3.29 Cement Morning Post: Jidong Cement's 2024 net profit loss forecast; East China Concrete Market Weekly Report; North China Cement Market's supply and demand are both weak and the price is stable.

2025-03-29 07:02:06

What is happening in the cement industry?

1. Jidong Cement: The net profit for 2024 was approximately RMB-991 million

. Jidong Cement released its performance report for 2024 on March 28. The operating income was approximately RMB25.287 billion, representing a year-on-year decrease of 10.44%. Compared with 2023, the operating income was about 28.235 billion yuan, the net profit loss attributable to shareholders was about 1.482 billion yuan, and the basic earnings per share loss was 0. However, compared with 2023, there is a certain improvement in revenue and net profit loss in 2024.

2 . Weekly Report of Cement Network: The concrete market in East China is stable and small (3.24-3.28)

3.24-3. The market trend in Jiangsu, Zhejiang and Shanghai is divided. Affected by the rainy season, the demand in Jiangsu falls and the cement price is slightly loose. The demand in Zhejiang recovers, but the Qingming rainy season may affect the price increase; The weather in Fujian was fine and the demand recovered, and the price of cement rose slightly, while the price in Jiangxi was stable and fluctuated in some areas; the demand in Anhui was warmer but the price was limited by various factors; the price of concrete in Shandong was weak as a whole due to the falling price of cement and weak demand. The regional concrete cost side is mixed, and the market wait-and-see sentiment is strong. Weekly report

of cement website: North China market is weak in both supply and demand, prices are weak and stable, and transactions are light (3.24-3.28)

3.24-3. Beijing-Tianjin-Hebei concrete market is weak and stable. Cement price callback, slow demand recovery and low capital arrival rate put downward pressure on concrete prices. With the partial weak recovery of temperature rise in Shanxi, the resumption of the project led to the recovery of shipments, but the high inventory hindered the cost transmission, and the price was stable and weak. Low temperature in Inner Mongolia, lagging project resumption, insufficient funds lead to construction stagnation, low shipments, weak and stable market prices, weak supply and demand, and insufficient recovery momentum.

4.

5 . Weekly report of cement network: concrete cost support weakened, and market prices were mainly stable (3.24-3.28)

3.24-3.28 The national concrete price index rose slightly on a month-on-month basis. Regionally, prices in some areas of Guangxi and Fujian rose. Most of the other provinces and cities are stable. Among the six regions, the price index of Central South and East China rose slightly, while the other regions were stable or weak. Among the 30 provinces and cities, the average price of C30 concrete in Guangxi, Fujian and Guangdong has risen, while the rest are stable. The price of upstream cement and sand aggregate is weak, and the cost support is weak. Next week, the growth of domestic concrete market demand will be slow, and the quotation of enterprises will be stable and small due to the influence of capital and other factors.

6, 7.

8 . Weekly Report of Cement Network: There is no significant change in the price of commercial concrete in central and southern China (3.24-3.28)

Central and southern China 3.24-3. In Guangdong and Guangxi, the second round of promotion of Guangxi cement . The demand is general, the shipment volume is flat, and it remains to be seen whether the price of commercial concrete will rise slightly. The cement price in Guangdong is not well implemented, and the price of commercial concrete is stable. The price of concrete in the two lakes region is weak and stable, and there is a slight fluctuation. Although the cement price rises, the shipment is less, which has no great impact on the concrete and the price is difficult to rise due to the poor demand; All can be viewed after purchase

Correlation

On September 28, Fuyang Ronglian Photovoltaic Technology Co., Ltd. was filed for bankruptcy by Qiao Gang, a natural person, to the People's Court of Yingquan District, Fuyang City, Anhui Province, with the case number of (2025) Anhui 1204 Poshen No.7.

