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.

All can be viewed after purchase
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.