10.28 Cement Morning Post: Ranking of Cement Output in the First Three Quarters; Discussion of Four Major Cement Groups; Losses of Jinyuan Shares in the First Three Quarters

1. Ranking of regional cement output in the first three quarters! 5.4 billion tons, down 8.6% year on year; From January to September, the output was 1.259 billion tons, down 5 from the same period last year. In terms of provinces and cities, from January to September , Jiangsu's cement output was 87.971 million tons, ranking first, Guangdong's 86.8302 million tons, ranking second, and Anhui's 81.78 million tons. Compared with the same period last year, only Hebei, Ningxia and Xizang's output increased, while the rest of the provinces declined. Shanxi has the largest decline of 15.24%. The largest increase in Xizang was up to

11.2.

announcement showed that the company's revenue in the first three quarters was about 6.745 billion yuan, an increase of 50.17% over the same period last year, but the net profit loss attributable to shareholders of listed companies was about 102 million yuan. Basic earnings per share loss 0. Despite significant revenue growth, the company is still in a loss state, which shows that it is facing challenges in terms of profitability, and the follow-up business strategy and market performance deserve attention.

4. 1.5. Cement network data: Summary of national cement price adjustment information (10.20-10). This week, the national cement market is divided, the north is weak and stable, the south and East China push up the range to narrow, and the central and southern decline is large. The high price of coal on the cost side supports the price of enterprises, but the weak demand side housing construction and insufficient new projects restrict the price. There are price changes in many places: Henan increases by 30 yuan/ton; Guangdong Pearl River Delta first decreases and then plans to increase by 30-50 yuan/ton; Shanxi Jindongnan plans to increase by 20 yuan/ton; some areas in Anhui follow up by 15-20 yuan/ton; Shandong Jining decreases by 10 yuan/ton; some areas in Sichuan rise and fall. More information can be found on the cement big data platform.

6. A cement enterprise in Inner Mongolia was filed for bankruptcy. It has a 2500t/d

8, With regard to the publication of the 2025-2026 < a href = "https://price.ccement.com/pricenewslist-1-650000-0.", this plan focuses on the cement industry in Xinjiang. It is clear that peak staggering production will be carried out during 2025-2026. Peak-staggering production is of great significance to the cement industry, which can effectively regulate the balance of supply and demand in the market, avoid overcapacity, help to save energy and reduce emissions, and promote the green development of the industry. The implementation of the plan will have a positive and far-reaching impact on the production order, market environment and sustainable development of the cement industry in Xinjiang.

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