7.29 Cement Morning Post: Cement Fell Below Cost Price, Enterprise Breakdown; Conch Cement Acquired Yaobai Equity Progress; Yunnan Cement Price Fell Below Cost

2025-07-29 07:02:06

What is happening in the cement industry?

1.

2. Publicity of cases! Ccement. Com/brandnewslist-1-1000026. Conch Cement (Anhui Conch) signed an agreement with Yaobai Group, etc. Acquisition of Yili

3, cement net video: Yunnan fell below the cost line! At the same time, the cement prices in Guangyuan and western Chongqing of Sichuan and Chongqing, Guiyang and Zunyi of Guizhou, southern Jiangsu, southern Fujian, Xiamen, Quanzhou, Zhangzhou and Longyan, northeastern Jiangxi and southern Jiangxi, Wuhan and eastern Hubei all declined to varying degrees, ranging from 5 to 30 yuan/ton, and the trend of continuous decline in cement prices in various regions was obvious.

5. The net profit of Tapai Group in the first half of 2025 was 435 million yuan, an increase of 92.47%

over the same period last year. On the evening of July 25, Tapai Group disclosed its performance report. In the first half of 2025, its operating income was 2,056.248 million yuan. Year-on-year increase of 4.05%, net profit of 435 million yuan, an increase of 92. Performance growth benefited from the market area climate suitable for engineering construction, last year's low base cement sales increased by 10.90% year-on-year; The cost of cement decreased by

6.6% year on year due to the decline in coal prices.

8. < a href = "At the https://www.ccement.com/news/content/53693329303175001. meeting, the relevant departments reported the ultra-low emission transformation and production capacity of the cement industry, and the enterprises exchanged speeches.". The meeting required 31 enterprises to complete the transformation of ultra-low emissions as planned, to list the tasks in stages, to clarify the production time of peak staggering, and so on. It emphasized that we should break away from the wait-and-see idea and coordinate the production capacity and transformation, pay close attention to the three major tasks of ultra-low emissions transformation, problem rectification and environmental protection performance classification, and strengthen the coordination of organizational guarantee and law enforcement, so as to fight the battle of gas control.

All can be viewed after purchase

Correlation

7.29 Cement Morning Post: Cement Fell Below Cost Price, Enterprise Breakdown; Conch Cement Acquired Yaobai Equity Progress; Yunnan Cement Price Fell Below Cost

What is happening in the cement industry?

2025-07-29 07:02:06

New Central Enterprise China Yajiang Group "Top Leader" Appears!

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

7.26 Cement Morning Post: Conch Cement attaches importance to Yajiang Hydropower Project; cement price in East China and Yangtze River Delta is stable; cement price in Southwest China is still falling

What is happening in the cement industry?

2025-07-26 07:02:18

Filing is invalid! Three Distributed Photovoltaic Power Generation Projects in Guizhou Were Ineffective

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

National Energy, Huaneng, China Southern Power Grid … A number of energy/power state and central enterprises high-level changes!

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 shares: The first half of the year is difficult, how to break the second half of the photovoltaic "involution"?

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

DBM Weekly Review: Highest Quotation Soars to 0.76 yuan/W! Component Price Rise "False Fire" Hard to Hide the Cold Transaction

The highest increase is 8 cents/watt.

2025-07-25 15:12:37

Gui Xiaoyang, Deputy Director of National Energy Administration: Offer 4 Strategies for the Development of Photovoltaic Industry

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

Wang Bohua: Development Review in the First Half of 2025 and Situation Outlook in the Second Half of 2025 (with PPT)

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

Wang Bohua: China's New PV Installed Capacity Forecast Raised to 270-300GW in 2025

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

Electronic Information Department of the Ministry of Industry and Information Technology: Regularly announce the list of enterprises that conform to social norms

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

7.25 Cement Morning Post: Huaxin Cement: the business income of Yajiang Hydropower Station is uncertain; the two departments regulate the market price order; the net profit of Western Cement in the fi

What is happening in the cement industry?

