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

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

It lost 132 million yuan in the same period last year, an increase of 527% over the same period last year.