12.5 Cement Morning Post: Conch Group published "News Broadcast"; transfer of production capacity indicators of China's building materials; price increase of bagged cement in eastern Guangdong

2025-12-05 07:01:10

What is happening in the cement industry?

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2, 60 yuan/ton! Ccement. Com/brandnewslist-1-1000068. The original project unit of the Approval Document for Cement Clinker Production Capacity Indexes is Jiangxi Taihe

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4、 Wannianqing Cement Co., Ltd. Supplement the production capacity of 700t/d of 2 # kiln of the Company and 1200t/d of 1 # kiln of Jiangxi Yushan Wannianqing Cement Co., Ltd. according to the proportion of 1:1 and 1.5: 1; According to the same proportion, the 2 # kiln of Jiangxi Ruijin Wannianqing Cement Co., Ltd. Supplementing the company's 1 # kiln 2500t/d and Jiangxi Wannianqing Cement Co., Ltd. 5." Hubei Daye

6. In accordance with the relevant requirements of the Ministry of Industry and Information Technology, the announcement

on the replacement plan for the supplementary production capacity of the cement clinker production lines of Inner Mongolia Jidong Cement and other companies is based on the instructions of the industry and information departments of Hohhot City and Xilingol League. The production capacity of 1 # cement clinker production line with a daily output of 4000 tons of Inner Mongolia Jidong Cement Co., Ltd. is verified by the Cement Association of Inner Mongolia Autonomous Region according to the ratio of 1:1 and 1. Our department has no objection to the public announcement of the replacement plan for the supplementary production capacity of the production lines with a daily output of 6200 tons of Inner Mongolia Jidong and 3700 tons of Abaga Jidong, which is hereby announced with the replacement plan attached. Contact number 0471-4866490, dated December 4, 2025.

7. Cement Net Monthly Report: In November 2025, the market showed a trend of regional differentiation and steady pressure (11.1-11). The national market showed a trend of regional differentiation and steady pressure, with the price index falling by 0.97% on a month-on-month basis and 24% on a year-on-year basis. The pressure of cement cost is increasing and the profit situation is poor. In terms of regional market, price increases in many places have not been implemented, with prices falling in Northeast, East and Central South China, rising in North and Southwest China, and flat in Northwest China. Near the end of the year, weak demand is hard to change, demand in the north freezes prices to maintain stability, although the south may try to push up, but it is difficult to land, the overall market will be weak and stable. In November, the average price

of P.O42.5 bulk cement in China was 310.8. < a href = "https://www.ccement.com/news/content/54837063885275001." Recently, the market demand in eastern Guangdong has recovered. In order to increase profits, leading enterprises in the region plan to raise the price of bagged cement by 10-15 yuan/ton from December 5 after raising the price of bagged cement by 10 yuan/ton in November. In addition, in view of Jieyang, Shantou and other areas where the price of bulk cement has fallen secretly before, the price has been raised by 5 yuan/ton. At present, the implementation of the price adjustment needs to be tracked.

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Correlation

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

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01