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

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!