10.3 Cement Morning Post: Liu Lin interprets the housing policy of first-tier cities; Wu Jing talks about adjusting the purchase restriction policy; Yan Yuejin interprets the real estate market

2024-10-03 07:02:03

What is happening in the cement industry?

1、 Expert Interpretation | Liu Lin: First-tier Cities Should Adjust the Housing Purchase Restriction Policy According to the City

The meeting of the Political Bureau of the CPC Central Committee stressed the need to adjust the housing purchase restriction policy to respond to the concerns of the masses. The Ministry of Housing and Urban-Rural Development proposes to support first-tier cities to regulate and control the real estate market independently and optimize the purchase restriction policy according to the city. Guangzhou Nansha District has cancelled the purchase restriction, and it is expected that the first-tier cities will further relax the purchase restriction, while other cities may adjust the loan restriction policy to support the improvement of housing demand. Policy adjustment should take into account regional differences, ensure fairness and effectiveness, and promote the steady and healthy development of the housing market.

2、 Expert Interpretation | Wu Jing: Actively Responding to the Concerns of the Masses and Adjusting the Housing Purchase Restriction Policy

The Political Bureau of the Central Committee of the Communist Party of China proposed to "promote the real estate market to stop falling and stabilize", including adjusting the housing purchase restriction policy. The meeting of the Ministry of Housing and Construction stressed that we should respond to the concerns of the masses, support the autonomy of first-tier cities in regulation and control, and adjust policies according to the city. Due to the diversification of urban housing demand and the stable and partial decline of housing prices in first-tier cities, cities should adjust or cancel the purchase restriction policy in time to adapt to the changes in supply and demand, so as to promote the healthy development of the market. (Wu Jing, director of Henglong Real Estate Research Center, Tsinghua University)

3、 Expert Interpretation | Yan Yuejin: Adjustment of Housing Purchase Restriction Policy in First-tier Cities Will Boost Confidence in the Property Market

Yan Yuejin pointed out that the meeting of the Political Bureau of the Central Committee and the meeting of the Ministry of Housing, Urban and Rural Construction emphasized the promotion of the real estate market to stop falling and stabilize. First-tier cities such as Shanghai, Guangzhou and Shenzhen have adjusted their housing purchase restriction policies, shortened the payment period of social security or individual tax, and reduced the down payment ratio. These measures will boost confidence in the real estate market, promote the policy effect, and promote the steady and healthy development of the real estate market.

4、 Expert Interpretation | Pu Zhan: Cities Should Make Good Use of the Autonomy of Regulation and Control and Speed up the Adjustment of the Housing Purchase Restriction Policy

On September 26, the meeting of the Political Bureau of the Central Committee proposed to promote the real estate market to stop falling and stabilize, requiring cities to adjust the housing purchase restriction policy according to the actual situation. Some cities have seen positive changes in the market. The meeting of the Ministry of Housing and Construction supports the first-tier cities, in particular, to make good use of the autonomy of regulation and control, and to adjust the purchase restrictions according to the city's policies, including the number of years of tax payment or social security, the number of purchase units and the regional adjustment of purchase restrictions, so as to make timely adjustments. This will promote the real estate market to improve expectations, enhance confidence, and help the market stop falling and stabilize.

5、 Listen! Conch Beauty "Hard Core" Confesses to the Motherland

In celebration of the 75th anniversary of the founding of the People's Republic of China, Conch Beauty expressed its deep feelings to the motherland by playing a series of patriotic songs, such as "Singing the Motherland" and "Fluttering Red Flag". These songs praise the mountains, rivers and blue sky of the motherland, and convey the people's love and blessing for the motherland. Through music, it shows the festival atmosphere and the patriotic feelings of the people during the National Day.

6、 Conch Cement: Monthly Return of Equity Issuer on Movements in Securities for the month ended 30 September 2024

Anhui Conch Cement Co., Ltd. submitted to Hong Kong Exchanges and Clearing Limited a monthly return on the change of shares in September 2024. The report shows that as of September 30, 2024, the statutory/registered share capital of H shares (stock code 00914) and a shares (stock code 600585) has increased. In addition, the Company repurchased a total of 22,242,535 A shares between November 20, 2023 and February 2, 2024, which have not been cancelled. The report was confirmed and submitted by Yu Shui, the Joint Company Secretary.

7、 China Tianrui Cement: Monthly Return of Equity Issuer on Movements in Securities for the month ended 30 September 2024

China Tianrui Group Cement Co., Ltd. has filed with the Hong Kong Exchanges and Clearing Limited a monthly return of the equity issuer on movements in securities for the month ended 30 September 2024. The statement shows that there has been no change in the authorised/registered share capital of the Company, which remains at 10,000,000,000 shares of HK $0.01 each, totalling HK $100,000,000. The number of issued shares (excluding treasury shares) was 2,938,281,647 shares and there was no change during the month. The statements also contain confirmation of the issuance of securities or the sale or transfer of treasury shares as authorized by the Company's Board of Directors and in compliance with all applicable listing rules, laws and other regulatory requirements.

8、 Huaxin Cement: Monthly Return of Equity Issuer on Movements in Securities for the month ended 30 September 2024

Huaxin Cement Co., Ltd. has filed its monthly return of equity issuer on movements in securities for the month ended 30 September 2024 to Hong Kong Exchanges and Clearing Limited. The statement shows that there is no change in the authorized/registered share capital of the company, and the number of issued shares and/or treasury shares of H shares and a shares remains unchanged. The Statement confirms that all share issuances or changes in the shares of the Company during the Monthly Reporting Period were approved by the Board of Directors and were in compliance with all applicable listing rules, laws and other regulatory requirements. The statement is submitted by Executive Director Li Yeqing.

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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

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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

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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

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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.

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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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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.

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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.

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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.

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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").

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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

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:

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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".

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.