7.30 Cement Morning Post: Hainan Ruize sued China Resources and others for 95.25 million yuan; Chairman of Gaozheng Building Materials investigated the greening project; macro data of building materia

2025-07-30 07:02:03

What is happening in the cement industry?

1, cement network video: the amount involved is 95.25 million yuan! Hainan Ruize sued Huarun Building Material Technology and Jingang Cement

Hainan Ruize sued Huarun Building Material Technology and Jingang Cement for equity transfer disputes, involving about 95.25 million yuan. After China Resources took over Jingang Cement, its operation deteriorated, it stopped production in June 2023, and in April 2025, it transferred the production capacity index of Jingang Cement without authorization, resulting in a serious loss of 15% equity value of Hainan Ruize. Hainan Ruize believed that the other party had breached the contract and demanded compensation of 17.7 million yuan from China Resources, and Jingang Cement repurchased its shares at an appraisal price of 77.55 million yuan. At present, the case has been filed and has not been heard.

2. Zhaxi Nyima, Chairman of Gaozheng Building Materials, went to the company's North-South Mountain Greening Project area for investigation

. On July 28, Zhaxi Nyima, Chairman of Gaozheng Building Materials, went to Qushui County, Lhasa's North-South Mountain Greening Project contracted by the company for investigation. He pointed out that the project is of great significance, and Gao Zheng, as a state-owned enterprise, should play a leading role. Zhaxi Nyima also put forward the requirements: skillfully grasp the publicity of public opinion, guide workers to love green and protect green; carefully grasp the daily maintenance and management, relevant departments should spot check the progress and effectiveness; construction units should take responsibility, strengthen management, and improve the survival rate of afforestation. In addition, the cement industry is facing a double test, and a conference will be held in Zibo on September 23-24 to promote transformation and upgrading.

3. Cement network data: statistics

of macro data of national building materials from January to June 2025. Statistics of macro data of national building materials from January to June 2025. The key data include the situation in June: the completed amount of national fixed assets investment increased by 2.80% compared with the same period last year. The investment in construction and installation projects increased by 0.10%, the basic investment (excluding electricity) increased by 4.60% and the electricity increased by 8.90%. Other macro data of building materials can be viewed in tables, and more data, market analysis and research reports can be accessed in cement big data (https://data.ccement.com/).

4. Yatai Group: Documents

of the Seventh Extraordinary General Meeting of Jilin Yatai (Group) Co., Ltd. in 2025 Documents of the Seventh Extraordinary General Meeting of Jilin Yatai (Group) Co., Ltd. in 2025 It includes the agenda of the meeting and a number of bills. The agenda covers the announcement of the participation, the transfer of shares, the election of supervisors, the provision of guarantees for subsidiaries and other bills, as well as the shareholders'speeches, voting, counting and announcement of the results. Each proposal involves the company's business decisions, such as the transfer of shares of Jilin Bank, the credit and loan guarantee of subsidiaries, and each proposal has passed the corresponding internal review, and is now submitted to the shareholders for consideration.

5. Yatai Group: Announcement

of Jilin Yatai (Group) Co., Ltd. on the Progress of Planning for Material Asset Disposal and Related Transactions Jilin Yatai Group signed the Intention Agreement with Changfa Group and Changchun Financial Holding on March 27, 2024. The proposed sale of Northeast Securities shares constitutes a major asset restructuring. Since March 28, 2024, several progress announcements have been disclosed. As of the announcement date of July 30, 2025, the company continued to communicate and negotiate with relevant parties to promote due diligence and other work. The transaction is still in the planning stage, the specific plan needs further demonstration and negotiation, and the decision-making and approval procedures need to be carried out. There are uncertainties, and the company will disclose relevant information in a timely manner.

6. Tianlu, Xizang: Announcement

of Tianlu, Xizang on Serious Abnormal Fluctuation in Convertible Bonds Trading The increase of the closing price of "Tianlu Convertible Bonds" deviated by more than 100% for seven consecutive trading days from July 21 to 29, which was a serious abnormal fluctuation. As of 29, the closing price was 481.80 yuan per sheet, with a premium of 381.80% and a premium rate of 16.60%. Upon self-inspection and verification with the controlling shareholder, the Company and the controlling shareholder have no material matters that should be disclosed but have not been disclosed. The company's production and operation are normal, and no media reports affecting the stock price have been found. The company is expected to lose money in the first half of 2025, reminding investors to pay attention to valuation and trading risks, and the company will fulfill its information disclosure obligations.

7、 Jianfeng Group: Announcement

of Jianfeng Group on the Subsidiary Obtaining the Notice of Approval for the Application for Listing of Chemical Active Ingredients Jianfeng Pharmaceutical, a wholly-owned subsidiary of Zhejiang Jianfeng Group Co., Ltd., received the Notice of Approval for the Application for Listing of Chemical Active Ingredients from the State Food and Drug Administration. Engliflozin can assist in the treatment of blood glucose control in adult patients with type II diabetes. Jianfeng Pharmaceutical submitted an application for review in February 2024, with a research and development investment of about 8.8769 million yuan. The approval shows that the API meets the evaluation criteria and can be sold domestically, which helps to expand business areas, but the pharmaceutical products have the characteristics of high risk, which are affected by many factors, and the company reminds investors to pay attention to risks.

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Correlation

According to the news released by Zeqing New Energy on October 24, Huaneng Wuhe 100MW water surface centralized photovoltaic power generation project has been formally signed and landed.

