11.1 Cement Morning Post: Third Quarter Performance of 2024 Cement; New Regulation of Ministry of Industry and Information Technology: Replacement of Cement Production Capacity; Anhui Enterprises Impo

2024-11-01 07:02:03

What is happening in the cement industry?

1、 Cement Net Video: List of Third Quarter Performance of Cement Listed Companies in 2024

The article mainly provides a list of the performance of cement listed companies in the third quarter of 2024. The content specifically mentioned that "Asia Cement (China)" issued a performance forecast, but did not give specific figures or details. Overall, the article aims to show readers the financial performance of listed companies in this industry in the third quarter.

2、 Cement net video: the latest issue of the Ministry of Industry and Information Technology! Cement industry capacity replacement method has changed!

The Ministry of Industry and Information Technology issued a new version of the Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry. The main changes include: tightening the requirements for cement replacement, not allowing the replacement of inefficient capacity and the transfer of capacity splitting; improving the way of capacity verification, canceling the old regulations, unifying the filing and actual capacity; implementing regional difference management, restricting the replacement of new capacity in some regions; simplifying the procedures for inter-provincial capacity transfer; To strengthen the coordination of energy efficiency and environmental protection policies, inefficient energy production capacity should not be replaced. The measures will be implemented from November 1, 2024.

3、 Cement net exclusive: a cement enterprise in Anhui imports Korean clinker

A cement company in Anhui has imported a shipment of clinker from South Korea, which is now on its way to Zhoushan.

4、 The world's first 5 000 t/d clinker rotary kiln 5-stage to 7-stage preheater technical transformation project completed in Jiangsu

On October 29, 2024, Xuzhou Longshan Cement Co., Ltd. completed the world's first 5,000t/d clinker production line 5-stage to 7-stage preheater technical transformation project, invested 350 million yuan, adopted advanced technology and materials, realized energy saving and consumption reduction, reduced a large number of emissions, greatly reduced the energy consumption and power consumption of clinker production, and reached the leading level in the same industry.

5、 Wanbei Cement: Win the Market by Quality and Products

Under the background of the decline of cement production in Henan Province, Wanbei Cement has maintained a good sales volume by relying on quality and products. The low-alkali cement produced by the company has been recognized in the field of infrastructure construction, with high-quality mine resources and advanced production equipment, to achieve the whole process of quality control. Wanbei Cement pays attention to R & D and technological progress, and has obtained many patents. The company has passed ISO quality system certification, the product strength exceeds the national standard, and the quality stability and adaptability are in the lead, which has been recognized by the construction party. In the future, Wanbei Cement will continue to provide high-quality special cement to help improve the quality of the project.

6、 Cement Net News: Cement Prices in Fujian Are Planned to Rise Again

Cement prices in Fujian are planned to be raised again. Due to the recent good weather, the rebound in demand for construction sites, and the tight inventory caused by the shutdown of kilns in some enterprises in Longyan, major manufacturers intend to raise the price of cement by about 30 yuan/ton from November 1. Since September, the price of cement in Fujian may increase by 60-80 yuan/ton. The implementation of the specific price adjustment remains to be seen.

7、 10.31 Cement Evening News: Coal in Inner Mongolia increased by 1.8 billion tons; "a shares are on fire"; Measures for Replacement of Cement and Glass Production Capacity

Coal resources in Inner Mongolia will increase by 1.8 billion tons in 2024, and the A-share market rose sharply today, with the performance of stocks with the word "Chuan" shining. The Ministry of Industry and Information Technology issued the Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry (2024 version), which came into effect on November 1, 2024, aiming at tightening the replacement requirements, improving capacity verification, implementing regional difference management, prohibiting the replacement of low energy efficiency capacity, and promoting the green and low-carbon development of the industry. At the same time, the renewable energy policy is favorable, the trend of cement price increase is obvious, the building materials sector rebounded, and the real estate sector rose in volume. The new regulations raise capital requirements for financial leasing companies, enhance transparency, lift restrictions on foreign investment in manufacturing, and promote green development.

8、 Cement Network Report: Higher Electricity Costs Trigger Price Rise of Cement in Vietnam

Due to the rising cost of electricity, Vietnam's major cement manufacturers announced an increase in cement prices from October 20, 2024, with an average increase of about VND/ton 50000. Electricity prices have risen by 4.8% since October 11, affecting the cost of cement production, accounting for 15% -20%. In addition, fluctuations in coal and packaging costs due to global geopolitical conflicts have intensified the pressure. The selling price of Vietnam cement has been lower than production cost for a long time, and the price adjustment is regarded as a necessary measure to ensure the stability of the business. From the beginning of 2024 to September, domestic cement consumption stagnated and export volume decreased. Cement manufacturers are expected to continue to adjust prices in the future.

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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!