11.2 Cement Morning Post: Cement Price Rise Supports Repair; Leifa Asia Technical Seminar; Yunnan Cement Price Soars

2024-11-02 07:01:22

What is happening in the cement industry?

1、 11.1 Cement Evening News: Cement Price Rise Supports Repair; "Intelligent Masons' Tens of Millions of Financing"; "The City Strives for the Fourth Quarter"

Cement prices have risen in the traditional sales season "Silver Ten", and relevant policies are expected to promote industry repair. Nanjing Building Technology has received tens of millions of dollars in financing, and its floor tile paving robot improves building efficiency, which indicates the arrival of the era of intelligent building. In the fourth quarter, Changsha intensified its construction efforts and promoted a number of key projects to boost the development of the central region. Jidong Cement is surveyed by institutions with a market value of 15.8 billion yuan. The environmental protection indicators of the iron and steel industry have been improved to promote green transformation. Naknor is focused on roller press equipment, performance growth and active internationalization. Resource stocks rose sharply in the A-share market. SASAC advocates state-owned enterprises to speed up the construction of world-class enterprises.

2、 Asian Technical Seminar of Leifa and 20th Anniversary of Leifa Trade (Dalian)

Leifa Group successfully held the Asian Technical Seminar in Dalian with the theme of Innovation and Sustainable Development of Refractories. More than 220 professionals from many Asian countries participated. The seminar explored the application of energy-saving and carbon-reducing refractories, alternative fuels and enhanced interaction through the SLIDO system. Leifa also demonstrated drone inspection technology. At the same time, it celebrated the 20th anniversary of the establishment of Leifa Trade (Dalian) and visited Yingkou Factory, which deepened the participants'understanding of product quality.

3、 Cement Net Weekly Report: Cement prices in many places in Yunnan in Southwest China rose sharply by 100 yuan/ton (10.28-11.1)

The price of cement in many places in southwest China increased by 100 yuan/ton, and that in Liangshan and Panzhihua in Sichuan increased by 50 yuan/ton; some manufacturers in Qiannan, Qianxinan, Zunyi, Tongren and other places in Guizhou increased by 10-40 yuan/ton, and the rest of the region was temporarily stable. The demand for cement is low, the inventory of enterprises is high, and the effect of price adjustment remains to be observed. Decrease in cement production and profit. The Ministry of Industry and Information Technology issued the Implementation Measures for Capacity Replacement of Cement and Glass Industry (2024 edition) to optimize the industrial structure. Yunnan Baoshan Conch Cement production capacity replacement, Basu Conch Cement Project EIA announcement, increase production capacity to 3000 t/d.

4、 Cement Weekly: Central and South China, Guangdong, Pearl River Delta, Hainan and other places continue to push up cement prices by 30-60 yuan/ton (10.28-11.1)

Cement prices in some parts of central and southern China continued to rise, with a price increase of 30-60 yuan/ton in the Pearl River Delta and Hainan regions of Guangdong, a planned increase of 30-50 yuan/ton in Guangxi, and a temporary price stabilization in the two lakes regions. In the Pearl River Delta of Guangdong, due to the decline in the water level of the Xijiang River and the pressure of operation, enterprises pushed up prices. Due to the plan of off-peak kiln shutdown and the willingness to raise prices, some areas in Guangxi have been raised first. Prices in Hubei, Hunan and Henan are stable and adjustable, with a cumulative price increase of 120 yuan/ton in Hainan, but the market demand is flat, and the effect of the increase remains to be seen. Relevant industrial information involves the quality of Wanbei Cement, the revision of the capacity replacement method of the Ministry of Industry and Information Technology, and the announcement of the technical renovation project of Guzhang Southern Cement in Hunan Province.

