有力拉动水泥需求 1-8月公路水路交通固投2.02万亿

In the short run, the escalation of the Sino-US tariff war has little impact on China's cement industry; in the long run, it will have a positive impact on stimulating domestic consumption, forcing Chinese enterprises to speed up the pace of "going out" and increasing exports.

2025-04-08 16:34:26

In the future, the government may introduce relevant support policies to promote industry integration. In 1999, there were about 10,000 cement enterprises with different legal persons in China. At present, there are about 300 enterprises with cement clinker production lines under the same legal person. In the future, the number of enterprises with cement clinker production lines in China may be merged to about 30, or even less.

2025-04-08 09:44:47

According to the data center of China Cement Network, in the early stage of the recovery of the northwest cement market, the market in Shaanxi has stabilized in stages, Gansu and Ningxia have been driven by many factors, and the overall stability of Xinjiang has pushed up partially.

2025-04-07 16:34:54

What is happening in the cement industry?

2025-04-04 07:02:00

With the continuation of the positive orientation of macro-policy in 2025, as well as the combination of fiscal power and real estate "stop falling and stabilize" policy, it will effectively support the recovery of infrastructure and cement industry. The company will seize the key window period of improving quality and efficiency, reforming and innovating, realize value increment under the new normal situation of reducing development, tap potential and increase efficiency inward, firmly promote the upgrading of "high-end, intelligent and green" and the three major transformations of "cement +, internationalization and double carbon", constantly cultivate and develop new momentum and new advantages, and comprehensively consolidate the core. Return investors with better performance.

2025-04-03 16:10:08

In the first three quarters of 2024, the business situation of the industry declined sharply, and the price reduction was not conducive to the transformation and upgrading of the industry towards high-quality development. Since the second half of the year, the concept has been gradually changed, and the spirit of the Politburo meeting of "strengthening industry self-discipline and preventing vicious competition of involution" has been implemented. The price has been gradually restored, and the decline in sales of leading enterprises has been expanded, but the profits of the industry and enterprises have been improved. At present, the consensus of the industry against "involution" competition is stronger, the mechanism and methods of peak staggering production are becoming more and more mature, and the foundation of the industry's ecological construction is more solid.

2025-04-03 16:02:17

Affected by the impact of off-season demand, the price of cement in January-February this year dropped compared with the end of 2024, but in March, many places began to carry out re-pricing, the price of cement maintained overall stability in periodic and regional fluctuations, and the price level of cement in the first quarter of the country was slightly higher than that of last year. The company will earnestly implement the relevant policy requirements against the industry volume, earnestly implement the peak staggering scheme of local regulators and industry associations, and inject confidence into the recovery of the industry.

2025-04-03 15:59:55

In 2024, India's domestic cement industry underwent a major consolidation, with fierce competition between two giants, Chaoke Cement, led by Aditya Birla Group, and Ambuj and ACC Cement, owned by Adani Group. The two companies have aggressively expanded through massive mergers and acquisitions. Chaoke Cement and Adani Cement have acquired 50 million tons per year of capacity for $4.5 billion to consolidate their respective market positions and achieve planned growth.

2025-04-03 13:43:22

On the afternoon of March 31, China National Materials International Engineering Co., Ltd. (Hereinafter referred to as "Sinoma International" or the "Company") held its 2024 annual performance presentation in Beijing. Yin Zhisong, Secretary of the Party Committee and Chairman of the Company, Focus of Independent Directors, Liu Renyue, Executive Vice President, Sui Tongbo, Vice President, Secretary of the Board of Directors, General Counsel and Chief Compliance Officer. Yin Ling, Vice President and Chief Financial Officer, attended the meeting and conducted interactive exchanges with investors and analysts.

2025-04-03 13:20:34

What is happening in the cement industry?

2025-04-02 07:02:20

What is happening in the cement industry?

2025-04-01 07:02:02

According to China Cement Market Data Center, the northwest cement market has recovered weakly, the market in Shaanxi has stabilized in stages, and the price of Gansu, Qinghai and Ningxia has stabilized under the new rising fatigue.

