12.16 Cement Morning Post: Concrete Demand Weakens, Quotation Stabilizes

2024-12-16 07:01:05

What is happening in the cement industry?

1 . Weekly report of cement website: the demand for concrete was seasonally weak, and the market quotation was mainly stable (12.9-12.13).

From December 5 to 11, the national concrete price index was stable on a month-on-month basis, with a year-on-year decrease of 10.24%, and the prices in various provinces and cities were stable. In the six major regional markets, most of the concrete prices in each region are stable, and only a few regions have small fluctuations due to factors such as raw material prices. The price of C30 concrete in 29 provincial capitals has not changed significantly. Next week, under the influence of cold air, the construction intensity will be weakened, the project shutdown will increase at the end of the year, the focus of the mixing station will shift to repayment, the demand will weaken, and the weakening of the upstream raw material price will ease the cost pressure, the demand of the concrete market will continue to weaken, and the focus of the transaction will decline steadily.

All can be viewed after purchase
Correlation

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

The announcement shows that the construction units of Yiyang Hongshan Phase I 60 MW Wind Power Project are Jiangxi Zhongye Xingda Electric Power Industry Co., Ltd. and Yiyang Conch Cement Co., Ltd. of the State Power Investment Group.