10.24 Cement Morning Post: 2024 Cement Double Carbon Conference; Beijing-Tianjin-Hebei Cement Price Increase; Fujian Cement Price Dynamics

2024-10-24 07:02:03

What is happening in the cement industry?

1、 Hot check-in! "China Cement Double Carbon Conference 2024" The 12th Energy Conservation and Environmental Protection Technology Exchange Conference will be held soon.

"2024 China Cement Double Carbon Conference and the 12th Energy Conservation and Environmental Protection Technology Exchange Conference" will be held soon, focusing on the double carbon target, energy efficiency improvement and green development of the cement industry. The conference will discuss the application of energy-saving and carbon-reducing technologies and the utilization of carbon trading mechanisms in the cement industry, aiming at promoting the green and low-carbon transformation of the cement industry, achieving high-quality development and building a modern building materials industry system.

2、 Cement Net News: Beijing-Tianjin-Hebei Region Cement Price Notice Raised

The recent sunny to cloudy weather in Beijing-Tianjin-Hebei region is conducive to construction, but due to the high cost of coal and the late demand cycle, cement enterprises have a strong willingness to raise prices. Since the 23rd, the price of cement in some areas has been raised by 50 yuan/ton. At present, the market demand is not strong, and the "silver ten" is coming to an end, so the effect of price rise needs further observation.

3、 Cement Net News: Latest Developments of Cement Prices in Fujian

Cement prices in Fujian have been adjusted recently. From 15th to 20th, major manufacturers announced an increase in cement prices by 20 yuan/ton, which was well accepted by the market, although sales of some enterprises decreased. Longyan area has a strong willingness to raise prices due to tight inventory caused by shutdown and maintenance. On the 23rd, some enterprises raised the price again by 10 yuan/ton for Xiamen, Zhangzhou and Longyan, and the specific implementation effect remains to be observed. Prices in other parts of the province are stable, but there may be a new round of price increases around the end of the month.

4、 10.23 Cement Evening News: Building Materials Plate Changes Pull Up; Zhongyu Dingli Technology Enterprise List

The building materials sector changed on October 23, with the share prices of Longquan and Huali rising and stopping, and the share prices of other related companies also increasing. Xinxiang Zhongyu Dingli Software Technology Co., Ltd. was selected into the list of small and medium-sized technology-based enterprises in Henan Province. The company focuses on the construction of smart mines and independently develops intelligent management solutions, which will strengthen scientific and technological innovation and promote sustainable development.

5、 Conch Comprehensive News: Fighting for the Fourth Quarter, Strong Confidence in the First Line

All units of Conch Group actively responded to the spirit of the third quarter business analysis meeting, and made every effort to achieve the annual target and strengthen confidence in high-quality development. The digital agriculture project of Baimashan Cement Plant was selected into the list of Anhui Province to promote smart agriculture by using carbon dioxide and waste heat; Shimen Conch was rated as the benchmark factory of "5G + Industrial Internet" to improve production efficiency through digital reform; three conch units were listed in the list of Top 50 and Top 30 Taxpayers in Tongling City; three conch units were included in the list of green manufacturing in Hunan Province; Conch, a Lushan Mountain, was appraised as a water-saving enterprise in Jiangxi and was included in the list of green manufacturing.

6、 Cement Net Video: Value Preservation + Transformation Mud Boss "Copying the Bottom" Hotel Industry?

Jiangsu Jinfeng Cement is paying attention to and investing in the hotel industry. With the recovery of the hotel industry and its value-preserving characteristics, Jinfeng Cement plans to invest 1 billion yuan in the construction of JW Marriott Hotel in Nanjing, and acquired Shanghai Bulgari Hotel last year and Shanghai Hongkou Three to Sheraton Hotel this year. In the case of declining demand for cement, it may be a good choice to invest in the hotel industry.

7、 Independent Carbon Reduction by 10% in 2030 Taiwan Cement Green Supply Chain Alliance Established to Extend Biodiversity Action

Taiwan Cement Group has established a green supply chain alliance, including 19 partners, promising to complete product carbon footprint assessment by 2025 and achieve 10% carbon reduction by 2030. At the same time, in response to the United Nations Biodiversity Summit, Taiwan Cement, together with the suppliers of Hualien and Pinggang Power Plant, participated in the Little Tern Conservation Program, with the goal of increasing the reproductive success rate by 10% within three years. Taiwan Cement emphasizes that economic development needs to take into account ecological diversity. In the future, carbon reduction will be the key to business cooperation, and suppliers that do not meet the criteria of carbon management and sustainability will be eliminated.

8、 "Orange" Time Has Arrived | Central Enterprises Join Hands in Live Broadcasting to Help Farmers

Gezhouba Cement Company, a central enterprise, implements the strategy of rural revitalization and carries out live broadcasting activities to help citrus farmers in Shimen County solve their sales problems through its e-commerce platform "Gezhouba Mud Optimization". The event was carried out in the form of live broadcasting at the source of citrus planting, displaying and selling local high-quality oranges, and more than 12000 boxes were sold on the first day, injecting vitality into rural economic development. At the same time, the company has taken various measures to help the sustainable development of the region and promote the fulfillment of environmental protection and social responsibility.

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Correlation

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 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

The Statistical Table of Port Coal Prices shows the changes of coal prices in domestic multi-regional ports from September 4 to September 11, 2025. Overall, some port prices have declined, some remain stable, and there is a small increase. The price of general bituminous coal with a calorific value of 5,000 at Zhujiang Power Terminal has changed significantly, with a relatively large decrease; the price of some coal types at Rugao Port, Jingjiang Yingli Port, Jiangyin Port and other ports has changed slightly, with a value of 0, and the price has remained stable.