9.1 Cement Morning Post: the net profit of Huaxin Cement decreased by 38.74%; "2024 Fiscal Policy" leak repair; Golden Cudgel Building Materials Destiny

2024-09-01 07:01:20

What is happening in the cement industry?

1、 Huaxin Cement: Net profit of 731 million yuan in the first half of 2024, down 38.74% year-on-year

Huaxin Cement's revenue increased slightly in the first half of 2024, but its net profit fell sharply. The specific financial data showed that the operating income increased by 2.56% year on year, reaching 16.237 billion yuan; the net profit attributable to the parent company and the net profit deducted from non-profits decreased by 38.74% and 41.88% year on year, respectively, 731 million yuan and 680 million yuan. Net cash flow also dropped by 18.64% to 1.731 billion yuan. At the same time, the company's gross interest rate and net interest rate have declined.

2、 8.31 Cement Evening News: Fiscal Policy Report 2024; Leakage Repair Method

The Report on the Implementation of China's Fiscal Policy in the First Half of 2024 shows that under the leadership of the CPC Central Committee, fiscal policy has been strengthened to improve quality, economic stability and high-quality development. The financial operation is stable, the budget is well implemented, and the expenditure in key areas is guaranteed. The Ministry of Finance will deepen reform, strengthen macro-control and enhance policy effectiveness. Leakage repair methods include waterproof coating, cement-based materials, polymer membrane and grouting method, each of which has its own advantages and disadvantages, and the appropriate scheme should be selected after comprehensive consideration.

3、 Cool! The "golden cudgel" favored by the people of the destiny of building materials is also ~

Sun Wukong and his Ruyi Golden Cudgel in the domestic 3A game "Black Myth: Wukong" have become the focus of heated discussion. The article uses this analogy to show the "golden hoop stick" of the building materials industry-modern building materials technology, such as rotary kilns, preheaters, carbon fiber blades, special ceramics, etc., which play a key role in cement production, wind power, wireless communication, mining engineering and other fields, demonstrating the technological progress and innovation in the field of building materials, reflecting the ideal of building materials people to build a better world with technological innovation.

4、 Yunnan Construction and Investment: Building a Model of Yunnan-Hunan Enterprise-Enterprise Linkage, the Group Signed a Strategic Cooperation Agreement with Sany Group

Yunnan Construction and Investment Group and Sany Group signed a strategic cooperation agreement to promote the development of intelligent manufacturing, construction industrialization, new energy and other fields. Based on the principle of complementary advantages, the agreement will carry out comprehensive cooperation in engineering construction, technology research and development, and equipment supply. Leaders of the two sides attended the signing ceremony and exchanged views on cooperation projects and future development, hoping to establish a win-win cooperation model for enterprises in Yunnan and Hunan.

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Correlation

On December 8, the successful candidates for EPC general contracting of distributed photovoltaic projects for public buildings in several counties, industrial parks, households, governments, schools and hospitals in Jiangsu Province were announced.

2025-12-09 16:53:38

On December 5, the Bureau of Ecology and Environment of Putian City, Fujian Province, issued a public announcement on the acceptance of the environmental impact report of the "Lingchuan 70 MW Fishing-photovoltaic Complementary Power Station Project in the Energy-saving Solar Energy City".

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Digital New Energy DataBM. Com learned that on December 5, the EPC general contracting of the second, third, fourth and fifth bidding sections of Turpan Shanshandong 1 million kilowatt photovoltaic power generation project in Tuha Oilfield, Xinjiang, issued a tender announcement.

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2025-12-05 14:33:05

(Hereinafter referred to as "Runheng Solar Energy") photovoltaic power generation equipment will be auctioned for the first time at 10 o'clock on December 22, with a starting price of 6,308,064 yuan (about 6.3081 million yuan), a margin of 1.2 million yuan and a price increase of 100000 yuan.

2025-12-04 18:36:27

Digital New Energy DataBM. Com learned that on November 25, the Bureau of Ecology and Environment of Puer City, Yunnan Province, issued a public announcement on the acceptance of environmental impact assessment documents for the construction of photovoltaic power generation projects in Shaomo Village.

