9.28 Cement Morning Post: Cement prices rise in many places; China National Building Material Group Saudi Arabia promotion meeting; East China cement prices push up

2024-09-28 07:01:11

What is happening in the cement industry?

1、 Cement net video: many areas push up the price of cement 10-50 yuan/ton!

Chongqing, Shaanxi, Fujian, Gansu and Jiangxi have recently raised cement prices, ranging from 10-50 yuan/ton. The largest increase was 50 yuan per ton in Chongqing on Sept. 21; 30 yuan per ton in Shaanxi on Sept. 20; 20 yuan and 30 yuan per ton in Fujian and Gansu on Sept. 22 and Sept. 23, respectively; and 10-15 yuan per ton in Jiangxi on Sept. 23.

2、 China Building Materials Group Saudi Arabia Promotion Meeting Successfully Held in Riyadh

China Building Materials Group successfully held a promotion meeting in Riyadh, the capital of Saudi Arabia, attended by more than 120 guests, including government officials and business partners. The leaders of the group introduced the development process and contribution of Saudi Arabia in the past 20 years, and were committed to deepening cooperation with Saudi Arabia and supporting Saudi Arabia's "Vision 2030". At the meeting, the "Saudi Comprehensive Service Center" was unveiled to provide professional services and promote high-quality cement equipment to serve the Middle East market.

3、 Cement Net Weekly Report: Cement Prices in East China Have an Upward Trend (9.23-9.27)

Cement prices in East China have shown an upward trend. Affected by the rising prices of raw materials, cement prices in Zhejiang, Anhui, Jiangsu and other places have increased, but the actual implementation is uncertain. Transaction prices in some parts of Zhejiang have declined, and the Hangzhou-Jiaxing-Huzhou-Shaoxing region will push up prices. Due to weather factors and geological disasters in Anhui, demand is weak and prices are falling. Jiangsu is overcast and rainy, the market demand is low and the price is falling. Due to the improvement of demand and the shutdown of kilns at staggered peak in Fujian and Jiangxi, the intention of price increase has increased, but further observation is needed. Conch Group's company applied for listing, Huaxin gave birth to ultra-high performance concrete, and South Korea considered importing Chinese cement.

4、 Cement Network Weekly: East China market demand has not improved, although the prices of raw materials have pushed up, concrete prices are mainly stable.

The market demand for concrete in East China has not improved significantly, and the price of raw materials has risen, but the price of concrete has remained stable. Jiangsu market demand has rebounded slightly but not reached the peak season level, Anhui market is stable and raw material prices are expected to rise. Because the clinker production line in Shandong has not been shut down as planned, the inventory pressure of raw materials is high, the price fluctuates, and the price of concrete is wait-and-see. Because of the continuous rainy days in Fujian, the market demand is low, although there is a price increase intention, it is difficult to implement. The price of concrete in Jiangxi is relatively stable, and the market demand is gradually increasing, but the growth rate is limited.

5、 Weekly Report of Cement Net: Central and South China, Hubei, Eastern Hubei and Other Places Plan to Push Up Cement Price by 30 yuan/Ton Again (9.23-9.27)

Central and southern Hubei, eastern Hubei and other places plan to push up the cement price by 30 yuan/ton again. Prices in the Pearl River Delta region of Guangdong are generally pushed up, while those in Guangxi are stable and declining. Hubei is driven by the price increase in eastern Hubei, and the price of individual markets in Hunan is rising. Guangdong's major enterprises have raised prices, and the market demand is low, pushing up about 10-20 yuan/ton. Prices in Guangxi have declined. Hubei staggered peak kiln, clinker inventory pressure eased, and plans to raise prices again. Prices in Yueyang, Hunan, were raised. Henan market demand is weakening and prices are falling.

6、 9.27 Cement Evening News: Golden Dragon Soars and Snatches for Land; Avita is Independent; Medium and Long-term Capital Market Entry Policy is Implemented; Building Materials Sector Rises Strongly

China's Golden Dragon Index has risen sharply, Shenzhen's land auction competition is fierce, and Chang'an Automobile's Avita Technology is expected to be listed independently. The government promotes the entry of medium and long-term capital into the market, the real estate policy may be further relaxed, and the market expects the capital market to usher in a repair market. The low valuation of the building materials sector ushered in fiscal stimulus and could be invested through the building materials ETF (159745). Xijiang Port promotes the development of green wisdom, and the Xizang of high-competitive building materials has the qualification certificate of producing low-heat cement and has the production capacity.

