10.26 Cement Morning Post: East China Concrete Price Rise fatigue; Cement Net: Concrete Cost Rise; Zhongnan Cement Raw Material Price Rise

2024-10-26 07:02:02

What is happening in the cement industry?

1、 Cement Weekly: The market in East China is under great pressure of competition, and the price of concrete is rising fatigue (10.21-10.25)

The market competition in East China is fierce, and the price of concrete is difficult to rise substantially. Demand in Jiangsu, Zhejiang and Shanghai is picking up, raw material prices are rising, and concrete prices are expected to rise. Prices in Anhui are stable and market demand is normal. Demand in Shandong is weak and prices remain unchanged. Henan prices remain unchanged. Affected by the shutdown of enterprises in Fujian, the inventory is tight, the price of cement rises slightly, and the price of concrete in Zhangzhou, Xiamen rises slightly. The price of concrete in Jiangxi is stable, and the price of C30 including tax is about 300-360 yuan/m3.

2、 Cement Net Weekly Report: Concrete Cost Pressure Increases, Market Price Steady (10.21-10.25)

From October 17 to October 23, the national concrete price index fell slightly, down 0.02% annually and 10.65% year-on-year. The price of concrete in some areas of Guangxi has been lowered, while the prices in other provinces and cities are stable. Rising raw material prices have led to increased cost pressures, but concrete prices have remained stable in most regions. It is expected that the concrete market will remain under pressure next week, and the price will decline steadily.

3、 Cement Net Weekly: Raw material prices in central and southern China continue to rise, and the concrete market has not fluctuated significantly (10.21-10.25)

According to the information of China Cement Market Data Center, the price of raw material cement in central and southern China has continued to rise, but the price of concrete has not changed significantly. The price of concrete in Guangdong and Guangxi is stable as a whole, the price of raw materials has risen slightly, and the demand is stable. Guangdong may raise cement prices around the end of the month, which may lead to a slight increase in concrete prices. The price of concrete in Hunan and Hubei is stable, although the price of raw materials is rising and the demand is not strong, which leads to the increase can not be fully transmitted to the price of concrete. Henan market prices also remained stable.

4、 Cement Network Weekly: Cement Price Index 39th week demand recovery is not good, the market rose slightly! (10.21~10.25)

The cement price index rose slightly in the 39th week, and demand recovered poorly. The national cement price index rose by 1.11%, and the Yangtze River Basin cement price index rose by 1.18%. The construction in the north is coming to an end, the market demand is light, and the construction increment in the south is limited. Cement prices in the six regions were mixed, with prices rising in North China due to increased costs, prices rising in Southwest China due to better demand, and prices falling in Northeast China due to reduced construction. Despite the lack of overall demand recovery, the cement market showed a slight upward trend. It is expected that cement prices will remain strong next week as October draws to a close.

5、 Cement Net Weekly Report: Overall Demand Weakens, Concrete Prices in Northwest China Are Mainly Stable (10.21-10.25)

The overall demand has weakened, and the price of concrete in Northwest China has remained stable. As the temperature drops, the construction time is shortened, the market enters the off-season, and the price of concrete lacks the power to adjust. Gansu cement enterprises are about to stagger peak production, and some enterprises are trying to raise the price of cement, but the impact on the concrete market is limited. Concrete prices in Shaanxi, Gansu, Qinghai, Ningxia and Xinjiang remained basically stable this week.

6、 Cement Net Weekly: Prices of Raw Material Cement in Southwest China Push Up, or Drive the Concrete Market (10.21-10.25)

The price of raw material cement in southwest China has risen, but the price has not changed much due to the weak demand in the local concrete market. The price of C30 commercial tax in the main urban area of Chongqing is about 250 yuan per square meter, and 325-355 yuan per square meter in Chengdu. The demand in Yunnan and Guizhou is low, the impact of rising raw material prices on the concrete market is limited, and the overall price remains stable. The late price trend still needs to be observed.

7、 Weekly Report of Cement Net: The price of concrete in North China is affected by the rise of raw materials, and there are signs of price increase. (10.21-10.25)

The price of concrete in North China shows signs of upward adjustment due to the rising price of raw material cement and strict environmental control measures. The price increase in the Beijing-Tianjin-Hebei region needs further observation because the market demand is not strong. The concrete market in Shanxi and Inner Mongolia is relatively stable, while the market demand in the northern region has begun to decrease, and the price and supply-demand relationship are stable as a whole, with no significant fluctuations.

8、 Cement Net Weekly Report: Northeast Concrete Market Continues to Be Steady, Demand Weakens and Price Stabilizes (10.21-10.25)

At present, the concrete market in Northeast China remains stable, but as the temperature drops, the market demand gradually decreases. As a result, the volume of concrete shipments has declined, but the overall price level has remained relatively stable.

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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

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

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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

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2025-09-04 10:28:32

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

2025-09-03 18:00:00

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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.

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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

Especially those independent grinding stations lacking the background of large enterprise groups are at an obvious disadvantage in the competition for market share, and are vulnerable to the constraints of large enterprises, and may even fall into the predicament of stopping production at any time.