What is happening in the cement industry?

2026-07-02

According to foreign media reports on June 30, the US government is drafting an import ban on new Chinese inverters by the Federal Communications Commission, driven by the European Union's recent ban on Chinese-made inverters in publicly funded energy projects.

2026-07-01

China Construction Sixth Engineering Bureau Co., Ltd. led the four-party consortium of Hebei Installation Engineering Co., Ltd., China Municipal Engineering North Design and Research Institute Co., Ltd. and Gansu Communication Industry Service Co., Ltd. to rank first with about 3.661 billion yuan. The top three quotations are very close-the second Gansu Huachuang Consortium reported 3.663 billion yuan, the third Zhongsheng Wan'an Consortium reported 3.662 billion yuan, the largest gap is only about 1.36 million yuan (accounting for 0.037%), which can be called a "tiny dispute". The project investment is estimated to be 3.675 billion yuan, and the bid price is only floating downward.

2026-07-01

On June 29, the mobilization ceremony of Longji Yongning 400 MW photovoltaic power generation project of Huaneng Ningxia Company was successfully held.

2026-07-01

According to foreign media reports, Maxeon, a subsidiary of TCL Zhonghuan Holdings, and Hanwha, a Korean photovoltaic manufacturer, reached a (settlement) agreement on the previous TOPCon patent lawsuit. The two companies filed a "joint motion" to withdraw the lawsuit in the United States court.

2026-07-01

On June 30, Reuters quoted five people familiar with the matter as saying that the Trump administration was drafting a ban on the import of foreign inverters, with unwarranted concerns that China might use these devices to disrupt power supply.

2026-07-01

Digital New Energy DataBM. Com learned that on June 24, Shanxi Zhonglai 16GW Battery Factory (Phase I) silver-free BC Battery Technology Renovation Project was put on record and passed the pre-examination.

2026-07-01

This week, the average transaction price of N-type re-feeding was 32,800 yuan/ton, down 1.20% on a month-on-month basis; the average transaction price of N-type granular silicon was 32,300 yuan/ton, down 0.62% on a month-on-month basis.

2026-07-01

On June 28, the commencement ceremony of the source-network-load-storage integrated 500 MW photovoltaic project of Laidebao Solar Energy Technology (Delingha) Co., Ltd. was held in Qinghai Delingha West Export Photovoltaic (Thermal) Industrial Park.

2026-07-01

Recently, many cement enterprises have raised the ex-factory price one after another.

2026-07-01

According to the incomplete statistics of the digital new energy DataBM. Com, from June 22, 2026 to June 28, 2026, there are 50 EPC general contracting projects for photovoltaic power plants in China, as well as DB general contracting, optical storage integrated general contracting and other general contracting projects, involving a project scale of 3.022 GW, with a total bid amount of 7.907 billion yuan. ......

2026-07-01

In the past 5 days, the quotations of 7 photovoltaic module manufacturers have been lowered to varying degrees.

2026-07-01

Recently, Haide Hydrogen completed the B + round of financing of hundreds of millions of yuan, and introduced heavy strategic investors: Aramco Ventures, Conch Private Equity Strategic Investment, and Dongfang Jiafu.

2026-07-01

On June 22, Tongling Conch 3 # and 4 # Cement Kiln Alternative Fuel Comprehensive Utilization Project was successfully completed and formally put into operation. The project relies on the company's existing two new dry cement kilns with a daily output of 10000 tons to build a production line with an annual processing capacity of 500000 tons of alternative fuels, to supplement industrial solid waste as fuel, to practice the concept of green low-carbon development, and to inject strong impetus into the company's development of circular economy and the goal of "double carbon".

2026-07-01

On July 1, Sichuan Cement Association issued the Notice on Effectively Doing a Good Job in Staggered Production in July 2026, requiring that in July 2026, the number of days of kiln shutdown for each clinker production line in staggered production is "18 + X" days.

2026-07-01

At present, China's cement industry is falling into the most severe industry dilemma since this century, and merger and reorganization is an important measure to solve the situation of "downward demand, excess capacity, involution loss". Based on the current situation of China's cement industry and the experience of overseas mature market integration, this paper prospects the trend, path and mode of China's cement market integration in the future, and analyzes the potential risks that may arise, and puts forward reasonable suggestions from the three levels of government, association and enterprise. It is expected that during the "15th Five-Year Plan" period, China's cement industry will take substantial steps in mergers and acquisitions, make new major breakthroughs, effectively enhance industry concentration, and compete in the market.

2026-07-01

China Cement Network Market Data Center news shows that in recent years, cement enterprises in Henan, Eastern Guangdong, Kunming and Shijiazhuang have pushed up prices one after another, and the range and implementation of price increases in different regions have been differentiated.

2026-07-01

The successful convening of the Ninth Third Membership Conference of Shanghai Cement Industry Association marks a new stage of industry collaborative governance and high-quality development.

2026-07-01

On June 26, Hubei Energy Bureau announced the announcement of the second batch of new energy power generation projects in 2026.

2026-07-01

Publicity time: from June 30, 2026 to August 28, 2026.

2026-07-01