Over 185GW! The Ministry of Industry and Information Technology released the operation of the national lithium-ion battery industry from September to October.

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

The total investment of the project is 30 million yuan, with an annual output of 800000 cubic meters of concrete.

2026-09-20 10:40:16

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

He participated in and led the joint reorganization, which brought the concentration of China's cement industry from 15% to 64%; he took over the 100 billion-level integration, which put 300 million tons of clinker production capacity into a listed company. These achievements later encountered the most difficult downward cycle in the industry, and the achievements and pressures were equally heavy. But once the organizational structure is adjusted, it will not go back-which may be the most tangible thing he left to the industry.

2026-09-18 09:22:19

Recently, Bloomberg New Energy Finance (Bloomberg NEF) Global Executive Interview Series released a new issue of dialogue with Lu Chuan, director of Zhengtai Group and chairman and President of Zhengtai Xinneng.

2026-09-16 10:19:53

On September 3, Liu Jibin, Vice President of China Cement Association, President of Gansu Building Materials Association, former member of the Party Committee and President of Qilian Mountain Cement, went to Zhangye to investigate the project. Wang Jianbo, member of the Party Committee and vice president of Qilian Mountain Cement, accompanied the investigation.

2026-09-16 10:02:05

As the cost of raw materials in the upstream falls, the market price reduction is expected to heat up, and the terminal wait-and-see sentiment is further aggravated.

2026-09-09 15:42:01

If you want to cooperate, you should cooperate sincerely; if you want to raise the price, you should raise the price steadfastly.

2026-09-08 11:59:34

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

The upstream market of the photovoltaic industry chain accelerated to cool down, and the battery continued to decline.

2026-09-02 16:09:51

Although the price of photovoltaic modules has risen intensively before, the transaction of high-priced modules is not satisfactory.

2026-08-28 16:31:40

Up to now, the price of batteries has fallen, the current quotation is concentrated between 0.32-0.35 yuan/W, and last week's high quotation of 0.38 yuan/W is no longer visible.

2026-08-26 16:39:17

Although some manufacturers have the action of driving up the quotation, they have not formed the actual shipment.

2026-08-21 16:16:01

The statistics of cement output in China from January to July 2026 show that the cumulative output of cement in China has a certain scale. Most of the data showed a downward trend, with the national year-on-year rate of-8.60%. Among them, the year-on-year decline in Fujian is more prominent, reaching -30.21%, while the year-on-year increase in Beijing is relatively obvious, 21.07%. The year-on-year decline in Ningxia was relatively small, only-2.04%. The year-on-year changes in cement production in different regions reflect the differences in the development of the cement industry in different regions.

2026-08-21 15:34:12

The wait-and-see mood is further aggravated, and the deadlock of "reporting up without buying up" is still continuing.

2026-08-19 15:57:31

In the past two weeks, 10 manufacturers have raised prices one after another, and all models in the market have been covered.

2026-08-14 15:57:07

Let's take a look at the core direction and key work deployment of major cement enterprises in the second half of the year.

2026-08-13 09:40:37

Seven manufacturers, including Jingke Energy, Trina Solar Energy, Jingao Technology, Atlas, Dongfang Risheng, Yingli Energy and Runma Solar Energy, raised their component quotations by 0.01-0.03 yuan/W.

2026-08-12 17:50:55

With the concentrated warming of price sentiment and the strong wait-and-see sentiment in the distributed market, the acceptance of high quotations by purchasers is still limited.

2026-08-07 16:23:40

Guangdong and Guangxi: The concrete market demand in Guangdong continues to be weak this week.

2026-08-07 15:48:42

Although the quotation side continues to weaken, the demand side of the distributed market has shown a phased recovery.

2026-08-05 15:52:42

This week, the photovoltaic module market entered the policy wait-and-see period, and the price reduction was significantly reduced. According to the survey of Digital New Energy DataBM. Com, this week only Longji Green Energy partially lowered the price of components, and some products were reduced by 0.01-0.03 yuan/W. At the same time, five second-and third-tier enterprises lowered their quotations by 0.01-0.05 yuan/W.

2026-07-31 16:31:56

Some market views hold that subsequent industry prices will be monitored or "drawn" again-the current downward trend in the downstream component market may be constrained.

2026-07-29 16:25:13

The meeting emphasized that with the deep adjustment and structural transformation of the industry, the industry and market situation in the second half of the year is grim and complex. All staff should have a clear understanding of the situation, face up to the difficulties, unify their thinking, strengthen their confidence, continue to make up for the shortcomings, strengthen their muscles and bones, survive the cold winter, and continue to implement the lowest cost operation mode. In the second half of the year, with a more pragmatic style and responsibility, they will work hard to tap potential and reduce consumption, train hard in management and achieve good results.

2026-07-29 13:32:46

The meeting demanded that all cadres and workers in Shanxi Operating Area should enhance their sense of responsibility and crisis, strengthen their confidence, work hard and strive for the first place, and make every effort to achieve the annual task objectives.

2026-07-23 13:53:05

Although the decline of conventional products has narrowed compared with the previous period, the price pressure has not been substantially alleviated.

2026-07-22 18:56:35

According to the statistical data of flat glass production in China from January to June 2026, the cumulative output of flat glass in China has a corresponding scale, which is 5.70% lower than that in the same period last year. There are obvious differences in output and year-on-year changes in different regions, and the output in some regions is zero. The output of Jiangxi increased by 146.92%, the output of Guangxi increased by only 0.49%, and the output of Shandong increased by 0.54%. The output and year-on-year change data of each region reflect the development trend of the flat glass industry in different regions during this period.