2025-03-31 15:34:56

According to the data center of China Cement Network, the cement market in southwest China has changed frequently. Prices in Sichuan and Yunnan have fluctuated and fluctuated recently. Cement prices in Chongqing have been stable after rising.

2025-03-31 15:24:35

According to the China Cement Network Market Data Center news, the price of cement in Guangxi started the second round of 20 yuan/ton increase, and the price in Guangdong was mixed. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-03-31 15:04:34

According to China Cement Market Data Center, with the increase of clinker supply in Northeast China, the price of Liaozhong Cement has dropped by nearly 50 yuan/ton. Under the background of unsolved inventory pressure and weak demand, the short-term market will remain weak.

2025-03-31 14:44:41

On March 23, Han Wenxiu, Deputy Director of the Office of the Central Committee on Finance and Economics and Director of the Office of the Central Leading Group on Rural Work, delivered a keynote speech entitled "Dealing with the Uncertainty of the External Environment with the Certainty of High-quality Development" at the Symposium of the China Development Forum. He said that in order to comprehensively rectify the "involution" competition, we will standardize the behavior of local governments and enterprises, govern the vicious competition of ultra-low prices according to law, standardize the competition order, advocate "high quality and high price", oppose low quality and low price, promote the survival of the fittest enterprises, and clear the market dynamics.

2025-03-27 09:12:46

In the turbulent context of regime change in Syria, countless families are facing the difficult choice of rebuilding their homes.

2025-03-25 11:39:07

According to the China Cement Network Market Data Center news, last week, Guangdong Pearl River Delta, Western Guangdong and Hainan and other market notifications rose 20-30 yuan/ton, Guangxi region rose after the temporary stable operation. Last week, cement prices in the two lakes region were temporarily stable, and some regions in eastern Hubei began to notice a rise.

2025-03-24 14:33:03

On March 21, China Construction Group and Hangzhou Municipal Government signed a strategic cooperation framework agreement in Hangzhou. Wen Bing, Deputy Secretary of the Party Leadership Group and General Manager of China Construction Group, and Yao Gaoyuan, Deputy Secretary of the Hangzhou Municipal Committee and Mayor of Hangzhou, held working talks, attended the signing ceremony and delivered speeches. Wu Aiguo, member of the Party Leadership Group and deputy general manager of China Construction Group, and Chen Jin, member of the Standing Committee of the Hangzhou Municipal Committee and executive vice mayor, signed the contract on behalf of both sides. Gao Guofei, Secretary-General of Hangzhou Municipal Government, attended the talks and signed the contract.

2025-03-24 11:44:18

Recently, Tapai Group issued a notice. The fourteenth meeting of the sixth board of directors of the company deliberated and adopted the Bill on Investment in Emerging Industries by Using Idle Self-owned Funds and Professional Institutions in 2025, and agreed that the company (including wholly-owned subsidiaries) should fully guarantee the daily operating capital needs, not affect the normal production and operation, and effectively control risks. Use idle self-owned funds with a maximum amount not exceeding (including) RMB70 million to invest in emerging industries.

2025-03-24 10:09:04

According to the document of Guangdong Cement Industry Association, in 2025, all clinker production lines in Guangdong Province are planned to stop kilns for 95 days per kiln, which will be implemented in two stages.

2025-03-21 17:02:11

When cement meets new energy, it is the right time to break the situation. We believe that with the support of excellent new energy service providers such as Xinjuneng, more and more green cement plants like South Shanya will emerge in the cement industry. We hope that the upstream and downstream industries will work together to promote the cement industry to achieve energy structure optimization and green low-carbon transformation, and contribute to the realization of the "double carbon" goal.

2025-03-21 09:42:43

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Zhang Liqun, a researcher in the Department of Macroeconomic Research of the Development Research Center of the State Council, brought the theme report "Focus on Expanding Domestic Demand and Opening a New Cycle of Economic Growth as soon as possible-Analysis and Prospect of Macroeconomic Situation in 2025".

