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

On the afternoon of April 28, 2026, the company held a performance presentation for 2025 and the first quarter of 2026 in the form of on-site + network and teleconference. The management of the company interacted and communicated with investors on the operating results, financial indicators and company development in 2025 and the first quarter of 2026. The meeting focused on the company's reform and innovation practice of transforming and upgrading from a single traditional building materials business to a "troika" pattern of "building materials cornerstone business, equity investment business and new materials business" with new productivity characteristics in response to the call of the state for many years, and clarified the company's plan from "building materials cornerstone business, equity investment business and new materials business".

2026-04-30 16:08:48

The production schedule in May is expected to increase slightly.

2026-04-29 17:33:04

The guidance price of the head manufacturer may be further explored.

2026-04-24 16:00:57

According to the cement output forecast data of 31 provinces and cities in China from January to April, the total cement output in China from January to April decreased by 10.19% compared with the same period last year, and the output in April decreased by 12.94% compared with the same period last year, which was higher than that in March. Among the provinces and cities, the output of some provinces and cities has increased or decreased to varying degrees. Among them, the provinces and cities with larger cumulative year-on-year changes in output decreased by more than 20%, while some provinces and cities showed a cumulative year-on-year growth trend, with an increase of more than 10%; the provinces and cities with smaller cumulative year-on-year changes were in single digits.

2026-04-24 15:41:29

Statistics on fixed asset investment and real estate from January to March 2026 show the situation of the whole country and regions. On the whole, the indicators of various regions have increased or decreased year on year. Among them, the investment in fixed assets of Xizang increased significantly year-on-year, reaching 19.80%, while the new housing construction area of Xizang decreased significantly year-on-year, reaching -88.01%. At the same time, for example, the cumulative area of completed housing in Beijing has increased to a certain extent, while the area of housing construction, new construction area and completed area in some areas have declined to varying degrees.

2026-04-23 17:20:02

The statistical data of cement output in all parts of the country from January to March 2026 show that the cumulative output of cement in the country has a certain scale. From the year-on-year data, the situation varies from place to place. The output in most regions showed a trend of year-on-year decline, among which the decline in Liaoning, Shaanxi, Fujian and other places was more obvious, for example, the year-on-year decline in Liaoning was larger; while the output in Beijing, Guizhou, Hunan and other places increased year-on-year, and the year-on-year increase in Beijing was relatively prominent. The smaller year-on-year change in production was in Zhejiang, which decreased by only 0.03%. The overall output of the whole country decreased by 7.10% year on year.

2026-04-22 18:16:49

Since last week, the special price components on the market are gradually being digested. This week, domestic spot stocks continued last week's water level, stabilizing between 30-35 GW.

2026-04-22 15:37:20

Upgrade the price and difficulty!

2026-04-17 16:09:08

Component market price reduction is difficult to promote orders, reverse price increase and decline.

2026-04-15 17:33:20

The scope of component price reduction continues to expand, and demand at home and abroad weakens.

2026-04-10 18:05:39

In the first half of the week, the price of photovoltaic modules was generally lowered, among which Jingke Energy was all lowered.

2026-04-08 16:56:58

The Cement Production Forecast of 31 Provinces and Cities in China from January to March shows the relevant data. Overall, the total cement output in January-March decreased by 2.32% and 8.03% in March compared with the same period last year. The data of some provinces and cities have different degrees of change, the cumulative year-on-year change is more obvious in Xizang, up to 20.05%; the relatively small change is in Gansu, 0.10%. In terms of increase in production compared with December, Xinjiang's increase in production is more prominent, while Hunan's decrease in production is relatively large.

2026-04-08 09:26:12

Jiangsu, Zhejiang, Shanghai and Anhui: This week, the rainy weather in Jiangsu, Zhejiang, Shanghai, Anhui and other places generally increased, combined with the impact of shortage of funds and fewer new projects, the recovery of demand was further limited, and the shipments of mixing station enterprises were only about 6-7%.

2026-04-03 16:32:36

In order to encourage shipments in April, some manufacturers have launched a large-scale rebate strategy.

2026-04-03 15:17:22

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 14:56:35

On the afternoon of March 25, 2026, Conch Cement, a subsidiary of Conch Group, held its 2025 annual performance conference in Hong Kong. Yang Jun, Secretary of the Party Committee, Chairman of the Board and Chairman of Conch Cement, attended and stressed that Conch Cement would strengthen its research and judgment on the market situation and industrial policies, continuously improve the quality of business development, consolidate the foundation of value creation and strengthen shareholders'returns. Effectively enhance the investment value of the company, and play the leading role of large enterprises to promote the healthy and orderly development of the cement industry.