7、 Cement Net Weekly Report: Many Places in Northwest Gansu Push Up Cement Prices to Be Observed (9.23-9.27)

Many places in Gansu have pushed up the price of cement, but the actual transaction has not seen an effective rise. The northern Ningxia and Gansu regions have encountered challenges in trying to raise the price, and the market demand is not strong. Some enterprises have taken measures to stop kilns at the wrong peak. Prices in Qinghai, Xinjiang and Shaanxi are stable, and demand in Shaanxi remains good. Yongdeng Qilian Mountain and Linxia Conch Cement related expansion and technical transformation projects started. The health of concrete enterprises is declining, and the difficulty of market clearance is increasing. There is no objection to the announcement of Xinjiang Buerjin Tianshan Cement Capacity Replacement Plan. The situation of nine major carbon emission exchanges in China was mentioned.

8、 Cement Weekly Report: Cement Prices Rise in Many Places in Southwest Sichuan (9.23-9.27)

Cement prices rose in many places in southwest Sichuan due to the rebound in demand, and Chongqing also ushered in a second round of push up, while prices in Yunnan fell due to insufficient demand. Guizhou is expected to continue to stop kilns for 60 days in the fourth quarter, with a slight increase in cement prices in some areas. Sichuan will continue to stagger the peak and stop kilns for about 15-18 days, and some regions have raised prices. Chongqing's inventory pressure reduction boosted prices. The market is concerned about the changes in demand and price trends during the National Day. Relevant industry dynamics involve green development, energy conservation and emission reduction, and carbon emission trading.

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Correlation

Digital New Energy DataBM. Com learned from the asset trading platform that Zhejiang Aikang Photoelectric Technology Co., Ltd. will conduct a public auction on the auction platform at 10:00 on June 13, 2025. The auction target is "raw materials stored in Zhengneng warehouse under the name of Zhejiang Aikang Photoelectric Technology Co., Ltd.".

2025-06-11 22:24:06

On the evening of June 10, Jiejia Weichuang issued a clarification note on disputes during the construction of Jiejia Weichuang Shanghai SNEC Exhibition (hereinafter referred to as "clarification note") on its official WeChat public number. Jiejia Weichuang said in the Clarification Note that during the construction of its SNEC booth in Shanghai, at 17:25 p.m. on June 10, a group of "construction workers" wearing hard hats held up controversial slogans and continued to make trouble for five minutes. Twenty minutes later, they were taken away by the local police for investigation.

2025-06-11 22:23:47

Digital New Energy DataBM. Com learned that on June 9, China Huadian Group's e-commerce platform issued a tender announcement for the procurement of 640 MW photovoltaic modules for Yanyuan Baiwu Phase II, Liangshan Prefecture, Sichuan Huadian. The tenderer is Sichuan Yanyuan Huadian New Energy Co., Ltd.

2025-06-10 18:23:18

Digital New Energy DataBM. Com learned that on June 9, China Southern Power Grid Electronic Procurement Trading Platform issued a tender announcement for photovoltaic module framework of Qingyuan Chengchuang Energy Development Co., Ltd. in 2025. The tenderer is Qingyuan Chengchuang Energy Development Co., Ltd.

2025-06-10 18:23:01

Digital New Energy DataBM. Com learned from the asset trading platform that Fujian Zhengnuo Auction Co., Ltd. will conduct a public auction on the auction platform at 10:00 on June 15, 2025 for photovoltaic panels (Suzhou) with 305 and 265 watts of 22000 in stock. The details of the subject matter are 265W about 16000 pieces, with the size of 1640X992X40mm, and 305W about 6000 pieces, with the size of 1665X1000X40mm, totaling about 22000 pieces, which will be settled according to the actual quantity after the transaction. The transaction price does not include tax, auction according to the status quo, and pick up after the transaction.

2025-06-10 14:40:31

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2025-06-10 14:11:03

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2025-06-09 15:01:52

Meeting time: June 10-12, 2025 Venue: InterContinental Shanghai, National Convention and Exhibition Center (1700 Zhuguang Road, Shanghai) Exhibition time: June 11-13, 2025 Venue: National Convention and Exhibition Center (Shanghai) (No.333, Songze Avenue, Shanghai)

2025-06-09 10:35:10

Digital New Energy DataBM. Com learned from the public account of CITIC Bo New Energy that recently, CITIC Bo and Northwest Electric Power Design Institute Co., Ltd. of China Power Engineering Consulting Group (hereinafter referred to as "Northwest Electric Power Design Institute") signed a 1GW project order in Azerbaijan.

