11.27 Cement Morning Post: two cement enterprises plan to enter the wastewater utilization case; Shaanxi 2024 Gas Defense Fund plans to support the cement project; Conch Cement has won two best practi

2024-11-27 07:01:20

What is happening in the cement industry?

1. Two cement enterprises are proposed to be included in the list of typical cases of industrial wastewater recycling in 2024!

On November 25, the Ministry of Industry and Information Technology announced the list of typical cases of industrial wastewater recycling in 2024, and the publicity period was from November 25 to 29. The "Intelligent Water Management and Control Model" of Huzhou Huaikan Southern Cement Co., Ltd. and the "Technical Equipment Innovation Model" of Yueqing Conch Cement Co., Ltd. are to be included in the list.

2. A number of cement enterprise projects are proposed to be selected as the projects

to be supported by the central air pollution prevention and control fund in Shaanxi in 2024. The Department of Ecology and Environment of Shaanxi Province issued a public announcement to provide financial support for 62 central air pollution control projects to promote air pollution prevention and control. Among them, a number of cement enterprise projects are proposed to be selected as the projects to be supported by the central air pollution prevention and control fund in 2024, including the second-line kiln tail flue gas SCR denitrification transformation project of Jidong Heidelberg (Jingyang) Cement Co., Ltd., and the deep air pollution control project of Shaanxi Satisfaction Cement Co., Ltd. There are 6 air pollution control or ultra-low emission transformation projects related to cement enterprises.

3、 Conch Cement: Conch Cement was awarded "2024 Best Practice Case of Board of Directors" and "2024 Best Practice Case of Sustainable Development"

. China Association of Listed Companies held relevant meetings and held the release ceremony of "2024 Best Practice Case of Board of Directors" and "2024 Best Practice Case of Sustainable Development". Conch Cement won both cases at the same time. "2024 Best Practice Cases of the Board of Directors" are selected from different levels of cases through multiple links, and "2024 Best Practice Cases of Sustainable Development" are selected from multiple dimensions. In recent years, guided by relevant laws and regulations, Conch Cement has strengthened the operation of the board of directors to improve its governance level, and its information disclosure has been rated A for five consecutive years. It has also seized the opportunity of "double carbon" to promote green transformation and development.

4. Western Construction: 002302 Western Construction Investor Relations Management Information 20241126

On November 22, 2024, Chen Qifan of Everbright Securities conducted an investigation on Western Construction (002302). Reception by Han Chunmin, secretary of the board of directors of the company. The key contents include: there is a price transmission mechanism for the rise in cement prices and it is affected by regional differences; the concentration of the concrete industry is low, and the share of the top ten enterprises is about 10%; various measures are taken to reduce costs and increase efficiency; the proportion of housing construction business is decreasing, while the proportion of infrastructure business is increasing; there are advantages in technology, such as perfect system, close relationship between industry, University and research, building materials research Institute, and strong technical team.

5. Han Jian Heshan: Announcement

of Han Jian Heshan regarding the Third Quarterly Results Presentation of 2024 Han Jian Heshan (603616) issued an announcement. A performance presentation for the third quarter of 2024 will be held at the Shanghai Roadshow Center from 15:00 p.m. to 16:00 p.m. on December 6, 2024 in the form of online interaction. Investors can ask questions through the column of "Pre-collection of Questions" of Shanghai Roadshow Center or the company's mailbox before 16:00 from November 29 to December 5. The participants included Chairman Tian Yubo and others. Investors may log on to the Shanghai Roadshow Center during the meeting to participate online, or view the meeting situation and content. The contact department is the Securities Investment and Finance Department, telephone 010-56278008, email hjhszqb@bjhs.cn.

6. Qingsong Jianhua: Qingsong Jianhua completed the registration of the transfer of shares by agreement of the controlling shareholder and the announcement

of the change of the controlling shareholder of the company. Since December 21, 2023, the relevant parties have signed the agreement. On April 16, 2024, Alar State Investment Corporation signed a share transfer agreement with Zhongxinjian Energy and Mining Company, and the former contributed 360,922,546 shares (22.49%) of Qingsong Jianhua to the latter. On November 26, the company received the Confirmation of Securities Transfer Registration, and the transfer was completed. Before the transfer, Alar Guotou Company held 39.09% of the shares, after the transfer, it held 16.60% of the shares, and Zhongxinjian Energy Mining Company held 22.49% of the shares. The controlling shareholder of the company was changed to Zhongxinjian Energy Mining Company, and the actual controller was the State-owned Assets Supervision and Administration Commission of the Corps. The transfer did not affect the production and operation.

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Correlation

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 September 9, the temporary land for CGN Fengning Manchu Autonomous County 200MW Photovoltaic Composite Demonstration Project was approved. The construction unit of this project is CGN New Energy Fengning Manchu Autonomous County Co., Ltd. It is reported that the temporary land for the project is located in Wudaoying Township (Wudaoying Village, Jiudaogou Village), Tucheng Town (Sanjianfang Village, Sijianfang Village) and Dage Town (Saerying Village) of Fengning County, covering a total area of 7.8342 hectares.

2025-09-10 09:38:41