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

In order to fully reflect the demands of enterprises in the photovoltaic industry and solicit opinions and suggestions from the industry, it is hoped that all units will focus on price behavior norms, price control mechanism, price supervision and inspection, legal liability and other aspects, and put forward suggestions, suggestions and reasons for the revision of the draft.

2025-08-07 09:30:11

On the afternoon of August 5, the official micro-blog of China Machine E-commerce Association issued the "Initiative on Opposing Unfair Competition and Maintaining the High-quality Development of Foreign Trade in Photovoltaic Industry". China Chamber of Commerce of Machinery and Electronics proposes to China's photovoltaic enterprises: strictly abide by the principle of open competition; reasonably control the pace of capacity expansion according to the global market demand, orderly promote the clearance of backward capacity; focus on technological innovation and quality improvement, promote the transformation of photovoltaic products from "scale advantage" to "quality advantage"; strengthen the awareness of self-discipline.

2025-08-07 09:15:24

Digital New Energy DataBM. Com has learned that at 10 o'clock on August 20, the People's Court of Zouping City, Shandong Province, will auction Dongfang Risheng photovoltaic panels and other goods under the name of the executed 3060 Energy Management (Shandong) Co., Ltd. located in Jinse Nianhua (Shandong) New Energy Technology Co., Ltd. with a starting price of 154500 yuan (154,527.5 yuan). The deposit is 15000 yuan.

2025-08-06 17:44:08

On August 6, Solar Energy issued a voluntary information disclosure announcement on the receipt of national renewable energy subsidy funds receivable.

2025-08-06 17:25:08

The Digital New Energy DataBM. Com was informed that on August 5, the People's Government of Hongdong County, Linfen, Shanxi Province, issued a public announcement on the acceptance of the EIA for the production of high-efficiency heterojunction HJT battery components.

2025-08-06 16:46:05

On August 4, Huarun Shouzheng Procurement Trading Platform issued a tender announcement for EPC general contracting project of Henan Shuanghe Huali Pharmaceutical Co., Ltd. in Pingdingshan City, Henan Province.

2025-08-05 17:44:38

Digital New Energy DataBM. Com learned that on August 4, both Zhengneng Electric Power and Dalian Thermal Power issued announcements disclosing changes in the company's leadership, and the changes involved the position of chairman.

2025-08-05 17:42:55

On August 4, the Bureau of Ecology and Environment of Deyang City, Sichuan Province proposed to approve the environmental impact report of the new project of the pilot line and production workshop of the high-efficiency solar cell of Bocai Xingyang TPBC in Shifang, and the new project of the R & D and production workshop of the high-efficiency solar cell demonstration line of Baichuan Xinyong perovskite in Shifang.

2025-08-05 17:41:23

In his speech, based on the experience of the cement industry and the electrolytic aluminum industry, Song Zhiping put forward five suggestions for the "anti-involution" of the photovoltaic industry: first, strengthen the self-discipline of the industry from competition to competition and cooperation; second, improve the concentration of the industry from decentralization to integration; third, address both the symptoms and root causes from reducing the output to reducing the capacity; fourth, improve the pricing level from the cost and profit of quantity to the cost and profit of price; Fifth, from the Red Sea to the Blue Sea, the "four modernizations" innovation adds value.

2025-08-05 14:57:28

On August 1, the Development and Reform Commission of Wulanchabu City, Inner Mongolia, issued an announcement on the selection of investors for the 1500MW "Wind, Solar, Fire and Storage Integration" large-scale wind power and photovoltaic base project in Wulanchabu.

2025-08-05 08:59:24

On July 31, Sunnova Energy, an American residential solar company, announced that it had received court approval to sell almost all its assets and business operations to a temporary group of debtor-in-possession financing lenders, and that it had received $90 million in DIP financing to support its operations in the sale process.

2025-08-04 18:12:14

Digital New Energy DataBM. Com was informed that on August 1, China-Guangzhou Nuclear E-commerce Platform issued a change announcement of EPC general contracting project for Chongqing Chengkou 5 * 5.4MW Ground Distributed Photovoltaic Project.

2025-08-04 17:42:18

Summarizing the work target plan of "five big and six small" enterprises in the second half of the year, it is not difficult to find that photovoltaic new energy is still one of the priorities of the work, and investment will still be increased, but many enterprises have further clarified that it is necessary to improve investment efficiency and optimize cost control.

2025-08-04 17:09:18

On July 30, the Shandong Provincial People's Government issued a notice on the appointment of Zheng Deyan.

