9.27 Cement Morning Post: Ultra-low Emission Transformation of 54 Clinker Lines; Implementation of Portland Cement Clinker Standard; CPC Political Bureau Economic Meeting

2024-09-27 07:01:23

What is happening in the cement industry?

1、 Cement network video: Huaxin, Gezhouba, Yadong and other 54 clinker production lines ultra-low emission transformation schedule released

Hubei Province issued the "Ultra-low Emission Transformation Plan for the Cement Industry in Hubei Province", requiring that by the end of 2025, more than half of the cement clinker production capacity will be transformed, and the production capacity of large enterprises such as Huaxin and Gezhouba will reach the ultra-low emission standard above 2500 tons per day. By the end of 2028, all cement clinker production enterprises and independent grinding stations in the province need to complete ultra-low emission transformation, and new or expanded projects must also meet the standards.

2、 Cement net exclusive: GB/T21372-2024 "Portland Cement Clinker" standard will be implemented on October 1, and the difference will be compared and analyzed.

The national recommended standard of GB/T21372-2024 "Portland Cement Clinker" will be implemented on October 1, 2024, replacing the 2008 edition. The new standard adds new physical indexes of clinker variety, strength grade and characteristics, and adds the limit requirements of chloride ion, radioactivity, water-soluble chromium (VI) and heavy metal content to pay attention to the impact of environment and human health. At the same time, the indexes of insoluble matter and ignition loss are reduced, the strength grades of clinker are subdivided, the physical characteristics of special cement clinker are strengthened, and the detailed regulations of physical performance test methods are provided, so as to improve the practicability of the standard and reduce trade disputes.

3、 The Political Bureau of the CPC Central Committee held a meeting to analyze the current economic situation and economic work, and Xi Jinping, General Secretary of the CPC Central Committee, presided over the meeting.

The Political Bureau of the Central Committee of the Communist Party of China analyzed the current economic situation and deployed economic work on September 26. Xi Jinping presided over the meeting. The meeting held that although China's economy is facing new situations and problems, it has good economic fundamentals, strong resilience and great potential. The meeting stressed the need to look at the economic situation calmly, enhance the sense of responsibility and urgency to do a good job in economic work, improve the pertinence and effectiveness of policies and measures, and promote economic stability and high-quality development. In addition, the meeting proposed to increase the counter-cyclical adjustment of fiscal and monetary policies, optimize the real estate market, promote consumption and benefit people's livelihood, support the private economy, safeguard people's livelihood, ensure food security, and promote a sustained economic recovery.

4、 Cement Net Exclusive: How to Neutralize Carbon Neutralization in Cement Industry?

Facing the challenge of carbon neutralization, the cement industry needs to optimize the industrial structure, promote mergers and reorganizations, improve energy efficiency and develop low-carbon cement. Through fuel substitution, energy-saving technology, waste heat power generation, carbon capture and other methods to reduce emissions, while carrying out ultra-low emission transformation. Scientific and technological innovation is the key, and digital and intelligent management should be strengthened to promote low-carbon transformation. China Cement Network will hold a double carbon conference to discuss low-carbon development and carbon trading and utilization.

5、 Kuang Wenhui was elected president of Guangdong Ready Mixed Concrete Industry Association

Kuang Wenhui, chairman of Foshan Huijiang Concrete Co., Ltd., was elected as the new president of Guangdong Ready-mixed Concrete Industry Association at the first general meeting of the fifth session. This is a recognition of Kuang Wenhui in the field of ready-mixed concrete, and also indicates the new development direction of the industry.

6、 Ministry of Ecology and Environment: a total of 400 million tons of backward cement production capacity have been eliminated

Huang Runqiu, Minister of the Ministry of Ecology and Environment, pointed out at the press conference that in order to promote high-quality development, China continued to optimize its industrial structure, eliminating backward coal production capacity of 1 billion tons, steel production capacity of 300 million tons and cement production capacity of 400 million tons, while promoting clean and efficient use of energy, reducing the proportion of coal consumption, significantly reducing the number of coal-fired boilers, and improving clean heating in the northern region. The green transformation of transportation has been remarkable, with more than 40 million high-emission vehicles eliminated and the proportion of new energy buses increased significantly.