2025-07-25 07:02:03

7.24 Cement Morning Post: 2025 Global Cement Capacity TOP100; Sichuan Xingchuancheng Cement Tang Jianhua; 2025 Fortune China Top 500 List

What is happening in the cement industry?

2025-07-24 07:02:04

Up more than 13%! Prices of silicon materials have risen four times in a row!

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

Down 99.82%! After 6 times of failure, someone finally took over the photovoltaic company..

On July 21, Jiangsu Fengguyuan Company held a 100% stake in Mengshi Fengguyuan Photovoltaic Technology Co., Ltd., a Xizang, and finally sold the bankruptcy Qiangqing Channel in Ali for 1.051 million yuan after six auctions.

2025-07-23 16:21:05

Operation of lithium industry in June 2025 and the first half of 2025

In June 2025, the production of lithium carbonate increased, while the production of lithium hydroxide was basically flat. The production and sales of new energy vehicles continued to grow rapidly, and the installed capacity of power batteries increased year on year. In the first half of the year, some enterprises stopped production for maintenance, while some enterprises gradually increased production. Overall, the output of lithium salt remained stable. The downward trend of product prices has led to a decrease in the willingness of enterprises to sell and an increase in the inventory of enterprises. The production and sales of power batteries and new energy vehicles maintained rapid growth, the proportion of lithium iron phosphate loading continued to increase, and the retail penetration of new energy vehicles continued to grow.

2025-07-23 14:07:58

Down 85%! Photovoltaic new installed capacity data released in June!

In the first half of this year, China's PV installed capacity was 212.21 million kilowatts (212.21 GW). In June, the newly installed photovoltaic capacity was 14.36 million kilowatts (14.36 GW), down 38.45% year-on-year and 84.55% year-on-year.

2025-07-23 11:31:55

There is a serious breach of contract! Zhongtian Green Energy suspends cooperation on new photovoltaic projects

On July 17, Zhongtian Green Energy issued a statement that it would suspend its business cooperation with Hangzhou Hengchuang Energy Co., Ltd. in the field of photovoltaic power plant construction for a period of one year. After the expiration of the suspension period, the cooperation qualification will be reassessed, and the signed projects will still fulfill their obligations according to the original agreement.

2025-07-23 11:25:47

The general manager of China Electronics Company is replaced!

On July 19, Qianyuan Electric Power announced that after deliberation, the board of directors agreed to appoint Mr. Dai Jianwei as the general manager of the company.

2025-07-23 10:54:00

The new chairman of China Nengjian Investment Group takes office!

On July 21, China Nengjian Investment Group held a team meeting. Xu Lu, member of the Standing Committee of the Party Committee and deputy general manager of China Nengjian, attended the meeting and made a speech. Mao Xiangqian, deputy secretary of the Party Committee and general manager of the Investment Group, presided over the meeting.

2025-07-23 09:24:21

7.23 Cement Morning Post: Cement production capacity in violation of regulations should not be "corrected"; the 14th Cement Energy Conservation Conference was held in Zibo; Cement Network 2025 Top 100

What is happening in the cement industry?

2025-07-23 07:02:04

Reject the bid! Three photovoltaic EPC projects in Yunnan have changed! Involving capacity 285 MW

Digital New Energy DataBM. Com learned that on July 21, the EPC general contracting of three photovoltaic power generation projects in Yunnan was rejected, and the bidder was Zhihui (Yongshan) New Energy Co., Ltd.

2025-07-22 18:36:59

Break the halberd after three stops! Another photovoltaic company terminated its IPO!

Recently, the Beijing Stock Exchange announced the termination of the audit of the public offering and listing of Zhejiang Jingyang Electrical and Mechanical Co., Ltd.

2025-07-22 09:32:37

7.22 Cement Morning Post: Hong Kong stocks of Huaxin Cement soared due to the project; cement plants along the Yarlung Zangbo River; Conch Group's mid-term business meeting: stabilize the base

What is happening in the cement industry?