2025-10-30 16:41:32

According to incomplete statistics of digital new energy DataBM. Com, since mid-October, many photovoltaic enterprises such as Tongwei, Longji, Jingke and Tianhe have announced that they have won overseas orders.

2025-10-30 16:39:33

Digital New Energy DataBM. Com learned that on October 28, the third, fourth and sixth bidding sections of the 1.6 million kilowatt photovoltaic power generation project in Tori County, Tacheng, Xinjiang, were tendered publicly.

2025-10-29 16:06:17

What is happening in the cement industry?

2025-10-27 07:01:10

The project is located in Yunnan yuanjiang Industrial Park, yuanjiang Hani, Yi and Dai Autonomous County, Yuxi City, with a total investment of 150 million yuan. After the project is completed, it is estimated that the annual production of fixed photovoltaic brackets, regulating photovoltaic brackets and tracking photovoltaic brackets will be 10g and W.

2025-10-23 10:57:05

The net profit of Ningde Times increased by more than 40%, and energy storage and new energy commercial vehicles became two high-growth businesses in the future, benefiting from policy promotion and market demand release.

2025-10-21 10:13:40

On October 20, the Guangdong Energy Bureau of the Guangdong Development and Reform Commission issued the Notice on Matters Relating to the Price Bidding of the New Energy Project Mechanism in 2025.

2025-10-21 10:05:37

Hunan deepens the market-oriented reform of new energy grid price, promotes the full entry of new energy into the market, establishes a differential settlement mechanism, implements step by step, incorporates bidding, guarantees reasonable income, and promotes the high-quality development of new energy.

2025-10-21 08:34:59

The upper and lower bidding limits of wind power and photovoltaic power in Hebei Southern Power Grid are 0.2-0.3644 yuan per kilowatt-hour; the upper and lower bidding limits of wind power and photovoltaic power in Hebei Northern Power Grid are 0.2-0.372 yuan per kilowatt-hour. The implementation period of wind power and photovoltaic power is 10 years and 12 years respectively.

2025-10-20 11:35:20

On October 14, the first China-Europe Arctic container express route was successfully launched, opening up a new channel for photovoltaic and other new energy products to go to Europe. Europe is China's largest export market for photovoltaic products, and there are problems such as congestion, high cost and potential safety hazards in traditional transportation routes. China-Europe Arctic Express is faster, more economical, safer and more stable, and its transportation efficiency has been greatly improved, which can reduce costs and cargo damage. However, at present, the time to replace the traditional routes on a large scale has not yet arrived, and there are some problems such as short navigation time, high cost and infrastructure to be improved, but its opening provides a new choice.

2025-10-20 09:19:05

The rise in component prices has led more enterprises to follow suit.

2025-10-17 15:52:43

On October 15, Beijing Xinzhaoneng 450MW Distributed Photovoltaic Power Generation Project EPC General Contracting Project issued a tender announcement, the tenderer is Beijing Xinzhaoneng Energy Technology Co., Ltd.

2025-10-16 17:02:02

According to industry data, more than 30 senior executives of state-owned energy enterprises have been investigated this year.

2025-10-14 17:38:57

The bidding announcement shows that the 300 MW photovoltaic project in Guyuan County has a total installed capacity of 300000 kilowatts, and the project category is photovoltaic power generation. The selected units selected through competitive allocation are investment enterprises.

2025-10-13 15:28:06

From October 9 to 12, the "SNEC 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition" opened in Shanghai Pudong Kerry Hotel and Shanghai New International Expo Center.

2025-10-11 13:33:50

Digital New Energy DataBM. Com learned that on October 9, the rural household distributed photovoltaic power generation project in Pingbian County, Honghe Hani and Yi Autonomous Prefecture, Yunnan Province, issued a secondary flow announcement for the preferred investment and development subject.

2025-10-11 10:00:34

Domestic concrete price statistics in September showed that the national concrete price fell by 1.18% annually and 18.44% year-on-year. Prices in most regions have changed to varying degrees, with some regions changing by 0. The ring change is more significant in Hunan, with a decline of 4.07%; the ring change is relatively small in Fujian, with an increase of 0.15%. On a year-on-year basis, the decline in Shaanxi was relatively large, reaching 35.00%, while there was no change in Guizhou. Overall, domestic concrete prices showed a downward trend in September.

2025-10-09 09:01:43

On September 28, the e-commerce platform of China Huadian Group issued a tender announcement for PC general contracting of photovoltaic power generation project of Shougang Group Mining Co., Ltd. and the tenderer was Huadian (Qian'an) New Energy Co., Ltd.

2025-10-07 23:38:14

On September 28, the tender announcement for the general contracting (EPC) of the MW agricultural-photovoltaic complementary photovoltaic power generation project of Yunhe Yegaoping 39.6 in Lishui, Zhejiang was issued.

2025-10-07 15:03:52

On September 28, Fuyang Ronglian Photovoltaic Technology Co., Ltd. was filed for bankruptcy by Qiao Gang, a natural person, to the People's Court of Yingquan District, Fuyang City, Anhui Province, with the case number of (2025) Anhui 1204 Poshen No.7.

2025-09-30 15:05:53

On September 28, the Development and Reform Bureau of Kongtong District, Pingliang City, Gansu Province, announced that it had decided to cancel the investment qualification of the 100MW photovoltaic power generation project in Xiamen Township of the State Power Investment Group Aluminum and Electricity Investment Co., Ltd.

2025-09-30 09:11:49