7、 Cement Net Video: Profitability of 20 Listed Cement Companies

In the first half of 2024, the overall performance of 20 cement listed companies declined, of which 18 had lower revenue, and 7, such as Conch Cement and Asian Cement, had a decline of more than 30%. In terms of net profit, 11 companies made profits and 9 companies made losses. Among the profitable enterprises, Conch Cement took the lead with a net profit of 3.326 billion yuan, 57.6% higher than total of the other 10 enterprises. Among the loss-making enterprises, the losses of Jidong Cement and Shanshui Cement have increased.

8、 Release of ultra-low emission transformation schedule for 54 clinker production lines including Huaxin, Gezhouba and Yadong

Hubei Province issued the Implementation Plan for Ultra-low Emission Transformation of Cement Industry, which plans that by the end of 2025, more than 50% of cement clinker production capacity will have completed ultra-low emission transformation, and the main production capacity transformation of Huaxin, Gezhouba, Yadong and other large cement groups will have been completed, with 30 performance-leading enterprises. By the end of 2028, the cement clinker production enterprises and independent grinding stations in the province have basically completed the transformation. At the same time, China Cement Network will hold the "2024 China Cement Double Carbon Conference" in Wuhu to discuss the low-carbon development of the cement industry, energy-saving and carbon reduction technologies and carbon trading applications.

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Correlation

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.

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The fire broke out around 4 A. M. and took several hours to extinguish.

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What is happening in the cement industry?

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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.

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The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

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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.

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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".

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On September 9, the temporary land for CGN Fengning Manchu Autonomous County 200MW Photovoltaic Composite Demonstration Project was approved. The construction unit of this project is CGN New Energy Fengning Manchu Autonomous County Co., Ltd. It is reported that the temporary land for the project is located in Wudaoying Township (Wudaoying Village, Jiudaogou Village), Tucheng Town (Sanjianfang Village, Sijianfang Village) and Dage Town (Saerying Village) of Fengning County, covering a total area of 7.8342 hectares.

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Li Lecheng, minister of the Ministry of Industry and Information Technology, said of irrational competition in photovoltaic and other industries: "The cultivation of enterprises and industries can be described as untold hardships, and irrational competition destroys an enterprise and an industry, which may happen overnight. We must not tolerate this kind of thing." He said that the next step would be to adhere to the rule of law, strengthen industry self-discipline, implement regulatory responsibilities, and enhance service capabilities, so as to "address both the symptoms and the root causes, systematically govern, focus on improving the system and mechanism, optimize the industrial ecology, and constantly improve the modernization level of industry governance."

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Digital New Energy DataBM. Com has learned that the photovoltaic module production line of Da'an Tianneng New Energy Equipment Co., Ltd. is to be transferred at a base price of 790,775 yuan (including tax) from August 4 to September 26, 2025.

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The "low price competition" in the component market continues.

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On August 25, China Anneng Electronic Procurement Platform issued a change announcement on the procurement project of photovoltaic modules for Lingwu 2 million kilowatt composite photovoltaic base project of China Anneng First Bureau Guoneng Lingshao DC, saying that the original announcement was invalid.

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The Digital New Energy DataBM. Com was informed that on August 27, the EPC project of the 30 MW industrial and commercial photovoltaic project of China Yingjian New Energy Technology (Anhui) Co., Ltd. was changed.

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On August 21, Beijing Jingneng E-commerce Platform issued a tender announcement for EPC general contracting of agricultural photovoltaic power generation project in Zhangshanying Town, Yanqing District, Beijing.

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2025-08-25 09:52:26

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2025-08-25 09:52:09

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Digital New Energy DataBM. Com learned that Panda Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the People's Court of Binhu District, Wuxi City, Jiangsu Province, the applicant was Chen Tao, and the public time was August 21.

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This week, the overall performance of the PV module market continued to be weak.

2025-08-22 22:16:34

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On the evening of August 21, Yiwei Lithium Energy released its semi-annual report for 2025.

2025-08-21 10:58:10

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