4.8 Cement Morning Post: 3.31-4.3 East China cement price rises; Guangdong Pearl River Delta cement price rises by another 30 yuan; Henan cement price falls after rising

2025-04-08 07:02:05

What is happening in the cement industry?

1 . Weekly Report of Cement Network: The price of cement in the Yangtze River Delta in East China was pushed up again (3.31-4.3)

3.31-4. The market demand in Jiangsu recovered well, and the enterprises in the surrounding areas had strong willingness to raise prices; The weather in Zhejiang turned fine and the demand recovered, and the leading enterprises notified the price increase under the influence of the surrounding areas; the weather in Shanghai was fine and the inventory pressure was not great, and the manufacturers raised the price again driven by the surrounding areas; the temperature in Anhui improved and the demand warmed up, and some areas have raised the price. Major manufacturers in Fujian promote the upward adjustment, and the implementation remains to be observed. At the same time, the weak market in Shandong was mentioned, and the operation of cement kilns in Zhejiang and Fujian and other industry-related information were also introduced.

2 . Weekly Report of Cement Network: The price of cement in the Pearl River Delta of Guangdong in the central and southern regions was again notified to rise by 30 yuan/ton (3.31-4.3)

3.31-4. The leading enterprises in the Pearl River Delta of Guangdong pushed up another 30 yuan/ton from April 3, and the actual implementation remains to be observed. Previously, there was a price callback; Guangxi stabilized after the rise; Hubei notified a price increase of about 30 yuan/ton, but the implementation was not good; Hunan stabilized after the rise; Henan prices fell back to the level before the rise. At the same time, it also introduces the production capacity replacement of Guangdong cement clinker production line, the announcement of production days of Hubei cement enterprises, the operation of Hunan and Henan cement kilns and other related industrial information.

3.

4. Cement network data: Summary of national cement price adjustment information (3.31-4). In the north, the price rose slightly due to the good peak staggering and the start of infrastructure construction, while in the south, the weather turned sunny and the construction accelerated, which led to the general rise in the Yangtze River Delta. Price adjustment in many places is listed in the article, for example, the price of high-standard cement in Shanghai will be increased by 20 yuan/ton from March 30; the price of bulk cement in central and southern Jiangsu will be increased by 20 yuan/ton from March 30, as well as the price adjustment in Hubei, Guangdong, Gansu and other places. The implementation of price adjustment in various regions is mostly to be observed, and more data can be found on the cement big data website.

5 . Weekly Report of Cement Network: In the early stage of recovery of cement market demand in Northwest China, Shaanxi, Gansu and Ningxia stabilized and led the rise (3.31-4.3)

In the early stage of recovery of cement market demand in Northwest China, 3.31-4. At the same time, it mentioned the operation of cement kilns in Shaanxi Province and Gansu Province, the dividend distribution plan of Shangfeng Cement, the shutdown of cement kilns in 31 provinces and cities on March, and the stronger consensus of the industry against "involution" competition, and the mature mechanism of peak staggering production to promote the ecological construction of the industry.

6.

Cement Weekly: The price of Liaozhong Cement in Northeast China continued to drop significantly (3.31-4.3)

. The price of Liaozhong Cement in Northeast China was 3.31-4. Affected by inventory pressure and weak demand, the short-term market was weak. Liaozhong Mainstream P. C 42. Some individual enterprises failed to cooperate with the kiln shutdown and production restriction, resulting in the continuous decline of Liaozhong cement price, with a cumulative decline of 130-180 yuan/ton, and the trend of price reduction may spread. At present, the industry opposes "involution" competition, and the peak-staggering production mechanism is mature, while in March, the northern kiln was shut down for a long time and the southern kiln was shut down for a short time, and the capacity utilization rate rose slightly.

8 . Weekly Report of Cement Network: The price of cement in Beijing-Tianjin-Hebei region in North China showed a weak and stable trend (3.31-4.3)

3.31-4. The leading enterprises in North Hebei stabilized their prices, and the actual increase of most manufacturers was 50-60 yuan/ton. Prices in southern Hebei fell back to the level before the rise due to demand constraints. The strategy of stabilizing prices in Shanxi and Inner Mongolia markets continued, and the prices were inflated and the turnover was low. In addition, it also mentioned the revenue and loss of the western construction in 2024, the operation of cement kilns in Tianjin in March 2025, the supplementary demand for production capacity of cement clinker production lines in Hebei Province, Operation of some cement kilns in Shanxi and < a href = "https://price.ccement.com/brandnewslist-1-1000265." in Hebei.

