4.4 Cement Morning Post: Huaxin Cement (Daye): the only one in Hubei; Shangfeng Cement 2024-2026 dividend commitment; Tianshan Cement Co., Ltd.: Cement enters the carbon market, with little cost impac

2025-04-04 07:02:00

What is happening in the cement industry?

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5 . Weekly report of cement network: North China market is weak in both supply and demand, and the price callback transaction is light (3.31-4.3)

. North China market is in 3.31-4. Beijing-Tianjin-Hebei concrete market is divided regionally, Shijiazhuang demand recovers 50%, and the price falls slightly; The cost of northern Hebei is rising due to the rise of raw materials, and enterprises are willing to push up, so they are in the price game. The supply and demand of concrete market in Shanxi and Inner Mongolia are weak, and the price is under pressure. Affected by the low temperature and capital in Inner Mongolia, the resumption of infrastructure and real estate lags behind, and only local demand in Chifeng and other places warms up; the recovery momentum of Shanxi market is insufficient, and the short-term operation will be weak and stable.

6 . Weekly report of cement network: the concrete market in East China rose slightly (3.31-4.3)

3.31-4. The market trend in Jiangsu, Zhejiang and Shanghai was divided. Affected by the rainy season, the demand in Jiangsu fell and the cement price loosened. The demand in Zhejiang recovered, but the price increase needed to be alert to the rainy season; Due to the increase in cement price and the resumption of construction progress, the price in Fujian has risen slightly, and the current quotation may be stable; the demand in Jiangxi is stable, and the price has no significant fluctuation; the market in Anhui is stable, and the price is stable in the short term; the market in Shandong is stable, and the demand has recovered moderately. The regional concrete cost side is mixed, and the market wait-and-see sentiment is strong.

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8. < a href = "The https://www.ccement.com/news/content/53663824653155001. meeting was presided over by Mr. Du Yunlong, the Secretary-General. Personnel from relevant departments came to give guidance and personnel from many units attended.". The meeting heard work reports, membership fee reports and considered and adopted a number of bills, including personnel adjustments. They also collectively studied the discussion of "anti-involution" and listened to special reports. Participants discussed the work in 2025, and enterprises expressed their support for the work of the association. The newly nominated chairman made a speech, and the relevant personnel of the Department of Ecology and Environment and the Department of Economic and Credit made a guiding speech, involving various aspects of industry development, including self-discipline, peak staggering production, ultra-low emission transformation, etc.

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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

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

Digital New Energy DataBM. Com learned from the asset trading auction platform that the administrator of Jiangsu Fengguyuan Energy Storage Technology Research Institute Co., Ltd. will auction the bankruptcy Qiangqing Channel in Taobao Ali at 10:00 on July 20, and publicly auction 100% of the company's Xizang, Mengshi Fengguyuan Photovoltaic Technology Co., Ltd.

2025-06-20 18:15:33

On June 19, Hebei Huadian Leting 300MW Photovoltaic Base Project PC General Contracting Tender Announcement was issued. The project is tendered by Huadian Leting New Energy Co., Ltd. and the source of funds is self-financing.

2025-06-20 18:14:58

On June 20, Zhejiang Baida Seiko Co., Ltd. issued a reply announcement on the Information Disclosure Regulatory Inquiry Letter of Shanghai Stock Exchange on the Company's 2024 Annual Report. In the announcement, Baida Seiko responded to the decline in performance in 2024 and the development plan of photovoltaic business, and disclosed the construction progress of 4.5G W TOPCON cell project.

2025-06-20 18:10:20

This week, the scope of price loosening of photovoltaic modules has expanded significantly.

2025-06-20 16:09:42

What is happening in the cement industry?

2025-06-19 07:02:02

The Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry (2024 edition) shall promote the unification of the registered capacity and the actual capacity. For the compliance production lines whose actual capacity is greater than registered capacity, it is proposed that the difference in capacity can be made up in accordance with these Measures and the relevant procedures such as filing, environmental assessment and energy assessment can be improved. But the reality is that the actual production of enterprises is still exceeding the record capacity.