2025-07-22 07:01:21

Another company laid off 20% of its staff! A new round of "layoffs" in this big photovoltaic country is coming.

According to foreign media reports, New Leaf Energy, a renewable energy developer in the United States, has laid off about one fifth of its employees (41 out of 217) in response to Congress's budget decision to accelerate the phasing out of the federal investment tax credit (ITC) for solar and wind energy.

2025-07-21 18:18:26

Huadian 400MW Distributed Photovoltaic Project EPC Bid Winning Announcement!

On July 18, China Huadian Corporation announced the bidding results of EPC + 5-year operation and maintenance general contracting of Shandong Huadian 400MW household distributed photovoltaic project Ludong 200MW section and Luxi 200MW section.

2025-07-21 18:15:18

Illegal construction and concealment of important facts! 12 new energy/power enterprises were fined more than 3 million yuan

According to incomplete statistics of digital new energy DataBM. Com, since July, 12 new energy/power enterprises have been confiscated illegal income, fined and ordered to rectify by the local energy regulatory Bureau for failing to go through the formalities of project quality supervision and concealing important factual documents. Details are as follows:

2025-07-21 18:06:37

3GW！ The first cross-provincial green power direct connection project in China was approved

The new energy site of the project is located in Alashan, Inner Mongolia, with a new energy installed capacity of 3 million kilowatts, which is connected to Ningxia Ningdong Aluminum Industry and Qingtongxia Aluminum Industry through special lines. It is the first cross-provincial green power direct connection project in China.

2025-07-21 16:27:22

An epic project! Li Qiang attended the commencement of the hydropower project in the lower reaches of the Yarlung Zangbo River

It is reported that this century project, with a total investment of about 1.2 trillion yuan and a construction period of 10 years, will be undertaken by the newly established China Yajiang Group. Its scale is equivalent to five Three Gorges projects, with a planned installed capacity of 70 million to 81 million kilowatts and an annual power generation capacity of about 300 billion kilowatt hours. Its power generation capacity is equivalent to three Three Gorges and five Baihetan. It is not only an unprecedented and arduous challenge in the history of human hydropower, but also a strategic fulcrum for China to move towards energy independence and green transformation.

2025-07-21 09:54:41

7.21 Cement Morning Post: Inside Information of China Tianrui Cement; Withdrawal of Judicial Auction of Hainan Ruize Shareholders' Shares

What is happening in the cement industry?

2025-07-21 07:01:06

7.20 Cement Morning Post: Establishment of New Central Enterprise of China Yajiang Group

What is happening in the cement industry?

2025-07-20 07:02:02

Terminate! Jiangsu 452MW PV Project Procurement Change

Digital New Energy DataBM. Com was informed that on July 16, the purchase of photovoltaic modules and fixed brackets for 452 MW fishing-photovoltaic complementary photovoltaic power generation project of Jiangsu Yinbao New Agricultural Source Technology Co., Ltd. was terminated.

2025-07-19 11:56:56

7.19 Cement Morning Post: The Ministry of Industry and Information Technology plans to promote the steady growth of building materials; the price of cement in the Yangtze River Delta of East China wil

What is happening in the cement industry?

2025-07-19 07:02:04

Nearly 8GW! Many Chinese Photovoltaic Enterprises Win Large Overseas Orders

According to the incomplete statistics of digital new energy DataBM. Com, since the end of the "signing tide" of Shanghai SNEC exhibition, a number of Chinese photovoltaic enterprises have recently won overseas orders, a total of 6 orders have been signed, with a total contract volume of 7.87 GW, involving four enterprises of Jingao Science and Technology, TCL Solar, CITIC Bo and Kangfenwei.

2025-07-18 16:30:22

Guangfengsuo: Adjust the standard of transaction fees for some polysilicon futures contracts and implement the trading limit

On July 17, the Guangzhou Futures Exchange issued a notice to adjust the standard of transaction fees for some contracts of industrial silicon and polysilicon futures from July 21, 2025.

