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?

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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.

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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.

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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

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

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

From October 12, 2026 to October 18, 2026, Hainan Province has the highest rate of opening cement kilns in all provinces, with the rate of 83.33%. Kiln opening rate of 50% and above: 68.52% in Shandong Province, 67.20% in Zhejiang Province, 67.18% in Anhui Province, 62.22% in Hubei Province, 56.12% in Jiangsu Province and 50.36% in Hebei Province.