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

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 October 9, the Ministry of Emergency Management officially launched the work of "2025 Central Safety Production Assessment and Inspection to Accept the Clues of Mass Reflection and Workers'Reporting of Hidden Problems". We welcome the broad masses of cadres and people to actively provide clues to hidden dangers related to production safety in the region and objectively and truly reflect the relevant situation.