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in Shanxi Province The title of the article said that a 2500t/d clinker production line was withdrawn in Shanxi Province.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

Digital New Energy DataBM. Com learned that on November 25, the Bureau of Ecology and Environment of Puer City, Yunnan Province, issued a public announcement on the acceptance of environmental impact assessment documents for the construction of photovoltaic power generation projects in Shaomo Village.

2025-12-02 15:45:41

Silicon material factories continued the strategy of reducing production and inventory without price reduction, and silicon material factories continued the strategy of reducing production and inventory without price reduction, and the characteristics of market volume and price separation and price without market became more and more clear. The characteristics of separation and price without market are becoming more and more clear.

2025-12-02 15:35:02

On November 28, the Ministry of Industry and Information Technology organized a symposium on manufacturing enterprises in the power and energy storage battery industry to further study and implement the spirit of General Secretary Xi Jinping's important instructions and instructions, implement the decis ion-making and deployment of the Party Central Committee and the State Council, and listen to relevant enterprises around standardizing the competition order of the power and energy storage battery industry and promoting the high-quality development of the industry.

2025-12-02 09:40:09

Digital New Energy DataBM. Com was informed that on December 1, the successful candidate of EPC general contracting (second time) for the new 50 MW agricultural photovoltaic complementary power generation project in Tongliang District of Chongqing, Datang, was announced.

2025-12-01 17:43:20

Domestic concrete price statistics in November showed that the national concrete price fell by 0.61% annually and 19.31% year-on-year. Prices in different regions have changed to varying degrees. In terms of chain ratio, some regions have changed significantly, such as Tianjin, which has a large drop of -3.78%, while Shanghai, Hubei, Hunan and other regions have a small change of 0.00%. On a year-on-year basis, Shaanxi had a more prominent year-on-year decline of -35.14%, while Chongqing and Guizhou had no change year-on-year. On the whole, domestic concrete prices showed a certain fluctuation trend in November.

2025-12-01 15:21:36

On November 28, the EPC general contracting project of Aba Rong'an 1150MW Photovoltaic Project (Phase I) of Guoneng Dadu River Company was tendered publicly by Guoneng Dadu River Basin Hydropower Development Co., Ltd.

2025-12-01 11:51:54

On November 26, a tender announcement was issued for EPC contracting of Qizai 200 MW photovoltaic project in Shangri-La City, Diqing Prefecture, Yunnan Province, and the tenderer was Yunnan International Power Investment Co., Ltd. of the State Power Investment Group.

2025-12-01 09:08:00

On November 25, Gansu Jianrong Xipo 50000 kW Photovoltaic Project (Xipo 1) and Gansu Jianrong Xipo 50000 kW Photovoltaic Project (Xipo 2) obtained the "Gansu Investment Project Credit Record Certificate".

2025-11-27 16:06:24

On November 26, the EIA of the technical renovation project of photovoltaic bracket with an annual output of 50000 tons of Jiangsu Weier Hardware Co., Ltd. was announced.

2025-11-27 09:40:19

Digital New Energy DataBM. Com was informed that on November 25, the EPC general contract of 500 MW ditch photovoltaic composite project of Xinhua Hanxuan (Central) in Tangshan Hangu Management Area of Hebei Province issued a termination announcement.

2025-11-26 13:47:10

Digital New Energy DataBM. Com was informed that on November 25, the results of EPC general contracting for the photovoltaic area of Luntai 200000 kW photovoltaic power generation project in Tarim Oilfield, Xinjiang, were announced.

2025-11-26 10:16:50

On November 24, the tender announcement for the procurement of 800000 kilowatt high-efficiency photovoltaic modules for Hexi New Energy Base in Tengger Desert of Gansu Province was issued, and the tenderer was Huadian Gansu Energy Co., Ltd.

2025-11-25 17:57:46

The project originally planned to invest in the construction of centralized wind power 400 MW, photovoltaic 200 MW, and supporting the construction of electrochemical energy storage 60 MW/120 MWh, with a total investment of 5.08225 billion yuan. After the project is completed, it is expected to produce 250 million Nm ³ chlorine and hydrogen annually.

2025-11-21 11:04:10

On November 18, the Chengdu Declaration on "Breaking the Involution Competition and Building the Cornerstone of Global Energy Security" was officially released.

2025-11-19 11:26:27

What is happening in the cement industry?

2025-11-17 07:02:02

"The association firmly safeguards the interests of the state and the industry, and we will fight to the end against the bad behavior of seeking benefits through rumors, smearing and malicious short-selling of the photovoltaic industry."

2025-11-12 14:52:38

Digital New Energy DataBM. Com learned that on October 31, the people's government of Jingxi City, Guangxi, was investigated and exposed for abusing administrative power to exclude and restrict competition in the development of photovoltaic projects.

2025-11-12 09:26:37

Digital New Energy DataBM. Com has learned that the Hami Intermediate People's Court of Xinjiang Uygur Autonomous Region will auction 100% of the shares of Zhongji Guoneng Anji Photovoltaic Power Generation Co., Ltd. held by China Energy Engineering Group (Shanghai) Environmental Science and Technology Co., Ltd. on the Alibaba Judicial Auction Network Platform at 16:00 on December 6.

2025-11-11 14:13:01

Digital New Energy DataBM. Com was informed that on November 11, yuanmou Branch of Chuxiong State Eco-environmental Bureau of Yunnan Province issued a public announcement on the acceptance of the EIA of Menglinggou Photovoltaic Power Station Project of Datang (yuanmou) New Energy Co., Ltd.

2025-11-11 13:26:11

In the first half of the week, the characteristics of "dark fall" in the PV module market were obvious.

2025-11-05 15:42:40

Domestic concrete price statistics in October showed the price situation in different regions. Overall, the national price fell by 0.99% annually and 18.73% year-on-year. Prices in many regions have changed to varying degrees, among which Heilongjiang has a more obvious change, down 3.84%, and Shaanxi has a relatively insignificant change, down 0.02%. On a year-on-year basis, the change was more prominent in Shaanxi, with a decrease of 35.02%, while there was no change in Chongqing. Prices in some areas, such as Beijing and Tianjin, have not changed.

2025-11-03 17:11:46

If the consortium platform can land smoothly, it also means that the polysilicon industry will enter a substantive stage of "anti-involution" and integration of production capacity.

2025-11-03 13:05:48

On November 2, the successful candidate for EPC general contracting of Bid Section 1 of Ruoqiang Photovoltaic Power Generation Project in Bazhou, Tarim Oilfield, Xinjiang was announced.

2025-11-03 09:36:42

On October 30, the electronic bidding system of China Huaneng Group issued the tender announcement of EPC general contracting and five-year operation and maintenance framework agreement for distributed photovoltaic projects in Jiaxing and Ningbo from 2025 to 2027 for Tongxiang Gas Turbine of Huaneng Zhejiang Branch. The tenderer is Huaneng Tongxiang Gas Turbine Thermal Power Co., Ltd.

2025-11-03 09:19:04

What is happening in the cement industry?

2025-11-02 07:01:11

According to market feedback, cement prices in many parts of the country have been pushed up, Guangdong, Hebei, Fujian, Sichuan-Chongqing, Anhui, Jiangxi and other regions have raised prices, the follow-up effect remains to be observed.