7.5 Cement Morning Post: "Don't just focus on no illegal kiln opening"; Guiyang Conch Cement Production Capacity Transfer Plan; Production Material Price in Late June 2025

2025-07-05 07:02:02

What is happening in the cement industry?

1. Cement Net Exclusive: Don't Just Stare at No Illegal Kiln Opening! Cement clinker enterprises

in Shandong Province have no illegal kiln opening in summer peak staggering production. However, there are problems behind this, before there were enterprises with excessive production capacity and illegal production, the phenomenon of overproduction is widespread and large. Although there are capacity replacement methods to promote the unification of production capacity, enterprises are still overproducing. The competent department has requirements for production line list management, but the implementation is not good. We should not only focus on the off-peak shutdown of the kiln, but also ignore whether the production capacity exceeds the record capacity. The information circular should list the production data during the opening of the kiln, which is conducive to the unification of the record capacity and the actual capacity.

2、 Guizhou: Announcement

on the Capacity Transfer Plan of Guiyang Conch Panjiang Cement Co., Ltd. 1 # New Dry Process Cement Production Line with a Daily Output of 4500 Tons of Clinker Guizhou Department of Industry and Information Technology, in accordance with the requirements of the Implementation Measures for Capacity Replacement in the Cement and Glass Industry (2024 edition), From June 20, 2025 to July 3, 2025, Guiyang Conch Panjiang Cement Co., Ltd. publicized the capacity transfer plan of 1 # new dry process cement production line with a daily output of 4500 tons of clinker. During the publicity period, there was no objection. The announcement was issued on July 4, 2025. At the same time, the public was welcome to supervise. The attachment is the company's capacity transfer plan document for this production line.

3. Changes in the

market prices of important means of production in the circulation field in late June 2025 Compared with the middle of June 2025, the market prices of 50 kinds of important means of production in 9 categories in the national circulation field have changed. Among them, the prices of 26 products rose, 20 fell and 4 were flat. The article lists in detail the current price, price rise and fall, rise and fall and other data of various products (such as ferrous metals, non-ferrous metals and other nine categories), and also explains the market prices of important means of production in the circulation field, including monitoring content, scope, methods and statistical methods of the number of rises and falls, with a product specification table attached.

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Correlation

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

Ningde Times responded to market concerns: in 2027, the global demand for power batteries and energy storage still has growth potential, the capacity utilization rate is healthy, and the supply chain support measures affect cash flow in the short term but are conducive to long-term sustainable development.

2026-10-21 15:07:33

On October 16, the official website of the Management Committee of Yangzhou Economic and Technological Development Zone of Jiangsu Province announced the approval opinions on the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project".

2026-10-19 17:09:21

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

On October 10, the Ecological Environment Bureau of Leshan City, Sichuan Province, issued a public announcement on the approval of the ecological environment impact assessment document of Yongxiang New Energy High Purity Silicon Pilot Project.

2026-10-14 14:18:12

Shanghai Customs took the initiative to guide the obligee to apply for the record of customs protection of intellectual property rights and general guarantee, simplify the guarantee procedures one by one, so as to simplify the rights protection process and lower the cost. Brand technical specialist were invited to explain the latest counterfeiting methods and identification skills to the front-line customs inspectors at the port, so as to help them train their "golden eyes" to identify the risk of infringement.

2026-10-10 14:30:22

Here is the domestic concrete price statistics in September, the overall national concrete price ring ratio is -0.70%, year-on-year is -6.05%, covering the price changes in all regions from the end of August to the end of September, the region with a large ring ratio change is Shanghai, the corresponding ring ratio is -3.28%, the region with a small ring ratio change is more than one, and some regions are 0.00%. Prices have not changed from the previous month.

2026-10-08 09:25:08

What is happening in the cement industry?

2026-10-07 07:02:03

What is happening in the cement industry?

2026-10-05 07:07:03

What is happening in the cement industry?

2026-09-27 07:02:02

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

According to the data center of China Cement Network, the regional differentiation of the northwest cement market is obvious this week, the Shaanxi market is rising, and the demand in other areas is gradually weakening.