11.29 Cement Morning Post: Impact of US Tariff on China's Cement Export; Cement Price Rise May Cause Decrease in Sales of Enterprises; Shandong Seeks Opinions on Cement Industry Development Notice

2024-11-29 07:01:23

What is happening in the cement industry?

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5 . From January to October, the fixed investment in transportation decreased by 4.38% compared with the same period last year, and the demand for cement continued to bear pressure

. On November 27, the data from the Ministry of Transport showed that from January to October, the fixed investment in transportation in China was 306 million yuan, down by 4.38% compared with the same period last year. The total investment in highway and water transportation was RMB231 million, representing a year-on-year decrease of 9. As transportation infrastructure is the key factor driving the demand for cement, the fixed investment in transportation decreased, which to some extent represents the continuous pressure on the demand side of cement.

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. Cement Network Data: Port Coal Price Statistics Table (11.22-11. List the prices corresponding to different types of coal (such as general bituminous coal) and calorific value of ports in Bohai Rim, East China, South China and other regions. And price movement compared to November 21, 2024. Some ports have missing data. It is also mentioned that more data, market analysis and research reports can be found on the cement big data website.

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Correlation

Digital New Energy DataBM. Com learned that on June 9, China Huadian Group's e-commerce platform issued a tender announcement for the procurement of 640 MW photovoltaic modules for Yanyuan Baiwu Phase II, Liangshan Prefecture, Sichuan Huadian. The tenderer is Sichuan Yanyuan Huadian New Energy Co., Ltd.

2025-06-10 18:23:18

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

Recently, Yang Jun, chairman of Anhui Conch Group Co., Ltd., said that comprehensive green transformation is the only way for the high-quality development of the cement industry. As the leading enterprise in the industry, Conch Group should take scientific and technological innovation as the engine to promote the transformation and upgrading of the industry.