All can be viewed after purchase
Correlation

On August 4, Huarun Shouzheng Procurement Trading Platform issued a tender announcement for EPC general contracting project of Henan Shuanghe Huali Pharmaceutical Co., Ltd. in Pingdingshan City, Henan Province.

2025-08-05 17:44:38

Digital New Energy DataBM. Com learned that on August 4, both Zhengneng Electric Power and Dalian Thermal Power issued announcements disclosing changes in the company's leadership, and the changes involved the position of chairman.

2025-08-05 17:42:55

On August 4, the Bureau of Ecology and Environment of Deyang City, Sichuan Province proposed to approve the environmental impact report of the new project of the pilot line and production workshop of the high-efficiency solar cell of Bocai Xingyang TPBC in Shifang, and the new project of the R & D and production workshop of the high-efficiency solar cell demonstration line of Baichuan Xinyong perovskite in Shifang.

2025-08-05 17:41:23

In his speech, based on the experience of the cement industry and the electrolytic aluminum industry, Song Zhiping put forward five suggestions for the "anti-involution" of the photovoltaic industry: first, strengthen the self-discipline of the industry from competition to competition and cooperation; second, improve the concentration of the industry from decentralization to integration; third, address both the symptoms and root causes from reducing the output to reducing the capacity; fourth, improve the pricing level from the cost and profit of quantity to the cost and profit of price; Fifth, from the Red Sea to the Blue Sea, the "four modernizations" innovation adds value.

2025-08-05 14:57:28

On July 31, Sunnova Energy, an American residential solar company, announced that it had received court approval to sell almost all its assets and business operations to a temporary group of debtor-in-possession financing lenders, and that it had received $90 million in DIP financing to support its operations in the sale process.

2025-08-04 18:12:14

Digital New Energy DataBM. Com was informed that on August 1, China-Guangzhou Nuclear E-commerce Platform issued a change announcement of EPC general contracting project for Chongqing Chengkou 5 * 5.4MW Ground Distributed Photovoltaic Project.

2025-08-04 17:42:18

Summarizing the work target plan of "five big and six small" enterprises in the second half of the year, it is not difficult to find that photovoltaic new energy is still one of the priorities of the work, and investment will still be increased, but many enterprises have further clarified that it is necessary to improve investment efficiency and optimize cost control.

2025-08-04 17:09:18

On July 30, the Shandong Provincial People's Government issued a notice on the appointment of Zheng Deyan.

2025-08-04 10:02:46

Three years ago, it announced a high-profile cross-border photovoltaic, but three years later, it had to sell its land, and was investigated by the SFC for suspected financial fraud. * ST Mubang's cross-border pursuit of light may really come to an end.

2025-08-04 09:05:59

Digital New Energy DataBM. Com was informed that on July 30, the Bureau of Ecology and Environment of the Poyang County Government of Shangrao City, Jiangxi Province, issued a public announcement on the proposed approval of the environmental impact report form for the change of the first phase of the 500 MW agriculture (forestry, fishery) photovoltaic complementary photovoltaic project in Poyang, China-Guangzhou Nuclear Power Corporation.

2025-08-04 09:05:43

What is happening in the cement industry?

2025-08-04 07:02:05

In the first half of this year, 212 million kilowatts of photovoltaic power were added to the grid, including 100 million kilowatts of centralized photovoltaic power and 113 million kilowatts of distributed photovoltaic power. By the end of June 2025, the installed capacity of photovoltaic power generation in China had reached about 1.1 billion kilowatts, an increase of 54.1% over the previous year, including 606 million kilowatts of centralized photovoltaic and 493 million kilowatts of distributed photovoltaic. In the first half of this year, the cumulative photovoltaic power generation in China was 559.1 billion kWh, an increase of 42.9% over the previous year, and the average utilization rate of photovoltaic power generation in China was 94%.

2025-07-31 18:39:33

ACWA Power has announced plans to spend billions of dollars to build a second green hydrogen plant in Yanbu, Saudi Arabia. It is reported that the plant will have 4G W electrolysis capacity, using wind and solar energy to decompose water molecules, and can produce 400000 tons of green hydrogen annually. This hydrogen will then be converted into green ammonia specifically for global export.

2025-07-31 10:07:30

The Political Bureau of the Central Committee of the Communist Party of China held a meeting on July 30 and decided to hold the Fourth Plenary Session of the 20th Central Committee of the Communist Party of China in Beijing in October this year. The main agenda is that the Political Bureau of the Central Committee of the Communist Party of China will report to the Central Committee on its work and study proposals for the formulation of the 15th Five-Year Plan for National Economic and Social Development. The meeting analyzed the current economic situation and deployed economic work in the second half of the year. Xi Jinping, General Secretary of the CPC Central Committee, presided over the meeting.