2025-09-30 15:05:53

On September 28, the Development and Reform Bureau of Kongtong District, Pingliang City, Gansu Province, announced that it had decided to cancel the investment qualification of the 100MW photovoltaic power generation project in Xiamen Township of the State Power Investment Group Aluminum and Electricity Investment Co., Ltd.

2025-09-30 09:11:49

Digital New Energy DataBM. Com has learned that the administrator of Beijing Wanyuan Industrial Co., Ltd. will auction 49% of Inner Mongolia Datang Wanyuan New Energy Co., Ltd. held by Beijing Wanyuan Industrial Co., Ltd. through the litigation asset platform at 10 o'clock on October 6.

2025-09-29 16:52:08

Digital New Energy DataBM. Com has learned that the administrator of Datang Jianshan Tianshuo Arukhorqin Banner New Energy Co., Ltd. will publicly auction assets such as machinery and equipment (photovoltaic power generation equipment), electronic equipment, low-value consumables and raw materials under the name of the company on Taobao Online Judicial Auction Platform at 10 o'clock on September 29.

2025-09-28 17:48:01

This is the third time that China's new photovoltaic installed capacity has declined since May this year.

2025-09-26 11:19:25

"SNEC ES + 11th (2025) International Energy Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition" and "SNEC H2 + 9th (2025) International Hydrogen Energy and Fuel Cell Technology and Equipment and Application (Shanghai) Conference and Exhibition" (referred to as "SNEC The 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition will be held in Shanghai Pudong Kerry Hotel (1388 Huamu Road, Pudong New Area) and Shanghai New International Expo Center (2345 Longyang Road, Pudong New Area) from October 9 to 12, 2025.

2025-09-25 10:26:30

These things happened in the cement industry today!

2025-09-23 18:01:06

What is happening in the cement industry?

2025-09-21 07:01:13

Jingke Energy lowered its quotation by 0.01-0.03 yuan/W

2025-09-17 15:49:01

On September 17, the 2025 World Energy Storage Conference was held in Ningde. Zeng Yuqun pointed out that China has the most complete and advanced energy storage industry chain in the world and is the largest energy storage market. Last year, the installed capacity of new energy storage exceeded 100 million kilowatt-hours. However, the industry is facing challenges, such as security risks, fierce price competition, false product parameters, technology homogenization, disorderly expansion and so on. He believes that the high-quality development of industry should adhere to the bottom line of safety, build an empirical and credible market environment, strengthen the protection of intellectual property rights, encourage innovation, and the Ningde era has also made many practices.

2025-09-17 13:19:15

On September 12, Guoneng e issued a tender announcement for the EPC general contracting project of Ganluo Phase II Photovoltaic Power Generation Project of Dadu River Company. The tenderer is Guoneng Dadu River New Energy Ganluo Co., Ltd.

2025-09-16 17:44:25

Digital New Energy DataBM. Com has learned that the 100% equity transfer of Fuma (Guangzhou) Photovoltaic Power Generation Co., Ltd. has been pre-listed on September 11, 2025, and the transfer base price has not yet been announced, and the information will be disclosed until October 15.

2025-09-15 17:55:29

On September 12, the announcement of the termination of the general contract for the 5700 kilowatt distributed photovoltaic project of Kashgar yuanfang International Logistics Port in Xinjiang was issued. The reason for termination was that the project was terminated due to the change in the amount of investment in the project.

2025-09-15 17:52:03

In August, industrial solar power increased by 15.9%, and the growth rate slowed down by 12.8 percentage points compared with July. Solar power generation from January to August was 386.7 billion kWh, up 23.4% year-on-year.

2025-09-15 14:36:40

The fire broke out around 4 A. M. and took several hours to extinguish.

2025-09-15 09:02:47

What is happening in the cement industry?

2025-09-15 07:01:16

Digital New Energy DataBM. Com was informed that on September 11, Jiangsu Yongquan Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the Intermediate People's Court of Zhenjiang City, Jiangsu Province, the applicant was Rongma Science and Technology Group Co., Ltd., and the case number was (2025) Su 11.