2025-07-18 15:05:54

Involve party secretary, chairman of the board.. Former Senior Officials of Three Major Energy and Power Central State-owned Enterprises Were Investigated!

Digital New Energy DataBM. Com learned from the website of the State Supervisory Commission of the Central Discipline Commission that from July 16 to 18, three former senior executives of state-owned energy and power enterprises were investigated. Details are as follows: On July 18, Cai Yanfu, former party secretary and chairman of the State Power Investment Jilin Electric Power Co., Ltd., was suspected of serious violations of discipline and law, and is currently undergoing disciplinary review by the Central Commission for Discipline Inspection and the State Supervision Commission in the State Power Investment Discipline Inspection and Supervision Group and supervision and investigation by the Jilin Provincial Commission for Discipline Inspection.

2025-07-18 13:58:36

The former party secretary of the subsidiary of the energy central enterprise was investigated!

On July 16, 2025, Anhui Discipline Inspection and Supervision Network announced that Zhao Lizheng, former Party Secretary and Executive Director of Xinjiang Energy Co., Ltd. of China Coal Group, was suspected of serious violations of discipline and law, and was currently undergoing disciplinary review by the Discipline Commission of China Coal Energy Group Co., Ltd. and supervision and investigation by the Chizhou Supervisory Committee of Anhui Province.

2025-07-18 11:59:29

Start to reduce inventory at a low level, and take multiple measures simultaneously! Overview of polysilicon market in the first half of 2025

The global PV installed capacity in 25 years is estimated to be about 580 GW, the global demand for polysilicon in the whole year is about 1.4 million tons (excluding the inventory of each link), and the domestic demand is about 1.3 million tons. In the first half of the year, the domestic polysilicon output was about 597,000 tons. In the second half of the year, considering the resumption of production of individual bases of three leading domestic enterprises and the release of some new production capacity, it is estimated that the output in the second half of the year will be about 750,000 tons, and the annual domestic polysilicon output is expected to be about 1.35 million tons.

2025-07-18 11:13:15

7.18 Cement Morning Post: Hebei Cement Industry Development Seminar Held in Shijiazhuang; Cement Network 7.11-7.17 Port Coal Price; Energy Consumption of Relevant Enterprises in Ningxia in 2024

What is happening in the cement industry?

2025-07-18 07:02:10

Silicon wafer production and other equipment under the name of a photovoltaic enterprise in Fujian were auctioned!

Digital New Energy DataBM. Com learned from a judicial auction platform that the People's Court of Jiangle County in Fujian Province will conduct a public auction on Taobao Judicial Auction Network Platform of the People's Court of Jiangle County in Fujian Province from 10: 111 items of silicon rod and wafer production equipment under the name of Fujian Xinlong Photovoltaic Technology Co., Ltd. were auctioned.

2025-07-17 16:58:15

Postponed and terminated! Another photovoltaic project "broken halberd"!

On July 16, Haiyou New Material announced the termination of the "annual output of 200 million square meters of photovoltaic packaging film project (Phase I)", and raised the remaining 22602 of 7800 yuan to invest in the company's new "annual output of 2 million square meters of PDCLC dimming film product construction project (Phase I)".

2025-07-17 16:53:10

The price of silicon wafers has risen by more than 22%! A new round of price increases will start, and enterprises will close their positions to rise!

Silicon wafer enterprises have reached a preliminary consensus, and a new round of subsequent silicon wafer quotations will appear: the quotation of N-type G10L is 1.45 yuan/piece, the quotation of N-type G12R is 1.65 yuan/piece, and the quotation of N-type G12 is 1.93 yuan/piece, and the relevant head silicon wafer factories have closed their warehouses to rise.

2025-07-17 16:24:14

Lowest 0.708 yuan/W! Xiexin and Zhengtai are included in Huadian Sichuan PV Module Procurement Project

On July 15, Sichuan Yanyuan Huadian New Energy Co., Ltd. announced the bid evaluation results of purchasing batches of photovoltaic modules for 640 MW photovoltaic power generation projects such as Baiwu Phase II in Yanyuan, Liangshan Prefecture, Sichuan Huadian.

