9.30 Cement Morning Post: Dr. Shen Weiguo talks about cement emission reduction; three strategies for anti-involution of cement; local support for cement integration

2024-09-30 07:01:20

What is happening in the cement industry?

1、 Cement Network Video: Dr. Shen Weiguo, Wuhan University of Technology: Talking about Six Methods of Cement Emission Reduction

Dr. Shen Weiguo of Wuhan University of Technology proposed six emission reduction strategies for the cement industry: controlling the scale of infrastructure construction, reducing the amount of concrete and cement, reducing the amount of clinker, producing low-carbon clinker and developing low-carbon cement. In particular, he recommends "steel slag phase separation clinker" as an effective emission reduction option, and is expected to discuss these methods in depth at the "2024 China Cement Double Carbon Conference".

2、 Cement Net Exclusive: Three Grasps of Anti-involution in Cement Industry

The cement industry will face severe challenges in 2024. The "Yangtze River Basin Cement Anti-involution Forum" put forward three major proposals: first, rationally understand the market, advocate fair competition and win-win cooperation; second, adjust the balance of production and sales, avoid price war and share competition; third, implement the production mechanism according to demand, and implement off-peak production to reduce ineffective supply. These measures aim to guide the cement industry to a healthy, orderly and sustainable development path.

3、 Local support for cement industry integration! Many companies have expressed their views..

The governments of Guizhou Province and other places encourage the cement industry to integrate production capacity through mergers and reorganizations, resolve excess problems, improve industry concentration, and solve the problems left over by the history of clinker enterprises. The goal is to achieve phased results by 2027. Local governments have introduced implementation plans to support the integration of resources of leading enterprises and optimize the industrial layout. Enterprises such as Conch Cement, Jidong Cement and Shangfeng Cement responded positively to promote mergers and acquisitions and market layout optimization to enhance competitiveness. Merger and reorganization is regarded as the key to the transformation and upgrading of the industry and the realization of high-quality development.

4、 Cement Net News: Notice of Cement Price Rise in Eastern Hubei

Recently, the cost of cement production in eastern Hubei has risen. Affected by the continuous rise in raw material prices, local enterprises announced that they would raise the price of cement by 30 yuan/ton from the 27th. However, due to the weak overall demand, the actual effect of price adjustment needs further observation.

5、 Conch 3 million tons grinding project put into operation

On September 27, the website of the People's Government of Tinghu District of Yancheng City announced that the new green building materials project of Baling Conch was put into operation. The project is a symbol of regional green development, using a new double closed-circuit grinding system, with an annual output of 3 million tons of low energy consumption cement. Relying on the technology of Conch Group, reduce energy consumption and emissions, and improve efficiency. In the future, the project will introduce digital technologies such as full-process intelligent manufacturing to promote the upgrading of industrial intelligence.

6、 Cement Net Exclusive: One Kiln Publicizes Three Kiln Paths!

The production capacity of a cement production line with a daily output of 4000 tons in a southwest province was transferred to a new dry cement production line with a daily output of 4500 tons in a northwest province (region). In the process of capacity replacement, the specifications of the cement kilns of the production line were inconsistent in the announcements of different years, which were Ф4.8 × 74m, Ф5.0 × 74m, Ф5.2 × 74m, and the kiln diameter should be Ф4.7 m according to the capacity conversion, resulting in four different specifications of the same cement kiln. This specification change reflects the non-standard, authenticity and compliance of the capacity replacement scheme.

7、 Capacity transfer of a 4000t/d clinker production line in Guizhou

Guizhou Duyun Haolong Cement Co., Ltd. plans to sell 3333 tons/day of its 4000 tons/day clinker production line to Ningxia Haolong Building Materials. Ningxia Haolong Building Materials will use this capacity to replace its existing production capacity of 1500 tons per day, according to the ratio of 2.222: 1. The aim is to supplement the capacity of the existing 4500 tons/day clinker production line of Ningxia Haolong Building Materials to reach the 6000 tons/day capacity designed for the proposed project.

8、 On the list, grand prize × 4!

The National Cement Quality Inspection and Testing Center announced the list of winners of the 19th Cement Chemical Analysis Comparison, and four subsidiaries of Conch Cement stood out from 1087 participating units and won the first prize. This activity is a nationwide test comparison based on the notification of the Ministry of Industry and Information Technology, which has a history of more than 40 years and aims to improve the quality of the cement industry. In addition, many units of Conch Cement have also won excellent awards and excellent awards.

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Correlation

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 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

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.

2025-09-10 09:38:41

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."

2025-09-09 16:20:34

On September 5, Yunnan Green Energy New Energy Development Co., Ltd. The announcement shows that due to the need of project development, the bidding activities of this project are suspended.

2025-09-09 09:41:09

Digital New Energy DataBM. Com learned that on the evening of September 7, Robertko announced that the company planned to issue shares abroad (H shares) and list them on the Stock Exchange of Hong Kong Limited.

