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

Domestic concrete price statistics in September showed that the national concrete price fell by 1.18% annually and 18.44% year-on-year. Prices in most regions have changed to varying degrees, with some regions changing by 0. The ring change is more significant in Hunan, with a decline of 4.07%; the ring change is relatively small in Fujian, with an increase of 0.15%. On a year-on-year basis, the decline in Shaanxi was relatively large, reaching 35.00%, while there was no change in Guizhou. Overall, domestic concrete prices showed a downward trend in September.

2025-10-09 09:01:43

On September 28, the e-commerce platform of China Huadian Group issued a tender announcement for PC general contracting of photovoltaic power generation project of Shougang Group Mining Co., Ltd. and the tenderer was Huadian (Qian'an) New Energy Co., Ltd.

2025-10-07 23:38:14

On September 28, Fuyang Ronglian Photovoltaic Technology Co., Ltd. was filed for bankruptcy by Qiao Gang, a natural person, to the People's Court of Yingquan District, Fuyang City, Anhui Province, with the case number of (2025) Anhui 1204 Poshen No.7.

2025-09-30 15:05:53

On September 28, the Development and Reform Bureau of Kongtong District, Pingliang City, Gansu Province, announced that it had decided to cancel the investment qualification of the 100MW photovoltaic power generation project in Xiamen Township of the State Power Investment Group Aluminum and Electricity Investment Co., Ltd.

2025-09-30 09:11:49

Digital New Energy DataBM. Com has learned that the administrator of Beijing Wanyuan Industrial Co., Ltd. will auction 49% of Inner Mongolia Datang Wanyuan New Energy Co., Ltd. held by Beijing Wanyuan Industrial Co., Ltd. through the litigation asset platform at 10 o'clock on October 6.

2025-09-29 16:52:08

Digital New Energy DataBM. Com has learned that the administrator of Datang Jianshan Tianshuo Arukhorqin Banner New Energy Co., Ltd. will publicly auction assets such as machinery and equipment (photovoltaic power generation equipment), electronic equipment, low-value consumables and raw materials under the name of the company on Taobao Online Judicial Auction Platform at 10 o'clock on September 29.

2025-09-28 17:48:01

This is the third time that China's new photovoltaic installed capacity has declined since May this year.

2025-09-26 11:19:25

"SNEC ES + 11th (2025) International Energy Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition" and "SNEC H2 + 9th (2025) International Hydrogen Energy and Fuel Cell Technology and Equipment and Application (Shanghai) Conference and Exhibition" (referred to as "SNEC The 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition will be held in Shanghai Pudong Kerry Hotel (1388 Huamu Road, Pudong New Area) and Shanghai New International Expo Center (2345 Longyang Road, Pudong New Area) from October 9 to 12, 2025.

2025-09-25 10:26:30

These things happened in the cement industry today!

2025-09-23 18:01:06

What is happening in the cement industry?

2025-09-21 07:01:13

Jingke Energy lowered its quotation by 0.01-0.03 yuan/W

2025-09-17 15:49:01

On September 17, the 2025 World Energy Storage Conference was held in Ningde. Zeng Yuqun pointed out that China has the most complete and advanced energy storage industry chain in the world and is the largest energy storage market. Last year, the installed capacity of new energy storage exceeded 100 million kilowatt-hours. However, the industry is facing challenges, such as security risks, fierce price competition, false product parameters, technology homogenization, disorderly expansion and so on. He believes that the high-quality development of industry should adhere to the bottom line of safety, build an empirical and credible market environment, strengthen the protection of intellectual property rights, encourage innovation, and the Ningde era has also made many practices.

2025-09-17 13:19:15

On September 12, Guoneng e issued a tender announcement for the EPC general contracting project of Ganluo Phase II Photovoltaic Power Generation Project of Dadu River Company. The tenderer is Guoneng Dadu River New Energy Ganluo Co., Ltd.

2025-09-16 17:44:25

Digital New Energy DataBM. Com has learned that the 100% equity transfer of Fuma (Guangzhou) Photovoltaic Power Generation Co., Ltd. has been pre-listed on September 11, 2025, and the transfer base price has not yet been announced, and the information will be disclosed until October 15.

