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 July 4, the State-owned Assets Supervision and Administration Commission of the State Council released information on the appointment and removal of personnel, and nine leaders of eight central enterprises were adjusted. The energy and power industry involves many leaders of China Energy Construction Group Co., Ltd. and China Electric Power Construction Group Co., Ltd.

2025-07-04 17:10:56

Recently, the People's Government of Xiangfen County, Linfen City, Shanxi Province, issued the Reply to the Investigation Report on the "6.17" General Electric Shock Accident of the 5MW Granulated Slag Roof Distributed Photovoltaic Power Generation Project of Xingyuan Group Cement Building Materials Co., Ltd. in Xiangfen County.

2025-07-04 11:43:06

On July 2, the Economic and Information Bureau of Haining City, Zhejiang Province, announced that the project of "Key Technologies and Complete Equipment of New Crystalline Silicon-Perovskite Tandem Solar Cells" declared by Zhengtai Xinneng Science and Technology Co., Ltd. was put on record.

2025-07-04 11:42:34

By the end of 2024, 3.249 million tons of production capacity had been put into operation in the world, reaching 3.394 million tons, an increase of 38.1% over the same period last year. Global polysilicon production was approximately 1.957 million tons, representing a year-on-year increase of 21.7%.

2025-07-04 11:28:33

This week, component prices continued the downward channel.

2025-07-04 10:20:15

Focus on key and difficult points, comprehensively manage low-price and disorderly competition in the photovoltaic industry in accordance with the law and regulations, guide enterprises to improve product quality, promote the orderly withdrawal of backward production capacity, and achieve healthy and sustainable development.

2025-07-03 21:46:06

According to foreign media reports, the Pakistani government's proposal to impose a 10% tariff on imported solar modules in the 2025-26 fiscal year budget came into effect on July 1. Prior to this, the Pakistani government has been implementing a zero tariff policy on the import of raw materials for solar energy production.

2025-07-03 17:13:02

On June 30, the successful candidates for the low-carbon transformation of 1 million kilowatt photovoltaic project construction and equipment bundling procurement project in Jinghe Industrial Park of Huaneng Xinjiang Branch announced.

2025-07-02 17:46:25

On July 1, the Development and Reform Bureau of Heshan City, Guangdong Province issued the review opinions on the energy-saving report of the photovoltaic film project with an annual output of 200 million square meters of Heshan Swick New Materials Co., Ltd., and agreed in principle to the energy-saving report of the photovoltaic film project with an annual output of 200 million square meters of Heshan Swick New Materials Co., Ltd.

2025-07-02 17:33:20

Digital New Energy DataBM. Com learned that at about 16:00 on June 30, a fire broke out at the Wahaha factory in Changsha, Hunan. Black smoke billowed from the scene.

2025-07-02 13:07:47

Digital New Energy DataBM. Com learned that on June 27, the Development and Reform Bureau of Guangnan County, Yunnan Province, issued the announcement of the first batch of new energy projects in Guangnan County in 2025.

2025-07-01 17:48:11

Digital New Energy DataBM. Com was informed that Anhui Keshida Technology Co., Ltd. submitted an application to the People's Court of Jintan District, Changzhou City, Jiangsu Province, requesting the bankruptcy liquidation of Huanyu Photovoltaic Technology (Changzhou) Co., Ltd. on July 1, with the case number (2025) Su 0413 breaking 37.

2025-07-01 17:46:50

On June 28, Gushanliang 3GW/12.8GWh Energy Storage Power Station Project in Ordos City started construction. The project is located in Engebei Town, Dalate Banner, with a total investment of 11.2 billion yuan. Five companies have invested in the construction, involving seven projects. It is planned to be completed and put into operation on December 30, 2025.

