9.24 Cement Morning Post: Cement Industry Logistics Cost Reduction; Fujian Cement Price Increase; Jiangxi Cement Price Increase Notice

2024-09-24 07:01:28

What is happening in the cement industry?

1、 The cost of transportation has been greatly reduced! Cement industry logistics "new energy" on the way!

Yunnan Jianfeng Cement Company has put electric vehicle charging station into operation, becoming the first cement enterprise with charging station in the Pu'er Tea, which indicates that the logistics of cement industry is developing towards clean and low-carbon transformation. The transportation cost of electric trucks is much lower than that of oil trucks, and the national policy encourages the use of new energy or national six emission standard vehicles to improve the level of clean transportation. China Cement Network will hold a conference to focus on low-carbon development and carbon trading mechanism to promote green upgrading of the industry.

2、 Cement Net News: Fujian Cement Price Notice Raised

In September, the main clinker line enterprises in Fujian implemented a 15-day kiln shutdown, and the implementation of kiln shutdown was in good condition. From the 22nd, the main cement manufacturers in the province began to raise the price of all kinds of cement, an increase of 20 yuan per ton. However, in view of the recent rainy weather and the approaching National Day holiday, the market demand is limited and the enterprise inventory is high, so the implementation effect of this price increase still needs to be observed.

3、 Cement net news: Jiangxi Nanchang, Yichun and other places cement price notice increase

Cement prices in Nanchang, Yichun and other places in Jiangxi are about to rise. In the golden nine and silver ten seasons, the demand has increased slightly, coupled with the impact of off-peak kiln shutdown, the willingness of enterprises to raise prices has increased. Since the 23rd, the price of bagged cement is planned to rise by 10 yuan/ton, and the bulk price will rise by 15 yuan/ton. However, at present, the overall demand and sales are not strong, and whether the effect of price increase is implemented needs further observation.

4、 Cement Net News: Notice of Cement Price Increase in Northeast Jiangxi

Demand in the traditional peak season in northeastern Jiangxi Province has rebounded slightly, and the willingness of enterprises to raise prices has increased due to the impact of off-peak kiln shutdown. Since the 23rd, cement enterprises in Shangrao, Jingdezhen, Yingtan and other places have announced an increase in the price of bagged bulk cement by 10 yuan per ton. However, the current demand and sales are not strong as a whole, and the effect of price increase needs to be observed.

5、 Hongshi Cement won the mining right of Baituqiang Limestone Mine for Cement in Xunjiansi Town, Mile City, Yunnan Province for 68.82 million yuan

Maitreya Red Lion Cement Co., Ltd. won the mining right of Baituqiang Limestone Mine for Cement in Xunjiansi Town, Maitreya City, Yunnan Province for 68.82 million yuan, and the public listing time is from June 5 to July 17, 2024. The mining area covers an area of 0.7055 square kilometers, with a resource reserve of 77.5981 million tons and an annual output of 2.2 million tons. The mining area is located in a place with convenient transportation. The design mining life of the mine is 30 years. The announcement time was delayed due to staff reasons, and the relevant announcements were published on the portal website of Honghe Natural Resources and Planning Bureau and Yunnan Public Resources Trading Information Network.

6、 Huaibei Xiangshan Cement: "Green pines do not fall in the cold, and the blue sea is wider than clear"-achieved good results in the first three quarters

In the first three quarters of 2024, the market demand of domestic cement industry is not strong, the price is low, and it is difficult for enterprises to make profits. Faced with this situation, Huaibei Xiangshan Cement has effectively improved its production and sales through cost control and business strategy optimization, and its performance has exceeded the market average. The company plans to continue to operate steadily in the next sales season, maintain market share, expand the market and improve efficiency in order to achieve the annual production and operation objectives.

7、 9.23 Cement Evening News: Late Report and False Report of Yanjin Coal Mine Accident; "Carbon Peak Action Effectiveness"

One person was killed in a roof accident at a coal mine in Yanjin, Yunnan. The investigation revealed that the mine had delayed reporting, false reporting and falsification of the scene. The responsible persons and supervisors were punished, and both the mine and the group were fined and suspended for rectification. Since the fourth anniversary of President Xi Jinping's announcement of the goal of carbon neutralization, China's "Ten Actions of Carbon Peak" has achieved positive results in energy transformation, energy conservation and carbon reduction, and green industrial transformation, and has steadily advanced towards the established goals.

8、 Cement Network Data: Statistics of Cement and Clinker Inventory in China and Six Regions (9.20)

According to the statistics on the inventory of cement and clinker in China and the six regions, the inventory of clinker in China was 65.46%, representing a year-on-year decrease of 3.76 percentage points and a month-on-month increase of 0.65 percentage points; the inventory of cement in China was 64.19%, representing a year-on-year decrease of 9.6 percentage points and a month-on-month increase of 0.77 percentage points. The inventory of clinker and cement varies from region to region, for example, the inventory of clinker in East China increased by 5.41 percentage points, while the inventory of cement in Northeast China decreased by 30 percentage points. More detailed data and analysis reports can be found on the Cement Big Data website.

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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

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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.