11.14 Cement Morning Post: production supplement of Gezhouba Songzi Cement; three major defense battles of Shandong Dongping; withdrawal of a clinker production line in Shanxi

2025-11-14 07:02:04

What is happening in the cement industry?

1. The 4000t/d clinker production line of Gezhouba Songzi Cement was supplemented with 2166t/d production capacity

on November 11. Hubei Provincial Economic and Credit Department issued the Announcement on the Replacement Scheme of Supplementary Capacity for the 6166 Tons Per Day Cement Clinker Production Line Project of Gezhouba Songzi Cement Co., Ltd. Gezhouba Songzi Cement 4000t/d clinker production line will supplement 2166 t/d production capacity, making the total production capacity of the production line reach 6166 t/d. The production capacity of 1666t/d is from the 2500t/d production line of Gezhouba Songzi Company, with a replacement ratio of 1.5: 1; the production capacity of 500t/d is from the 1000t/d production line of the 2500t/d production line of Boluo Branch of Huizhou Guli Cement Group Co., Ltd., with a replacement ratio of 2:1.

2. Shandong: Dongping promotes the three major "defense battles"

as a whole. Dongping County of Shandong Province anchors the core mission of ecological protection of Dongping Lake and promotes the three major defense battles of blue sky, clear water and pure land as a whole. In the battle to defend the blue sky, we will promote the transformation of key enterprises with ultra-low emissions and carry out a number of special tasks to reduce waste gas emissions; in the battle to defend the blue water, we will build a global water environment management system and strengthen the inspection and supervision of river basins; in the battle to defend the pure land, we will focus on the construction of "waste-free cities" and coordinate the management of soil and solid waste. Through these measures, the ecological environment quality of Dongping County has been continuously improved. This year, the atmospheric environment has improved. The water quality of Dongping Lake has stabilized above Class III of surface water, and the surface water environmental quality index ranks first in the city.

3. Cement Network Video: Withdrawal of a 2500t/d clinker production line

in Shanxi Province The title of the article said that a 2500t/d clinker production line was withdrawn in Shanxi Province. The content shows that on November 12, Heilongjiang Industry and Information Technology Office announced that a 2500t/d clinker production line of Jixi Sailong Cement had a supplementary capacity of 960t/d, and the supplementary capacity reached 3460 t/d. Its withdrawn production capacity comes from a 2500t/d clinker line of Yuci Cement of Shanxi Zhihai Enterprise Group, of which 1920t/d is used in Jixi Sailong Cement Project, with a replacement ratio of 2:1, which reflects the cross-regional replacement adjustment of production capacity.

4. Tianrui Heavy Industry Co., Ltd.: Tianrui Heavy Industry Co., Ltd. led the magnetic levitation technology to enable the high-quality development

of light industry. The "Light Industry Science and Technology Innovation and Green Development Conference" was held in Nanjing. Shandong Tianrui Heavy Industry Co., Ltd. was invited to participate in the conference, and its magnetic levitation vacuum pump energy-saving technology won two major honors. In the green transformation of light industry, the magnetic levitation energy-saving equipment developed by Tianrui Heavy Industries has become the core engine to solve the problems of high energy consumption and noise of traditional general machinery. Tianrui has built a whole chain innovation system, transformed into an overall energy-saving solution service provider, and the equipment application effect is good. In the future, Tianrui will deepen innovation, promote the popularization of magnetic levitation technology in the field of light industry subdivision, and work with partners to contribute to the goal of "double carbon" and the modernization of light industry.

5. Jinyuan Shares: Announcement

on Release of Pledge and Handling of Pledge of Certain Shares of Controlling Shareholder Jinyuan Environmental Protection Co., Ltd. announced the release of pledge and handling of pledge of certain shares of controlling shareholder Jinyuan Holdings. A total of 36.47 million pledged shares were released, involving CITIC Bank Hangzhou Branch. This pledge of 35.41 million shares is also pledged to CITIC Bank Hangzhou Branch for its own production and operation. As of the disclosure date of the announcement, Jinyuan Holdings and its concerted actors had pledged 160.09 million shares of open source assets, accounting for 67.84% of the shares. Jinyuan Holdings and Kaiyuan Assets do not have the risk of delay or liquidation, and this pledge does not affect the production, operation and corporate governance of listed companies.

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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%.