10.28 Cement Morning Post: Change in Position of Fu Pengbo; 2024 Q3 Report of Guotong; Announcement on Resignation of Employee Supervisor of Guotong

2024-10-28 07:08:30

What is happening in the cement industry?

1、 10.27 Cement Evening News: Change of Fu Pengbo's Position

Ruiyuan Fund, managed by Fu Pengbo, reduced its stock position to 85% at the end of the third quarter because the rising market led to a rapid rise in the company's valuation, mismatched fundamentals, and reserved space for subsequent market adjustments. The top ten stocks have changed, while other fund managers such as Zhao Feng, Rao Gang and Hou Zhenxin have also analyzed and adjusted the market and investment strategies.

2、 Guotong Co., Ltd.: Report for the Third Quarter of 2024

Xinjiang Guotong Pipeline Co., Ltd. released the third quarter report of 2024, which showed that the company's operating income and net profit attributable to shareholders of listed companies increased significantly, by 166.40% and 134.13% respectively. At the same time, the company's balance sheet and cash flow statement items have also changed greatly, such as changes in monetary funds, prepayments, other receivables, inventories, construction in progress and other items. At the end of the reporting period, the total assets of the company decreased slightly, and the owner's equity attributable to shareholders of listed companies decreased by 4.05%. In addition, as at the end of the reporting period, the total number of ordinary shareholders was 22,147, and the shareholding of the top ten shareholders was also disclosed in the report.

3、 Guotong Co., Ltd.: Announcement of Xinjiang Guotong Pipeline Co., Ltd. on Resignation of Employee Supervisor

Xinjiang Guotong Pipeline Co., Ltd. announced that Xue Shizeng, the employee supervisor of the company, submitted his resignation for personal retirement reasons. Xue Shizeng's resignation will take effect upon the election of a new employee supervisor, and he will continue to perform his duties until the new supervisor takes office. The Company will elect the employee supervisor as soon as possible. Xue Shizeng did not hold any shares of the company and did not fulfill his commitment. The board of supervisors of the company thanked him for his contribution during his term of office.

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Correlation

According to data released by the National Bureau of Statistics on September 15, industrial added value above the scale increased by 5.2% in August 2026, 0.7 percentage points faster than last month. Among them, the output of photovoltaic cells in August was 67.02 million kilowatts, down 12.9% year-on-year; the output of photovoltaic cells from January to August this year was 505.9 million kilowatts, down 14.6% year-on-year.

2026-09-15 10:37:36

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

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

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01

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

On July 29, Longji Green Energy released the pre-approval announcement of the environmental impact assessment of the new crystalline silicon-perovskite tandem solar cell technology and equipment industrialization project and the new high-efficiency back contact (BC) cell technology and equipment project of Xixian New Area Branch.

2026-08-12 16:36:35

It is worth noting that the meeting not only formed a consensus on self-discipline among enterprises, but also put forward a series of supporting disciplinary measures and suggestions:

2026-08-07 14:24:19

A picture shows how a piece of limestone turns into cement!