10.29 Cement Morning Post: OCC Chairman Visits Anhui Zhongkai; Social Security Fund Transfers 38 Shares; ETH Sanctions Luoyang University of Technology

2024-10-29 07:02:02

What is happening in the cement industry?

1、 Ma Weiping, Chairman of OCC, and Shao Jun, Chairman of China Cement Network, visited Anhui Zhongkai Industry

Dr. Ma Weiping, Chairman of OCC, and Shao Jun, Chairman of China Cement Network, visited Anhui Zhongkai Information Industry Co., Ltd. and were received by Chairman Zhang Weidong. They visited the company and learned about its achievements in vehicle networking, smart city, ecological meteorology and so on. Anhui Zhongkai Industry is a high-tech enterprise and has won many honors, while China Cement Network promotes the digital progress of the industry. The two sides recognized the results of cooperation and hoped to strengthen cooperation in the future to promote the development of the building materials industry.

2、 10.28 Cement Evening News: new stocks of social security fund; Jiang Cheng and Zhou Yun updated their positions; 38 new stocks of social security fund

Social security funds entered 38 new stocks in the third quarter, including small commodity cities, power investment energy and so on, while reducing some stocks such as Changshu Bank. Jiang Cheng, Zhou Yun and other well-known fund managers adjusted their positions, and Li Chengqing increased by 26.69%. The net profit of Qinglong Pipe Industry increased by 1562.71%. The newly built stocks include Meiai Technology and Yueyang Xingchang. The building materials sector rose against the trend, with the building materials ETF rising by more than 2%. CICC maintains the "outperform industry" rating of China Resources Building Materials Technology. Huatai Securities raised the target price of China Building Materials and lowered the target price of China Resources Building Materials Technology. Yuexing Mine has become a provincial intelligent green mine.

3、 ETH (Zurich Federal Institute of Technology) in Switzerland announced sanctions against Luoyang Institute of Technology and other universities!

The Swiss Federal Institute of Technology in Zurich (ETH) has imposed strict security checks on some Chinese universities, and students from Luoyang Institute of Technology or STEM majors that are difficult to enroll in ETH. Last year, the school was listed on the export control list by the United States. It is a provincial undergraduate college in Henan Province and is known as the "talent training base of China's building materials industry".

4、 The Code for General Survey of Hidden Disaster-causing Factors in Mines will be implemented soon! Further strengthen the census work!

The Code for General Survey of Concealed Disaster-causing Factors in Mines will be implemented on November 1, 2024, requiring mine safety supervision departments and enterprises to strengthen their study, publicity, organization and leadership, and to carry out in-depth general survey and management of concealed disaster-causing factors. Mining enterprises should check leaks and fill vacancies according to the norms, and should not excavate in areas without proven risks, so as to promote the results of digital management census. Supervisory authorities will strengthen supervision and inspection to ensure the implementation of the census work and the reliability of the results, and pursue the responsibility of enterprises and personnel who fail to meet the standards and commit fraud according to law.

5、 Cement net video: cement old iron, everybody pays attention! There is a new notice in Yunnan Province!

In Yunnan Province, due to the rising cost of energy and raw materials, coupled with the early decline in cement prices, enterprises are facing pressure. Therefore, from October 27, the leading enterprises in Yunnan Province announced a 100 yuan/ton increase in cement prices to enhance profit margins.

6、 Weekly Report of Cement Net: Weekly Report of Statistics of National Major Construction Projects Winning Bids (10.21-10.27)

From October 21 to October 27, 2024, 292 major construction projects in China won the bid, with a total amount of about 58.14 billion yuan, 163 projects less than previous period. The three projects with the highest amount are the Sichuan-Chongqing (Guang'an) Education Cooperative Development Experimental Base Construction Project in Sichuan (1.52 billion yuan), the Jinan International Medical Science Center in Shandong (1.326 billion yuan) and the Shenghui Skyline Phase III Project in Guangdong (1.225 billion yuan).

