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.

All can be viewed after purchase
Correlation

On June 11, according to foreign media reports, the Pakistani government proposed an 18% general sales tax (GST) on imported solar panels in the 2025-2026 federal budget submitted to the National Assembly on June 9. Finance Minister Muhammad Aurangzeb said the move could help boost the domestic PV manufacturing sector, however, the Pakistan Solar Energy Association (PSA) has called on the government to reconsider the policy.

2025-06-12 11:16:30

On June 11, the Development and Reform Commission of Dalian City, Liaoning Province, issued a circular on the announcement of the Work Program for Competitive Allocation of the First Batch of Photovoltaic Power Generation Projects in Dalian in 2025. The notice points out that according to the "Construction Plan of the Second Batch of Wind Power and Photovoltaic Power Generation Projects in Liaoning Province in 2025", the scale of beach photovoltaic power generation in Dalian is determined to be 3 million kilowatts, which is allocated to the owner of the project at one time. The project is located in Pulandian District, Dalian City, Changxing Island Economic Zone, Wafangdian City and Zhuanghe City, Liaoning Province.

2025-06-12 10:35:37

Digital New Energy DataBM. Com learned from the asset trading platform that Zhejiang Aikang Photoelectric Technology Co., Ltd. will conduct a public auction on the auction platform at 10:00 on June 13, 2025. The auction target is "raw materials stored in Zhengneng warehouse under the name of Zhejiang Aikang Photoelectric Technology Co., Ltd.".

2025-06-11 22:24:06

On the evening of June 10, Jiejia Weichuang issued a clarification note on disputes during the construction of Jiejia Weichuang Shanghai SNEC Exhibition (hereinafter referred to as "clarification note") on its official WeChat public number. Jiejia Weichuang said in the Clarification Note that during the construction of its SNEC booth in Shanghai, at 17:25 p.m. on June 10, a group of "construction workers" wearing hard hats held up controversial slogans and continued to make trouble for five minutes. Twenty minutes later, they were taken away by the local police for investigation.

2025-06-11 22:23:47

Digital New Energy DataBM. Com learned that on June 9, China Huadian Group's e-commerce platform issued a tender announcement for the procurement of 640 MW photovoltaic modules for Yanyuan Baiwu Phase II, Liangshan Prefecture, Sichuan Huadian. The tenderer is Sichuan Yanyuan Huadian New Energy Co., Ltd.

2025-06-10 18:23:18

Digital New Energy DataBM. Com learned that on June 9, China Southern Power Grid Electronic Procurement Trading Platform issued a tender announcement for photovoltaic module framework of Qingyuan Chengchuang Energy Development Co., Ltd. in 2025. The tenderer is Qingyuan Chengchuang Energy Development Co., Ltd.

2025-06-10 18:23:01

Digital New Energy DataBM. Com learned from the asset trading platform that Fujian Zhengnuo Auction Co., Ltd. will conduct a public auction on the auction platform at 10:00 on June 15, 2025 for photovoltaic panels (Suzhou) with 305 and 265 watts of 22000 in stock. The details of the subject matter are 265W about 16000 pieces, with the size of 1640X992X40mm, and 305W about 6000 pieces, with the size of 1665X1000X40mm, totaling about 22000 pieces, which will be settled according to the actual quantity after the transaction. The transaction price does not include tax, auction according to the status quo, and pick up after the transaction.

2025-06-10 14:40:31

In the first half of the week, the price of photovoltaic modules remained stable as a whole, with a slight decline in some areas.

2025-06-10 14:11:03

On June 10, the 18th (2025) International Solar Photovoltaic and Smart Energy-Energy Storage Battery Technology and Equipment (Shanghai) Conference was held. At the meeting, Zhu Gongshan, Chairman of the Global Green Energy Council, Chairman of the Asian Photovoltaic Industry Association 2025 SNEC PV + Executive Chairman of the International Photovoltaic Two Sessions and Chairman of Xiexin Group, delivered a keynote speech on the theme of "Unlocking the Future by Dancing with Light".

2025-06-10 12:22:00

On June 10-13, 2025, SNEC PV & ES 18th (2025) International Solar Photovoltaic and Smart Energy & Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition (hereinafter referred to as 2025 SNEC PV & ES International Photovoltaic & Storage Conference), the annual event of the global photovoltaic and storage industry, will be opened! Meeting time: June 10-12, 2025 Venue: InterContinental Shanghai, National Convention and Exhibition Center (1700 Zhuguang Road, Shanghai) Exhibition time: June 11-13, 2025 Venue: National Convention and Exhibition Center (Shanghai)

2025-06-09 15:01:52

Meeting time: June 10-12, 2025 Venue: InterContinental Shanghai, National Convention and Exhibition Center (1700 Zhuguang Road, Shanghai) Exhibition time: June 11-13, 2025 Venue: National Convention and Exhibition Center (Shanghai) (No.333, Songze Avenue, Shanghai)

2025-06-09 10:35:10

Digital New Energy DataBM. Com learned from the public account of CITIC Bo New Energy that recently, CITIC Bo and Northwest Electric Power Design Institute Co., Ltd. of China Power Engineering Consulting Group (hereinafter referred to as "Northwest Electric Power Design Institute") signed a 1GW project order in Azerbaijan.