2025-08-04 10:02:46

Three years ago, it announced a high-profile cross-border photovoltaic, but three years later, it had to sell its land, and was investigated by the SFC for suspected financial fraud. * ST Mubang's cross-border pursuit of light may really come to an end.

2025-08-04 09:05:59

Digital New Energy DataBM. Com was informed that on July 30, the Bureau of Ecology and Environment of the Poyang County Government of Shangrao City, Jiangxi Province, issued a public announcement on the proposed approval of the environmental impact report form for the change of the first phase of the 500 MW agriculture (forestry, fishery) photovoltaic complementary photovoltaic project in Poyang, China-Guangzhou Nuclear Power Corporation.

2025-08-04 09:05:43

What is happening in the cement industry?

2025-08-04 07:02:05

In the first half of this year, 212 million kilowatts of photovoltaic power were added to the grid, including 100 million kilowatts of centralized photovoltaic power and 113 million kilowatts of distributed photovoltaic power. By the end of June 2025, the installed capacity of photovoltaic power generation in China had reached about 1.1 billion kilowatts, an increase of 54.1% over the previous year, including 606 million kilowatts of centralized photovoltaic and 493 million kilowatts of distributed photovoltaic. In the first half of this year, the cumulative photovoltaic power generation in China was 559.1 billion kWh, an increase of 42.9% over the previous year, and the average utilization rate of photovoltaic power generation in China was 94%.

2025-07-31 18:39:33

ACWA Power has announced plans to spend billions of dollars to build a second green hydrogen plant in Yanbu, Saudi Arabia. It is reported that the plant will have 4G W electrolysis capacity, using wind and solar energy to decompose water molecules, and can produce 400000 tons of green hydrogen annually. This hydrogen will then be converted into green ammonia specifically for global export.

2025-07-31 10:07:30

The Political Bureau of the Central Committee of the Communist Party of China held a meeting on July 30 and decided to hold the Fourth Plenary Session of the 20th Central Committee of the Communist Party of China in Beijing in October this year. The main agenda is that the Political Bureau of the Central Committee of the Communist Party of China will report to the Central Committee on its work and study proposals for the formulation of the 15th Five-Year Plan for National Economic and Social Development. The meeting analyzed the current economic situation and deployed economic work in the second half of the year. Xi Jinping, General Secretary of the CPC Central Committee, presided over the meeting.

2025-07-31 09:33:15

On July 29, China Huaneng Group issued a tender announcement for EPC project of Pingxiang Distributed and Anyuan Distributed (Phase III) Photovoltaic Project of Fengcheng New Energy Company of Huaneng Jiangxi Branch.

2025-07-30 17:25:34

On the evening of July 29, Huadian International announced that Mr. Huang Lixin, the director and general manager of the company, had recently submitted a written resignation report to the board of directors in accordance with relevant regulations due to job adjustment, and applied to resign as a director, general manager, member of the strategic committee and nomination committee of the board of directors.

2025-07-30 13:21:49

On July 29, the e-commerce platform of China Huadian Group issued a tender announcement for centralized procurement of photovoltaic modules by China Huadian Group Co., Ltd. in 2025-2026. The content of the announcement shows that this collection includes two bidding sections of N-type TOPCon component frame and N-type high-efficiency component frame. The procurement scope is N-type TOPCon monocrystalline silicon double-sided double-glass components and N-type high-efficiency monocrystalline silicon double-sided double-glass components required by some new energy projects of Huadian Group within the validity period of the framework. The estimated procurement scale is 18 GW and 2G W respectively.

2025-07-30 12:01:40

On July 29, the Sixth National Congress for the Recognition of Outstanding Builders of Socialism with Chinese Characteristics for Non-public Economic Persons was held in Beijing. A total of 100 non-public economic personages were awarded the title of "Excellent Builder of Socialism with Chinese Characteristics".

2025-07-30 09:15:17

On the evening of July 28, * ST Mubang announced that it planned to sell a land use right and ground attachments (referred to as "underlying assets") held by Bangbao Yizhi, a wholly-owned subsidiary, through public auction.

2025-07-29 17:50:59

Digital New Energy DataBM. Com learned from Shanghai Water Bureau that on July 25, the Shanghai Municipal People's Government issued an approval for Fengxian 1 # offshore photovoltaic project to use the sea.

2025-07-29 17:49:15

On July 28, Liaoning Dalian Detai Port Energy Investment Intelligent Energy Co., Ltd. issued a tender announcement for EPC general contracting of 1.2m W distributed photovoltaic project of Dalian Detai Marine Ranch Co., Ltd.

