9.25 Cement Morning Post: Effectiveness of Carbon Emission Reduction in Cement Enterprises; Review of China Cement Industry in 2024; CNBM-Saudi Aramco Cooperation

2024-09-25 07:01:22

What is happening in the cement industry?

1、 Cement Net Exclusive: How can Cement Enterprises Achieve Real and Effective Carbon Emission Reduction?

Cement industry, as a high carbon emission industry, is facing the challenge of emission reduction in the global carbon reduction tide. Effective carbon emission reduction measures include reducing the scale of infrastructure construction, reducing the consumption of concrete and clinker, and developing low-carbon cement materials. Shen Weiguo, a researcher at Wuhan University of Technology, put forward the technology of "steel slag phase separation clinker" as an economically feasible scheme for energy saving and emission reduction, which is expected to realize the green transformation and sustainable development of the cement industry. China Cement Network will hold a conference to discuss the low-carbon development and carbon trading mechanism of the industry.

2、 Cement Net Report: Comprehensive Review of Listed Companies in Cement Industry in 2024

In the first half of 2024, the cement industry was affected by the continuous downturn of real estate investment and the slowdown of infrastructure investment, the demand declined, the contradiction between supply and demand in the market intensified, and the price operated at a low level, which led to the characteristics of "shrinking demand, fierce competition, low price and operating loss" in the industry. The national cement output dropped by 10.76% year on year, reaching a new low since 2011. Nearly half of the 20 listed companies lost money, most of their revenues declined, and their profits generally declined. The sales volume and price of cement clinker generally decreased, the cost decreased, but the decrease could not make up for the decrease in selling price, and the gross profit decreased. The industry has suffered its first loss since the beginning of this century, and the profit margin and profitability of listed companies have generally declined. In the second half of the year, the repair space is limited, and the performance of enterprises is under great pressure.

3、 CNBM and Saudi Aramco Announce Strategic Partnership

China Building Materials Group and Saudi Aramco signed a five-year cooperation framework agreement to share opportunities and seek common development in the field of advanced materials and industrial development. The two sides plan to establish a production base in Saudi Arabia, cooperate in the production of advanced non-metallic materials and low-carbon building materials, develop energy storage solutions, and jointly build training and testing centers and technology research and development laboratories to promote technological innovation, and are committed to promoting the green and low-carbon transformation of the building materials industry and deepening the friendly relations between China and Saudi Arabia.

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

In response to the policy of peak staggering production, the Guanzhong area of Shaanxi Province has implemented the measure of stopping kilns for 15 days every month, which is well implemented at present. The cement market in the region has maintained a balance between supply and demand, but due to rising costs, major cement manufacturers in the region have announced a 30 yuan/ton increase in cement prices since the 20th. The effect of price adjustment and market reaction need further observation.

5、 Cement Net News: Notice of Cement Price Increase in Chongqing

Since September, peak shifting production has been implemented in Chongqing, and cement clinker stocks have declined. Cement demand has been supported by falling temperatures and the start of a number of new projects. Therefore, since the 21st, leading enterprises in Chongqing have announced that the price of cement in the main urban area has been raised by 50 yuan per ton and 30 yuan per ton in western Chongqing, but the actual effect of the price adjustment still needs to be observed.

6、 Cement Network Report: CRH to become Ukraine's largest cement producer

Italian cement maker Buzzi's Dyckerhoff has struck a deal with Ireland's CRH Group to sell two of its cement plants in Ukraine. The Antimonopoly Committee of Ukraine approved CRH's acquisition of Dyckerhoff's stake in Ukraine, making CRH the largest cement producer in Ukraine. The acquisition increases CRH's market share in Ukraine, raising concerns about high market concentration and possible higher reconstruction costs.

7、 9.24 Cement Evening News: China's new central enterprise for resource recycling; "A-share bull stock changes in the sky"; Hangyong New Dam Lock was successfully poured for the first time

China Resources Recycling Group will become the 98th central enterprise, focusing on resource recycling and green low-carbon development. Technology leaders focus on self-developed AI chips, and A-share AI chip concept stocks are concerned. A-share market stock "day floor" phenomenon, affected by the news of RRR cut, many stocks fell sharply. The lock wall of the second line of the new dam of the Hangzhou-Ningbo Canal has been successfully poured for the first time, which is a key project. Valin Iron and Steel products are widely used in the field of construction machinery, and strive to enhance market share and brand influence.

8、 Cement Net Video: CNBM, Conch, Red Lion, Huaxin, etc. Are on the list of China's top 500 manufacturing enterprises in 2024

The list of China's top 500 manufacturing enterprises in 2024 was released recently, and cement enterprises such as China Building Materials, Conch Group and Red Lion were listed. The entry threshold for the list rose to 17.062 billion yuan, an increase of 512 million yuan over the previous year. The top 500 enterprises realized business income of 52.01 trillion yuan, an increase of 1.86% over the same period last year.