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The Digital New Energy DataBM. Com was informed that on June 4, the Three Gorges Energy held the thirty-eighth meeting of the second board of directors in Beijing. The meeting was chaired by Zhu Chengjun, chairman of the company.

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On June 3, the Bureau of Ecology and Environment of Xuancheng City, Anhui Province, announced the acceptance of the Environmental Impact Report on the Technical Reform Project of Monocrystalline Silicon Slices of Anhui Huasheng New Materials Co., Ltd.

2025-06-06 17:19:41

On June 6, South Grid Energy issued a progress announcement on the bankruptcy application of Sun Yangshan Nandian Company.

2025-06-06 15:14:44

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2025-06-06 13:43:56

On June 4, United Renewable Energy Co., Ltd., a photovoltaic manufacturer in Taiwan, China, issued a notice on the elimination of traditional PERC production lines. United Renewable Energy said that the strategic adjustment aims to respond to the trend of photovoltaic technology iteration, through the implementation of the "lean plan", concentrate resources on TOPCon products and energy storage system business with more development potential, phase out the traditional PERC production line, with a view to asset activation and utilization.

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On June 5, the Digital New Energy DataBM. Com learned from the Jingdong Asset Trading Platform that the liquidation team of Shaanxi Yulin Puhui Da Photovoltaic Power Co., Ltd. will auction the machinery and equipment under the name of Yulin Puhui Da Photovoltaic Power Co., Ltd. on the Jingdong Auction Bankruptcy Qiangqing Platform.

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According to foreign media reports, on June 3, Sunnova TEP Developer LLC, a subsidiary of Sunnova Energy, a troubled U.S. residential solar company, filed for bankruptcy protection in the Southern District of Texas on June 1 under Chapter 11 of the U.S. Bankruptcy Code.

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On June 3, Longji Green Energy released a record of investor relations activities. Li Zhenguo, director and then general manager of the company, Liu Xuewen, director and financial officer, and Lu Yi, independent director, participated in the reception and responded to questions about market layout, HPBC2.0 technology progress and capacity planning.

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On June 3, Jiangsu Baoxin Science and Technology announced that the board of directors had recently received a written resignation report from Mr. He Deyong, the director, vice chairman and president of the company. Mr. He Deyong proposed to resign from the position of director, vice chairman and president of the company for personal reasons, and would no longer hold any position in the company after his resignation.

2025-06-03 09:28:16

Digital New Energy DataBM. Com learned that on May 19, according to foreign media reports, American solar manufacturer T1 Energy lowered its 2025 forecast due to recent trade policy uncertainties.

2025-06-03 09:14:53

On May 28, Xinjiang New Energy Research Institute Co., Ltd. Mulei 300000 kW Photovoltaic Module Procurement Bidding Project issued a public announcement of successful candidates.

2025-06-03 09:14:29

On May 28, according to foreign media reports, Trump cancelled a $2.92 billion government-guaranteed loan from Sunnova, an American residential solar giant.

2025-06-03 09:13:00

Digital New Energy DataBM. Com has learned that the administrator of Chifeng Everbright Photovoltaic Agriculture Development Co., Ltd. in Inner Mongolia will publicly auction the qualification of the company as a restructured investor from 10:00 on June 26, 2025 to 10:00 on June 27, 2025 (except for delay) on the "Taobao Ali Auction Bankruptcy Qiangqing Platform".

2025-06-03 09:12:19

What is happening in the cement industry?

2025-05-25 07:02:03

In 2024, the western construction [002302] realized business income of 20.347 billion yuan, a decrease of 11.01% over the previous year, and the net profit attributable to shareholders of listed companies was-263 million yuan, a decrease of 140.71% over the previous year.

2025-05-22 17:03:59

On the evening of May 16, Jinyuan Shares (000546) announced that according to the Divorce Agreement signed by Zhao Hui and Pan Ying, Zhao Hui, one of the actual controllers of the company, divided his 66.1376 million shares (8.505% of the company's total equity) into his ex-wife Pan Ying's name by means of non-transaction transfer of securities; Transfer the 7.67% equity of Jinyuan Holdings Group Co., Ltd. (Hereinafter referred to as "Jinyuan Holdings") to Pan Ying, and the relevant procedures have been completed.