11.3 Cement Morning Post: Real Estate Market Reaches a New High; Palace Museum Smart Construction Site; Shangfeng Cement Investor Relations Information

2024-11-03 07:08:58

What is happening in the cement industry?

1、 11.2 Cement Evening News: "Silver Ten" New High in Real Estate Market; Observation of Smart Construction Site in North Courtyard of Palace Museum; "Dispute over Chicken Manure Power Generation Project"

During the "Silver Ten" period, the volume of second-hand housing transactions in Shenzhen and Beijing reached a new high, and policies were introduced to stabilize the property market. Beijing Intelligent Benchmarking Site Observation Activity was held in the North Courtyard of the Palace Museum to show the intelligent and high-quality development of the construction industry. Sinoma Energy has a dispute with H29 over a 10 MW chicken manure power project, which claims more than $33 million. The outcome of the case is uncertain.

2、 Shangfeng Cement: 000672 Shangfeng Cement Investor Relations Management Information 20241102.

Gansu Shangfeng Cement Co., Ltd. (Stock Code: 000672) held an investor relations event on October 31, 2024 (other types – conference call). Yu Feng, chairman and president of the company, and other senior officials attended the meeting and introduced the business situation in the third quarter of 2024, including the decline in sales of main products, the decline in prices, but the improvement of the market in the third quarter, the decline in operating income and net profit year-on-year. The company emphasizes the complementary balance of its business structure, demonstrates the profit resilience, the main business cost reduction effect is remarkable, the aggregate business is stable, and the environmental protection and new energy business has also made progress. The company is optimistic about the future development and will continue to focus on the strategy of "one main and two wings" and actively grasp the opportunities of M & a investment. The meeting also discussed the fourth quarter performance forecast, price outlook, the impact of new policies, the development of new economic equity investment business, cost control measures and other issues.

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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!