3.21 Cement Morning Post: Qi Liang: Enterprises should comply with capacity replacement; cement enterprises should implement off-peak production; Cement Economy 50 People Forum Wang Jianxin's view

2025-03-21 07:02:03

What is happening in the cement industry?

1. Cement Economy 50 People Forum | Qi Liang: Enterprises should strictly abide by capacity replacement for self-restraint

. On March 13, the "Cement Economy 50 People Forum" hosted by China Cement Network was held in Hangzhou. Huaxin Cement Paint Liang said that enterprises should strictly abide by the policy of capacity replacement and self-restraint, and the state and associations should also supervise and remind enterprises to act in accordance with the policy. This is the requirement of coping with the new cycle of cement industry, anti-involution and seeking breakthroughs, which helps to standardize the capacity management of cement industry, ensure the healthy development of the industry, and reflects the importance of enterprise self-discipline and external supervision in cement capacity management.

2. Cement Economy 50 People Forum? He Kunhuang: Every enterprise should implement peak staggering production

to the letter. On March 13, the "Cement Economy 50 People Forum" was held in Hangzhou. He Kunhuang, general manager of Tapai Group, called for building consensus at the forum to maintain the ecological balance of the industry and promote the healthy development of the industry. He emphasized that every enterprise should strictly implement the policy of peak staggering production to control cement production. At the same time, it is pointed out that leading enterprises in the industry should play a leading role and do a good job in the quality of operation. If the boss does well, other enterprises will follow suit and develop well.

3. Cement Economy 50 Forum Wang Jianxin: The dragon head dances, the waist follows the rhythm, and the dragon tail follows the trend

. On March 13, the "Cement Economy 50 Forum" was held in Hangzhou. Wang Jianxin, vice president of Queshi Cement Group, said that in the face of industry difficulties, consensus should be reached and enterprises should come up with plans according to the benefits. Large enterprises should have a pattern and small enterprises should have a bottom line. With the weakening of cement demand, enterprises should adjust, such as increasing the time of peak staggering and internal friction. The Yangtze River Basin is the focus of economic development, in this market, the leader should play a leading role, the waist follows closely, the dragon tail follows the trend, so as to achieve high-quality development.

4. Cement Economy 50 People Forum | Zhang Zewen: If cement enterprises want to continue to survive, it is still necessary

to stagger peak production and recover prices together. At the "Cement Economy 50 People Forum" on March 13, Zhang Zewen, president of Ningxia Yinghai Group, said: Last year, the cement market in Ningxia was in a grim situation, and the effect of collaborative repricing was not good and most of the enterprises lost money. Ningxia cement is facing the problem of overcapacity, and the whole country is similar. Under such circumstances, he believes that in order for cement enterprises to survive, off-peak production and common re-pricing are necessary, and long-term attention should be paid to capacity reduction; at the same time, industry associations should play a bridge role, deeply understand the difficulties and demands of enterprises and accurately feed back to the government to provide a basis for policy formulation.

5. Cement website video: Yu Shui, deputy general manager of Conch Cement: Improve political stance and take steady growth of the industry as the primary task

Yu Shui, deputy general manager of Conch Cement, put forward several views: First, improve political stance and take steady growth of the industry as the primary task to promote efficiency. Increase the income of enterprises and employees and contribute to social and economic development; secondly, reduce excess capacity to balance market supply and demand; thirdly, enhance industrial concentration under the guidance of policies; fourthly, further strengthen market operation to ensure high-quality development of the industry. These views reflect Conch Cement's positive attitude and planning direction in the development of the industry.

6. Cement Economy 50 People Forum | Kang Deyu: The government needs to play a role

in solving the current predicament. On March 13, the "Cement Economy 50 People Forum" was held in Hangzhou. Kang Deyu of Sichuan Xingchuancheng Cement Company pointed out that in the past two years, the cement industry has excess capacity, involution and obvious downward trend. He believes that off-peak production alone is not enough to solve the current problems, and the government needs to play a role in dealing with the plight of the cement industry.

7. Cement Net News: Following the rise in the price of cement in Shandong, some regions adjusted back

. On March 5, the price of cement in Shandong was notified to rise by 50 yuan/ton. Affected by the environmental warning and the start of the market, the rate of increase was different and it was difficult to implement the price increase. Due to the large order margin in the early stage in eastern Shandong, the surrounding cement prices have gradually fallen. At present, the cement prices after the rise have basically fallen back to about 30 yuan/ton, and some enterprises have fallen back to the level before the rise. The specific situation remains to be further observed.