7、 A bumper harvest! Come to Xinjiang Tianshan Cement Plant Happy Farm to taste the taste of "autumn" ~

In recent years, Xinjiang Tianshan Cement Plant has insisted on green innovation, constructed a factory environment of harmonious coexistence between man and nature, and established a small vegetable garden "Happy Farm" in each member enterprise, which has ushered in the harvest season. The "Happy Farm" of Aksu, Hejing, Kashgar and other branches is full of fruits and vegetables, which shows the fruitful results and positive construction of ecological civilization of Tianshan Cement Company with "home" culture as the core.

8、 China National Building Material Group: Sprint Fourth Quarter | "Hydrogen Storage and Transportation Equipment Joint R & D Center" was unveiled, selected as ESG Excellent Practice, 2.2 meters transparent microcrystalline optical glass offline, new project ignition..

In the fourth quarter, China National Building Material Group actively promoted enterprise reform and enhanced core competitiveness, and a number of good news came from various enterprises: Sinoma Science and Technology (Suzhou) Co., Ltd. and Foshan Xianhu Laboratory jointly built the "Joint Research and Development Center for Hydrogen Storage and Transportation Equipment", Beijing New Building Material was selected as the 2024 ESG Excellent Practice Case, and the 2.2-meter transparent microcrystalline optical glass of the Crystal Institute was successfully offline. The third phase of Meizhou Real Madrid Cement Project, which was built by Suzhou Sinoma, was successfully ignited, the Turpan Demonstration Base of the State Inspection Group was officially operated, and the energy-saving Wuhan was unveiled in the Smart China Expo and signed an agreement. These developments demonstrate the efforts made by China Building Materials Group to promote high-quality development and new development patterns.

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Correlation

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

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2026-10-21 15:07:33

On October 16, the official website of the Management Committee of Yangzhou Economic and Technological Development Zone of Jiangsu Province announced the approval opinions on the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project".

2026-10-19 17:09:21

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

On October 10, the Ecological Environment Bureau of Leshan City, Sichuan Province, issued a public announcement on the approval of the ecological environment impact assessment document of Yongxiang New Energy High Purity Silicon Pilot Project.

2026-10-14 14:18:12

Shanghai Customs took the initiative to guide the obligee to apply for the record of customs protection of intellectual property rights and general guarantee, simplify the guarantee procedures one by one, so as to simplify the rights protection process and lower the cost. Brand technical specialist were invited to explain the latest counterfeiting methods and identification skills to the front-line customs inspectors at the port, so as to help them train their "golden eyes" to identify the risk of infringement.

2026-10-10 14:30:22

Here is the domestic concrete price statistics in September, the overall national concrete price ring ratio is -0.70%, year-on-year is -6.05%, covering the price changes in all regions from the end of August to the end of September, the region with a large ring ratio change is Shanghai, the corresponding ring ratio is -3.28%, the region with a small ring ratio change is more than one, and some regions are 0.00%. Prices have not changed from the previous month.

2026-10-08 09:25:08

What is happening in the cement industry?

2026-10-07 07:02:03

What is happening in the cement industry?

2026-10-05 07:07:03

What is happening in the cement industry?

2026-09-27 07:02:02

Unconditionally approve the acquisition of Lihao Qingneng shares by Tongwei shares in accordance with the law. Despite the high total share of both parties in the solar-grade polysilicon market, the General Administration believes that the current market has sufficient capacity and more competitors, and the entities will still face effective competition constraints after centralization, and the transaction will not have the effect of excluding and restricting competition in the relevant market.

2026-09-25 11:44:53

According to the data from January to July, the newly installed photovoltaic capacity in August was 11.04 GW, which was 21.59% lower than that in July, and was also lower than that in June (14.36 GW), which was 50% higher than that in August 2025.

2026-09-24 14:15:53

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

A leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and heating management technology.

2026-09-18 16:37:13

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

2026-09-18 16:23:05