2025-07-29 17:47:21

On July 29, Tongling announced that the board of directors of the company had recently received the resignation report submitted by Mr. Gu Hongyu, the chief financial officer of the company. Mr. Gu Hongyu resigned from the post of chief financial officer of the company for personal reasons, and his original term of office ended on the expiration date of the fifth board of directors.

2025-07-29 09:19:53

According to the official micro-news of China Three Gorges on Yangtze River Group Co., Ltd., on July 19, Liu Weiping, chairman of China Three Gorges Group and Secretary of the Party Group, held a discussion with Yu Bing, chairman of China Yajiang Group, general manager and Deputy Secretary of the Party Group, Wang Wubin, in Linzhi, Xizang, to further deepen cooperation and better serve the country's major strategies. After the discussion, the two sides signed an agreement on deepening strategic cooperation. Wang Dianchang, Vice General Manager and Party Member of Three Gorges Group, and Zhao Feng, Vice General Manager and Party Member of Yajiang Group, attended and signed the contract.

2025-07-28 09:34:19

On July 24, the Energy Bureau of Zhongshan District, Liupanshui City, Guizhou Province, issued a notice on the invalidation of the filing documents of distributed photovoltaic power generation projects such as Zhonglian Industry and Trade.

2025-07-25 16:48:54

According to incomplete statistics from the Digital New Energy DataBM. Com, since July alone, the State Energy Group, China Energy Construction, Huaneng Group and other state-owned power and energy enterprises have issued personnel changes involving 16 senior executives, including the chairman, general manager and deputy general manager.

2025-07-25 16:39:23

Wang Bohua said that in recent years, the top level has made intensive voices and attached great importance to the continuous upgrading of Chengdu. The specific direction of the work of "managing low-price and disorderly competition, improving product quality and promoting the withdrawal of backward production capacity" is clear. In the second half of the year, "anti-involution" is the "most important and important" work in the photovoltaic industry, and these work has been greatly promoted.

2025-07-25 15:25:18

On July 25, China Photovoltaic Industry Association sponsored the "Photovoltaic Industry Development Review in the First Half of 2025 and Form Outlook Seminar in the Second Half of 2025" in Datong, Shanxi Province. Gui Xiaoyang, deputy director of the New Energy Department of the National Energy Administration, delivered a speech. Regarding the current problems in the photovoltaic industry, Deputy Director Gui Xiaoyang put forward four suggestions:

2025-07-25 13:10:35

On July 25, the Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2025 and the Prospect of the Situation in the Second Half of 2025, sponsored by China Photovoltaic Industry Association, was held in Datong, Shanxi Province as scheduled. Wang Bohua, Honorary Chairman of China Photovoltaic Industry Association, made a keynote report on the Development of China's Photovoltaic Industry-Review of the First Half of 2025 and Prospects for the Second Half of 2025.

2025-07-25 10:54:45

On July 25, the Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2025 and the Prospect of the Situation in the Second Half of 2025, sponsored by China Photovoltaic Industry Association, was held in Datong, Shanxi Province as scheduled. Wang Bohua, Honorary Chairman of China Photovoltaic Industry Association, made a keynote report on the Development of China's Photovoltaic Industry-Review of the First Half of 2025 and Prospects for the Second Half of 2025.

2025-07-25 10:29:29

On July 25, Huaneng Shaanxi Company issued a tender announcement for purchasing 19 MW photovoltaic modules for the photovoltaic project in Kekedala City, the fourth division of Xinjiang, and the tenderer was Huaneng Kekedala New Energy Co., Ltd.

2025-07-25 09:44:40

On July 25, the "Seminar on Review of the Development of Photovoltaic Industry in the First Half of 2025 and Prospect of the Form in the Second Half of 2025" sponsored by China Photovoltaic Industry Association was held in Datong, Shanxi Province. Wu Guogang, second-level inspector of the Electronic Information Department of the Ministry of Industry and Information Technology, delivered a speech.

2025-07-25 09:03:33

On July 23, the Silicon Branch released the latest polysilicon prices, and the prices of all kinds of silicon materials continued to rise across the board.

2025-07-23 17:32:46

CEMPI

103.84

+0.09 +0.09%

CONCPI

93.69

-0.61 -0.65%

CLKPI

102.97

0.00 0.00%

SPPI

44.80

-0.36 -0.80%

MORPI

76.51

0.00 0.00%

Recently, the Party Branch of Kezhou Tianshan Cement Company, together with the Party Branch of China Unicom Kashgar Branch, joined hands with the Party members and Youth League members of Kashgar University to carry out the joint construction activities of "learning and implementing the spirit of the Eight Provisions of the Central Committee and striving to write a new chapter of high-quality development" in the archives of Kashgar Prefecture.