8. Cement Economy 50 People Forum | Zhang Zhenkun: In the cold winter of the industry, enterprises need to cooperate

. On March 13, the "Cement Economy 50 People Forum" was held in Hangzhou. Zhang Zhenkun, CEO of Asia Cement (China) Holding Company, said that market sharing and opening need to be jointly maintained, and enterprises should cooperate in the cold winter of the industry to actively respond to the call to stop kilns and reduce production. In addition, in view of the problem of overcapacity, he proposed that attention should be paid to the role of foreign trade.

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Correlation

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2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

Li Lecheng, minister of the Ministry of Industry and Information Technology, said of irrational competition in photovoltaic and other industries: "The cultivation of enterprises and industries can be described as untold hardships, and irrational competition destroys an enterprise and an industry, which may happen overnight. We must not tolerate this kind of thing." He said that the next step would be to adhere to the rule of law, strengthen industry self-discipline, implement regulatory responsibilities, and enhance service capabilities, so as to "address both the symptoms and the root causes, systematically govern, focus on improving the system and mechanism, optimize the industrial ecology, and constantly improve the modernization level of industry governance."

2025-09-09 16:20:34

On September 5, Yunnan Green Energy New Energy Development Co., Ltd. The announcement shows that due to the need of project development, the bidding activities of this project are suspended.

2025-09-09 09:41:09

Digital New Energy DataBM. Com learned that on the evening of September 7, Robertko announced that the company planned to issue shares abroad (H shares) and list them on the Stock Exchange of Hong Kong Limited.

2025-09-08 18:01:43

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2025-09-08 12:34:13

Digital New Energy DataBM. Com has learned that the photovoltaic module production line of Da'an Tianneng New Energy Equipment Co., Ltd. is to be transferred at a base price of 790,775 yuan (including tax) from August 4 to September 26, 2025.

2025-09-05 18:15:43

On September 5, Daqin Electric Power (Kunming) Group Co., Ltd., a subsidiary company of "Shaya County Qin Power Investment New Energy Co., Ltd. 490000 kW Photovoltaic Sand Control" EPC Project (2025), announced the successful candidate.

2025-09-05 14:54:14

Recently, the Digital New Energy DataBM. Com has learned that two more central energy and power enterprises have transferred their shares in new energy enterprises, involving the State Energy Group and the Three Gorges Group. Details are as follows:

2025-09-05 14:53:32

According to the news, Wang Bin was removed from the post of Deputy Secretary of the Party Committee, Standing Committee of the Party Committee and Director of China Electric Power Construction Group Co., Ltd. and no longer served as General Manager of China Electric Power Construction Group Co., Ltd. and retired.

2025-09-05 10:35:07

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2025-09-04 10:28:32

The "low price competition" in the component market continues.

2025-09-03 18:00:00

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2025-09-03 17:36:20

On August 25, China Anneng Electronic Procurement Platform issued a change announcement on the procurement project of photovoltaic modules for Lingwu 2 million kilowatt composite photovoltaic base project of China Anneng First Bureau Guoneng Lingshao DC, saying that the original announcement was invalid.

2025-09-02 15:36:56

On August 29, the Hebei Development and Reform Commission announced "the second batch of projects to be arranged in the annual development and construction plan of wind power and photovoltaic power generation in Hebei Province in 2025". This time, 81 projects will be announced, with a construction scale of about 7.49 GW, including 42 photovoltaic projects with a scale of about 3.13 GW. The main body of the project involves 12 central state-owned enterprises and 9 private enterprises, among which Xiexin Group and TBEA are two leading photovoltaic enterprises. Among the central state-owned enterprises, Huadian Group has the largest number of projects, 13 with a scale of 418000 kilowatts, Datang Group 4 with a scale of 710000 kilowatts, State Energy Group and South-to-North Water Transfer Group 3 with a scale of 2101300 kilowatts and 112000 kilowatts respectively.

2025-09-01 17:44:11

The Statistics of Domestic Concrete Prices in August shows the situation of concrete prices in various regions of China. From the overall data, prices in most regions have changed to varying degrees. On a month-on-month basis, prices in some regions remained stable, with small changes, while the month-on-month decline in Shaanxi was more obvious. On a year-on-year basis, each region also showed different changes, among which Shaanxi's year-on-year decline was relatively prominent, while Guizhou's year-on-year decline was unchanged. Nationwide, the month-on-month ratio decreased by 2.20% and the year-on-year ratio decreased by 18.38%.

