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.

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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.