2025-07-31 09:33:15

On July 29, China Huaneng Group issued a tender announcement for EPC project of Pingxiang Distributed and Anyuan Distributed (Phase III) Photovoltaic Project of Fengcheng New Energy Company of Huaneng Jiangxi Branch.

2025-07-30 17:25:34

On the evening of July 29, Huadian International announced that Mr. Huang Lixin, the director and general manager of the company, had recently submitted a written resignation report to the board of directors in accordance with relevant regulations due to job adjustment, and applied to resign as a director, general manager, member of the strategic committee and nomination committee of the board of directors.

2025-07-30 13:21:49

On July 29, the e-commerce platform of China Huadian Group issued a tender announcement for centralized procurement of photovoltaic modules by China Huadian Group Co., Ltd. in 2025-2026. The content of the announcement shows that this collection includes two bidding sections of N-type TOPCon component frame and N-type high-efficiency component frame. The procurement scope is N-type TOPCon monocrystalline silicon double-sided double-glass components and N-type high-efficiency monocrystalline silicon double-sided double-glass components required by some new energy projects of Huadian Group within the validity period of the framework. The estimated procurement scale is 18 GW and 2G W respectively.

2025-07-30 12:01:40

On July 29, the Sixth National Congress for the Recognition of Outstanding Builders of Socialism with Chinese Characteristics for Non-public Economic Persons was held in Beijing. A total of 100 non-public economic personages were awarded the title of "Excellent Builder of Socialism with Chinese Characteristics".

2025-07-30 09:15:17

On the evening of July 28, * ST Mubang announced that it planned to sell a land use right and ground attachments (referred to as "underlying assets") held by Bangbao Yizhi, a wholly-owned subsidiary, through public auction.

2025-07-29 17:50:59

Digital New Energy DataBM. Com learned from Shanghai Water Bureau that on July 25, the Shanghai Municipal People's Government issued an approval for Fengxian 1 # offshore photovoltaic project to use the sea.

2025-07-29 17:49:15

On July 28, Liaoning Dalian Detai Port Energy Investment Intelligent Energy Co., Ltd. issued a tender announcement for EPC general contracting of 1.2m W distributed photovoltaic project of Dalian Detai Marine Ranch Co., Ltd.

2025-07-29 17:47:21

On July 29, Tongling announced that the board of directors of the company had recently received the resignation report submitted by Mr. Gu Hongyu, the chief financial officer of the company. Mr. Gu Hongyu resigned from the post of chief financial officer of the company for personal reasons, and his original term of office ended on the expiration date of the fifth board of directors.

2025-07-29 09:19:53

According to the official micro-news of China Three Gorges on Yangtze River Group Co., Ltd., on July 19, Liu Weiping, chairman of China Three Gorges Group and Secretary of the Party Group, held a discussion with Yu Bing, chairman of China Yajiang Group, general manager and Deputy Secretary of the Party Group, Wang Wubin, in Linzhi, Xizang, to further deepen cooperation and better serve the country's major strategies. After the discussion, the two sides signed an agreement on deepening strategic cooperation. Wang Dianchang, Vice General Manager and Party Member of Three Gorges Group, and Zhao Feng, Vice General Manager and Party Member of Yajiang Group, attended and signed the contract.

2025-07-28 09:34:19

On July 24, the Energy Bureau of Zhongshan District, Liupanshui City, Guizhou Province, issued a notice on the invalidation of the filing documents of distributed photovoltaic power generation projects such as Zhonglian Industry and Trade.

2025-07-25 16:48:54

According to incomplete statistics from the Digital New Energy DataBM. Com, since July alone, the State Energy Group, China Energy Construction, Huaneng Group and other state-owned power and energy enterprises have issued personnel changes involving 16 senior executives, including the chairman, general manager and deputy general manager.

2025-07-25 16:39:23

Wang Bohua said that in recent years, the top level has made intensive voices and attached great importance to the continuous upgrading of Chengdu. The specific direction of the work of "managing low-price and disorderly competition, improving product quality and promoting the withdrawal of backward production capacity" is clear. In the second half of the year, "anti-involution" is the "most important and important" work in the photovoltaic industry, and these work has been greatly promoted.

