9.5 Cement Morning Post: 2024 Cement Double Carbon Conference; Shaanxi Guanzhong Cement Price Rise Notice; Pearl River Delta Cement Price Declines

2024-09-05 10:55:13

What is happening in the cement industry?

1、 [October 24-25, 2024, Wuhu, Anhui] 2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference

The 2024 China Cement Double Carbon Conference will be held in Wuhu, Anhui Province. The conference will focus on the low-carbon development of the cement industry, the application of energy-saving and carbon-reducing technologies, and the carbon trading mechanism. It will respond to the 2024-2025 Action Plan for Energy Conservation and Carbon Reduction issued by the State Council and promote the green and low-carbon transformation of the industry. The conference invites industry experts to share their experiences and latest research, aiming at improving the energy efficiency of the cement industry and promoting the exchange and application of environmental protection technologies.

2、 Cement Net News: Shaanxi Guanzhong Area Cement Price Notice Raised

In September, in order to improve profits, cement enterprises in Guanzhong area of Shaanxi Province decided to raise cement prices by 30-50 yuan/ton from September 2 while continuing to implement peak staggering production measures. This is in response to the previous intense market competition in the region, which led to a reduction in prices to a lower level. Due to the current high temperature and insufficient market demand, the specific price implementation effect needs further observation.

3、 Cement Net Video: Cement Prices in the Pearl River Delta Region of Guangdong Continue to Decline, Market Quotations Are Chaotic

The cement market demand in the Pearl River Delta region of Guangdong is not strong, the shipment volume of enterprises is low, and the market competition is fierce due to the impact of low-price cement in Guangxi. In order to compete for market share, many cement enterprises in the Pearl River Delta region have secretly lowered their prices by 10-15 yuan/ton. Since July, cement prices in the region have fluctuated disorderly, market quotations have been chaotic, and prices of some enterprises have fallen back to the level before the price increase in June.

4、 Cement Net Video: The Situation of Enterprises Grabbing Shares at Low Prices Is Decreasing! Shangfeng Cement: Overall Optimistic about the Second Half of the Year

Shangfeng Cement observed that under the pressure of industry operation, the phenomenon of grabbing market share through low-price competition among enterprises has declined. Considering the impact of factors such as demand and supply, the company expects some positive changes in the cement industry in the second half of the year. With the company's management advantages and the positive effects brought by the peak season, Shangfeng Cement will continue to maintain an optimistic attitude towards the development of the industry in the next six months.

5、 Cement Network Video: Continue to expand the scale! Huaxin Cement "Sword to the World"!

The overseas sales volume of Huaxin Cement 2024 increased significantly in the first half of the year, with the sales volume of cement and clinker reaching 7.5976 million tons, up 47% year-on-year. The company's total revenue was 8.666 billion yuan, and overseas business revenue accounted for 3.578 billion yuan, an increase of 55.41% over the same period last year. Huaxin has established operations in 12 countries around the world, with an annual cement clinker production capacity of 15.44 million tons and a grinding capacity of 22.54 million tons. The company plans to continue to expand its overseas market share.

6、 Cement Net Monthly Report: High Temperature Off-season, Sand and Stone Prices Continue to Fall (8.1-8.31)

In August 2024, due to the high temperature and rainy weather affecting the construction progress, coupled with the tight capital chain, the market demand continued to be depressed, resulting in a sustained decline in the national sand and gravel prices. The gravel price index (CSPI) fell by 1.77% month-on-month and 4.14% year-on-year, while the machine-made sand price index (MSPI) fell by 0.35% month-on-month and 5.39% year-on-year. Although the market is about to enter the peak season, the imbalance between supply and demand remains unchanged, and the downward trend of sand and gravel prices has slowed down, but the overall market sentiment is pessimistic and the price rebound is weak.

7、 Accelerating the Formation of New Quality Productive Forces | Dengfeng Zhonglian: Making Continuous Efforts to Create a New Situation of High Quality Development

Under the severe situation of basic building materials industry, Dengfeng Zhonglian adheres to high-quality development, carries out three-fine management, promotes cement + business, builds intrinsic safety enterprises, and has won many honors. Focus on reducing costs and increasing efficiency, technological innovation, equipment upgrading, raw material substitution, and promote green and low-carbon development. Strengthen personnel training, improve staff skills, and create a learning atmosphere. In the future, we will continue to deepen the strategy of high-quality development, face challenges directly, strengthen internal strength and achieve sustainable development.