2025-07-17 13:14:38

Bidding for Procurement of Components for 2 PV Projects of China Power Construction Corporation in Yunnan!

On July 15, the tender announcement for the 146.02 MWp photovoltaic module procurement project of Hetou Wangjia and Wang Xiaocun Photovoltaic Power Generation Project in Mouding County, Chuxiong Prefecture, Yunnan Province was issued, and the tenderer was Kunming Survey, Design and Research Institute Co., Ltd. of China Power Construction Group. Hetou Wangjia Photovoltaic Power Generation Project and Wang Xiaocun Photovoltaic Power Generation Project respectively purchased 73.0162 MW of 620 Wp N-type photovoltaic modules, totaling about 146.02 MW.

2025-07-17 11:50:53

Environmental Impact Assessment of Sichuan 5GW PV Module Project Approved!

On July 10, the Bureau of Ecology and Environment of Yibin City, Sichuan Province, issued an announcement on the approval of the environmental impact assessment of the project of intelligent manufacturing of 5G W high-efficiency photovoltaic modules per year. The total investment of the project is 1.5 billion yuan, the construction period is 8 months, covering an area of about 250 mu. New production plants, raw materials and finished products warehouses, solid waste warehouses, complex buildings and other buildings will be built. After the completion of the project, the annual production capacity of 5G W high-efficiency photovoltaic modules will be achieved.

2025-07-17 09:30:10

7.17 Cement Morning Post: analysis of the operation of overseas cement groups in 2024; the latest development of Jiangsu cement price; Shanghai cement market in 2025

What is happening in the cement industry?

2025-07-17 07:02:03

Nearly 200 MW! Announcement of Bid-winning Results of Component Procurement of China Power Construction Sichuan Photovoltaic Project

On July 15, the bidding results of 197.15 MWp N-type (TOPCon) photovoltaic module equipment procurement project of China Power Construction Xiaojinchuan Basin Photovoltaic Base were announced. The purchaser of the project was Xiaojin Juneng New Energy Development Co., Ltd., a subsidiary of China Power Construction. The announcement shows that the winning bidder is Yingli Energy Development Co., Ltd.

2025-07-16 17:37:54

Announcement of Winning the Bid for EPC General Contracting of China Nuclear Huineng 90MW Photovoltaic Project

Digital New Energy DataBM. Com was informed that on July 15, the EPC general contracting results of 90 MW fishing-photovoltaic complementary photovoltaic project in Haiwei Town, Changjiang County, Hainan Province were announced.

2025-07-16 17:21:30

Sichuan 100MW Perovskite Thin Film Photovoltaic Module Project EIA Announcement!

Digital New Energy DataBM. Com learned that on July 15, the EIA Information Publicity Platform released the second announcement of the EIA of the new thin film photovoltaic module production project in Miyi County, Sichuan Province.

2025-07-16 13:25:27

Postponement! Purchase change of 3GW PV module of China Resources Power

Digital New Energy DataBM. Com learned that on July 15, Huarun Electric Power issued the announcement of the change of bidding for centralized procurement of photovoltaic module equipment for the second batch of photovoltaic projects in 2025.

2025-07-16 10:53:22

CEMPI

105.06

-0.23 -0.22%

CONCPI

94.30

-1.31 -1.37%

CLKPI

103.69

-0.83 -0.79%

SPPI

45.16

+0.02 +0.04%

MORPI

76.51

-0.42 -0.55%

Cement network data: statistics of highway investment across the country from January to June 2025

The title is "Statistics of Highway Construction Investment from January to June 2025". This is about the statistics of highway construction investment in the first half of 2025, including the data of the whole country and provincial administrative regions, including the cumulative value since the beginning of the year and the cumulative year-on-year situation. In the cumulative year-on-year data, the value of Hainan is more prominent, the values of Liaoning and Shanghai are relatively high, and the value of Jilin is relatively flat. Local data reflect different trends of highway construction investment in different regions.