12.23 Cement Morning Post: 12.16-20 Concrete Demand Weakens; Jidong Cement Jidong Convertible Bond Sale Reminder

2024-12-23 07:01:25

What is happening in the cement industry?

1 . Weekly report of cement network: The concrete market is affected by weather factors, and the overall demand tends to be weak (12.16-12.20)

. During the period of 12.16-12.20, the demand of the concrete market tends to be weak due to weather factors. 12.12-12.18 The national concrete price index fell slightly on a month-on-month basis, with a large year-on-year decline, and prices in some areas were flat. The six major regional markets are different, the Northeast market is gradually closed, many places are affected by low temperature and other factors, low demand, stable prices or flat. The average price of C30 concrete in 29 provincial capitals except Wuhan is stable. Next week, many places will continue to cool down, the construction conditions are poor, the demand for project completion is low, the shipment volume is declining, the price fluctuation of raw materials is narrowing at the end of the year, the concrete market will continue to weaken, and the transaction focus is weak and stable.

2. Jidong Cement: Tangshan Jidong Cement Co., Ltd. Fourth Reminder Announcement

on the Sale Back of Jidong Convertible Bonds Jidong Cement issued the fourth reminder announcement on the sale back of Jidong Convertible Bonds. The resale price is 100.185 yuan/piece (including interest and tax), and the resale declaration period is December 20-26, 2024. As of December 16, 2024, the closing price of the company's stock for 30 consecutive trading days was lower than 70% of the current conversion price, triggering the resale clause. Sale back is not mandatory, and the actual income of different types of investors is different. During the period of sale back, convertible bonds continue to be traded but suspended, and the date of receipt of relevant funds has also been made clear. It is also mentioned that the failure of declaration or failure to declare is regarded as a waiver of the right to sell back.

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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

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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.

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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.

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On September 16, the Emergency Management Bureau of Qingtongxia City issued the "7.20" General Collapse Accident Rectification Measures Implementation Effect Evaluation Report of Ningxia Jinyuyuan Resources Recycling Co., Ltd. ".