9.26 Cement Morning Post: Ministry of Industry and Information Technology Announces List of Industrial Heritage; Chongqing Carbon Quota Scheme; Land Investment of 40 Billion yuan for Infrastructure Re

2024-09-26 07:01:20

What is happening in the cement industry?

1、 Two cement plants are listed! The Ministry of Industry and Information Technology announced the list of national industrial heritage!

On September 24, 2024, the Ministry of Industry and Information Technology announced the list of the sixth batch of national industrial heritage to be recognized and the list of the first and second batches to be reviewed. The publicity period is from September 24 to 30. Among them, the vertical kiln of Yunnan Cement Plant was selected as the sixth batch of national industrial heritage to be identified, while Qixin Cement Plant was included in the second batch of national industrial heritage to be reviewed.

2、 31 key cement emission units! Chongqing Releases Implementation Plan for Carbon Emission Quota Allocation in 2023

Chongqing Municipal Bureau of Ecology and Environment has issued a carbon emission quota allocation plan for 2023, with 334 industrial enterprises included in the quota management, including the cement manufacturing industry. The plan stipulates the scope, total amount and allocation method of quota management, as well as the mechanism of quota issuance, clearance and offset. In addition, the quota adjustment and incentive mechanism are proposed, including performance cost control, quota ceiling constraints and pollution reduction and carbon reduction incentives. At the same time, it was announced that the "2024 China Cement Double Carbon Conference" would be held soon, focusing on the low-carbon development of the cement industry.

3、 9.25 Cement Evening News: "Local government invests 40 billion yuan to renew infrastructure"; China Merchants Li Zhan: Policies help demand recovery; 2024 A-share environmental risk list

More than 40 billion yuan has been raised nationwide to update buildings and municipal infrastructure equipment, including old residential elevators, to promote people's livelihood security. China Merchants Fund Li Zhan believes that it is necessary to promote demand recovery through aggregate policy. The 2024 A-share environmental risk list shows that the environmental risk has improved. The net rate of a shares has risen to a high level in recent years, and basic chemical industry, real estate and building decoration are the main gathering places of net stocks. The steel quarterly report points out that the gap between supply and demand in the steel market needs to be repaired. Real estate sector rebounded, building materials ETF rose 4.5%. Guizhou Province released the ultra-low emission transformation plan for cement and coking industries. Coal enterprises are committed to improving the quality of commercial coal. China Building Materials Group signed a cooperation framework agreement with Saudi Aramco. The Ministry of Ecology and Environment promotes new energy vehicles to reduce pollution and carbon. Post-market service has become a new development direction of equipment manufacturing industry. Sand and gravel production line design needs to consider the current and future market. Minben Group's machine-made sand and gravel supply base passed the review. China Nengjian Yipuli Company and Gezhouba Group have deepened their collaborative operation.

4、 Cement Net News: Gansu Tianshui, Longnan Chengxian Cement Price Notice Raised

Affected by rising prices in neighboring areas and off-peak kiln shutdown, major cement enterprises in Tianshui and Chengxian counties of Longnan, Gansu Province, plan to raise cement prices by 30 yuan/ton around 23 days to increase profits. However, the regional market demand is not up to expectations and some enterprises are facing greater inventory pressure, so whether the price rise can be implemented still needs to be observed.

5、 Cement Net Video: Who Makes the Most Money in Aggregate Business! Revenue release of 14 enterprises!

In the first half of 2024, the aggregate business revenue of Huaxin Cement, China Building Materials, Tianshan Stock, Conch Cement and China Electric Power Construction ranked the top five, with a revenue range of 2-3 billion yuan. The aggregate revenue of these five companies totaled more than half of the total revenue of 14 listed companies. The revenue of Huaxin Cement and Conch Cement Aggregate increased by 36.96% and 29.84% respectively, while Huarun Building Material Technology ranked first in the growth rate with 114.67%.

6、 Beiyuan Group Cement Co., Ltd. has practical measures to "dig out" benefits

In view of the severe business situation, Beiyuan Group Cement Co., Ltd. takes "double increase and double saving" (increasing revenue and reducing expenditure, reducing cost and increasing efficiency) as the core, and all staff participate in tapping the potential of saving and benefit. Through stabilizing production, technological transformation, optimizing the ratio and other measures, the company encourages employees to put forward innovative proposals, and has implemented 64 projects with an effect of 505000 yuan. Through the optimization of daily work and energy-saving and consumption-reducing actions, the on-site staff can effectively control the cost and make rational use of resources.

7、 Cement Network Video: Red Lion 68.82 million mine! There is also a clinker production line under construction.

Maitreya Red Lion Cement successfully won the mining right of limestone mine for cement in Maitreya City, Yunnan Province with 68.82 million yuan. At the same time, the company plans to invest about 1.62 billion yuan to build a new dry-process cement clinker production line with an annual output of 1.43468 million tons of clinker, which is expected to become one of the major provincial projects in Yunnan Province in 2024.

8、 Cement Network Video: Changes in the Board of Directors of Two Cement Groups

Personnel changes occurred in Tianrui Cement , Wang Ping resigned as an independent non-executive director, Mai Tiansheng took over as an independent non-executive director and chairman of the audit committee, and Li Wenfeng became a member of the nomination committee. Ningxia Building Materials has also made personnel adjustments, and Xue Zhongmin has resigned as a director of the company and a member of the Strategic and ESG Committee of the board of directors.

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Correlation

According to data released by the National Bureau of Statistics on September 15, industrial added value above the scale increased by 5.2% in August 2026, 0.7 percentage points faster than last month. Among them, the output of photovoltaic cells in August was 67.02 million kilowatts, down 12.9% year-on-year; the output of photovoltaic cells from January to August this year was 505.9 million kilowatts, down 14.6% year-on-year.

2026-09-15 10:37:36

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01

Seven manufacturers, including Jingke Energy, Trina Solar Energy, Jingao Technology, Atlas, Dongfang Risheng, Yingli Energy and Runma Solar Energy, raised their component quotations by 0.01-0.03 yuan/W.

2026-08-12 17:50:55

On July 29, Longji Green Energy released the pre-approval announcement of the environmental impact assessment of the new crystalline silicon-perovskite tandem solar cell technology and equipment industrialization project and the new high-efficiency back contact (BC) cell technology and equipment project of Xixian New Area Branch.

2026-08-12 16:36:35

It is worth noting that the meeting not only formed a consensus on self-discipline among enterprises, but also put forward a series of supporting disciplinary measures and suggestions:

2026-08-07 14:24:19

A picture shows how a piece of limestone turns into cement!