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in Shanxi Province The title of the article said that a 2500t/d clinker production line was withdrawn in Shanxi Province.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

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.

2026-02-02 11:09:43

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

2026-01-28 15:25:18

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.

2026-01-28 11:56:43

Among them, from January to December 2025, the total number of green certificates issued by photovoltaic power generation was 672.13 million, accounting for 22.8% of the total number of green certificates issued in that year.

2026-01-28 10:37:45

Wu Changyu, Deputy Secretary of the Party Committee and General Manager of Yunnan Energy Investment Co., Ltd. of the Three Gorges Group, is suspected of serious violations of discipline and law, and is currently undergoing disciplinary review by the Discipline Inspection and Supervision Group of the State Supervision Committee of the Central Discipline Commission in the China Three Gorges Group and supervision and investigation by the Hubei Provincial Supervision Committee.

2026-01-27 17:05:24

What is happening in the cement industry?

2026-01-25 07:01:16

Five leaders of two central energy enterprises, China General Nuclear Power Group Co., Ltd. and China Coal Energy Group Co., Ltd.

2026-01-22 09:37:49

On the morning of January 21, the State Administration for Market Regulation held a special press conference on ten typical cases of "involution" competition in 2025. Zhao Chunlei, deputy director of the Competition Coordination Department, introduced the overall situation of the case, including interviews with cargo Lala, risk warning of photovoltaic industry, investigation and punishment of false publicity cases, etc. These cases are characterized by emphasis on prevention in advance, combination of rigidity and flexibility, and coordinated governance. In addition, the heads of departments also answered relevant questions, such as mobile power recall, certification supervision and so on. In the future, the General Administration will promote the formation of a better market ecology and help build a unified national market.

2026-01-22 09:13:57

The adjustment of the export tax rebate policy is conducive to promoting the efficient use of resources, reducing environmental pollution and carbon emissions, and promoting the comprehensive green transformation of economic and social development. At the same time, it is also conducive to guiding the rational adjustment of industrial structure, promoting industrial transformation and upgrading, comprehensively rectifying "involution" competition, and promoting high-quality economic development.

2026-01-20 16:10:00

On January 16, the EPC general contractor of Yangquan Distributed Photovoltaic Project in Wulan Town, Etuoke Banner, Inner Mongolia issued a bid announcement, which was due to the fact that less than three bidders submitted bidding documents at the bid opening stage.

2026-01-19 19:17:05

What is happening in the cement industry?

2026-01-19 07:01:12

What is happening in the cement industry?

2026-01-18 07:01:11

Jingke rose twice in a week, with the highest increase of 0.15 yuan/W.

2026-01-16 18:12:28

On January 12, China Railway Tunnel Bureau Group Construction Co., Ltd. Bobai County Government Assets Roof Distributed Photovoltaic Power Generation Project (South Area) EPC General Contracting Project Photovoltaic Module Procurement Tender Announcement was issued.

2026-01-13 09:58:44

Second-and third-tier manufacturers have followed up with price increases, with a total of 14 manufacturers raising their quotations in this round.

2026-01-09 16:30:47

Standardize the competition order of the battery industry and promote the healthy and orderly development of the power and energy storage battery industry.

2026-01-08 10:26:43

Statistics on domestic concrete prices in December show that prices in the whole country and regions have changed to varying degrees. The national concrete price fell by 0.32% month-on-month and 19.33% year-on-year. In most areas, the ring ratio declined, some areas were flat, and Anhui rose slightly. Among them, the month-on-month decline in Jilin was more obvious, reaching -2.38%; the month-on-month decline in Hebei and Fujian was relatively small, reaching -0.05%. On a year-on-year basis, the decrease in Henan was relatively large, reaching -31.05%, while there was no change in Chongqing and Guizhou.

2026-01-04 14:02:33

In 2025, due to the increase in the use of new government special debt and other factors, the proportion of funds flowing into the infrastructure side has been reduced, and the real estate industry has not yet reversed the downward trend, the volume and price of the concrete market are difficult to stabilize, and the profit margin of the industry is further squeezed..

2025-12-31 14:57:33

On December 26, the National Energy Administration released statistics on the national power industry from January to November.

2025-12-26 17:30:32

This week, market expectations for component price increases remain strong, and component production is expected to rebound slightly in January.

2025-12-26 16:15:44

The two new policies promote the transformation of new energy storage to multiple scenarios, market-oriented operation and technological upgrading, promote efficient consumption of new energy and system coordination, and support the transformation of clean energy.

2025-12-25 10:46:42

The commissioning of the hydrogen energy equipment industry base of Hangyang Group marks the opening of the first liquid hydrogen key equipment manufacturing base in Zhejiang Province, and promotes the localization and large-scale development of the whole hydrogen energy industry chain.

2025-12-23 16:57:34

Longji Green Energy Takes the Lead in Raising the Price of Photovoltaic Modules

2025-12-18 16:31:54

Digital New Energy DataBM. Com was informed that on December 12, Lijiang Eco-environmental Bureau of Yunnan Province issued a public announcement on the environmental impact report form of Xinyuangou photovoltaic power generation project to be approved.

2025-12-17 17:32:26

On the evening of December 16, China Energy Construction announced that the first phase of Songyuan Hydrogen Energy Industrial Park (Green Hydrogen Ammonia Alcohol Integration) project, the world's largest green hydrogen ammonia alcohol integration project, was officially put into operation.

2025-12-17 10:05:14

Digital New Energy DataBM. Com was informed that on December 10, the Bureau of Ecology and Environment of Wenshan Prefecture, Yunnan Province, issued a public announcement on the acceptance of the environmental impact report form of Bazhai Photovoltaic Power Generation Project.

2025-12-15 09:20:34

What is happening in the cement industry?

2025-12-15 07:01:18

Recently, in the photovoltaic installation project of Caopo Village, Wugong Township, Wugang City, Pingdingshan, Henan Province, the "busiest five-person group" has also appeared.

2025-12-12 17:20:33

In order to get rid of the predicament and achieve high-quality development, China's cement industry must abandon the idea of "surface regulation" and focus on the reduction of total capacity, structural optimization and demand boosting, so as to truly solve the problem of imbalance between supply and demand and promote the industry to return to the benign development track.