2025-09-08 18:01:43

On September 4, Yunnan Green Energy New Energy Development Co., Ltd. issued a tender announcement for the first batch of centralized procurement of photovoltaic modules. The project construction unit is Yunnan Green Energy New Energy Development Co., Ltd., a subsidiary of Yuntou Group. The tender announcement shows that the total capacity of the centralized procurement agreement is estimated to be 400MWp, the components require monocrystalline silicon N-type double-sided double-glass 615Wp ~ 625Wp, and the contract price is estimated to be 300 million yuan.

2025-09-08 12:34:13

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.

2025-09-05 18:15:43

On September 5, Daqin Electric Power (Kunming) Group Co., Ltd., a subsidiary company of "Shaya County Qin Power Investment New Energy Co., Ltd. 490000 kW Photovoltaic Sand Control" EPC Project (2025), announced the successful candidate.

2025-09-05 14:54:14

Recently, the Digital New Energy DataBM. Com has learned that two more central energy and power enterprises have transferred their shares in new energy enterprises, involving the State Energy Group and the Three Gorges Group. Details are as follows:

2025-09-05 14:53:32

According to the news, Wang Bin was removed from the post of Deputy Secretary of the Party Committee, Standing Committee of the Party Committee and Director of China Electric Power Construction Group Co., Ltd. and no longer served as General Manager of China Electric Power Construction Group Co., Ltd. and retired.

2025-09-05 10:35:07

On August 29, the tender announcement for the general contracting project of the State Power Investment Daqing Dumeng Duishan Phase II 200 MW Grass Complementary Project was issued, and the tenderer was Heilongjiang Electric Power Co., Ltd. of the State Power Investment Group. The bidding content shows that the project is located in Duerbote Mongolian Autonomous County, Daqing City, Heilongjiang Province. The construction scale of the project is 200MW. The 220kV booster station and outgoing line are shared with the first phase of the 100MW project. In this phase, the main transformer, SVG, expansion of incoming line spacing and other related facilities are added. The booster station is connected to the outline substation with one circuit of 220 kV outgoing line (completed).

2025-09-04 10:28:32

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

2025-09-03 18:00:00

On August 29, the tender announcement for PC contracting project of 150000 kilowatt beach photovoltaic power generation project (photovoltaic field and collector line) in Tongzhou Bay of Zhejiang Oilfield was issued, and the tenderer was CNPC Jiangsu Nantong New Energy Co., Ltd. The bidding content shows that the project is located in the jellyfish breeding area of Tongzhou Bay Demonstration Zone, Nantong City, Jiangsu Province (breeding Huajia, jellyfish, fish, crab, etc.), and the sea area of the project is about 2,271 mu. The new DC side capacity of the project is 179.26 MWp, the AC side capacity is 149.76 MW, and the capacity ratio is about 1.2. The project uses 248,976 720Wp monocrystalline double-sided modules.

2025-09-03 17:36:20

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.

2025-09-02 15:36:56

On August 29, the Hebei Development and Reform Commission announced "the second batch of projects to be arranged in the annual development and construction plan of wind power and photovoltaic power generation in Hebei Province in 2025". This time, 81 projects will be announced, with a construction scale of about 7.49 GW, including 42 photovoltaic projects with a scale of about 3.13 GW. The main body of the project involves 12 central state-owned enterprises and 9 private enterprises, among which Xiexin Group and TBEA are two leading photovoltaic enterprises. Among the central state-owned enterprises, Huadian Group has the largest number of projects, 13 with a scale of 418000 kilowatts, Datang Group 4 with a scale of 710000 kilowatts, State Energy Group and South-to-North Water Transfer Group 3 with a scale of 2101300 kilowatts and 112000 kilowatts respectively.

2025-09-01 17:44:11

The Statistics of Domestic Concrete Prices in August shows the situation of concrete prices in various regions of China. From the overall data, prices in most regions have changed to varying degrees. On a month-on-month basis, prices in some regions remained stable, with small changes, while the month-on-month decline in Shaanxi was more obvious. On a year-on-year basis, each region also showed different changes, among which Shaanxi's year-on-year decline was relatively prominent, while Guizhou's year-on-year decline was unchanged. Nationwide, the month-on-month ratio decreased by 2.20% and the year-on-year ratio decreased by 18.38%.

2025-09-01 14:36:20

Recently, the Party Group of the Three Gorges Group held a meeting to inform the Organizational Department of the Central Committee of the Communist Party of China of the decision on the adjustment of the members of the leading group of the Three Gorges Group.

2025-08-29 10:07:03

On August 26, according to foreign media reports, the Federal Trade Court of the United States ruled that Auxin Solar and Concept Clean Energy were the plaintiffs. It ruled that the two-year (2022.6.6-2024.6.6) "Southeast Asia Solar Cell and Module Import Tariff Suspension Order" (hereinafter referred to as the "Tariff Suspension Order") implemented by the Biden Administration from 2022 was illegal.