2025-12-02 15:45:41

Silicon material factories continued the strategy of reducing production and inventory without price reduction, and silicon material factories continued the strategy of reducing production and inventory without price reduction, and the characteristics of market volume and price separation and price without market became more and more clear. The characteristics of separation and price without market are becoming more and more clear.

2025-12-02 15:35:02

On November 28, the Ministry of Industry and Information Technology organized a symposium on manufacturing enterprises in the power and energy storage battery industry to further study and implement the spirit of General Secretary Xi Jinping's important instructions and instructions, implement the decis ion-making and deployment of the Party Central Committee and the State Council, and listen to relevant enterprises around standardizing the competition order of the power and energy storage battery industry and promoting the high-quality development of the industry.

2025-12-02 09:40:09

Digital New Energy DataBM. Com was informed that on December 1, the successful candidate of EPC general contracting (second time) for the new 50 MW agricultural photovoltaic complementary power generation project in Tongliang District of Chongqing, Datang, was announced.

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Domestic concrete price statistics in November showed that the national concrete price fell by 0.61% annually and 19.31% year-on-year. Prices in different regions have changed to varying degrees. In terms of chain ratio, some regions have changed significantly, such as Tianjin, which has a large drop of -3.78%, while Shanghai, Hubei, Hunan and other regions have a small change of 0.00%. On a year-on-year basis, Shaanxi had a more prominent year-on-year decline of -35.14%, while Chongqing and Guizhou had no change year-on-year. On the whole, domestic concrete prices showed a certain fluctuation trend in November.

2025-12-01 15:21:36

On November 28, the EPC general contracting project of Aba Rong'an 1150MW Photovoltaic Project (Phase I) of Guoneng Dadu River Company was tendered publicly by Guoneng Dadu River Basin Hydropower Development Co., Ltd.

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On November 25, Gansu Jianrong Xipo 50000 kW Photovoltaic Project (Xipo 1) and Gansu Jianrong Xipo 50000 kW Photovoltaic Project (Xipo 2) obtained the "Gansu Investment Project Credit Record Certificate".

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Digital New Energy DataBM. Com was informed that on November 25, the EPC general contract of 500 MW ditch photovoltaic composite project of Xinhua Hanxuan (Central) in Tangshan Hangu Management Area of Hebei Province issued a termination announcement.

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Digital New Energy DataBM. Com was informed that on November 25, the results of EPC general contracting for the photovoltaic area of Luntai 200000 kW photovoltaic power generation project in Tarim Oilfield, Xinjiang, were announced.

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What is happening in the cement industry?

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"The association firmly safeguards the interests of the state and the industry, and we will fight to the end against the bad behavior of seeking benefits through rumors, smearing and malicious short-selling of the photovoltaic industry."

2025-11-12 14:52:38

Digital New Energy DataBM. Com learned that on October 31, the people's government of Jingxi City, Guangxi, was investigated and exposed for abusing administrative power to exclude and restrict competition in the development of photovoltaic projects.

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Digital New Energy DataBM. Com has learned that the Hami Intermediate People's Court of Xinjiang Uygur Autonomous Region will auction 100% of the shares of Zhongji Guoneng Anji Photovoltaic Power Generation Co., Ltd. held by China Energy Engineering Group (Shanghai) Environmental Science and Technology Co., Ltd. on the Alibaba Judicial Auction Network Platform at 16:00 on December 6.

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Digital New Energy DataBM. Com was informed that on November 11, yuanmou Branch of Chuxiong State Eco-environmental Bureau of Yunnan Province issued a public announcement on the acceptance of the EIA of Menglinggou Photovoltaic Power Station Project of Datang (yuanmou) New Energy Co., Ltd.

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The 5500t/d clinker production line of Liuzhou Yufeng Cement is planned to be expanded to 8000t/d, and a 2500t/d production line is shut down through 1:1 replacement, which is in line with the capacity replacement policy.