5、 Cement Net Weekly Report: Cement Price in Hami, Xinjiang, Northwest China Continues to Rise by 30 yuan/ton (10.28-111.1)

Cement prices in Hami, Xinjiang, Northwest China rose by 30 yuan/ton, while prices in Shaanxi, Gansu, Qinghai and Ningxia were stable. Due to the large number of projects, good shipment, low inventory and rising raw material prices in Hami, Xinjiang, enterprises have a strong willingness to raise prices. In the first three quarters of 2024, the demand for cement declined, the price fluctuated and rebounded, the output was low, and the profit declined. Demand is expected to be weak in the fourth quarter and prices may rise. Construction investment projects in Gansu Province are coming to an end. China Building Materials Group and Guyuan Municipal Committee communicate on Rural Revitalization. Six sectors promote renewable energy substitution. The Ministry of Industry and Information Technology revised the measures for capacity replacement in the cement and glass industry.

6、 Cement network data: price statistics of C30 concrete in all regions of China in October 2024

In October 2024, the average price of C30 concrete in China was 352.81 yuan/m3, down 0.63% from September and 10.40% from the same period last year. Beijing, Tianjin and Hebei decreased by 3.20%, 2.96% and 1.05% respectively, with prices of 302.50 yuan per square meter, 328.33 yuan per square meter and 324.75 yuan per square meter respectively. Liaoning's price remained unchanged at 326.02 yuan per square meter, but rose 17.59% year on year. Guangdong's price dropped by 3.77% to 382.61 yuan per square meter, down 14.56% year on year. Chongqing and Sichuan decreased by 27.01% and 17.28% respectively. More specific data can be logged in cement big data query.

7、 Cement Net Weekly Report: Prices in the Yangtze River Delta Region of East China are mainly stable this week (10.28-11.1)

Cement prices in the Yangtze River Delta region of East China were stable this week. Affected by Typhoon Sula, the terminal demand in Jiangsu, Zhejiang and Shanghai is general, and the price is stable. Fujian and Jiangxi tried to push up the price of cement, but the actual transaction was not clear. Anhui terminal market demand is warming up, prices are stable, and prices of some enterprises have declined. Henan issued a notice of peak staggering production in the cement industry, which is expected to affect the supply of the industry. The performance of some cement listed companies declined in the third quarter. Conch Cement has carried out technological upgrading of several clinker projects. The cement industry is facing the challenge of low-carbon transformation and actively promoting green development.

8、 Cement Net Weekly: Prices in some parts of East China have been raised this week, but the overall price has been stabilized (10.28-11.1)

Cement prices in some parts of East China have risen this week, but the overall trend is price stability. The rising price of raw materials in Jiangsu, Zhejiang, Shanghai and Anhui affected the price of concrete, but the price fluctuated only slightly due to the weak market demand. The price of cement in Anhui has declined implicitly due to the impact of foreign cement, but the concrete market is stable. The price of concrete in Shandong is generally stable. Fujian cement prices continue to rise, concrete production costs rise, and market prices have an upward trend. Jiangxi concrete market price is stable.

All can be viewed after purchase
Correlation

Digital New Energy DataBM. Com learned from the asset trading platform that Zhejiang Aikang Photoelectric Technology Co., Ltd. will conduct a public auction on the auction platform at 10:00 on June 13, 2025. The auction target is "raw materials stored in Zhengneng warehouse under the name of Zhejiang Aikang Photoelectric Technology Co., Ltd.".

2025-06-11 22:24:06

On the evening of June 10, Jiejia Weichuang issued a clarification note on disputes during the construction of Jiejia Weichuang Shanghai SNEC Exhibition (hereinafter referred to as "clarification note") on its official WeChat public number. Jiejia Weichuang said in the Clarification Note that during the construction of its SNEC booth in Shanghai, at 17:25 p.m. on June 10, a group of "construction workers" wearing hard hats held up controversial slogans and continued to make trouble for five minutes. Twenty minutes later, they were taken away by the local police for investigation.

2025-06-11 22:23:47

Digital New Energy DataBM. Com learned that on June 9, China Huadian Group's e-commerce platform issued a tender announcement for the procurement of 640 MW photovoltaic modules for Yanyuan Baiwu Phase II, Liangshan Prefecture, Sichuan Huadian. The tenderer is Sichuan Yanyuan Huadian New Energy Co., Ltd.

2025-06-10 18:23:18

Digital New Energy DataBM. Com learned that on June 9, China Southern Power Grid Electronic Procurement Trading Platform issued a tender announcement for photovoltaic module framework of Qingyuan Chengchuang Energy Development Co., Ltd. in 2025. The tenderer is Qingyuan Chengchuang Energy Development Co., Ltd.