2025-08-28 18:11:35

According to the list, there are 33 photovoltaic enterprises on the list, covering silicon materials, silicon wafers, components, batteries and other links.

2025-08-28 13:52:08

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.

2025-08-28 10:52:42

On August 23-25, Trina Solar, TCL Zhonghuan, Hengdian Dongci, Maiwei and other photovoltaic companies successively disclosed their recent investor relations activity records, sharing their views on the current domestic and overseas market trends and technological development judgments. Details are as follows:

2025-08-26 17:12:20

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.

2025-08-25 17:39:46

China's new energy storage is moving from large-scale to high-quality development, and will focus on technological innovation, efficiency improvement and sustainable development in the future.

2025-08-25 09:52:26

The high-quality development of new energy storage is the key support for the construction of new power system, which helps to improve energy efficiency and stability.

2025-08-25 09:52:09

By the end of July, the total installed capacity of power generation in China was 3.67 billion kilowatts, up 18.2% year on year. Among them, the installed capacity of solar power was 1 billion 110 million kilowatts, an increase of 50.8% over the same period last year.

2025-08-25 09:28:03

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.

2025-08-24 12:18:13

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

2025-08-22 22:16:34

On August 22, the official of China Photovoltaic Industry Association issued an initiative on "further strengthening industry self-discipline and jointly maintaining the order of photovoltaic market with fair competition and survival of the fittest". Enterprises in the photovoltaic industry are required to strictly abide by relevant laws and regulations, and resolutely resist vicious competition at prices below cost; power plant enterprises optimize bidding rules, reduce price weight, and improve technical evaluation weight.

2025-08-22 18:28:23

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

2025-08-21 10:58:10

After deliberation at the 16th meeting of the Eighth Presidium of the Chinese Academy of Engineering and approval by the Party Group of the Chinese Academy of Engineering, 660 valid candidates for the election of academicians of the Chinese Academy of Engineering in 2025 were confirmed.

2025-08-21 09:53:40

The market price of photovoltaic modules tends to be stable, with partial price reduction.

2025-08-20 18:11:35

On August 20, Guangdong Dongguan Public Resources Trading Platform issued a number of public bidding announcements for the rental of roof use rights, with a total transaction area of 11,544.08 square meters, limited to the construction of photovoltaic projects.

2025-08-20 18:10:45

On August 19, Yunnan Development and Reform Commission and Yunnan Energy Bureau issued a notice on the issuance of the second batch of new energy project development and construction plans in Yunnan Province in 2025.

2025-08-20 09:43:48

On August 19, the Ministry of Industry and Information Technology, the Central Social Work Department, the National Development and Reform Commission, the State-owned Assets Supervision and Administration Commission of the State Council, the General Administration of Market Supervision and the National Energy Administration jointly held a symposium on the photovoltaic industry, demanding that all parties in the photovoltaic industry should have a deep understanding of the importance of standardizing competition order for the high-quality development of the photovoltaic industry and jointly promote the healthy and sustainable development of the industry.

2025-08-19 21:36:38

On August 18, China Power Construction Hubei Engineering Co., Ltd. Guoneng Lingshao DC supporting Lingwu 2 million kilowatt composite photovoltaic base eight section 200MWp photovoltaic module procurement project change announcement was issued. The content of the announcement shows that the deadline for response and the opening time of the project (i.e. the deadline for bidding/the time for bid opening) are changed from 9:00 on August 20, 2025 to 9:00 on August 22, 2025, with a delay of two days.

2025-08-19 17:58:59

On August 15, the successful candidates for the procurement of photovoltaic module equipment and related services for Shanghai Lingang 1 # offshore photovoltaic project were announced. The first successful candidate is Zhejiang Aixu Solar Energy Technology Co., Ltd., with a bid price of 0.72 yuan/W; the second successful candidate is Longji Green Energy Technology Co., Ltd., with a bid price of 0.73 yuan/W.

2025-08-18 19:10:07

On August 15, the Development and Reform Commission of Chuxiong Prefecture, Yunnan Province, issued an announcement on the replacement of candidate enterprises for the market-oriented competitive allocation and development of photovoltaic power generation projects in Baihe Village and Shishan River.

2025-08-18 14:13:19

On August 14, Guohua Wulate Middle Banner Wind Power Hydrogen and Ammonia Production Integration Project (Hydrogen and Ammonia Production Part) was put on record. The total investment of the project is 13180 million yuan, which is planned to start in October 2026 and be completed in December 2028.

2025-08-18 12:14:20

On September 9, Sichuan Jinding announced that the board of directors of the company received a written resignation report from Xiong Jifeng, the director, general manager and legal representative. For personal reasons, Xiong Jifeng resigned from the relevant positions in the company.