11.8 Cement Morning Post: Sichuan and Chongqing implement peak shifting and emission reduction; cement prices in ten provinces in October; cement prices in East China are stable

2025-11-08 07:01:10

What is happening in the cement industry?

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2. The maximum is 565 yuan/ton! The average price of O42.5 bulk cement was RMB312.27/ton, representing a month-on-month decrease of 0.65% and a year-on-year decrease of 19. The ten provinces with the highest average price of cement this month were Xizang, Heilongjiang and Xinjiang. Among them, the price of Xizang cement reached RMB565/ton, ranking first, and the price of cement in Yunnan increased significantly on a month-on-month basis, reaching 15. The overall situation showed that the price of cement in different regions was different, and the price in some regions fluctuated.

3 . Weekly Report of Cement Network: The market in many places in East China is mainly price stabilization, and some parts continue to tentatively re-price (11.3-11.7)

11.3-11. At the beginning of the month, the main manufacturers in Jiangxi tried to increase the re-price by 20 yuan/ton, and the implementation is to be observed; Prices in Jiangsu are stable as a whole, and some areas in northern Jiangsu are notified to increase, and the implementation is to be tracked; Zhejiang is stable after falling, and large factories may tentatively increase prices in central and southern Zhejiang; some manufacturers in Anhui are increasing prices, and the inventory pressure is high, and some enterprises have callbacks; the implementation of prices in Fujian is different, which is suppressed by the low price of cement in the periphery; Shandong enterprises plan to stop kilns in winter, and have the intention to push up, but lack of demand support, and the quotation is weak and stable.

4. Yiliang Hongshi 4000t/d clinker production line added 1666t/d production capacity

on November 6. Yunnan Provincial Office of Industry and Information Technology announced that Yiliang

5 . Weekly report of cement website: cement prices in the central and southern regions were mixed (11.3-11). The price of cement in the Pearl River Delta of Guangdong was blocked. The price of bulk cement in most enterprises dropped by about 20 yuan/ton, and some of them have returned to the price before the price increase. Due to the rise of raw materials and the shutdown of kilns in Guangxi, some enterprises have notified an increase of 20-40 yuan/ton, but the demand is weak and the implementation remains to be observed. The Hubei market is flat, the bottom of the price is stable, and there is downward pressure in some areas. Due to the good weather and warmer demand in Hunan, the mainstream enterprises have raised the price by 20-30 yuan/ton, and the price increase remains to be observed. Henan enterprises have increased by 20 yuan/ton due to weather, peak staggering, environmental protection and demand rebound, and the implementation situation needs to be tracked.

6. Heavy publicity! Cement clinker energy efficiency TOP4 is released, and large-scale application of alternative fuels has become a secret weapon to improve energy efficiency! Ccement. Com/brandnewslist-1-1000035. The energy consumption of the four enterprises is better than industry average, and the secret is the large-scale application of RDF alternative fuel. RDF has outstanding advantages in solid waste treatment, energy efficiency improvement and carbon emission reduction. Sred's high-quality RDF preparation technology and system provide support for its application, and have the characteristics of compatibility with various types of solid waste. One-step crushing equipment will also be introduced in 2025. The cement industry is expected to get rid of the old label and expect more enterprises to join the ranks of energy efficiency improvement.

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8 . Weekly report of cement network: there was no obvious rebound in demand, and the price of cement in southwest China was weak and stable (11.3-11.7)

11.3-11. The weather in Sichuan and Chongqing improved, the demand for key projects was supported, and most of the clinker production lines in Chongqing were shut down. The main cement enterprise shipment is steady, the inventory is medium, the supply and demand is relatively balanced, this week's cement quotation is temporarily stable, the situation remains to be observed. Due to the overcast and rainy weather in Yunnan-Guizhou region, the market demand in Yunnan has weakened, the early increase has narrowed, and the increase has not been substantially implemented in early November; the demand in Guizhou is low, although most clinker lines have stopped kilns, the actual transaction price in some areas has dropped by 20-30 yuan/ton, and the follow-up situation needs to be further followed up.

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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%.