10.21 Cement Morning Post: Transfer of Chinese Building Material Enterprises; Construction of Clinker Line with an Investment of 1.1 Billion yuan; Discussion on Steady Growth of Cement Industry

2025-10-21 07:01:10

What is happening in the cement industry?

1. Transfer

of two enterprises under China Building Materials According to the property rights trading platform, on October 16, 100% of the shares of China Building Materials (Zhejiang) Material Science and Technology Co., Ltd. were pre-listed for transfer, and the transferor was China New Building Materials Design and Research Institute, which was established in 1995. In September 2025, the company had a revenue of 2.2553 million yuan and a net profit loss of 458. Recently, China Building Material Technology and Equipment Co., Ltd. also released information on the transfer of 100% equity, with a base price of 3.6729 million yuan. The company was founded in 1985 with a revenue of 417.9 million yuan in 2024. Net profit loss 1223. The chairman of China Building Materials said that according to the "three centralizations" deployment, the transfer of property rights and other ways to achieve advance and retreat.

2. With a total investment of 1.1 billion yuan, a 4500t/d clinker production line in East China will be built soon! Ccement. Com/brandnewslist-1-1000043. This project is a relocation project. The second 4500 t/d production line of Yongan Jinniu Cement will be relocated to Hucun Town, Ninghua County. Because the ecological protection supporting mines can not meet the production, the Ministry of Industry and Information Technology confirmed that they conform to the industrial policy and implement the main body change. The main production equipment, supporting utilities and auxiliary facilities are newly added in the project, including 10MW pure low-temperature waste heat power generation system and cement grinding station. The total investment for filing is 1.1 billion yuan. The annual output of 1.35 million tons of clinker, 181.3

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5. Cement Net News: has dropped by 20 yuan/ton compared with the previous period. At present, most enterprises mainly ship at a stable price. 6、 Cement net data: Summary of national cement price adjustment information (10.13-10. This week, the national cement market is divided and adjusted, the northwest pushes up, the northeast and north China are weak and downward; the effect of upward adjustment in the south Yangtze River Delta and central and southern China is to be observed, and the southwest is under pressure. There are price changes in many places, such as Henan, Guangxi, Jiangsu and other places to raise prices, the implementation is to be observed; Hubei, Fujian, Guangdong and other places prices fell; Hunan part of the market to follow up the rise, Yunnan, Guizhou actual transaction prices fell. More data can be landed in cement big data (https://data.ccement.7

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8. < a href = "If https://www.ccement.com/news/content/50942315804265001. want to get more data, market analysis and research reports, Can log in cement big data (https://data.ccement.).

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Correlation

Unconditionally approve the acquisition of Lihao Qingneng shares by Tongwei shares in accordance with the law. Despite the high total share of both parties in the solar-grade polysilicon market, the General Administration believes that the current market has sufficient capacity and more competitors, and the entities will still face effective competition constraints after centralization, and the transaction will not have the effect of excluding and restricting competition in the relevant market.

2026-09-25 11:44:53

According to the data from January to July, the newly installed photovoltaic capacity in August was 11.04 GW, which was 21.59% lower than that in July, and was also lower than that in June (14.36 GW), which was 50% higher than that in August 2025.

2026-09-24 14:15:53

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

A leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and heating management technology.

2026-09-18 16:37:13

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

According to data released by the National Bureau of Statistics on September 15, industrial added value above the scale increased by 5.2% in August 2026, 0.7 percentage points faster than last month. Among them, the output of photovoltaic cells in August was 67.02 million kilowatts, down 12.9% year-on-year; the output of photovoltaic cells from January to August this year was 505.9 million kilowatts, down 14.6% year-on-year.

2026-09-15 10:37:36

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01

From September 14, 2026 to September 20, 2026, the highest opening rate of cement kilns in all provinces in China is Tianjin, with the opening rate of 100.00%. Kiln opening rate of 50% and above: Zhejiang Province 79.37%, Anhui Province 70.27%, Shandong Province 65.86%, Hubei Province 56.51%, Yunnan Province 52.38%, Jiangsu Province 52.04%.