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

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

It is worth noting that the meeting not only formed a consensus on self-discipline among enterprises, but also put forward a series of supporting disciplinary measures and suggestions:

2026-08-07 14:24:19

A picture shows how a piece of limestone turns into cement!