2025-06-10 18:23:01

Digital New Energy DataBM. Com learned from the asset trading platform that Fujian Zhengnuo Auction Co., Ltd. will conduct a public auction on the auction platform at 10:00 on June 15, 2025 for photovoltaic panels (Suzhou) with 305 and 265 watts of 22000 in stock. The details of the subject matter are 265W about 16000 pieces, with the size of 1640X992X40mm, and 305W about 6000 pieces, with the size of 1665X1000X40mm, totaling about 22000 pieces, which will be settled according to the actual quantity after the transaction. The transaction price does not include tax, auction according to the status quo, and pick up after the transaction.

2025-06-10 14:40:31

In the first half of the week, the price of photovoltaic modules remained stable as a whole, with a slight decline in some areas.

2025-06-10 14:11:03

On June 10, the 18th (2025) International Solar Photovoltaic and Smart Energy-Energy Storage Battery Technology and Equipment (Shanghai) Conference was held. At the meeting, Zhu Gongshan, Chairman of the Global Green Energy Council, Chairman of the Asian Photovoltaic Industry Association 2025 SNEC PV + Executive Chairman of the International Photovoltaic Two Sessions and Chairman of Xiexin Group, delivered a keynote speech on the theme of "Unlocking the Future by Dancing with Light".

2025-06-10 12:22:00

On June 10-13, 2025, SNEC PV & ES 18th (2025) International Solar Photovoltaic and Smart Energy & Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition (hereinafter referred to as 2025 SNEC PV & ES International Photovoltaic & Storage Conference), the annual event of the global photovoltaic and storage industry, will be opened! Meeting time: June 10-12, 2025 Venue: InterContinental Shanghai, National Convention and Exhibition Center (1700 Zhuguang Road, Shanghai) Exhibition time: June 11-13, 2025 Venue: National Convention and Exhibition Center (Shanghai)

2025-06-09 15:01:52

Meeting time: June 10-12, 2025 Venue: InterContinental Shanghai, National Convention and Exhibition Center (1700 Zhuguang Road, Shanghai) Exhibition time: June 11-13, 2025 Venue: National Convention and Exhibition Center (Shanghai) (No.333, Songze Avenue, Shanghai)

2025-06-09 10:35:10

Digital New Energy DataBM. Com learned from the public account of CITIC Bo New Energy that recently, CITIC Bo and Northwest Electric Power Design Institute Co., Ltd. of China Power Engineering Consulting Group (hereinafter referred to as "Northwest Electric Power Design Institute") signed a 1GW project order in Azerbaijan.

2025-06-09 09:27:44

Nihe Wetland, with a total area of more than 40000 mu, was listed as the first batch of provincial important wetlands in Anhui Province in 2017. There are many problems in Nihe wetland, such as illegal construction of photovoltaic projects, illegal breeding of surrounding residents, random accumulation of domestic waste, and serious pollution of wetland waters, which lead to the continuous deterioration of wetland ecological environment. In 2022 and 2023, it was repeatedly inspected and notified by the central and provincial eco-environmental protection inspection teams, but it has not yet been rectified.

2025-06-09 09:10:10

The Digital New Energy DataBM. Com was informed that on June 4, the Three Gorges Energy held the thirty-eighth meeting of the second board of directors in Beijing. The meeting was chaired by Zhu Chengjun, chairman of the company.

2025-06-09 09:09:52

On June 3, the Bureau of Ecology and Environment of Xuancheng City, Anhui Province, announced the acceptance of the Environmental Impact Report on the Technical Reform Project of Monocrystalline Silicon Slices of Anhui Huasheng New Materials Co., Ltd.

2025-06-06 17:19:41

On June 6, South Grid Energy issued a progress announcement on the bankruptcy application of Sun Yangshan Nandian Company.

2025-06-06 15:14:44

On June 10-13, 2025, SNEC PV & ES 18th (2025) International Solar Photovoltaic and Smart Energy & Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition (hereinafter referred to as 2025 SNEC PV & ES International Photovoltaic & Storage Conference), the annual event of the global photovoltaic and storage industry, will be opened!