8、 Announcement of Anhui Provincial Department of Industry and Information Technology on Removal and Withdrawal of Cement Clinker Production Lines Used for Replacement by Anhui Pearl Cement Group Co., Ltd. and Other Enterprises

Anhui Zhenzhu Cement Group Co., Ltd., Anhui Dongfang Cement Co., Ltd. and Anhui Shengli Cement Co., Ltd. have withdrawn from one cement clinker production line respectively for the replacement of a new cement clinker production line project with a capacity of 4000t/d. The old production lines of Anhui Pearl and Anhui Oriental have been dismantled, Anhui Shengli has gone bankrupt and liquidated, and the old production lines will be dismantled after the implementation of judicial procedures. The public can supervise, and the relevant departments provide contact numbers.

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Correlation

Domestic concrete price statistics in September showed that the national concrete price fell by 1.18% annually and 18.44% year-on-year. Prices in most regions have changed to varying degrees, with some regions changing by 0. The ring change is more significant in Hunan, with a decline of 4.07%; the ring change is relatively small in Fujian, with an increase of 0.15%. On a year-on-year basis, the decline in Shaanxi was relatively large, reaching 35.00%, while there was no change in Guizhou. Overall, domestic concrete prices showed a downward trend in September.

2025-10-09 09:01:43

On September 28, the e-commerce platform of China Huadian Group issued a tender announcement for PC general contracting of photovoltaic power generation project of Shougang Group Mining Co., Ltd. and the tenderer was Huadian (Qian'an) New Energy Co., Ltd.

2025-10-07 23:38:14

On September 28, Fuyang Ronglian Photovoltaic Technology Co., Ltd. was filed for bankruptcy by Qiao Gang, a natural person, to the People's Court of Yingquan District, Fuyang City, Anhui Province, with the case number of (2025) Anhui 1204 Poshen No.7.

2025-09-30 15:05:53

On September 28, the Development and Reform Bureau of Kongtong District, Pingliang City, Gansu Province, announced that it had decided to cancel the investment qualification of the 100MW photovoltaic power generation project in Xiamen Township of the State Power Investment Group Aluminum and Electricity Investment Co., Ltd.

2025-09-30 09:11:49

Digital New Energy DataBM. Com has learned that the administrator of Beijing Wanyuan Industrial Co., Ltd. will auction 49% of Inner Mongolia Datang Wanyuan New Energy Co., Ltd. held by Beijing Wanyuan Industrial Co., Ltd. through the litigation asset platform at 10 o'clock on October 6.

2025-09-29 16:52:08

Digital New Energy DataBM. Com has learned that the administrator of Datang Jianshan Tianshuo Arukhorqin Banner New Energy Co., Ltd. will publicly auction assets such as machinery and equipment (photovoltaic power generation equipment), electronic equipment, low-value consumables and raw materials under the name of the company on Taobao Online Judicial Auction Platform at 10 o'clock on September 29.

2025-09-28 17:48:01

This is the third time that China's new photovoltaic installed capacity has declined since May this year.

2025-09-26 11:19:25

"SNEC ES + 11th (2025) International Energy Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition" and "SNEC H2 + 9th (2025) International Hydrogen Energy and Fuel Cell Technology and Equipment and Application (Shanghai) Conference and Exhibition" (referred to as "SNEC The 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition will be held in Shanghai Pudong Kerry Hotel (1388 Huamu Road, Pudong New Area) and Shanghai New International Expo Center (2345 Longyang Road, Pudong New Area) from October 9 to 12, 2025.

2025-09-25 10:26:30

These things happened in the cement industry today!

2025-09-23 18:01:06

What is happening in the cement industry?

2025-09-21 07:01:13

Jingke Energy lowered its quotation by 0.01-0.03 yuan/W

2025-09-17 15:49:01

On September 17, the 2025 World Energy Storage Conference was held in Ningde. Zeng Yuqun pointed out that China has the most complete and advanced energy storage industry chain in the world and is the largest energy storage market. Last year, the installed capacity of new energy storage exceeded 100 million kilowatt-hours. However, the industry is facing challenges, such as security risks, fierce price competition, false product parameters, technology homogenization, disorderly expansion and so on. He believes that the high-quality development of industry should adhere to the bottom line of safety, build an empirical and credible market environment, strengthen the protection of intellectual property rights, encourage innovation, and the Ningde era has also made many practices.