2025-07-01 10:44:19

The title is "Domestic Concrete Price Statistics in June". This statistics involves the price of concrete in many regions of the country, including the prices on June 30 and May 31, as well as the month-on-month and year-on-year data (unit: yuan/m3). Among them, the region with larger ring-to-ring change value is Ningxia, and the ring-to-ring value is more significant than other regions; the regions with relatively smaller ring-to-ring change value are Chongqing and Sichuan, and the ring-to-ring value is less significant than other regions.

2025-07-01 10:14:14

According to Reuters, on June 28, the US Senate is urgently pushing forward the revision of the "Big and American" tax and spending bill.

2025-06-30 18:40:02

Recently, some people in Tik Tok, WeChat group and other network platforms spread the information that there is a 1G W photovoltaic industry in Shaya County, Aksu Prefecture, Xinjiang Uygur Autonomous Region bidding to the outside, and the local government refuted the rumor: the information is not true! On June 25, the Development and Reform Commission of Shaya County, Aksu Prefecture, Xinjiang Uygur Autonomous Region, issued an explanatory document stating that, after verification, the information that "Shaya County has 1GW photovoltaic industry bidding for external bidding sections" was false.

2025-06-30 18:38:45

According to the documents of Damao Banner Development and Reform Commission, recently, Inner Mongolia Infrastructure Development and Construction Co., Ltd. has applied for cancellation and approval of the first and second phases of the project of green chemical integration of wind and solar hydrogen production because the builder decided not to implement the project.

2025-06-30 15:10:56

On the one hand, the annual production capacity of all sectors of the industry exceeds 1100 gigawatts, and there is a periodic oversupply. On the other hand, some local governments are still keen on attracting investment, launching projects, giving land, policies and funds.

2025-06-30 14:08:26

Digital New Energy DataBM. Com learned that on June 27, Mengla County, Yunnan Province, issued the announcement of the results of the first batch of centralized photovoltaic power generation project investors in 2025.

2025-06-30 12:20:11

Wang Jifeng, chief engineer of China Southern Power Grid, said in his keynote report "Discussion on Energy Storage of New Power Systems" at the recent 13th International Energy Storage Summit Exhibition that the ballast stone of the new system is still energy storage, and the development of energy storage directly affects the success or failure of the new power system. Thermal power generation will be reduced to less than 10% by 2060, and new power systems need to be equipped with a large amount of energy storage.

2025-06-30 09:12:39

Digital New Energy DataBM. Com learned from Jingdong Asset Trading Platform that the administrator of Shenhua (Beijing) Photovoltaic Technology Research and Development Co., Ltd. will auction the bankruptcy Qiangqing Platform in Jingdong at 10:00 on July 10, and publicly auction a batch of 44 MW production line supporting equipment and projects owned by the company.

2025-06-30 09:12:30

Digital New Energy DataBM. Com learned that on June 24-25, the EIA of two photovoltaic power plant projects under Datang Group and Jingxu Yaodu made new progress.

2025-06-30 09:12:20

Digital New Energy DataBM. Com was informed that Jiangsu Fox Electric Group Co., Ltd. submitted an application to the People's Court of Haian City, Jiangsu Province, requesting the bankruptcy liquidation of Jiangsu Fox Solar Photovoltaic Co., Ltd. on June 25, with the case number (2025) Su 0685 breaking 109.

2025-06-30 09:12:10

On June 27, * ST Mubang and Xingshuaier issued announcements respectively, disclosing the latest progress of 10g W photovoltaic cell project and 2GW high-efficiency solar photovoltaic module construction project.

2025-06-27 18:14:10

From June 26 to 27, the 11th Guangzhou International Investment Annual Conference was held in Baiyun International Hall, Guangzhou. The annual meeting signed 177 projects, covering 24 industries, with an estimated total investment of 160.8 billion yuan and an estimated output value/revenue of 306.4 billion yuan.

2025-06-27 09:28:23

Digital New Energy DataBM. Com was informed that on June 24, the successful candidate of equity investment + EPC general contracting for 800000 kilowatt photovoltaic power generation composite project in Shizuishan City, Ningxia, was announced.

