10.13 Cement Morning Post: Cement Price Rise in October; Cement Double Carbon Conference on October 24; Song Zhiping's Dialogue with Herman Simon

2024-10-13 07:01:42

What is happening in the cement industry?

1、 Cement Network Video: In October, Many Places Raised Cement Prices! What is the follow-up market trend?

In October, cement prices were raised in several regions due to the recovery of market demand and the rising cost of raw materials. Specifically, the price of western Guangdong and Pearl River Delta in Guangdong increased by 20-30 yuan/ton, Shijiazhuang in Hebei increased by 50 yuan/ton, Eastern Hubei increased by about 30 yuan/ton, and Northeast Jiangxi and Nanchang in Jiangxi increased by 20-30 yuan/ton. Therefore, it can be predicted that the cement price will fluctuate slightly in October, but the overall trend is strong.

2、 Cement Net Exclusive: "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" will be held in Conch on October 24.

China Cement Network will hold the "2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" in Wuhu Conch International Hotel to promote the green and low-carbon transformation of the cement industry. Conch Cement will share its experience in energy saving and carbon reduction. At the meeting, many experts and scholars will discuss energy-saving and carbon-reducing schemes for the cement industry, provide intellectual support for the green transformation of the industry, and promote the development of the industry.

3、 Song Zhiping's Dialogue with Herman Simon: There can Be No Real Profit in a Price War

The main content of this paper is: Under the background of vicious competition and price war in the industry, Song Zhiping and Herman Simon have a dialogue on the pricing strategy of enterprises and the avoidance of vicious competition. Simon emphasizes the importance of pricing to profits, and believes that enterprises should provide high-value products and services to achieve high pricing and high profits. Song Zhiping proposed that enterprises should avoid low-price competition, attach importance to technological innovation and brand building, and increase value through healthy competition. Both experts believe that reasonable pricing and avoiding price war are essential for the survival and development of enterprises.

4、 Weekly Report of Cement Net: The execution of kiln shutdown in East China is relatively large, and the price is pushed up substantially (10.7-10.12)

Cement prices in East China have been pushed up by a large margin due to the implementation of kiln shutdown measures. Demand for cement in Zhejiang, Anhui, Jiangsu, Fujian, Jiangxi and other places has recovered, clinker stocks have declined, major manufacturers have raised cement and clinker prices, and the overall implementation is good. Affected by this and the improvement of market demand after the National Day holiday, cement prices in some areas are expected to continue to rise. At the same time, China National Building Material Group actively promotes international exchanges and cooperation, the Ministry of Ecology and Environment speeds up the ultra-low emission transformation of the cement industry in the central region, and the cement industry is facing the upgrading and transformation of environmental protection in the whole process. In addition, cement demand has been supported by production and transportation restrictions caused by heavy pollution weather warning and the start of a new batch of major projects.

5、 Weekly Report of Cement Net: The price of raw materials in East China is pushed up, and the implementation is relatively positive. This week, the price of concrete is mainly stable (10.7-10.12).

With the market demand warming up after the National Day in East China, the price of raw materials has risen, and the market has been actively implemented. The weather in Jiangsu, Zhejiang, Shanghai and Anhui is good, the infrastructure construction is accelerated, the demand for concrete is recovering, and the price is basically stable. The market demand in Shandong is weak and the price of concrete is stable, but the shutdown may affect the future price increase. Fujian cement prices increased slightly, concrete prices have not been significantly adjusted, but it is expected that there will be a price increase in the middle of the year. The price of concrete in Jiangxi is stable, but the price may fluctuate due to the rising price of cement and insufficient demand.

6、 Cement net weekly: cement price index in the 37th week of market price digestion, the market is stable (10.7 ~ 10.12)!

This week, the national cement price index rose annually, with a substantial increase over the same period last year. Cement prices vary from region to region, with prices rising in the Yangtze River Basin and falling in the central and southern regions. After the festival, the demand in Northeast China rose, but affected by the weather, the price rose before the southern market was digested. Clinker prices have also risen. Among the six regions, prices in Southwest China rose most significantly due to the support of production reduction, while prices in East China rose due to off-peak production, while prices in North China, Northeast China and Northwest China were relatively stable. Cement prices are expected to be strong next week.

