7.8 Cement Morning Post: Conch Cement was listed to sell 203 million subsidiaries; cement prices in East China went down and clinker fell; 2025.6 Cement market was weak in the off-season.

2025-07-08 07:01:16

What is happening in the cement industry?

1. Listing 203 million yuan! Creditor's rights of RMB195.03 million came from Anhui Conch Cement and its wholly-owned subsidiaries respectively. Kunming Conch Cement is located in Shilin County, Kunming, Yunnan. Its legal representative is Cheng Congxin and its registered capital is 3,050.The enterprise has transferred the clinker production capacity index of 2,500t/d. Anhui Conch Cement holds 80% and Dehong Development Co., Ltd. holds 20%. Operating revenue of the enterprise in 2024 3,687.2

. Weekly report of cement network: downward pressure on prices in East China remained in the Yangtze River Delta region, and clinker continued to drop by 20 yuan/ton (6.30-7.4)

6.30-7. Many places in East China 3、

4、 5、 Tianrui Cement sent 36,000 tons of cement to Central American countries

at 10:00 on June 24. 3. The delivery was faced with challenges such as centralized shipment of orders, tight time and heavy tasks. Various departments of Dalian Tianrui Cement coordinated to allocate various resources. Production preparation, quality control, sales docking, and finally exceeded the planned loading rate of 57% to complete the shipment. This delivery reflects the improvement of its international trade strategic layout capability, confirms the overseas strategy of "promoting deep market cultivation through capacity cooperation", and tests the service capability of the whole chain, which is an important milestone in the "twin engine" model of international trade.

6、 7、 Weekly report of cement website: the cement market price in Northwest China is stable as a whole and under pressure in some areas (6.30-7.4)

6.30-7. The demand in Guanzhong, Shaanxi has recovered, but the price has not changed under the influence of the weather; Ningxia is at the bottom of the price, it is difficult to reduce the price locally, and the export price is reduced; Gansu staggered peak and stopped the kiln and the rainfall restrained the demand, the inventory digestion was slow but the price was stable to resist the impact of the surrounding low price; Qinghai balanced production and marketing and the price was stable; Xinjiang tried to restore the price in southern Xinjiang, and the actual effect needs to be observed.

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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.