2025-09-17 13:19:15

On September 12, Guoneng e issued a tender announcement for the EPC general contracting project of Ganluo Phase II Photovoltaic Power Generation Project of Dadu River Company. The tenderer is Guoneng Dadu River New Energy Ganluo Co., Ltd.

2025-09-16 17:44:25

Digital New Energy DataBM. Com has learned that the 100% equity transfer of Fuma (Guangzhou) Photovoltaic Power Generation Co., Ltd. has been pre-listed on September 11, 2025, and the transfer base price has not yet been announced, and the information will be disclosed until October 15.

2025-09-15 17:55:29

On September 12, the announcement of the termination of the general contract for the 5700 kilowatt distributed photovoltaic project of Kashgar yuanfang International Logistics Port in Xinjiang was issued. The reason for termination was that the project was terminated due to the change in the amount of investment in the project.

2025-09-15 17:52:03

In August, industrial solar power increased by 15.9%, and the growth rate slowed down by 12.8 percentage points compared with July. Solar power generation from January to August was 386.7 billion kWh, up 23.4% year-on-year.

2025-09-15 14:36:40

The fire broke out around 4 A. M. and took several hours to extinguish.

2025-09-15 09:02:47

What is happening in the cement industry?

2025-09-15 07:01:16

Digital New Energy DataBM. Com was informed that on September 11, Jiangsu Yongquan Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the Intermediate People's Court of Zhenjiang City, Jiangsu Province, the applicant was Rongma Science and Technology Group Co., Ltd., and the case number was (2025) Su 11.

2025-09-12 15:46:09

Digital New Energy DataBM. Com learned that on September 8, four photovoltaic power generation project owners, such as Nongxian, Ruili City, Dehong Prefecture, Yunnan Province, issued a competitive consultation announcement with a total scale of 171 MW.

2025-09-11 17:45:31

On September 8, the Beijing Property Exchange disclosed that the 9% equity of Dezhou Jusheng New Energy Technology Co., Ltd. (Hereinafter referred to as "Jusheng New Energy") was listed at the transfer base price of 1 yuan, and the transferor was Jiangxi Electric Power Construction Co., Ltd. of China Electric Power Construction Group (hereinafter referred to as "Jiangxi Electric Power Construction").

2025-09-11 16:44:10

The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

2025-09-11 16:44:03

On September 5, the procurement project of Pingchuan Substation 500000 kW/2 million kWh New Energy Storage Special Action Project (Phase I) in Tuquan County, Xing'an League, Henan Engineering Company of China Electric Power Construction was terminated. The reason for termination is that "the owner of this project requires the commencement date to be advanced, the construction period is urgent, and the content of the bid section needs to be adjusted and re-tendered.". This tender is terminated.

2025-09-11 10:58:56

On the evening of September 10, Jinfeng Science and Technology announced that the company intends to sign the Agreement on Investment and Development of Wind Power Hydrogen Ammonia Alcohol Integration Project with Bayannaoer Municipal People's Government. Goldwind Science and Technology said that it plans to invest in the construction of wind power hydrogen ammonia alcohol project within the jurisdiction of Bayannaoer City, with a total investment of about 18.92 billion yuan. The overall plan of the project is to build 3GW wind power, more than 80% of which is used to electrolyze water to produce green hydrogen, and to produce 600000 tons of green methanol per year and 400000 tons of green ammonia per year by coupling biomass gasification with green hydrogen.

2025-09-11 10:10:35

On September 10, Beijing Energy Group Co., Ltd. held a cadre meeting to announce the decision of the Beijing Municipal Committee and the Municipal Government.

2025-09-11 09:29:04

On September 10, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025. The tender announcement shows that the total scale of the tender is estimated to be 17 GW, which is divided into 8 packages, covering 182 mm TOPCon components, 210 mm TOPCon components, HJT components and BC components. For this tender, in addition to good reputation and relevant qualifications, the bidder's performance requirements are as follows:

2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

As a result of the war, Ukraine's cement industry has fallen from its peak and is looking for exports to survive. In 2021, the output was 11 million tons, which dropped sharply to 5.4 million tons in 2022, and then slowly climbed to 8 million tons in 2025, but there is still a gap. The structure of demand has changed, infrastructure and defense projects have become big buyers in the short term, and domestic consumption has shown signs of weakness. Excess capacity is balanced by exports, and the proportion of export volume will rise to 21% in 2024. With the increase of market concentration and the monopoly of production capacity by several large kilns, CRH is expected to bring capital and enhance competitiveness to the industry if the acquisition is successful.