10.11 Cement Morning Post: Shangfeng Joins Hands with Xinhua Semiconductor; Cement Capacity Replacement Statistics in September; 2025 Overseas Cement Analysis

2025-10-11 07:02:32

What is happening in the cement industry?

1. Shangfeng Cement joined hands with the Central Enterprise Fund to invest in the new material territory of Xinhua Semiconductor and continue to expand the capacity

of Shangfeng Cement Subsidiary Company and other institutions such as China Building Materials to establish Guocai No.3 Limited Partnership. Total investment 14. Xinhua is the only enterprise in China that has achieved large-scale and full-size production of electronic-grade polysilicon. After the capital contribution, Shangfeng will become its largest shareholder. Shangfeng implements the "two-wheel drive" strategy, with strong competitiveness in building materials business and good returns in investment business. Hefei Jinghe has gained net income from reducing its holdings, many invested projects are in the process of listing, semiconductor investment has formed a relatively complete ecosystem, and the territory of new materials continues to expand.

2. Supplementary production capacity exceeds 30000t/d! Ccement. Com/Price _ list -1-s0-e0-p0-c0-k100059-b0. In terms of provinces, Fujian has 7 projects at most, with a supplementary capacity of 8085t/d, followed by Guangdong. From the perspective of enterprises, involving Jinyu Jidong, Shangfeng Cement and other enterprises, Red Lion Holding Group has the largest number of replacement projects, with four subsidiaries participating. The supplementary production capacity of each enterprise varies greatly, and the two enterprises under Jinyu Jidong rank first in the supplementary production capacity, while some enterprises have smaller supplementary production capacity. For more detailed information, you can scan QR Code or go to the cement big data query.

3.

4.

5. Cement Net Monthly Report: Insufficient cost support Concrete prices stopped falling but did not rebound (9.1-9). National concrete prices stopped falling but did not rebound. By the end of September, the national concrete price index fell by 1.45% compared with the end of August, a decline of 18% compared with the same period last year. The decline of the six regions slowed down, and the overall stability was weak. C30 concrete prices varied among provinces and cities, with 11 provinces and cities flat, 1 up and 18 down. In October, it is expected that demand will rebound partially and cost will push prices to stop falling, but due to overcapacity and financial pressure, the increase will be limited and regional differentiation, the north will rebound or stop falling, and the south will remain low.

6. Xinjiang

7.

8. < a href = "The https://www.ccement.com/news/content/50089316007295001. has been reviewed, and the cancellation complies with the provisions of the Implementation Measures for Capacity Replacement in the Cement and Glass Industry (2024 edition)." The capacity replacement plan is now revoked and announced. Social supervision is welcome. The supervisory telephone is announced. The announcement of the original capacity replacement plan is also attached. The announcement date is October 10, 2025.

All can be viewed after purchase
Correlation

According to the news released by Zeqing New Energy on October 24, Huaneng Wuhe 100MW water surface centralized photovoltaic power generation project has been formally signed and landed.

2025-10-30 16:41:32

According to incomplete statistics of digital new energy DataBM. Com, since mid-October, many photovoltaic enterprises such as Tongwei, Longji, Jingke and Tianhe have announced that they have won overseas orders.

2025-10-30 16:39:33

Digital New Energy DataBM. Com learned that on October 28, the third, fourth and sixth bidding sections of the 1.6 million kilowatt photovoltaic power generation project in Tori County, Tacheng, Xinjiang, were tendered publicly.

2025-10-29 16:06:17

What is happening in the cement industry?

2025-10-27 07:01:10

The project is located in Yunnan yuanjiang Industrial Park, yuanjiang Hani, Yi and Dai Autonomous County, Yuxi City, with a total investment of 150 million yuan. After the project is completed, it is estimated that the annual production of fixed photovoltaic brackets, regulating photovoltaic brackets and tracking photovoltaic brackets will be 10g and W.

2025-10-23 10:57:05

The net profit of Ningde Times increased by more than 40%, and energy storage and new energy commercial vehicles became two high-growth businesses in the future, benefiting from policy promotion and market demand release.

2025-10-21 10:13:40

On October 20, the Guangdong Energy Bureau of the Guangdong Development and Reform Commission issued the Notice on Matters Relating to the Price Bidding of the New Energy Project Mechanism in 2025.

2025-10-21 10:05:37

Hunan deepens the market-oriented reform of new energy grid price, promotes the full entry of new energy into the market, establishes a differential settlement mechanism, implements step by step, incorporates bidding, guarantees reasonable income, and promotes the high-quality development of new energy.

2025-10-21 08:34:59

The upper and lower bidding limits of wind power and photovoltaic power in Hebei Southern Power Grid are 0.2-0.3644 yuan per kilowatt-hour; the upper and lower bidding limits of wind power and photovoltaic power in Hebei Northern Power Grid are 0.2-0.372 yuan per kilowatt-hour. The implementation period of wind power and photovoltaic power is 10 years and 12 years respectively.

2025-10-20 11:35:20

On October 14, the first China-Europe Arctic container express route was successfully launched, opening up a new channel for photovoltaic and other new energy products to go to Europe. Europe is China's largest export market for photovoltaic products, and there are problems such as congestion, high cost and potential safety hazards in traditional transportation routes. China-Europe Arctic Express is faster, more economical, safer and more stable, and its transportation efficiency has been greatly improved, which can reduce costs and cargo damage. However, at present, the time to replace the traditional routes on a large scale has not yet arrived, and there are some problems such as short navigation time, high cost and infrastructure to be improved, but its opening provides a new choice.

2025-10-20 09:19:05

The rise in component prices has led more enterprises to follow suit.

2025-10-17 15:52:43

On October 15, Beijing Xinzhaoneng 450MW Distributed Photovoltaic Power Generation Project EPC General Contracting Project issued a tender announcement, the tenderer is Beijing Xinzhaoneng Energy Technology Co., Ltd.

2025-10-16 17:02:02

According to industry data, more than 30 senior executives of state-owned energy enterprises have been investigated this year.

2025-10-14 17:38:57

The bidding announcement shows that the 300 MW photovoltaic project in Guyuan County has a total installed capacity of 300000 kilowatts, and the project category is photovoltaic power generation. The selected units selected through competitive allocation are investment enterprises.

2025-10-13 15:28:06

From October 9 to 12, the "SNEC 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition" opened in Shanghai Pudong Kerry Hotel and Shanghai New International Expo Center.

2025-10-11 13:33:50

Digital New Energy DataBM. Com learned that on October 9, the rural household distributed photovoltaic power generation project in Pingbian County, Honghe Hani and Yi Autonomous Prefecture, Yunnan Province, issued a secondary flow announcement for the preferred investment and development subject.

2025-10-11 10:00:34

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, the tender announcement for the general contracting (EPC) of the MW agricultural-photovoltaic complementary photovoltaic power generation project of Yunhe Yegaoping 39.6 in Lishui, Zhejiang was issued.

2025-10-07 15:03:52

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

In the first three quarters of 2025, Conch Cement realized operating income of 61.298 billion yuan, a year-on-year decrease of 10.06%, and net profit attributable to shareholders of the parent company of 6.305 billion yuan, an increase of 21.28%.