2025-09-01 14:36:20

Recently, the Party Group of the Three Gorges Group held a meeting to inform the Organizational Department of the Central Committee of the Communist Party of China of the decision on the adjustment of the members of the leading group of the Three Gorges Group.

2025-08-29 10:07:03

On August 26, according to foreign media reports, the Federal Trade Court of the United States ruled that Auxin Solar and Concept Clean Energy were the plaintiffs. It ruled that the two-year (2022.6.6-2024.6.6) "Southeast Asia Solar Cell and Module Import Tariff Suspension Order" (hereinafter referred to as the "Tariff Suspension Order") implemented by the Biden Administration from 2022 was illegal.

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2025-08-28 13:52:08

The Digital New Energy DataBM. Com was informed that on August 27, the EPC project of the 30 MW industrial and commercial photovoltaic project of China Yingjian New Energy Technology (Anhui) Co., Ltd. was changed.

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2025-08-26 17:12:20

On August 21, Beijing Jingneng E-commerce Platform issued a tender announcement for EPC general contracting of agricultural photovoltaic power generation project in Zhangshanying Town, Yanqing District, Beijing.

2025-08-25 17:39:46

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2025-08-25 09:52:26

The high-quality development of new energy storage is the key support for the construction of new power system, which helps to improve energy efficiency and stability.

2025-08-25 09:52:09

By the end of July, the total installed capacity of power generation in China was 3.67 billion kilowatts, up 18.2% year on year. Among them, the installed capacity of solar power was 1 billion 110 million kilowatts, an increase of 50.8% over the same period last year.

2025-08-25 09:28:03

Digital New Energy DataBM. Com learned that Panda Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the People's Court of Binhu District, Wuxi City, Jiangsu Province, the applicant was Chen Tao, and the public time was August 21.

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2025-08-22 22:16:34

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On the evening of August 21, Yiwei Lithium Energy released its semi-annual report for 2025.

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After deliberation at the 16th meeting of the Eighth Presidium of the Chinese Academy of Engineering and approval by the Party Group of the Chinese Academy of Engineering, 660 valid candidates for the election of academicians of the Chinese Academy of Engineering in 2025 were confirmed.

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On August 19, Yunnan Development and Reform Commission and Yunnan Energy Bureau issued a notice on the issuance of the second batch of new energy project development and construction plans in Yunnan Province in 2025.

2025-08-20 09:43:48

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2025-08-19 21:36:38

On August 18, China Power Construction Hubei Engineering Co., Ltd. Guoneng Lingshao DC supporting Lingwu 2 million kilowatt composite photovoltaic base eight section 200MWp photovoltaic module procurement project change announcement was issued. The content of the announcement shows that the deadline for response and the opening time of the project (i.e. the deadline for bidding/the time for bid opening) are changed from 9:00 on August 20, 2025 to 9:00 on August 22, 2025, with a delay of two days.

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On August 15, the successful candidates for the procurement of photovoltaic module equipment and related services for Shanghai Lingang 1 # offshore photovoltaic project were announced. The first successful candidate is Zhejiang Aixu Solar Energy Technology Co., Ltd., with a bid price of 0.72 yuan/W; the second successful candidate is Longji Green Energy Technology Co., Ltd., with a bid price of 0.73 yuan/W.

2025-08-18 19:10:07

On August 15, the Development and Reform Commission of Chuxiong Prefecture, Yunnan Province, issued an announcement on the replacement of candidate enterprises for the market-oriented competitive allocation and development of photovoltaic power generation projects in Baihe Village and Shishan River.

2025-08-18 14:13:19

On August 14, Guohua Wulate Middle Banner Wind Power Hydrogen and Ammonia Production Integration Project (Hydrogen and Ammonia Production Part) was put on record. The total investment of the project is 13180 million yuan, which is planned to start in October 2026 and be completed in December 2028.

2025-08-18 12:14:20

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2025-08-18 09:12:18

What is happening in the cement industry?

2025-08-18 07:02:05

On August 15, China Carbon Aviation Investment New Energy Group Co., Ltd. 2025-2026 Annual Photovoltaic Module Framework Procurement Termination Announcement was issued. The reason for termination is that due to the impact of the national new energy policy, the bidding work of all bid sections of the project is terminated.

2025-08-15 18:10:30

In the first half of 2025, Shanshui Cement realized an operating income of RMB 5.554 billion, a year-on-year decrease of 15.42%, and a net profit attributable to parent company of RMB -250 million, a year-on-year decrease of 52.84%.