2025-09-15 17:55:29

On September 12, the announcement of the termination of the general contract for the 5700 kilowatt distributed photovoltaic project of Kashgar yuanfang International Logistics Port in Xinjiang was issued. The reason for termination was that the project was terminated due to the change in the amount of investment in the project.

2025-09-15 17:52:03

In August, industrial solar power increased by 15.9%, and the growth rate slowed down by 12.8 percentage points compared with July. Solar power generation from January to August was 386.7 billion kWh, up 23.4% year-on-year.

2025-09-15 14:36:40

The fire broke out around 4 A. M. and took several hours to extinguish.

2025-09-15 09:02:47

What is happening in the cement industry?

2025-09-15 07:01:16

Digital New Energy DataBM. Com was informed that on September 11, Jiangsu Yongquan Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the Intermediate People's Court of Zhenjiang City, Jiangsu Province, the applicant was Rongma Science and Technology Group Co., Ltd., and the case number was (2025) Su 11.

2025-09-12 15:46:09

Digital New Energy DataBM. Com learned that on September 8, four photovoltaic power generation project owners, such as Nongxian, Ruili City, Dehong Prefecture, Yunnan Province, issued a competitive consultation announcement with a total scale of 171 MW.

2025-09-11 17:45:31

On September 8, the Beijing Property Exchange disclosed that the 9% equity of Dezhou Jusheng New Energy Technology Co., Ltd. (Hereinafter referred to as "Jusheng New Energy") was listed at the transfer base price of 1 yuan, and the transferor was Jiangxi Electric Power Construction Co., Ltd. of China Electric Power Construction Group (hereinafter referred to as "Jiangxi Electric Power Construction").

2025-09-11 16:44:10

The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

2025-09-11 16:44:03

On September 5, the procurement project of Pingchuan Substation 500000 kW/2 million kWh New Energy Storage Special Action Project (Phase I) in Tuquan County, Xing'an League, Henan Engineering Company of China Electric Power Construction was terminated. The reason for termination is that "the owner of this project requires the commencement date to be advanced, the construction period is urgent, and the content of the bid section needs to be adjusted and re-tendered.". This tender is terminated.

2025-09-11 10:58:56

On the evening of September 10, Jinfeng Science and Technology announced that the company intends to sign the Agreement on Investment and Development of Wind Power Hydrogen Ammonia Alcohol Integration Project with Bayannaoer Municipal People's Government. Goldwind Science and Technology said that it plans to invest in the construction of wind power hydrogen ammonia alcohol project within the jurisdiction of Bayannaoer City, with a total investment of about 18.92 billion yuan. The overall plan of the project is to build 3GW wind power, more than 80% of which is used to electrolyze water to produce green hydrogen, and to produce 600000 tons of green methanol per year and 400000 tons of green ammonia per year by coupling biomass gasification with green hydrogen.

2025-09-11 10:10:35

On September 10, Beijing Energy Group Co., Ltd. held a cadre meeting to announce the decision of the Beijing Municipal Committee and the Municipal Government.

2025-09-11 09:29:04

On September 10, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025. The tender announcement shows that the total scale of the tender is estimated to be 17 GW, which is divided into 8 packages, covering 182 mm TOPCon components, 210 mm TOPCon components, HJT components and BC components. For this tender, in addition to good reputation and relevant qualifications, the bidder's performance requirements are as follows:

2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

On September 30, the Bureau of Ecology and Environment of Anyang City, Henan Province, held an interview, mainly aiming at the prominent environmental problems of Hubo Cement Group Co., Ltd. (Hereinafter referred to as Hubo Cement), such as illegal use of licensed diesel trucks for transportation, inadequate control of unorganized emissions, and slow progress of ultra-low emissions, requiring the principal responsible persons of Hubo Cement to recognize the grim situation and raise their ideological awareness. Carry out reform, thoroughly investigate and reform, eliminate the use of illegal diesel trucks, implement ultra-low emission transformation with high standards, ensure that the proportion of clean transportation reaches more than 80%, and complete the publicity of ultra-low emission assessment and monitoring by the end of the year. Hou Zhijun, Secretary of the Party Group and Director of the Bureau, presided over the meeting.