2025-09-12 15:46:09

Digital New Energy DataBM. Com learned that on September 8, four photovoltaic power generation project owners, such as Nongxian, Ruili City, Dehong Prefecture, Yunnan Province, issued a competitive consultation announcement with a total scale of 171 MW.

2025-09-11 17:45:31

On September 8, the Beijing Property Exchange disclosed that the 9% equity of Dezhou Jusheng New Energy Technology Co., Ltd. (Hereinafter referred to as "Jusheng New Energy") was listed at the transfer base price of 1 yuan, and the transferor was Jiangxi Electric Power Construction Co., Ltd. of China Electric Power Construction Group (hereinafter referred to as "Jiangxi Electric Power Construction").

2025-09-11 16:44:10

The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

2025-09-11 16:44:03

On September 5, the procurement project of Pingchuan Substation 500000 kW/2 million kWh New Energy Storage Special Action Project (Phase I) in Tuquan County, Xing'an League, Henan Engineering Company of China Electric Power Construction was terminated. The reason for termination is that "the owner of this project requires the commencement date to be advanced, the construction period is urgent, and the content of the bid section needs to be adjusted and re-tendered.". This tender is terminated.

2025-09-11 10:58:56

On the evening of September 10, Jinfeng Science and Technology announced that the company intends to sign the Agreement on Investment and Development of Wind Power Hydrogen Ammonia Alcohol Integration Project with Bayannaoer Municipal People's Government. Goldwind Science and Technology said that it plans to invest in the construction of wind power hydrogen ammonia alcohol project within the jurisdiction of Bayannaoer City, with a total investment of about 18.92 billion yuan. The overall plan of the project is to build 3GW wind power, more than 80% of which is used to electrolyze water to produce green hydrogen, and to produce 600000 tons of green methanol per year and 400000 tons of green ammonia per year by coupling biomass gasification with green hydrogen.

2025-09-11 10:10:35

On September 10, Beijing Energy Group Co., Ltd. held a cadre meeting to announce the decision of the Beijing Municipal Committee and the Municipal Government.

2025-09-11 09:29:04

On September 10, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025. The tender announcement shows that the total scale of the tender is estimated to be 17 GW, which is divided into 8 packages, covering 182 mm TOPCon components, 210 mm TOPCon components, HJT components and BC components. For this tender, in addition to good reputation and relevant qualifications, the bidder's performance requirements are as follows:

2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

On September 9, the temporary land for CGN Fengning Manchu Autonomous County 200MW Photovoltaic Composite Demonstration Project was approved. The construction unit of this project is CGN New Energy Fengning Manchu Autonomous County Co., Ltd. It is reported that the temporary land for the project is located in Wudaoying Township (Wudaoying Village, Jiudaogou Village), Tucheng Town (Sanjianfang Village, Sijianfang Village) and Dage Town (Saerying Village) of Fengning County, covering a total area of 7.8342 hectares.

2025-09-10 09:38:41

Li Lecheng, minister of the Ministry of Industry and Information Technology, said of irrational competition in photovoltaic and other industries: "The cultivation of enterprises and industries can be described as untold hardships, and irrational competition destroys an enterprise and an industry, which may happen overnight. We must not tolerate this kind of thing." He said that the next step would be to adhere to the rule of law, strengthen industry self-discipline, implement regulatory responsibilities, and enhance service capabilities, so as to "address both the symptoms and the root causes, systematically govern, focus on improving the system and mechanism, optimize the industrial ecology, and constantly improve the modernization level of industry governance."

2025-09-09 16:20:34

CEMPI

105.52

+0.16 +0.15%

CONCPI

91.68

0.00 0.00%

CLKPI

111.40

+0.52 +0.47%

SPPI

45.16

+0.15 +0.33%

MORPI

74.84

0.00 0.00%

What is happening in the cement industry?