2026-07-22 16:27:06

The statistics of cement output in China from January to June 2026 show that the cumulative output of cement in China has a certain scale, which is 8% lower than same period last year. The output of each region increased or decreased year on year, of which Fujian had a larger year-on-year decline, reaching 32.23%, while Beijing had a more prominent year-on-year growth, reaching 22.57%. In addition, the year-on-year changes in Gansu and Ningxia were relatively small, 0.95% and 0.31% respectively.

2026-07-22 11:46:06

Shanshui Group focuses on market-oriented transformation, coordination of production and marketing, cost reduction and efficiency enhancement, emergency supply and capacity improvement, and comprehensively promotes high-quality development.

2026-07-20 23:59:47

This week, Guangdong concrete market continued the weak operation pattern of stable price, weak demand and blocked cost transmission. Go

2026-07-17 16:53:16

On July 13, the 2026 semi-annual cement plate benchmarking management promotion meeting of Jiangxi Wannianqing Cement Co., Ltd. was held in Wannian Cement Plant. The meeting comprehensively reviewed the management results of cement and aggregate plate benchmarking in the first half of the year, exchanged advanced experience, analyzed the gap and shortcomings, and deployed the key tasks of benchmarking in the second half of the year.

2026-07-17 11:46:40

Regressive components, project surplus components and low-power inventory components are flooding the market on a large scale.

2026-07-15 17:34:40

Teng Yongjun investigated Shanxi Operating Zone, emphasizing on coping with market changes, strengthening cost control, keeping the bottom line of safety and environmental protection, promoting cost reduction, efficiency enhancement and sustainable development, and compacting responsibilities to ensure the achievement of the year-round goals.

2026-07-13 10:10:01

Wu Guixing inspects the safety and environmental protection of Yufeng in Beihai and guides its operation in a "four not two straight" way, emphasizing anchoring objectives, fine management and cost reduction, and building a strong line of defense for safety and environmental protection.

2026-07-13 10:01:25

Four leading enterprises lowered the quotation of conventional products by 0.01-0.03 yuan/W

2026-07-10 16:40:22

The total amount of calibration in June was 9.26 GW, an increase of 41.43% compared with May, showing the characteristics of surface warming. At the price level, the average price of 0.752 yuan/W in June fell by 10.73%, and the previous upward momentum was temporarily interrupted.

2026-07-09 11:18:54

In the first half of the week, six manufacturers released a large number of special components, with a minimum of 0.66 yuan/W.

2026-07-08 16:30:39

In the past 7 days, 11 manufacturers have lowered their quotations by 0.01-0.05 yuan/W.

2026-07-03 16:18:05

From June 26 to 28, Wang Lei, Deputy Secretary of the Party Committee and President of Shanshui Group, and his delegation went to Tianjin, Huludao, Jinzhou and Baishan companies in the Northeast Operating Area for investigation. Zhao Hongbo, member of the Party Committee of the Group, Vice President and General Manager of Northeast Operating Area, participated.

2026-07-02 17:26:39

In order to strengthen inter-provincial industry exchanges and build a platform for mutual learning between the two provinces, Liu Jibin, president of Gansu Building Materials Industry Association, recently led some leaders of cement enterprises and relevant personnel of the association to study and exchange in Xinjiang. It has conducted key exchanges with Xinjiang Building Materials Industry Association, Xinjiang Tianshan Cement Co., Ltd., Kuqa Red Lion Cement Co., Ltd., Yili Conch Cement Co., Ltd. and other enterprises, and organized a symposium on high-quality development of cement industry in two provinces and regions in Urumqi.

2026-07-02 17:08:03

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

2026-07-01 15:55:08

Donghua Science and Technology takes keeping the bottom line of safety, intensive cultivation of high-quality lines and upgrading operation markings as its grasp, and comprehensively consolidates the foundation of high-quality development through hidden danger remediation, lean management, production and marketing coordination, cost reduction and efficiency enhancement.

2026-06-30 16:29:38

In July, the focus of production scheduling was more inclined to high-power component products.

2026-06-26 16:06:33

The PV module market temporarily stopped falling, with a small drop in some areas.

2026-06-24 16:40:47

According to the cement output forecast data of 31 provinces and cities in China from January to June, the total cement output in China from January to June decreased by 10.34% compared with the same period last year, and the output in June decreased by 9.90% compared with the same period last year, which was lower than that in May. Among the provinces and cities, the output of some provinces and cities has increased or decreased year on year. Among them, the accumulative year-on-year growth rate of Beijing from January to June is relatively significant, reaching 25.25%; the accumulative year-on-year decline rate of Fujian from January to June is relatively large, reaching 31.07%. The Xizang increased in June compared with May, while the output of most other provinces and cities decreased in June compared with May.

2026-06-23 15:45:29

According to the statistical data of cement output in all parts of the country from January to May 2026, the cumulative output of cement in the whole country has a certain scale, showing a downward trend of -8.60% compared with the same period last year. The output of most regions declined year on year, and some regions showed growth. Among them, the year-on-year growth rate in Beijing is relatively prominent, reaching 33.16%; the year-on-year decline rate in Fujian is relatively obvious, reaching -31.08%. The year-on-year decline in Ningxia was relatively small, at -1.34%.

2026-06-23 09:36:57

A few special offers in the market are as low as 0.67 yuan/W.

2026-06-18 16:24:59

Since June 15, some leading enterprises in the region have again notified Ganzhou to raise the price of cement by 20 yuan/ton.

2026-06-15 13:52:17

This week, the overall demand for cement market in Northwest China is weak, and prices in most regions are low or remain low.

2026-06-12 17:11:34