2025-03-19 11:17:17

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou. Lin Jiayi, an analyst at the Cement Big Data Research Institute, brought an analysis report entitled "Long Night, Who Holds the Fire-Prospects for the Operation of China's Concrete Market in 2025".

2025-03-19 11:13:31

Looking forward to 2025, the company will focus on the annual management theme of "Deepening Reform to New Generation", spare no effort to achieve new growth in performance, reshape the sales system to create new functions, consolidate the operation foundation to rebuild new advantages, optimize the allocation of resources to formulate new blueprints, and strive to repay the trust and support of shareholders with excellent performance.

2025-03-19 10:10:17

In the future, the company will continue to tap the key scenarios of production and operation in the cement industry, and use AI technology to continuously optimize the operation system of intelligent factories to help the industry develop with high quality.

2025-03-18 10:27:45

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

What is happening in the cement industry?

2025-03-08 07:43:03

According to the data center of China Cement Market, the cement market in southwest China is mixed. This week, the price of cement in Guizhou is basically stable, pushing up the price of cement by 60 yuan/ton in the early stage, but most enterprises have not yet implemented the rise, coupled with the dark drop in the transaction price of enterprises in the early stage, the overall implementation is not good.

2025-03-07 17:46:36

According to China Cement Market Data Center, cement prices in central and southern Guangdong, Pearl River Delta and western Guangdong have narrowed compared with the notification range, while market quotations in Guangxi have not changed significantly. At present, there has been a callback in Hunan's previous price increase area, and there has been no major change in Hubei.

2025-03-07 17:36:55

Zhang Liqun, a researcher in the Department of Macroeconomic Research of the Development Research Center of the State Council, will make a theme report on "Focusing on Expanding Domestic Demand and Opening a New Cycle of Economic Growth as soon as possible-Analysis and Prospect of Macroeconomic Situation in 2025" at the 14th China Cement Industry Summit and TOP100 Award Ceremony to analyze the macroeconomic trend and grasp the policy for cement enterprises. It provides important guidance for optimizing the strategic layout.

2025-03-07 14:10:12

What will China's building materials do in 2025? Zhou Yuxian said that around the orientation of the new main industry, China's building materials should be based on the basic advantages accumulated in the past development process, from the perspective of efficiency and efficiency, make more increments around the advantages, overcome weaknesses, optimize stock, seize variables accurately, create value and improve quality, and strive to do a good job in the four articles of "addition, subtraction, multiplication and division" to promote the group. Promote the high-quality development of the group to a new level.

2025-03-07 13:11:30

With the acceleration of the negotiations between the United States and Russia, the end of the war between Russia and Ukraine is beginning to appear, and the post-war reconstruction of Ukraine has also been put on the agenda. As an indispensable building material in the process of reconstruction, the market's attention to cement has increased significantly.

2025-03-07 11:36:54

What is happening in the cement industry?

2025-03-05 07:02:07

On March 3, Western International Holding Co., Ltd. issued a renaming announcement, saying that in order to further enhance the brand image of the group, optimize the strategic layout and meet the needs of international development, after the decision of the board of directors of the group and the approval of the relevant authorities, Western International Holding Co., Ltd. was officially renamed Yaobai International Holding Co., Ltd. (Hereinafter referred to as Yaobai International). The renaming took effect on March 3, 2025.

2025-03-04 14:27:33

In 2024, the market scale of ready-mixed concrete industry in Guizhou Province contracted seriously, hovering in the low market demand area. The ready-mixed concrete industry in Guizhou Province has shown the characteristics of regional competition, and the disorderly competition continues to intensify. Major enterprises have competed for market share by shrinking production capacity, reducing labor and production costs, improving product service quality and technological innovation. Some enterprises have begun to explore the integration of upstream and downstream industrial chains (sand and gravel materials, prefabricated components, outsourcing business) to speed up mergers and acquisitions. In order to reduce costs and improve competitiveness. Industry consolidation will accelerate in 2024, and some small and medium-sized enterprises will face elimination or acquisition, thus improving the overall situation.