2025-06-06 13:43:56

On June 4, United Renewable Energy Co., Ltd., a photovoltaic manufacturer in Taiwan, China, issued a notice on the elimination of traditional PERC production lines. United Renewable Energy said that the strategic adjustment aims to respond to the trend of photovoltaic technology iteration, through the implementation of the "lean plan", concentrate resources on TOPCon products and energy storage system business with more development potential, phase out the traditional PERC production line, with a view to asset activation and utilization.

2025-06-05 18:58:03

On June 5, the Digital New Energy DataBM. Com learned from the Jingdong Asset Trading Platform that the liquidation team of Shaanxi Yulin Puhui Da Photovoltaic Power Co., Ltd. will auction the machinery and equipment under the name of Yulin Puhui Da Photovoltaic Power Co., Ltd. on the Jingdong Auction Bankruptcy Qiangqing Platform.

2025-06-05 18:47:32

According to foreign media reports, on June 3, Sunnova TEP Developer LLC, a subsidiary of Sunnova Energy, a troubled U.S. residential solar company, filed for bankruptcy protection in the Southern District of Texas on June 1 under Chapter 11 of the U.S. Bankruptcy Code.

2025-06-04 17:51:27

On June 3, Longji Green Energy released a record of investor relations activities. Li Zhenguo, director and then general manager of the company, Liu Xuewen, director and financial officer, and Lu Yi, independent director, participated in the reception and responded to questions about market layout, HPBC2.0 technology progress and capacity planning.

2025-06-04 17:14:57

After the Dragon Boat Festival, the price increase of components advertised by many leading manufacturers has not officially landed.

2025-06-04 15:15:25

The photovoltaic industry, which once took advantage of the "double carbon" Dongfeng to rise, is now in deep winter, and the serious mismatch of production capacity has led to price collapse, enterprise losses, bankruptcy, layoffs and other phenomena. However, under such a difficult background, the deep-seated chill of the market has not stopped the enthusiasm of some local governments to attract investment for photovoltaic projects. Up to now, many parts of the country are still carrying out investment plans to continue to promote the landing of photovoltaic manufacturing projects.

2025-06-04 12:21:15

On June 3, Jiangsu Baoxin Science and Technology announced that the board of directors had recently received a written resignation report from Mr. He Deyong, the director, vice chairman and president of the company. Mr. He Deyong proposed to resign from the position of director, vice chairman and president of the company for personal reasons, and would no longer hold any position in the company after his resignation.

2025-06-03 09:28:16

Digital New Energy DataBM. Com learned that on May 19, according to foreign media reports, American solar manufacturer T1 Energy lowered its 2025 forecast due to recent trade policy uncertainties.

2025-06-03 09:14:53

On May 28, Xinjiang New Energy Research Institute Co., Ltd. Mulei 300000 kW Photovoltaic Module Procurement Bidding Project issued a public announcement of successful candidates.

2025-06-03 09:14:29

On May 28, according to foreign media reports, Trump cancelled a $2.92 billion government-guaranteed loan from Sunnova, an American residential solar giant.

2025-06-03 09:13:00

Digital New Energy DataBM. Com has learned that the administrator of Chifeng Everbright Photovoltaic Agriculture Development Co., Ltd. in Inner Mongolia will publicly auction the qualification of the company as a restructured investor from 10:00 on June 26, 2025 to 10:00 on June 27, 2025 (except for delay) on the "Taobao Ali Auction Bankruptcy Qiangqing Platform".

2025-06-03 09:12:19

What is happening in the cement industry?

2025-05-25 07:02:03

In 2024, the western construction [002302] realized business income of 20.347 billion yuan, a decrease of 11.01% over the previous year, and the net profit attributable to shareholders of listed companies was-263 million yuan, a decrease of 140.71% over the previous year.

2025-05-22 17:03:59

Tongren Conch Panjiang Cement shut down a 4500t/d clinker production line, and the production capacity was used for two production lines of Anhui Huaining Conch, with a replacement ratio of 2:1.