All can be viewed after purchase
Correlation

According to the news released by Zeqing New Energy on October 24, Huaneng Wuhe 100MW water surface centralized photovoltaic power generation project has been formally signed and landed.

2025-10-30 16:41:32

According to incomplete statistics of digital new energy DataBM. Com, since mid-October, many photovoltaic enterprises such as Tongwei, Longji, Jingke and Tianhe have announced that they have won overseas orders.

2025-10-30 16:39:33

Digital New Energy DataBM. Com learned that on October 28, the third, fourth and sixth bidding sections of the 1.6 million kilowatt photovoltaic power generation project in Tori County, Tacheng, Xinjiang, were tendered publicly.

2025-10-29 16:06:17

What is happening in the cement industry?

2025-10-27 07:01:10

The project is located in Yunnan yuanjiang Industrial Park, yuanjiang Hani, Yi and Dai Autonomous County, Yuxi City, with a total investment of 150 million yuan. After the project is completed, it is estimated that the annual production of fixed photovoltaic brackets, regulating photovoltaic brackets and tracking photovoltaic brackets will be 10g and W.

2025-10-23 10:57:05

The net profit of Ningde Times increased by more than 40%, and energy storage and new energy commercial vehicles became two high-growth businesses in the future, benefiting from policy promotion and market demand release.

2025-10-21 10:13:40

On October 20, the Guangdong Energy Bureau of the Guangdong Development and Reform Commission issued the Notice on Matters Relating to the Price Bidding of the New Energy Project Mechanism in 2025.

2025-10-21 10:05:37

Hunan deepens the market-oriented reform of new energy grid price, promotes the full entry of new energy into the market, establishes a differential settlement mechanism, implements step by step, incorporates bidding, guarantees reasonable income, and promotes the high-quality development of new energy.

2025-10-21 08:34:59

The upper and lower bidding limits of wind power and photovoltaic power in Hebei Southern Power Grid are 0.2-0.3644 yuan per kilowatt-hour; the upper and lower bidding limits of wind power and photovoltaic power in Hebei Northern Power Grid are 0.2-0.372 yuan per kilowatt-hour. The implementation period of wind power and photovoltaic power is 10 years and 12 years respectively.

2025-10-20 11:35:20

On October 14, the first China-Europe Arctic container express route was successfully launched, opening up a new channel for photovoltaic and other new energy products to go to Europe. Europe is China's largest export market for photovoltaic products, and there are problems such as congestion, high cost and potential safety hazards in traditional transportation routes. China-Europe Arctic Express is faster, more economical, safer and more stable, and its transportation efficiency has been greatly improved, which can reduce costs and cargo damage. However, at present, the time to replace the traditional routes on a large scale has not yet arrived, and there are some problems such as short navigation time, high cost and infrastructure to be improved, but its opening provides a new choice.

2025-10-20 09:19:05

The rise in component prices has led more enterprises to follow suit.

2025-10-17 15:52:43

On October 15, Beijing Xinzhaoneng 450MW Distributed Photovoltaic Power Generation Project EPC General Contracting Project issued a tender announcement, the tenderer is Beijing Xinzhaoneng Energy Technology Co., Ltd.

2025-10-16 17:02:02

According to industry data, more than 30 senior executives of state-owned energy enterprises have been investigated this year.

2025-10-14 17:38:57

The bidding announcement shows that the 300 MW photovoltaic project in Guyuan County has a total installed capacity of 300000 kilowatts, and the project category is photovoltaic power generation. The selected units selected through competitive allocation are investment enterprises.

2025-10-13 15:28:06

From October 9 to 12, the "SNEC 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition" opened in Shanghai Pudong Kerry Hotel and Shanghai New International Expo Center.

2025-10-11 13:33:50

Digital New Energy DataBM. Com learned that on October 9, the rural household distributed photovoltaic power generation project in Pingbian County, Honghe Hani and Yi Autonomous Prefecture, Yunnan Province, issued a secondary flow announcement for the preferred investment and development subject.

2025-10-11 10:00:34

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, the tender announcement for the general contracting (EPC) of the MW agricultural-photovoltaic complementary photovoltaic power generation project of Yunhe Yegaoping 39.6 in Lishui, Zhejiang was issued.

2025-10-07 15:03:52

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

On the afternoon of October 29, 2025, Zhou Yuxian, President of China Cement Association, Secretary of the Party Committee and Chairman of China Building Materials Group, attended a symposium on high-quality development of cement industry in three provinces and one region of Pan-Northeast China in Shenyang, Liaoning Province. Representatives of industry associations in Liaoning, Jilin, Heilongjiang and Inner Mongolia and major cement enterprises in the region participated in the meeting.