2025-03-04 10:36:26

The difference between different cities is very significant. The demand for housing in first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen and individual second-tier cities such as Hangzhou, Chengdu, Xi'an and Tianjin is relatively stable and abundant, the land market is active, the competition for high-quality land is fierce, and the land price remains high. But at the same time, the plots in the peripheral areas of these cities are still deserted, and they are generally sold at the bottom price or even unsold.

2025-03-04 10:11:46

According to the official website of the Ministry of Ecology and Environment, in order to steadily promote the voluntary disclosure of greenhouse gas information of enterprises and effectively promote the comprehensive green and low-carbon transformation and development of enterprises, the Ministry of Ecology and Environment, the Ministry of Finance, the People's Bank of China and the General Administration of Financial Supervision recently jointly issued the Opinions on Promoting the Voluntary Disclosure of Greenhouse Gas Information of Enterprises (hereinafter referred to as "Opinions").

2025-03-04 09:53:06

Real estate enterprises are expected to be cautious, and a few enterprises are cautiously optimistic about the core cities and market segments. This expectation is based on multiple factors such as policy environment, market demand, financial pressure and land market differentiation. In the future, the market will show a pattern of differentiation, the core cities may take the lead in stabilizing, and other second-tier and third-tier and fourth-tier cities still need a long time to adjust. Housing enterprises will continue to adopt a prudent strategy, focusing on cash flow security and high-quality projects to cope with market uncertainty.

2025-03-03 11:36:38

According to the data center of China Cement Market, the cement market in southwest China is mixed. Cement prices in Guizhou are mainly stable this week. According to market feedback, the weather in Guizhou has improved, the temperature has risen slightly, and the demand for cement has increased slightly.

2025-02-28 16:20:08

According to the data center of China Cement Network, the market in the Pearl River Delta, western Guangdong and northern Guangdong in central and southern China notified the price of cement to be raised by about 20-40 yuan/ton, while the price in Guangxi remained stable. Hunan Changsha-Zhuzhou-Xiangtan and other places began to push up the price of cement by about 10-20 yuan/ton, while the price of cement in eastern Hubei went down slightly.

2025-02-28 16:16:39

Banking and insurance institutions should focus on the green and low-carbon transformation of traditional industries, strengthen medium- and long-term loan support for technological innovation and equipment upgrading in the fields of iron and steel, non-ferrous metals, petrochemical and chemical industries, provide insurance risk protection, and effectively meet the financial service needs of low-carbon transformation of industries with high energy consumption and high emissions.

2025-02-28 11:11:16

What is happening in the cement industry?

2025-02-28 07:02:02

According to the tracking of China Cement Network Cement Big Data Research Institute, there are currently 15 production lines under construction in China, with a total capacity of about 23 million tons.

2025-02-27 09:21:49

What is happening in the cement industry?

2025-02-27 07:02:05

What is happening in the cement industry?

2025-02-26 07:02:04

2025 is not only the acceptance time of the phased goal, but also the connecting year for basically building a strong socialist modernization country. With the continuous release of reform dividends and the precise implementation of macro-control policies, China's economy is expected to achieve a qualitative and effective improvement in the dynamic balance. For the cement industry, grasping the strategic opportunities of new urbanization and the construction of a strong transportation country and deepening the structural reform of the supply side will be the key to breaking the situation.

2025-02-25 11:42:31

In 2025, the overall weak pattern of the industry will continue. Under the environment of coexistence of opportunities and challenges, overseas market development will continue to be an important direction for cement enterprises in the new year.

2025-02-25 09:52:43

What is happening in the cement industry?

2025-02-25 07:02:02

According to the data center of China Cement Market, the cement market in southwest China is weak. Leading enterprises in Chongqing raised the price of cement by 50 yuan/ton last week, but the current market demand recovery is not good, the actual transaction price has not increased significantly, the specific situation remains to be further tracked and confirmed.

2025-02-21 17:31:38