7、 Weekly Report of Cement Net: Prices in Sichuan and Chongqing Markets in Southwest China Continue to Rise (10.7-10.12)

The price of cement in Sichuan-Chongqing market in southwest China continued to rise, and Sichuan implemented peak staggering and kiln shutdown, which made the price rise by 50-60 yuan/ton due to the rebound in demand. Due to the implementation of environmental protection policy in Chongqing, the kiln was stopped at the wrong peak, and the price rose by 30-50 yuan/ton. Yunnan plans to shut down the kiln for 17 days, and the price is weak and stable, but there are signs of upward adjustment. Guizhou plans to shut down the kiln for 25 days in October and not less than 65 days in the fourth quarter, and manufacturers will raise the price by 50-60 yuan/ton, but the demand is low, the inventory pressure is high, and the implementation of the price increase needs to be observed.

8、 Cement Network Video: Live Broadcast on October 12 | Sharing Exchange · Building Materials Observation Issue 33: Building Materials Industry Gold Nine Fails, Is Silver Ten Worth Looking Forward to?

In September, due to the reduction of real estate investment, insufficient infrastructure funds and the impact of bad weather in some areas, the demand for cement was low, and the expectations of Jinjiu market were not met. However, at the end of the month, the price of cement clinker in the Yangtze River Delta region was pushed up by factors such as peak staggering and production reduction, and the national cement price index rose both on a month-on-month and year-on-year basis. Concrete prices fell compared with the same period last year, with the largest decline in North China. The sand and gravel price index also showed a month-on-month and year-on-year decline. Although the gold nine market is not as expected, it is still worth paying attention to whether the silver ten market will rebound.

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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

In the first half of the week, the price of photovoltaic modules remained stable as a whole, with a slight decline in some areas.

2025-06-10 14:11:03

On June 10, the 18th (2025) International Solar Photovoltaic and Smart Energy-Energy Storage Battery Technology and Equipment (Shanghai) Conference was held. At the meeting, Zhu Gongshan, Chairman of the Global Green Energy Council, Chairman of the Asian Photovoltaic Industry Association 2025 SNEC PV + Executive Chairman of the International Photovoltaic Two Sessions and Chairman of Xiexin Group, delivered a keynote speech on the theme of "Unlocking the Future by Dancing with Light".

2025-06-10 12:22:00

On June 10-13, 2025, SNEC PV & ES 18th (2025) International Solar Photovoltaic and Smart Energy & Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition (hereinafter referred to as 2025 SNEC PV & ES International Photovoltaic & Storage Conference), the annual event of the global photovoltaic and storage industry, will be opened! 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)

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.

2025-06-09 09:27:44

Nihe Wetland, with a total area of more than 40000 mu, was listed as the first batch of provincial important wetlands in Anhui Province in 2017. There are many problems in Nihe wetland, such as illegal construction of photovoltaic projects, illegal breeding of surrounding residents, random accumulation of domestic waste, and serious pollution of wetland waters, which lead to the continuous deterioration of wetland ecological environment. In 2022 and 2023, it was repeatedly inspected and notified by the central and provincial eco-environmental protection inspection teams, but it has not yet been rectified.

2025-06-09 09:10:10

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.

2025-06-09 09:09:52

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

On June 10-13, 2025, SNEC PV & ES 18th (2025) International Solar Photovoltaic and Smart Energy & Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition (hereinafter referred to as 2025 SNEC PV & ES International Photovoltaic & Storage Conference), the annual event of the global photovoltaic and storage industry, will be opened!

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.

2025-06-05 18:58:03

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.

2025-06-05 18:47:32

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.

2025-06-04 17:51:27

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.

2025-06-04 17:14:57

After the Dragon Boat Festival, the price increase of components advertised by many leading manufacturers has not officially landed.

2025-06-04 15:15:25

The photovoltaic industry, which once took advantage of the "double carbon" Dongfeng to rise, is now in deep winter, and the serious mismatch of production capacity has led to price collapse, enterprise losses, bankruptcy, layoffs and other phenomena. However, under such a difficult background, the deep-seated chill of the market has not stopped the enthusiasm of some local governments to attract investment for photovoltaic projects. Up to now, many parts of the country are still carrying out investment plans to continue to promote the landing of photovoltaic manufacturing projects.

2025-06-04 12:21:15

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

Face this to rise in price disturbance, industry expert also expressed to be anxious: "Pure for rise in price and rise in price, to industry long-term development is harmful." At a time when the development of the industry is facing difficulties, enterprises and industries should focus on the core issues, take decisive measures to promote capacity optimization, and promote the industry out of the predicament through real capacity removal actions.