10.9 Cement Morning Post: Strategic Cooperation between CNBM and Dangote; Incremental Policy of Super-Long National Debt; Rising Property Market on National Day

2024-10-09 07:01:26

What is happening in the cement industry?

1、 China National Building Material Group Signs Comprehensive Strategic Cooperation Agreement with Dangote Group

China Building Materials Group signed a comprehensive strategic cooperation agreement with Dangote Group, Africa's largest industrial enterprise, in Nigeria. This marks the continuation and deepening of the cooperation between the two sides over the past 16 years, with a total of more than 20 projects signed, amounting to more than 5 billion US dollars. The cooperation will focus on the construction of Nigeria's new energy free trade zone and strengthen cooperation in the fields of building materials and new energy, aiming at promoting Africa's industrialization process and sustainable economic development.

2、 State Council Information Office Press Conference: Involving Ultra-long-term Treasury Bonds, Stock Market, Real Estate Market.. A package of incremental policies contains a lot of information!

Zheng Shanjie, director of the National Development and Reform Commission, said at a news conference held by the State Council that in response to the current economic situation and new problems, the central government and the State Council have decided to introduce a series of incremental policies, including strengthening counter-cyclical adjustment of macroeconomic policies, expanding effective domestic demand, increasing support for enterprises, stabilizing the property market and boosting the stock market. Specific measures include accelerating fiscal expenditure, optimizing debt replacement, reducing deposit reserve ratio, supporting interest rate reduction, promoting consumption and benefiting people's livelihood, and continuing to issue ultra-long-term special treasury bonds. At the same time, the standard of student aid will be raised and the coverage of the policy will be expanded.

3、 10.8 Cement Evening News: National Day Property Market Warms Up

During the National Day holiday, the real estate market in many places was affected by favorable policies, and the number of project visits increased year on year. Housing stocks in Hong Kong have risen as a whole since the end of September, but individual stocks such as Rongchuang China have recently experienced a certain correction. Experts believe that the active property market and policy expectations are the main reasons for the rise of real estate stocks, which may further promote the growth of the performance of housing enterprises.

4、 Announcement of Bidding and Evaluation Results of Technical Advisory Services for Preliminary Design Approval of National Key Highway Construction Projects (the Second Batch of 2024)

The bidding for the technical consulting service for preliminary design approval of national key highway construction projects (the second batch in 2024) has been completed. The tenderer is the Highway Bureau of the Ministry of Transport, and the bidding agent is Beijing Zhongjiao Construction Engineering Consulting Co., Ltd. The results of bid evaluation are now publicized, and the publicity period is from 15:00 on October 8 to 15:00 on October 11, 2024. If there is any objection, please report it within the publicity period. The list of successful candidates, comprehensive scores and expected bid price of each contract section are listed in the text.

5、 Cement Net Video: a Cement Enterprise in Shandong Province Replenishes Grinding Capacity, Completing 700,000 Tons!

Shandong Provincial Office of Industry and Information Technology announced that the technical renovation project of cement mill of Zaozhuang Jinqiao Rotary Kiln Cement Company of Quantou Group has been completed, with the original capacity of 600000 tons, but the approved capacity of 1.3 million tons. In order to fill the gap of 700000 tons between the approved production capacity and the project production capacity, Zaozhuang yuanqing Building Material Company will sell 600000 tons of production capacity, and Shandong Chengwu Taifeng Cement Company will sell 100000 tons of production capacity.

6、 Japan Develops New Concrete Using Seawater and Carbon Dioxide

The research team of Waseda University has developed a new type of concrete, which uses seawater and carbon dioxide as raw materials to solidify and seal carbon dioxide by extracting magnesium chloride and thermal decomposition to produce magnesium oxide and magnesium carbonate. The concrete has the characteristics of rapid solidification and high compressive strength, and can store 20 to 110 kilograms of carbon dioxide per cubic meter, which helps to reduce carbon emissions. However, because it is not strongly alkaline, it is not suitable for ordinary carbon steel reinforced concrete. The researchers will further test it for corrosion.

7、 Cement Net Data: Monthly Average Market Prices of Major National Building Materials Products in September 2024

In September 2024, the monthly average market price of major national building materials products showed that the rebar price increased by 2.99% on a month-on-month basis and decreased by 11.58% on a year-on-year basis; the thermal coal price increased by 1.46% on a month-on-month basis and decreased by 7.21% on a year-on-year basis; and the cement price increased by 0.90% on a month-on-month basis and increased by 9.76% on a year-on-year basis. For more price information and market analysis of building materials, please visit the cement big data website.

8、 I grow with the enterprise | Today I am very direct, love China, love Chinese building materials ~

Through the stories of employees in different building materials enterprises, the article shows the development of China's building materials industry and the growth of its employees. The article emphasizes the initiative, responsibility and responsibility of building materials workers, as well as their efforts and contributions in the innovation, technological progress, equipment renewal and environmental awareness of China's building materials industry. It covers the process from traditional production to modern management, from individual growth to enterprise development, and highlights the theme of common progress and growth between employees and enterprises.

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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

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.