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.

4.

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.

7.

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.

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Correlation

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

According to data released by the National Bureau of Statistics on September 15, industrial added value above the scale increased by 5.2% in August 2026, 0.7 percentage points faster than last month. Among them, the output of photovoltaic cells in August was 67.02 million kilowatts, down 12.9% year-on-year; the output of photovoltaic cells from January to August this year was 505.9 million kilowatts, down 14.6% year-on-year.

2026-09-15 10:37:36

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01

Jiaxing City Tax Bureau recently issued an administrative penalty decision, imposing a fine of 1.8 yuan 177659 on Jiashan Ningfeng Cement Co., Ltd. for tax evasion.