2026-03-30 17:08:32

On March 24, Southern Cement Co., Ltd. and Deqing Transportation Investment Group Co., Ltd. signed a strategic cooperation agreement in Hangzhou. Duan Zhenhong, secretary and director of the Party Committee of Southern Cement, and Dai Hongxiang, deputy secretary and general manager of the Party Committee of Deqing Trading, attended the signing ceremony and witnessed the signing. Sun Bin, member of the Party Committee and vice president of Southern Cement, and Yu Hui, deputy secretary of the Party Committee and deputy general manager of Deqing Trading, signed on behalf of both parties.

2026-03-30 16:43:30

With the signing of this contract, the two parties will carry out all-round practical cooperation in cement supply, key project linkage, information resource sharing and other fields, build an efficient communication and cooperation platform, enhance the ability to respond quickly to market situation and industry changes, and concentrate on achieving the strategic objectives of long-term stable cooperation, mutual benefit and win-win development.

2026-03-27 16:47:53

Terminal purchasers generally hold a wait-and-see attitude, and the actual landing price is still close to the low level.

2026-03-25 16:03:02

On March 24, Chairman of China Cement Network Shao Jun and his delegation visited China Railway Materials Anhui Tiepeng Cement Co., Ltd. and were warmly welcomed by General Manager Wang Degui and other senior officials. The two sides exchanged views on industry topics of common concern.

2026-03-25 09:44:13

This week, the photovoltaic module market is like a "roller coaster" type of fluctuations, the head manufacturers have not yet improved in price reduction transactions, followed by rumors of price increases.

2026-03-20 14:53:07

What is happening in the cement industry?

2026-03-20 07:02:10

On March 10, Shanshui Group held its 2026 annual working conference to comprehensively summarize the work in 2025, carefully analyze the current situation, and arrange for the deployment of key tasks in 2026. After the meeting, the Group took prompt action to set off a wave of publicity and implementation through various means, study and implement measures to ensure that the majority of cadres and workers accurately understand and build consensus, and comprehensively promote the implementation of the tasks set by the meeting.

2026-03-19 16:09:13

Mainstream trading center of gravity moved down to about 0.77 yuan/W

2026-03-18 17:43:21

Zhu Bing pointed out that Wuhai Horse Racing and Wuhai Xishui should pay close attention to the development trend of the industry, optimize the allocation of resources, strengthen cost control, and constantly enhance the core competitiveness; they should practice the principles of "clear objectives, standardized and orderly, meticulous responsibility, closed-loop feedback".

2026-03-16 13:53:28

According to the Argentine Cement Association, the country's cement consumption in January 2026 was 788200 tons, down 5.3% from the same period in 2025, continuing the weak market situation.

2026-03-13 10:37:33

What is happening in the cement industry?

2026-03-13 07:01:13

I hope that this book can further promote the common understanding of involution competition and provide reference for anti-involution work in all walks of life in China.

2026-03-10 12:03:19

Policy guidance, anti-unfair competition, strengthening intellectual property protection and building a unified national market are all discussed at the macro and meso levels, aiming at transforming the Red Sea of competition into the Blue Sea.

2026-03-07 10:30:20

Eliminating backward production capacity, industry self-discipline and cooperation, and mergers and acquisitions are the three key paths to balance supply and demand and improve quality, and to explore how to move from competition to competition and cooperation. Reasonable pricing and new blue ocean strategy guide enterprises how to create their own new blue ocean in an innovative and value-creating way.

2026-03-07 10:21:38

The component market is now "high and low matching" components, and the downstream expectation of price increase is weakened.

2026-03-06 16:13:34

With the approaching of the year, the photovoltaic module market has entered the traditional off-season, and most projects have entered the stagnation stage.

2026-02-13 10:55:11

The turnover of more than 0.80 yuan/W has been greatly reduced.

2026-02-06 17:38:28

In order to implement the policy requirements of national cement industry capacity management, normalized peak staggering production and ultra-low emission transformation, further promote "anti-involution, consensus gathering and strong self-discipline", and promote the high-quality development of cement industry, Fujian Building Materials Industry Association organized the 2026 Spring Festival Symposium of Fujian Cement Industry in Fuzhou on January 30, 2026. The meeting was chaired by He Youdong, President of Fujian Building Materials Industry Association. The heads of relevant departments of Fujian Provincial Department of Industry and Information Technology and Department of Ecological Environment attended the meeting and made speeches. The heads of cement enterprises in Fujian Province attended the meeting.

