11.11 Cement Morning Post: Cement prices in many places are pushed up; Red Lion Cement supplements production capacity; Conch 4500t line is traded

2025-11-11 07:01:10

What is happening in the cement industry?

1, cement network video: the highest increase of 40 yuan/ton! Ccement.According to the feedback from the market, there were price adjustments in many places last week: on November 2, the leading enterprises in Jiangxi tried to raise the price of various types of cement by 20 yuan/ton; on November 5, the leading enterprises in Henan and Suqian in Jiangsu raised the price by 20 yuan/ton, and Changsha-Zhuzhou-Xiangtan in Hunan raised the price by 30 yuan/ton; On November 7, prices in Nanning, Guangxi and other places were raised by 20-40 yuan/ton. However, the implementation of the above cement price adjustment needs further observation.

2. Cement Network Video:

3. Cement network video: 8437. Previously, the 4500 t/d clinker production capacity index was traded at 84.375 million yuan, and now it is known that Conch Cement successfully won this production capacity index. It means that conch cement is 8437.4

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5. Proportion 1. Among them, the 6000t/d clinker line of Bijie Xineng Cement Co., Ltd. uses the capacity index of 1500t/d, and supplements the capacity of 1000t/d according to the ratio of 1.5: 1; The 4000t/d clinker production line of Tongren Southwest Cement Co., Ltd. also uses 1500t/d capacity index. Also according to

1.6, Xizang Sinoma

7. Zhonglian Cement Co., Ltd. The main equipment is a Φ4.8

, Zheng'an Southwest Cement 3200 t/d clinker line to supplement 833t/d production capacity

. The capacity index of the new dry process cement production line with a daily output of 2000 tons of clinker of Guizhou Xingyi Southwest Cement Co., Ltd. will be transferred to the 3200t/d clinker line of Zheng'an Southwest Cement Co., Ltd. with a replacement ratio of 1. The purpose of this capacity replacement is to supplement the capacity of the 3200t/d clinker line of Zheng'an Southwest Cement Co., Ltd. The clinker line capacity will be changed from 3,200t/d to 4,033t/d with additional capacity of 833t/d, as stated in the title of the article.

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Correlation

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In 2025, the installed capacity of renewable energy in China reached a new high, and the proportion of the scale increased steadily.

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The State Council plans to build a unified national electricity market system, with the goal of basically completing it by 2030 and fully completing it by 2035, so as to realize the optimal allocation of power resources nationwide, the market-oriented pricing of multi-dimensional values, and the fair participation of all kinds of subjects.

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Wang Bohua said that in 2026, the new installed capacity of photovoltaic in China is expected to be 180-240 GW, and the new installed capacity in the world is 500-667 GW.

2026-02-05 13:28:19

On February 5, Wang Shijiang, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, delivered a speech at the Seminar on the Review of the Development of the Photovoltaic Industry in 2025 and the Prospect of the Situation in 2026.

2026-02-05 09:44:28

Domestic concrete price statistics in January show that it covers the relevant values of concrete prices in the whole country and many regions. From the overall data, prices in most parts of the country have declined year-on-year to varying degrees, and some regions have also shown a downward trend. Among them, the ring change is more obvious in Shaanxi, up 2.07%; the ring change is relatively weak in Beijing, Shanxi, Inner Mongolia and other places, with no change in the ring. On a year-on-year basis, the decrease in Shaanxi was -30.16%, while the decrease in Chongqing and Guizhou was flat with no change.

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The Spring Festival holiday is approaching, and the component production schedule is expected to be lowered in February.

2026-01-30 17:29:08

Longji Green Energy's Latest Quotation Has Touched a High of 0.9-1.0 yuan/W

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On January 28, the National Energy Administration released the national electricity statistics for 2025. By the end of 2025, the total installed capacity of power generation in China was 3.89 billion kilowatts, an increase of 16.1% over the previous year, of which the installed capacity of solar power generation was 1.2 billion kilowatts, an increase of 35.4% over the previous year. In 2025, the new PV installed capacity in China was 315.07GW, an increase of 13.67% over the same period last year, setting a record for the new installed capacity in the year. According to the monthly data, in December 2025, the newly installed photovoltaic capacity in China was 40.18 GW, which decreased by 43.3% year-on-year, but increased by 82.47% year-on-year.

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What is happening in the cement industry?

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On February 28, the Department of Industry and Information Technology of Inner Mongolia Autonomous Region issued the requirement of "Inner Mongolia continues to promote the normal peak staggering production of cement in the heating season of 2025-2026", which requires that the normal peak staggering production of cement in this heating season continue to be carried out for 5 months and 151 days, that is, from 0:00 on November 1, 2025 to 24:00 on March 31, 2026, and the normal peak staggering production of cement in this heating season. 100% of the cement clinker production lines in the whole region are required to participate in peak staggering production.