11.5 Cement Morning Post: Guangxi Cement Price Rise; Central Enterprise Restructuring and Asset Replacement; Over 40 Cities Control Cement Industry

2024-11-05 07:01:22

What is happening in the cement industry?

1、 Cement Net News: Full Notice of Cement Price Increase in Guangxi

According to market feedback, benefiting from the fine weather and warmer market demand in Guangxi, combined with the rising prices in the peripheral market and the planned off-peak shutdown of kilns by some enterprises, cement enterprises in Guangxi actively adjust their price strategies to improve profits. From November 3 to 4, major cement manufacturers in the region have begun to notify an increase in cement prices, which is expected to rise between 30 and 70 yuan per ton, of which the mainstream increase of 42.5 grade bulk cement is about 50 yuan per ton. The specific implementation needs further observation.

2、 11.4 Cement Evening News: New Path of Splitting and Restructuring of Central Enterprises; Replacement of Over 30 Billion Assets of Central Enterprises; High-quality Development of Free Trade Port

The article focuses on the separation and reorganization of central enterprises, asset replacement and trusteeship, the development of free trade ports and the practice of green transportation. The spin-off and listing of Xingfu Electronics of Xingfa Group shows a new path to optimize the allocation of resources; the replacement of more than 30 billion assets between China Communications Group and China Building Material Group has enhanced the competitiveness of the design sector; the high-quality development of Hainan Free Trade Port has achieved remarkable results and the economic structure has been optimized; Beijing has reduced pollution and carbon emissions through the "public transit railway" to promote green transportation.

3、 Cement Network Video: Hebei, Henan, Shandong, Anhui and other over 40 cities released! Control cement production, transportation..

More than 40 cities have implemented control measures due to heavy pollution weather warning, involving Beijing, Tianjin, Hebei, Anhui and other places. The main measures include stopping off-road mechanical operations and requiring heavy polluting industries such as iron, steel and cement clinker to use environmentally friendly vehicles for material transportation in order to reduce pollution emissions.

4、 Cement companies on the list! Typical Cases of "No Waste Park" and "No Waste Enterprise" Announced!

The Ministry of Industry and Information Technology and the Ministry of Ecology and Environment announced typical cases of "waste-free parks" and "waste-free enterprises" to promote industrial parks and enterprises to adopt waste-free production methods, improve resource efficiency and reduce industrial solid waste. In the announcement, the diversified source reduction and large-scale comprehensive utilization mode of Dalian Changxing Island Economic and Technological Development Zone was identified as a typical case of "waste-free park"; the cement kiln co-disposal mode of Wu'an Xinfeng Cement Co., Ltd. was selected as a typical case of "waste-free enterprise".

5、 Cement Network Data: Summary of National Cement Price Adjustment Information (10.28-11.3)

Recently, the price of cement in China is mainly rising. Cement prices in Jiangxi, Yunnan, Guangdong, Fujian and Hainan rose due to weak demand and stable prices in the north, better weather in the south, warmer demand, kiln shutdown and rising costs. Jiangxi increased by 30 yuan/ton, Yunnan increased by 100 yuan/ton, Guangdong Pearl River Delta increased by 30-40 yuan/ton, Fujian planned to increase by 30 yuan/ton, Hainan increased by 60 yuan/ton. The specific implementation remains to be observed. More information is available on the Cement Big Data website.

6、 Wu Xiaomei: Reflections on the Impact of Cement Kiln Co-processing Technology on Cement Production and Performance

The article discusses the role of cement kiln co-processing technology in reducing carbon emissions and improving the sustainability of cement production. The article points out that the use of alternative fuels and alternative raw materials has an important impact on the quality and performance of cement, but also brings challenges, such as the proportion of fuels and quality control. Wu Xiaomei put forward several considerations, including optimizing the use of alternative fuels, the complexity of dealing with solid hazardous waste, and the need for flexible production control technology and intelligent automation. These measures are of great significance to realize the green transformation and social responsibility of the cement industry.

7、 Cement Network Weekly Report: Cement & Construction Steel Market Monitoring Weekly Report No.41, 2024 (10.28-11.3)

The 41st (10.28-11.3) Cement & Construction Steel Market Monitoring Weekly in 2024 showed that the National Cement Price Index (CEMPI) rose by 1.37% annually and 20.05% year-on-year, reaching 131.68 points. The Yangtze River Basin Cement Price Index (YRCEMPI) also showed growth, with a slight increase of 0.15% annually and a year-on-year increase of 22.79%, closing at 133.52 points. Meanwhile, the national clinker price index (CLKPI) rose 2.97% month-on-month and 17.88% year-on-year, closing at 135.83 points, indicating that the prices of cement and related building materials showed an upward trend.

8、 Cement Net Monthly Report: The Demand for Concrete Is Divided between the North and the South, and the Price Trend Is Still Weak (10.1-10.31)

In October, the demand for concrete in the north and south was divided, the construction in the north ended as the temperature dropped, and the construction activity in the south increased. The overall demand is not up to expectations, and the rising price of raw materials has brought pressure to enterprises. The concrete market in most regions has stabilized, but prices have declined as a whole, with the national concrete price index falling by 0.62% compared with the end of September. Prices in central and southern China have fallen most significantly, while raw material costs have risen, and concrete enterprises are facing greater cost pressures. It is expected that the concrete market will remain weak and prices will stabilize in November.

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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.