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

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

He participated in and led the joint reorganization, which brought the concentration of China's cement industry from 15% to 64%; he took over the 100 billion-level integration, which put 300 million tons of clinker production capacity into a listed company. These achievements later encountered the most difficult downward cycle in the industry, and the achievements and pressures were equally heavy. But once the organizational structure is adjusted, it will not go back-which may be the most tangible thing he left to the industry.