2025-06-09 09:27:44

Nihe Wetland, with a total area of more than 40000 mu, was listed as the first batch of provincial important wetlands in Anhui Province in 2017. There are many problems in Nihe wetland, such as illegal construction of photovoltaic projects, illegal breeding of surrounding residents, random accumulation of domestic waste, and serious pollution of wetland waters, which lead to the continuous deterioration of wetland ecological environment. In 2022 and 2023, it was repeatedly inspected and notified by the central and provincial eco-environmental protection inspection teams, but it has not yet been rectified.

2025-06-09 09:10:10

The Digital New Energy DataBM. Com was informed that on June 4, the Three Gorges Energy held the thirty-eighth meeting of the second board of directors in Beijing. The meeting was chaired by Zhu Chengjun, chairman of the company.

2025-06-09 09:09:52

On June 3, the Bureau of Ecology and Environment of Xuancheng City, Anhui Province, announced the acceptance of the Environmental Impact Report on the Technical Reform Project of Monocrystalline Silicon Slices of Anhui Huasheng New Materials Co., Ltd.

2025-06-06 17:19:41

On June 6, South Grid Energy issued a progress announcement on the bankruptcy application of Sun Yangshan Nandian Company.

2025-06-06 15:14:44

On June 10-13, 2025, SNEC PV & ES 18th (2025) International Solar Photovoltaic and Smart Energy & Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition (hereinafter referred to as 2025 SNEC PV & ES International Photovoltaic & Storage Conference), the annual event of the global photovoltaic and storage industry, will be opened!

2025-06-06 13:43:56

On June 4, United Renewable Energy Co., Ltd., a photovoltaic manufacturer in Taiwan, China, issued a notice on the elimination of traditional PERC production lines. United Renewable Energy said that the strategic adjustment aims to respond to the trend of photovoltaic technology iteration, through the implementation of the "lean plan", concentrate resources on TOPCon products and energy storage system business with more development potential, phase out the traditional PERC production line, with a view to asset activation and utilization.

2025-06-05 18:58:03

On June 5, the Digital New Energy DataBM. Com learned from the Jingdong Asset Trading Platform that the liquidation team of Shaanxi Yulin Puhui Da Photovoltaic Power Co., Ltd. will auction the machinery and equipment under the name of Yulin Puhui Da Photovoltaic Power Co., Ltd. on the Jingdong Auction Bankruptcy Qiangqing Platform.

2025-06-05 18:47:32

According to foreign media reports, on June 3, Sunnova TEP Developer LLC, a subsidiary of Sunnova Energy, a troubled U.S. residential solar company, filed for bankruptcy protection in the Southern District of Texas on June 1 under Chapter 11 of the U.S. Bankruptcy Code.

2025-06-04 17:51:27

On June 3, Longji Green Energy released a record of investor relations activities. Li Zhenguo, director and then general manager of the company, Liu Xuewen, director and financial officer, and Lu Yi, independent director, participated in the reception and responded to questions about market layout, HPBC2.0 technology progress and capacity planning.

2025-06-04 17:14:57

After the Dragon Boat Festival, the price increase of components advertised by many leading manufacturers has not officially landed.

2025-06-04 15:15:25

The photovoltaic industry, which once took advantage of the "double carbon" Dongfeng to rise, is now in deep winter, and the serious mismatch of production capacity has led to price collapse, enterprise losses, bankruptcy, layoffs and other phenomena. However, under such a difficult background, the deep-seated chill of the market has not stopped the enthusiasm of some local governments to attract investment for photovoltaic projects. Up to now, many parts of the country are still carrying out investment plans to continue to promote the landing of photovoltaic manufacturing projects.

2025-06-04 12:21:15

On June 3, Jiangsu Baoxin Science and Technology announced that the board of directors had recently received a written resignation report from Mr. He Deyong, the director, vice chairman and president of the company. Mr. He Deyong proposed to resign from the position of director, vice chairman and president of the company for personal reasons, and would no longer hold any position in the company after his resignation.

2025-06-03 09:28:16

Digital New Energy DataBM. Com learned that on May 19, according to foreign media reports, American solar manufacturer T1 Energy lowered its 2025 forecast due to recent trade policy uncertainties.

2025-06-03 09:14:53

On May 28, Xinjiang New Energy Research Institute Co., Ltd. Mulei 300000 kW Photovoltaic Module Procurement Bidding Project issued a public announcement of successful candidates.

2025-06-03 09:14:29

On May 28, according to foreign media reports, Trump cancelled a $2.92 billion government-guaranteed loan from Sunnova, an American residential solar giant.

2025-06-03 09:13:00

Digital New Energy DataBM. Com has learned that the administrator of Chifeng Everbright Photovoltaic Agriculture Development Co., Ltd. in Inner Mongolia will publicly auction the qualification of the company as a restructured investor from 10:00 on June 26, 2025 to 10:00 on June 27, 2025 (except for delay) on the "Taobao Ali Auction Bankruptcy Qiangqing Platform".

2025-06-03 09:12:19

What is happening in the cement industry?

2025-05-25 07:02:03

In 2024, the western construction [002302] realized business income of 20.347 billion yuan, a decrease of 11.01% over the previous year, and the net profit attributable to shareholders of listed companies was-263 million yuan, a decrease of 140.71% over the previous year.

2025-05-22 17:03:59

China Cement Net offers a free way to get it. Enterprises only need to bear the postage (sent by EMS, the book weighs 1.5KG, and the postage is transparent) to get this practical tool!