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 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

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

The announcement shows that the construction units of Yiyang Hongshan Phase I 60 MW Wind Power Project are Jiangxi Zhongye Xingda Electric Power Industry Co., Ltd. and Yiyang Conch Cement Co., Ltd. of the State Power Investment Group.