per share. In October, the pace of repurchase accelerated significantly, and the progress of repurchase has been disclosed three times in the month, and the amount of repurchase has exceeded the lower limit of the scheme.

2026-11-02

Recently, Gansu Provincial Department of Industry and Information Technology announced that Zhangye Qilianshan Cement Co., Ltd. and Zhangye Shandan Tieqi Cement Co., Ltd. had dismantled 2500t/d clinker lines for capacity replacement in accordance with the Implementation Measures for Capacity Replacement in Cement and Glass Industry (2024 edition) and the requirements for capacity management in cement industry.

2026-11-02

Recently, the Guangdong Energy Bureau publicly solicited social opinions on the Implementation Plan of Differentiated Electricity Price Policy for Key Industries in Guangdong Province (Draft for Opinions). The plan proposes to increase the price of electricity by 0.10 yuan per kilowatt hour on the basis of the market transaction price for the energy consumption units in key industries such as steel, cement, flat glass, oil refining and ethylene, whose energy efficiency does not meet the national mandatory energy consumption quota standard. The price increase is used to offset the operation cost of the system.

2026-11-02

On October 30, the Bureau of Industry and Information Technology of the Sinkiang Production and Construction Corps issued a notice on the adjustment of peak staggering production time of cement enterprises in the Corps from 2026 to 2027 (the first batch).

2026-11-02

At the beginning of October, the National Cement Price Index (CEMPI) was 98.76 points, closing at 102.53 points at the end of the month, up 3.63% annually and down 0.27% year-on-year.

2026-11-02

On the evening of November 1, Tongwei disclosed its restructuring plan (revised draft) to acquire 100% of Qinghai Lihao Qingneng by issuing shares and paying cash. It is estimated that the initial transaction consideration ceiling will not exceed 4.8 billion yuan, and the price of issuing shares to purchase assets will be adjusted from 15.20 yuan per share to 9.12 yuan per share.

2026-11-02

Qinghai Cement is a five-level subsidiary of China Minmetals, and its superior management unit is Qinghai Salt Lake Haina Chemical Co., Ltd. The Datong county government mentioned in an official reply in March this year that the company was still operating at a loss.

2026-11-02

Recently, according to a property rights trading platform, Minmetals Asset Management Co., Ltd. has listed seven assets of Qinghai Cement Co., Ltd., all of which are transfer projects with negotiable prices.

2026-11-02

Huaxin Building Materials announced that the operating income in the first three quarters of 2026 was 29.69 billion yuan, an increase of 18.6% over the same period last year; the net profit attributable to shareholders of listed companies was 2.826 billion yuan, an increase of 41.05% over the same period last year.

2026-11-02

The two sides aim to sign the final formal transaction documents on the transfer of shares of the target company in the near future. The agreement stipulates that the Enterprise Value of the target company is 12.7 billion reals (about 15.868 billion yuan at the current exchange rate).

2026-11-02

On October 30, 2026, Huaxin Concrete officially launched Jiangyin Dongjiu Station, which is an important step for Huaxin Concrete to expand, as well as a key step for enterprises to further cultivate the southern Jiangsu market and consolidate regional service capabilities.

2026-11-02

On October 29, the Guangdong Provincial Office of Industry and Information Technology issued two announcements on the closure and demolition of cement clinker production lines.

2026-11-02

Liu Chunsong, manager of Engineering Technology Department of Xizang Zangjian Cement Co., Ltd. and deputy director of Langxian Cement Production Line Project Construction Command, introduced that the total investment of the project was 1.486 billion yuan, which was divided into four bid sections. At present, the bidding work of the four bidding sections has been completed, the construction preparations are all ready, and the construction has been carried out.

2026-11-02

On October 30, BBMG Group announced the third quarterly report of 2026. The company's operating income was 55.481 billion yuan, down 20.2% year-on-year; the loss was 3.668 billion yuan, down 157.42% year-on-year; the non-deduction loss was 3.982 billion yuan, up 17.92% year-on-year.

2026-11-02

On October 30, the national cement price index rose 0.72 points from the previous trading day, closing at 311.26 points, or 0.23%, ending the previous two consecutive declines, according to China Cement Network. On that day, Southwest China rose 2.41% in a single day, leading the whole country, while the nine regional indices of the Yangtze River, East China and Central South China were flat collectively, and almost all of the national gains were contributed by Southwest China.

2026-11-02