2025-06-26 17:58:23

Digital New Energy DataBM. Com learned from Yao'an County Investment Promotion Bureau that on the afternoon of June 24, Yunnan Chuxiong Yao'an County successfully signed a contract for the production of new thin film photovoltaic modules with an annual output of 100 MW.

2025-06-25 17:30:26

According to foreign media reports, on June 19, the Dutch Ministry of Economic Affairs said that the country had selected 1792 MW photovoltaic projects in the 2024 round of SDE + + plan, including 1237 MW ground installation projects, 448 MW industrial roof systems and 107 MW floating photovoltaic installation facilities.

2025-06-25 17:30:07

The DataBM. Com of digital new energy first learned about the relevant personnel of Yibin local photovoltaic enterprises, including Gaojing and Heguang Tongcheng.

2025-06-25 16:26:06

Over the past 40 years, he has been deeply engaged in the research, design and industrialization of new glass materials, presided over many national projects, led the team to break the technological monopoly of foreign countries in float glass, photovoltaic glass, display glass and other fields, promoted the field of new glass materials in China to achieve a major leap forward, realized the related technology from weak to strong, and ranked among the international advanced ranks. He is a leader in the field of new glass materials in China.

2025-06-25 10:19:12

Digital New Energy DataBM. Com learned from the asset trading platform that the judicial auction of Jinan Intermediate People's Court of Shandong Province, which began at 10:00 on June 23, 2025, ended at 10:28 on June 24, and the auction target was "11 groups of mortgaged solar photovoltaic power generation systems provided by Feicheng Runfeng Electric Power Co., Ltd.". It is reported that the auction experienced 129 bids, 65 delays, and finally sold for 6.3635 million yuan.

2025-06-24 10:58:18

On June 23, the official website of the Bureau of Ecology and Environment of Fuyang City, Anhui Province, released the Summary of the Work of New Energy and Energy-saving and Environmental Protection Industries in Fuyang City in 2024 and the Work Plan for 2025.

2025-06-24 09:48:36

According to incomplete statistics of digital new energy DataBM. Com, 10 countries, including the Romania, Jordan, Kuwait, the United States, South Korea, Germany, Ivory Coast, India, the Philippines and Ukraine, have recently launched tenders for photovoltaic, wind power and energy storage. Statistics show that in the recent 10 overseas renewable energy tenders, the total capacity of solar energy tenders has reached 9.84 GW, wind energy 3.25 GW, energy storage 4 GWh, in addition to the Philippines over 10 GW photovoltaic wind power project tenders.

2025-06-23 18:06:32

According to foreign media reports, on June 16, Bila Solar, an American solar module manufacturer, announced that it had produced solar modules at its Indianapolis plant, all from ES Foundry.

2025-06-23 17:35:41

Recently, the General Administration of Market Supervision has comprehensively carried out national supervision and spot checks on product quality in 2025, and will carry out national supervision and spot checks on 164 products. Focusing on ensuring the healthy and orderly development of emerging industries, power batteries, unmanned aerial vehicles, photovoltaic modules, electric vehicle charging piles, etc. Will be included in the scope of spot checks, and the results of spot checks will be released comprehensively, accurately and timely, and typical illegal cases will be exposed.

2025-06-23 10:46:54

Digital New Energy DataBM. Com learned that on June 20, the National Enterprise Bankruptcy Restructuring Case Information Network issued a notice on the public recruitment and selection of pre-restructuring investors in the pre-restructuring case of Wuxi Suntech Solar Power Co., Ltd.

2025-06-23 09:16:07

CEMPI

111.27

0 0%

CONCPI

96.38

-0.83 -0.85%

CLKPI

108.50

0.00 0.00%

SPPI

45.15

-0.73 -1.59%

MORPI

77.20

-0.54 -0.69%

What is happening in the cement industry?