2026-02-04 11:00:44

Luo Hongji pointed out that in 2025, all the marketing front workers carried forward the spirit of daring to fight hard and winning battles, concentrated their efforts and moved against the trend, steadily promoted the marketing work, and achieved fruitful results in the "marketing battle". Especially carrying the banner of regional "leading" enterprises, adhering to the implementation of the national "anti-involution" vicious competition policy, market coordination, product sales, payment recovery, economic benefits and so on have achieved the desired results.

2026-02-04 09:55:37

Faced with the structural contradiction between shrinking demand and serious overcapacity, the limitations of peak-staggering production as a short-term regulatory tool have become increasingly prominent. It is essentially an "analgesic" rather than a "radical cure" under the background of overcapacity, and its historical mission will come to an end under the inevitable trend of deep adjustment of the industry.

2026-02-04 09:47:45

Efficiency requires a new high!

2026-02-02 09:12:27

The Spring Festival holiday is approaching, and the component production schedule is expected to be lowered in February.

2026-01-30 17:29:08

Longji Green Energy's Latest Quotation Has Touched a High of 0.9-1.0 yuan/W

2026-01-28 15:25:18

Under the downward pressure of the industry in 2025, Jiangxi Cement adheres to the principle of "internal and external repair, extreme tapping potential" to achieve adverse growth in performance and lay the foundation for the beginning of the "Fifteenth Five-Year Plan".

2026-01-23 16:46:08

The temperature in many places in East China has dropped sharply, and the cooling and snowfall weather has affected the construction site to finish ahead of schedule, and the demand has dropped sharply. During the week, cement prices in Nanjing, Zhenjiang, Yancheng and other places in Jiangsu fell back by 10-20 yuan/ton after rising, while the rest of the market as a whole was weak and stable.

2026-01-23 16:28:34

The price of mainstream brand components is loose, and the transaction of 0.8 yuan/W is reduced.

2026-01-23 14:47:03

The fluctuation of the company's stock price is affected by many complex factors, such as macro-economy, industry and market situation. The company will actively promote the implementation of various measures of market value management around the formulated Market Value Management System, continuously improve the quality of business development, and continuously enhance the intrinsic investment value of the company. If the follow-up company has a share repurchase and cancellation plan, it will strictly fulfill the obligation of information disclosure in accordance with the regulations.

2026-01-20 11:28:55

Second-and third-tier manufacturers have followed up with price increases, with a total of 14 manufacturers raising their quotations in this round.

2026-01-09 16:30:47

Nine enterprises rose to more than 0.70 yuan/W at the beginning of the year.

2026-01-07 15:25:14

As the saying goes, "Success is also Xiao He, failure is also Xiao He". The development of things always has two sides, especially the off-peak production, which is not only the biggest reliance of the cement industry, but also the biggest risk of the cement industry.

2026-01-06 15:22:57

In December, the heat of the centralized procurement market dropped, and the off-season characteristics at the beginning of the year were obvious. According to the incomplete statistics of the digital new energy DataBM. Com, the total number of photovoltaic module procurement projects that have been published in December and announced by the winning candidates is about 7.75 GW, covering 23 calibration projects and 8 pending calibration projects, of which the calibration capacity is 5.45 GW.

2026-01-05 17:36:56

On January 4, Shangfeng Cement issued a notice on the termination of capital increase and acquisition of assets by Ningbo project subsidiaries.

2026-01-05 11:39:49

In 2025, the cement industry will move forward in the adjustment and explore in the transformation. Additional production of clinker production line and cancellation of the project will go hand in hand to promote the optimization of production capacity structure; overseas expansion will be coordinated with the industrial chain to open up new space for development; carbon market transactions will be launched to accelerate the green transformation process. Looking ahead, facing the continuous decline in demand, the cement industry needs more courage and greater courage to meet the continuing challenges.

2026-01-04 09:08:07

Be determined to win and strive for the first-class. At the critical stage of sprinting throughout the year, Conch Group's first-line production and operation has been reported frequently. The majority of cadres and staff keep a close eye on the task list, take on the hard core to overcome difficulties, and refresh the record with efficient execution, which not only runs out of the "fast pace" of production and construction, but also hands over the "report card" of high-quality development.

2025-12-31 13:46:04