10.12 Cement Morning Post: East China Cement Price Drops; Central South Cement Price Rises in Peak Season; Southwest Cement Demand Under Pressure

2025-10-12 07:01:11

What is happening in the cement industry?

1、 Cement Weekly: Prices in the Yangtze River Delta in East China are not well implemented, and many places have fallen back to the level before the rise (10.6-10.11)

. In late September, many provinces in East China

2 . Weekly Report of Cement Network: Central and South China has entered the traditional peak season, and the willingness to raise prices has increased (10.6-10.11)

10.6-10. Due to the slow progress of the project and more rain, the price of cement in northern Guangdong and the Pearl River Delta has fallen; Affected by the typhoon, the demand in Guangxi stagnated for a short time, and now it is slowly recovering, and the price is more stable; although the price in Hubei is raised, the demand is weak, the inventory is high, and it is difficult to implement, so the kiln is shut down or the supply is supported in October; the enterprises in Hunan have tried to raise the price for many times, but the inventory is medium and high, and the demand support is insufficient, and the effect is to be observed; Henan staggered peak kiln after the price fell, the end of the kiln supply recovery, demand warming to be observed, enterprises more stable price shipments.

3 . Weekly report of cement network: Southwest cement market is under pressure, demand is weak and price is loose (10.6-10.11)

10.6-10. Sichuan and Chongqing are affected by both rain and weak demand. Although the implementation of off-peak production is good, the inventory is high, the actual transaction price of some enterprises has declined by 10-20 yuan/ton, and the external quotation is weak and stable. Yunnan and Guizhou are also under pressure. In the fourth quarter, Yunnan plans to stop kilns for 50 days. The transaction price of some manufacturers in Zhaotong has fallen, the demand is weak, and the shipment is only 3-4% after the rise. In the fourth quarter, Guizhou stops kilns for no less than 65 days, the demand is low, the inventory pressure is high, the implementation of the price increase before the festival is poor, the price of individual enterprises is declining, the quotation is weak and stable, and the follow-up market needs continuous attention.

4. Dalian Shanshui 5000t/d clinker production line was replenished

on October 10. Department of Industry and Information Technology of Liaoning Province to Dalian The https://price.ccement.com/brandnewslist-1-1000155. of Dalian Shanshui will be as follows: 1. The announcement means that Dalian Shanshui has entered the public stage to supplement its production capacity on the basis of a clinker production line with a daily output of 5000 tons. Subsequently, or according to this plan, the production capacity adjustment will be promoted to meet the production needs of enterprises.

5. Cement Network Weekly Report: Northwest cement market remained weak and stable, with limited fluctuations (10.6-10.11)

. Cement Network Weekly Report (10.6-10. Some enterprises in Ningxia tentatively raised prices by 20 yuan/ton before the festival, due to weak demand and insufficient implementation. The price in Shaanxi is stable in stages; Qinghai is affected by the end of the project, and the demand contraction leads to the price decline; Gansu does not have the conditions for price increase due to inventory pressure and insufficient construction of new projects. In view of the weak supply and demand situation, it is expected that the fluctuation space of cement price in Northwest China will be limited in the short term.

6.

7 . Weekly Report of Cement Network: The demand is insufficient, and the cement market in Northeast China is weak (10.6-10.10). The market in Northeast China entered the final stage. Before the festival, the three provinces notified to raise the cement price but did not implement it, and the quotation of leading enterprises did not change much compared with that before the rise. Mainstream transactions in central Liaoning maintained the level before the rise, while the demand in Changchun and Harbin was weak, the market situation was not good, the focus of transactions continued to move down, the overall market performance was sluggish, and the follow-up may still be constrained by demand factors.

8. Cement Network Weekly Report: The cement market in North China tries to push up, and the implementation is different (10.6-10.11)

10.6-10. In the Beijing-Tianjin-Hebei region, only a few customers implemented the promotion in southern Hebei before the festival. On October 2, it was difficult to implement the promotion in northern Hebei due to rainfall and insufficient follow-up by private factories, and the overall price did not change much. Driven by off-peak production and rising costs in Shanxi, enterprises in Taiyuan, Xinzhou and other places notified to raise the ex-factory price by 10-30 yuan/ton, but the construction demand is weak and the implementation is difficult. As the temperature in Inner Mongolia drops or enters the off-season ahead of schedule, construction projects end, transactions shrink, and enterprises mainly stabilize prices.

All can be viewed after purchase
Correlation

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

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