Recently, Guangdong Tapai Group said that in 2025, under the background of the continuous slowdown of infrastructure investment growth and the continuous deep adjustment of the real estate market, the demand of cement industry is difficult to be effectively improved. According to the data of the National Bureau of Statistics and Digital Cement Network, the cement output of the whole park in 2025 was 1.693 billion tons, down 6.9% from the same period last year, a new low since 2010. Cement prices showed a trend of "high before and low after, shock downward" throughout the year, and the market showed a grim situation of "weak benefit pressure despite price reduction". The total profit of the industry for the whole year is expected to be 29 billion yuan, which is at a low level.

2026-04-02

On March 31, Beijing Jinyu Group said that as of the first quarter of 2026, the company had completed 34 production line replacement announcements in accordance with the new capacity replacement regulations, involving 16 production lines and 18 production lines.

2026-04-02

On March 31, Beijing Jinyu Group said that its cement business adhered to the strategic layout of "one core, one body, two wings" and continued to cultivate deeply. On the basis of consolidating the integration effect of "the 14th Five-Year Plan", it continued to select M & a targets with strategic location advantages, excellent resources, high asset quality and strong profitability, through mergers and acquisitions, reorganization, joint ventures and cooperation. Enhance the overall market competitiveness.

2026-04-02

In the first quarter of 2026, the national cement price started at a low level, and is expected to show a trend of shock adjustment throughout the year. The degree of price recovery depends on the effect of supply-side regulation and policy implementation. The company has been in the northeast, Shaanxi, Sheng Zhongnan, Inner Mongolia and other regions to promote the price and achieved results. In 2026, the company will make every effort to maintain the industry ecology, promote accurate peak staggering in non-heating season, and continue to raise prices steadily.

2026-04-02

On the morning of March 31, Hebei Cement Industry High-quality Development and Peak-staggering Production and Environmental Protection Management and Control Cooperative Work Conference was held in the Provincial Department of Ecology and Environment. Feng Junhui, Director of Atmospheric Department of Provincial Ecological Environment Department, Cao Guangyuan, Director of Motor Vehicle Department, Sun Jianxun, Vice President of Provincial Building Materials Industry Association, Chen Guidong, Du Zhimin, Hu Zengguang and relevant leaders of Provincial Eco logical Environment Department attended the meeting, which focused on optimizing environmental protection management and control of building materials industry and improving peak staggering production mechanism. Cohesion of consensus on development.

2026-04-02

Recently, China Innovation Airlines signed a contract with Japan Energy Storage Developer Co., Ltd. with a project scale of 380MWh.

2026-04-02

Recently, Haichen Energy Storage formally signed a strategic cooperation agreement with Brawn Capital, a leading renewable energy infrastructure investment institution in the Asia-Pacific region.

2026-04-02

On January 30, 2026, the law enforcement officers of the Nyingchi City Emergency Management Bureau found during the law enforcement inspection of Nyingchi City Gaozheng Building Materials Co., Ltd. that the company had not posted safety warnings and notices on many climbing ladders for high-altitude operations in the cement mill workshop, and issued the Instruction for Ordering Rectification within a Time Limit ( (Lin City) Emergency Responsibility Reform [2026] 007) to require rectification within a time limit; On March 11, 2026, when the law enforcement officers came to the company for reexamination, they found that safety warning and notice boards had been posted on two vertical ladders for high-altitude operation in the cement mill workshop of the company, but there were still three vertical ladders for high-altitude operation without safety warning and notice boards.

2026-04-02

On the evening of April 1, Saifutian announced that the board of directors of the company agreed to elect Cai Xuefeng as the chairman of the fifth board of directors, the chairman of the strategic committee and the member of the nomination committee of the company. The term of office shall take effect from the date of approval by the board of directors until the expiration of the term of office of the fifth board of directors of the company.

2026-04-02

On March 31, China Railway announced that the twentieth meeting of the sixth board of directors of China Railway Group Limited (the first regular meeting in 2026 (the third regular meeting in 2026)) was held on site on March 30, 2026. Consideration and approval of the Proposal on Adjusting the Composition of the Strategy and Investment Committee and the Safety, Health and Environmental Protection Committee of the Board of Directors:

2026-04-02

On the evening of April 1, Sinoma International disclosed the results of the first instance of major litigation. It sued Guangxi Jinxiang Cement Construction Project for contract disputes, involving an amount of about 905 million yuan.

2026-04-02

On March 30, the Development and Reform Commission of Ankang City, Shaanxi Province, issued a public announcement on the proposed abolition of guaranteed photovoltaic power generation projects. Due to the lack of substantive construction, it is proposed to abolish the Hanbin Jianmin 100000 kilowatt agricultural-photovoltaic complementary photovoltaic power generation project.

2026-04-02

On April 1, Longquan announced that after the approval of the guarantee, the total amount of the company's guarantee was RMB 40000 million yuan, all of which were guarantees for subsidiaries within the scope of consolidated statements, accounting for 24.29% of the company's audited net assets in 2025. The company has no overdue guarantee, no external guarantee involving litigation, and no loss due to the judgment against the guarantee.

2026-04-02

Longquan shares (SZ 002671) released its annual performance report on the evening of April 1, saying that its operating income in 2025 was about 1.46 billion yuan, an increase of 27.34% over the previous year; the net profit attributable to shareholders of listed companies was about 47.47 million yuan, a decrease of 27.63% over the previous year; and the basic earnings per share was 0.09 yuan, a decrease of 25% over the previous year.

2026-04-02

On March 31, PetroChina issued a tender announcement for centralized procurement of photovoltaic modules (frame with quantity) in 2026.

2026-04-02

In recent years, facing the severe situation of 50% overcapacity of cement in China, Hebei Province has achieved a steady recovery of industry efficiency through government coordination and control and industry self-discipline. In 2025, the cement industry in Hebei Province made a profit of 270 million yuan, while reducing the emission of various pollutants by 92.4 million tons.

2026-04-02

As of the first quarter of 2026, the company has completed the replacement announcement of 34 production lines in accordance with the new regulations on capacity replacement, involving 16 production lines and 18 production lines.

2026-04-02

Granular silicon has been allowed to enter the polysilicon futures delivery system of Guangzhou Futures Exchange, which indicates that its quality and industrial recognition have been certified by authority and accelerated its industrial application.

2026-04-02

Up to now, Sinoma International has made a cumulative provision for impairment of the receivables involved in the lawsuit of RMB46,000,900. As the case is still in the appeal period and the final result is uncertain, it is impossible to accurately judge the impact on the company's profits in 2026 and beyond.

2026-04-02

What is happening in the cement industry?

2026-04-02