10.25 Cement Morning Post: Price Rise of Cement in Guangdong Pearl River Delta; Price Rise of Cement in Central and South China; Price Dynamics of Cement in East China

2025-10-25 07:02:10

What is happening in the cement industry?

1. Cement Net News: Guangdong Pearl River Delta 2. Cement Weekly: Under the influence of the traditional peak season, Prices in many places in central and southern China continue to rise (10.20-10. Some enterprises in Guangdong Pearl River Delta have reduced their prices by 10 yuan/ton, and leading enterprises plan to push up 30-50 yuan/ton on the 25th; most areas in Guangxi last week and Guilin on the 18th raised 30 yuan/ton, but demand is weak. The Hubei market is weak and stable, and the plan to follow the rise has been shelved. Hunan raised prices in many places on the 11th, the rain affected the shipment, and the weather turned sunny and the demand warmed up for a short time to be verified. After the price increase in Henan on the 12th, the actual price dropped by 20 yuan/ton. With the off-peak production, the demand is expected to improve, and the specific situation in various places remains to be tracked.

3 . Weekly Report of Cement Network: The sporadic market prices in the Yangtze River Delta in East China are being pushed up, and many places are still on the sidelines (10.20-10.24)

. Since the middle of 10.20-10.20, some enterprises in the Yangtze River Delta have pushed up 30 yuan/ton, which is actually implemented or narrowed. Some enterprises in Jiangsu push up the price, and the implementation of weak demand remains to be observed; Zhejiang is temporarily stable after rising, and the periphery may affect the stable price in northern Zhejiang; some enterprises in Anhui follow up the price increase, and the demand is affected by rain; Fujian plans to stop the kiln in November, and plans to push up again on October 28; Jiangxi stabilizes the price, and may try again at the end of the month; Shandong's demand has increased for a short time, some enterprises have lowered their transaction prices, and the rest of the market has downward pressure.

4 . Weekly Report of Cement Network: Southwest Market Demand Warms Up, Some Areas Try to Resume Prices (10.20-10.24)

This is 10.20-10. Sichuan and Chongqing are affected by the better weather and the promotion of key projects, with a slight rebound in demand and price differentiation. Demian increased by 20 yuan/ton, some areas such as Neijiang declined by 10-40 yuan/ton, and the rest were weak and stable. Leading enterprises plan to push up 50 yuan/ton from October 25, and the implementation remains to be observed. The demand in Yunnan and Guizhou is not good, the market in Yunnan is sluggish, and the quotation is stable; the demand in Guizhou is weak, the capacity utilization rate is low, and the price in central Guizhou is restored, and the implementation effect and sustainability need to be further observed.

5. Shangfeng shares in Onruiwei will be registered in 8 days, and indirect investment in Yisiwei will be completed

recently.

6.

7, cement net news: Henan area cement price notice rose 30 yuan/ton

China cement net market data center news. On October 24,

8. < a href = "The https://www.ccement.com/news/content/51304097326945001. is based on the Notice of the Ministry of Housing and Urban-Rural Development on Issuing the Compilation of Engineering Construction Standards and Related Work Plans for 2024." The Ministry organized China Academy of Building Research Co., Ltd. and other units to revise. Relevant units and the public can email guozhixiang1226 @ 163. The attachment is the draft for comments on the revision of the standard.

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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%.