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

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

Ningde Times responded to market concerns: in 2027, the global demand for power batteries and energy storage still has growth potential, the capacity utilization rate is healthy, and the supply chain support measures affect cash flow in the short term but are conducive to long-term sustainable development.

2026-10-21 15:07:33

On October 16, the official website of the Management Committee of Yangzhou Economic and Technological Development Zone of Jiangsu Province announced the approval opinions on the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project".

2026-10-19 17:09:21

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

On October 10, the Ecological Environment Bureau of Leshan City, Sichuan Province, issued a public announcement on the approval of the ecological environment impact assessment document of Yongxiang New Energy High Purity Silicon Pilot Project.

2026-10-14 14:18:12

Shanghai Customs took the initiative to guide the obligee to apply for the record of customs protection of intellectual property rights and general guarantee, simplify the guarantee procedures one by one, so as to simplify the rights protection process and lower the cost. Brand technical specialist were invited to explain the latest counterfeiting methods and identification skills to the front-line customs inspectors at the port, so as to help them train their "golden eyes" to identify the risk of infringement.

2026-10-10 14:30:22

Here is the domestic concrete price statistics in September, the overall national concrete price ring ratio is -0.70%, year-on-year is -6.05%, covering the price changes in all regions from the end of August to the end of September, the region with a large ring ratio change is Shanghai, the corresponding ring ratio is -3.28%, the region with a small ring ratio change is more than one, and some regions are 0.00%. Prices have not changed from the previous month.

2026-10-08 09:25:08

What is happening in the cement industry?

2026-10-07 07:02:03

What is happening in the cement industry?

2026-10-05 07:07:03

What is happening in the cement industry?

2026-09-27 07:02:02

Unconditionally approve the acquisition of Lihao Qingneng shares by Tongwei shares in accordance with the law. Despite the high total share of both parties in the solar-grade polysilicon market, the General Administration believes that the current market has sufficient capacity and more competitors, and the entities will still face effective competition constraints after centralization, and the transaction will not have the effect of excluding and restricting competition in the relevant market.

2026-09-25 11:44:53

According to the data from January to July, the newly installed photovoltaic capacity in August was 11.04 GW, which was 21.59% lower than that in July, and was also lower than that in June (14.36 GW), which was 50% higher than that in August 2025.

2026-09-24 14:15:53

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

A leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and heating management technology.

2026-09-18 16:37:13

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

According to the statistics of Cement Big Data Research Institute, from July 6 to July 12, the proportion of provinces and cities suitable for construction in China was the same as that in the previous period; the cement shipment volume of sample enterprises in China was lower than that in the previous period; the cement shipment rate in the whole country was lower than that in the previous period.