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

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

Ningde Times responded to market concerns: in 2027, the global demand for power batteries and energy storage still has growth potential, the capacity utilization rate is healthy, and the supply chain support measures affect cash flow in the short term but are conducive to long-term sustainable development.

2026-10-21 15:07:33

On October 16, the official website of the Management Committee of Yangzhou Economic and Technological Development Zone of Jiangsu Province announced the approval opinions on the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project".

2026-10-19 17:09:21

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

On October 10, the Ecological Environment Bureau of Leshan City, Sichuan Province, issued a public announcement on the approval of the ecological environment impact assessment document of Yongxiang New Energy High Purity Silicon Pilot Project.

2026-10-14 14:18:12

Shanghai Customs took the initiative to guide the obligee to apply for the record of customs protection of intellectual property rights and general guarantee, simplify the guarantee procedures one by one, so as to simplify the rights protection process and lower the cost. Brand technical specialist were invited to explain the latest counterfeiting methods and identification skills to the front-line customs inspectors at the port, so as to help them train their "golden eyes" to identify the risk of infringement.

2026-10-10 14:30:22

Here is the domestic concrete price statistics in September, the overall national concrete price ring ratio is -0.70%, year-on-year is -6.05%, covering the price changes in all regions from the end of August to the end of September, the region with a large ring ratio change is Shanghai, the corresponding ring ratio is -3.28%, the region with a small ring ratio change is more than one, and some regions are 0.00%. Prices have not changed from the previous month.

2026-10-08 09:25:08

What is happening in the cement industry?

2026-10-07 07:02:03

What is happening in the cement industry?

2026-10-05 07:07:03

What is happening in the cement industry?

2026-09-27 07:02:02

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

CEMPI

102.52

+0.29 +0.28%

CONCPI

86.76

+0.11 +0.13%

CLKPI

105.87

+0.60 +0.57%

SPPI

42.11

+0.13 +0.31%

MORPI

71.86

+0.03 +0.04%

What is happening in the cement industry?