2025-07-25 15:25:18

On July 25, China Photovoltaic Industry Association sponsored the "Photovoltaic Industry Development Review in the First Half of 2025 and Form Outlook Seminar in the Second Half of 2025" in Datong, Shanxi Province. Gui Xiaoyang, deputy director of the New Energy Department of the National Energy Administration, delivered a speech. Regarding the current problems in the photovoltaic industry, Deputy Director Gui Xiaoyang put forward four suggestions:

2025-07-25 13:10:35

On July 25, the Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2025 and the Prospect of the Situation in the Second Half of 2025, sponsored by China Photovoltaic Industry Association, was held in Datong, Shanxi Province as scheduled. Wang Bohua, Honorary Chairman of China Photovoltaic Industry Association, made a keynote report on the Development of China's Photovoltaic Industry-Review of the First Half of 2025 and Prospects for the Second Half of 2025.

2025-07-25 10:54:45

On July 25, the Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2025 and the Prospect of the Situation in the Second Half of 2025, sponsored by China Photovoltaic Industry Association, was held in Datong, Shanxi Province as scheduled. Wang Bohua, Honorary Chairman of China Photovoltaic Industry Association, made a keynote report on the Development of China's Photovoltaic Industry-Review of the First Half of 2025 and Prospects for the Second Half of 2025.

2025-07-25 10:29:29

On July 25, Huaneng Shaanxi Company issued a tender announcement for purchasing 19 MW photovoltaic modules for the photovoltaic project in Kekedala City, the fourth division of Xinjiang, and the tenderer was Huaneng Kekedala New Energy Co., Ltd.

2025-07-25 09:44:40

On July 25, the "Seminar on Review of the Development of Photovoltaic Industry in the First Half of 2025 and Prospect of the Form in the Second Half of 2025" sponsored by China Photovoltaic Industry Association was held in Datong, Shanxi Province. Wu Guogang, second-level inspector of the Electronic Information Department of the Ministry of Industry and Information Technology, delivered a speech.

2025-07-25 09:03:33

On July 23, the Silicon Branch released the latest polysilicon prices, and the prices of all kinds of silicon materials continued to rise across the board.

2025-07-23 17:32:46

On July 21, Jiangsu Fengguyuan Company held a 100% stake in Mengshi Fengguyuan Photovoltaic Technology Co., Ltd., a Xizang, and finally sold the bankruptcy Qiangqing Channel in Ali for 1.051 million yuan after six auctions.

2025-07-23 16:21:05

In June 2025, the production of lithium carbonate increased, while the production of lithium hydroxide was basically flat. The production and sales of new energy vehicles continued to grow rapidly, and the installed capacity of power batteries increased year on year. In the first half of the year, some enterprises stopped production for maintenance, while some enterprises gradually increased production. Overall, the output of lithium salt remained stable. The downward trend of product prices has led to a decrease in the willingness of enterprises to sell and an increase in the inventory of enterprises. The production and sales of power batteries and new energy vehicles maintained rapid growth, the proportion of lithium iron phosphate loading continued to increase, and the retail penetration of new energy vehicles continued to grow.

2025-07-23 14:07:58

In the first half of this year, China's PV installed capacity was 212.21 million kilowatts (212.21 GW). In June, the newly installed photovoltaic capacity was 14.36 million kilowatts (14.36 GW), down 38.45% year-on-year and 84.55% year-on-year.

2025-07-23 11:31:55

On July 17, Zhongtian Green Energy issued a statement that it would suspend its business cooperation with Hangzhou Hengchuang Energy Co., Ltd. in the field of photovoltaic power plant construction for a period of one year. After the expiration of the suspension period, the cooperation qualification will be reassessed, and the signed projects will still fulfill their obligations according to the original agreement.

2025-07-23 11:25:47

On July 19, Qianyuan Electric Power announced that after deliberation, the board of directors agreed to appoint Mr. Dai Jianwei as the general manager of the company.

2025-07-23 10:54:00

On July 21, China Nengjian Investment Group held a team meeting. Xu Lu, member of the Standing Committee of the Party Committee and deputy general manager of China Nengjian, attended the meeting and made a speech. Mao Xiangqian, deputy secretary of the Party Committee and general manager of the Investment Group, presided over the meeting.

2025-07-23 09:24:21

Digital New Energy DataBM. Com learned that on July 21, the EPC general contracting of three photovoltaic power generation projects in Yunnan was rejected, and the bidder was Zhihui (Yongshan) New Energy Co., Ltd.

2025-07-22 18:36:59

Recently, Shaanxi Market Regulatory Bureau issued a list of unconditionally approved operator concentration cases from July 28 to August 3, including the new joint venture between Shanghai Zhiheng New Energy Co., Ltd. and China Resources Power Holdings Co., Ltd. and the acquisition of part of the business of Yaobai Special Cement Group Co., Ltd. by Anhui Conch Cement Co., Ltd. The trial was concluded on August 1, 2025.