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.

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.

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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

Digital New Energy DataBM. Com learned that on November 25, the Bureau of Ecology and Environment of Puer City, Yunnan Province, issued a public announcement on the acceptance of environmental impact assessment documents for the construction of photovoltaic power generation projects in Shaomo Village.

2025-12-02 15:45:41

Silicon material factories continued the strategy of reducing production and inventory without price reduction, and silicon material factories continued the strategy of reducing production and inventory without price reduction, and the characteristics of market volume and price separation and price without market became more and more clear. The characteristics of separation and price without market are becoming more and more clear.

2025-12-02 15:35:02

On November 28, the Ministry of Industry and Information Technology organized a symposium on manufacturing enterprises in the power and energy storage battery industry to further study and implement the spirit of General Secretary Xi Jinping's important instructions and instructions, implement the decis ion-making and deployment of the Party Central Committee and the State Council, and listen to relevant enterprises around standardizing the competition order of the power and energy storage battery industry and promoting the high-quality development of the industry.

2025-12-02 09:40:09

Digital New Energy DataBM. Com was informed that on December 1, the successful candidate of EPC general contracting (second time) for the new 50 MW agricultural photovoltaic complementary power generation project in Tongliang District of Chongqing, Datang, was announced.

2025-12-01 17:43:20

Domestic concrete price statistics in November showed that the national concrete price fell by 0.61% annually and 19.31% year-on-year. Prices in different regions have changed to varying degrees. In terms of chain ratio, some regions have changed significantly, such as Tianjin, which has a large drop of -3.78%, while Shanghai, Hubei, Hunan and other regions have a small change of 0.00%. On a year-on-year basis, Shaanxi had a more prominent year-on-year decline of -35.14%, while Chongqing and Guizhou had no change year-on-year. On the whole, domestic concrete prices showed a certain fluctuation trend in November.

2025-12-01 15:21:36

On November 28, the EPC general contracting project of Aba Rong'an 1150MW Photovoltaic Project (Phase I) of Guoneng Dadu River Company was tendered publicly by Guoneng Dadu River Basin Hydropower Development Co., Ltd.

2025-12-01 11:51:54

On November 26, a tender announcement was issued for EPC contracting of Qizai 200 MW photovoltaic project in Shangri-La City, Diqing Prefecture, Yunnan Province, and the tenderer was Yunnan International Power Investment Co., Ltd. of the State Power Investment Group.

2025-12-01 09:08:00

On November 25, Gansu Jianrong Xipo 50000 kW Photovoltaic Project (Xipo 1) and Gansu Jianrong Xipo 50000 kW Photovoltaic Project (Xipo 2) obtained the "Gansu Investment Project Credit Record Certificate".

2025-11-27 16:06:24

On November 26, the EIA of the technical renovation project of photovoltaic bracket with an annual output of 50000 tons of Jiangsu Weier Hardware Co., Ltd. was announced.

2025-11-27 09:40:19

Digital New Energy DataBM. Com was informed that on November 25, the EPC general contract of 500 MW ditch photovoltaic composite project of Xinhua Hanxuan (Central) in Tangshan Hangu Management Area of Hebei Province issued a termination announcement.

2025-11-26 13:47:10

Digital New Energy DataBM. Com was informed that on November 25, the results of EPC general contracting for the photovoltaic area of Luntai 200000 kW photovoltaic power generation project in Tarim Oilfield, Xinjiang, were announced.

2025-11-26 10:16:50

On November 24, the tender announcement for the procurement of 800000 kilowatt high-efficiency photovoltaic modules for Hexi New Energy Base in Tengger Desert of Gansu Province was issued, and the tenderer was Huadian Gansu Energy Co., Ltd.

2025-11-25 17:57:46

The project originally planned to invest in the construction of centralized wind power 400 MW, photovoltaic 200 MW, and supporting the construction of electrochemical energy storage 60 MW/120 MWh, with a total investment of 5.08225 billion yuan. After the project is completed, it is expected to produce 250 million Nm ³ chlorine and hydrogen annually.

2025-11-21 11:04:10

On November 18, the Chengdu Declaration on "Breaking the Involution Competition and Building the Cornerstone of Global Energy Security" was officially released.

2025-11-19 11:26:27

What is happening in the cement industry?

2025-11-17 07:02:02

"The association firmly safeguards the interests of the state and the industry, and we will fight to the end against the bad behavior of seeking benefits through rumors, smearing and malicious short-selling of the photovoltaic industry."

2025-11-12 14:52:38

Digital New Energy DataBM. Com learned that on October 31, the people's government of Jingxi City, Guangxi, was investigated and exposed for abusing administrative power to exclude and restrict competition in the development of photovoltaic projects.

2025-11-12 09:26:37

Digital New Energy DataBM. Com has learned that the Hami Intermediate People's Court of Xinjiang Uygur Autonomous Region will auction 100% of the shares of Zhongji Guoneng Anji Photovoltaic Power Generation Co., Ltd. held by China Energy Engineering Group (Shanghai) Environmental Science and Technology Co., Ltd. on the Alibaba Judicial Auction Network Platform at 16:00 on December 6.

2025-11-11 14:13:01

Digital New Energy DataBM. Com was informed that on November 11, yuanmou Branch of Chuxiong State Eco-environmental Bureau of Yunnan Province issued a public announcement on the acceptance of the EIA of Menglinggou Photovoltaic Power Station Project of Datang (yuanmou) New Energy Co., Ltd.

2025-11-11 13:26:11

In the first half of the week, the characteristics of "dark fall" in the PV module market were obvious.

2025-11-05 15:42:40

Domestic concrete price statistics in October showed the price situation in different regions. Overall, the national price fell by 0.99% annually and 18.73% year-on-year. Prices in many regions have changed to varying degrees, among which Heilongjiang has a more obvious change, down 3.84%, and Shaanxi has a relatively insignificant change, down 0.02%. On a year-on-year basis, the change was more prominent in Shaanxi, with a decrease of 35.02%, while there was no change in Chongqing. Prices in some areas, such as Beijing and Tianjin, have not changed.

2025-11-03 17:11:46

If the consortium platform can land smoothly, it also means that the polysilicon industry will enter a substantive stage of "anti-involution" and integration of production capacity.

2025-11-03 13:05:48

On November 2, the successful candidate for EPC general contracting of Bid Section 1 of Ruoqiang Photovoltaic Power Generation Project in Bazhou, Tarim Oilfield, Xinjiang was announced.

2025-11-03 09:36:42

On October 30, the electronic bidding system of China Huaneng Group issued the tender announcement of EPC general contracting and five-year operation and maintenance framework agreement for distributed photovoltaic projects in Jiaxing and Ningbo from 2025 to 2027 for Tongxiang Gas Turbine of Huaneng Zhejiang Branch. The tenderer is Huaneng Tongxiang Gas Turbine Thermal Power Co., Ltd.

2025-11-03 09:19:04

What is happening in the cement industry?

2025-11-02 07:01:11

According to market feedback, cement prices in many parts of the country have been pushed up, Guangdong, Hebei, Fujian, Sichuan-Chongqing, Anhui, Jiangxi and other regions have raised prices, the follow-up effect remains to be observed.