12.6 Cement Morning Post: new line requirement of production capacity index; weekly report of cement price in East China; weekly report of cement price in Northwest China (12.1-12.5)

2025-12-06 07:02:03

What is happening in the cement industry?

1. Cement Net Exclusive: The elaborate planning of production capacity indicators should also be reflected in the level of energy efficiency and environmental protection of the new line! Ccement. Com/Price _ list -1-s0-e0-p0-c0-k100059-b0. One of them will be implemented in two phases. In the first phase, the idle 500t/d production capacity will be packaged with the "married" 2333t/d production line based on the "unmarried" 2000t/d production line. A new 4333t/d production line has been built, and careful planning has been made to minimize the "loss" of productivity indicators. However, the scheme ignores the requirements that the new production line in the new replacement method should reach the benchmark level of energy efficiency and the A-level of environmental protection performance, and the energy consumption of the new line is not up to the standard and there is no statement related to environmental protection.

2 . Weekly report of cement website: the price of cement in Jiangxi in East China tends to rise, while the rest of the market tends to stabilize as a whole (12.1-12. The Yangtze River Delta is temporarily stable after rising as a whole, and Fujian and Shandong show signs of pushing up. The improvement of terminal demand in Jiangsu is limited, the inventory pressure is high, and the subsequent price increase is difficult; the price in Zhejiang is divided into different regions, and the subsequent market is difficult to say optimistic; the price in Anhui tends to be stable, and it is difficult to continue to rise; Fujian plans to tentatively adjust the price in southern Fujian from the 6th; some enterprises in Shandong may try to push up again around the middle of December, and the final landing of the market price remains to be observed.

3. Weekly report of cement network: the activity of cement market in Northwest China is low (12.1-12.5)

. Weekly report of cement network: the activity of cement market in Northwest China is low (12.1-12). The region has entered the low season of supply and demand at the end of the year. The demand for cement in Shaanxi is gradually declining; the construction sites in Gansu, Ningxia and other places are shut down in large areas due to the early snowfall; the Qinghai market is in the end of winter, and the construction sites are generally shut down. Overall, the northwest cement market showed a downturn this week, and all provinces were affected by different factors, resulting in poor market performance.

4. Cement Weekly: The cement market in central and southern China is fatigue in price rise, and many places push the rise and fall (12.1-12). Guangdong Pearl River Delta and other places push the rise again, and the price of bags in eastern Guangdong is raised. Due to the poor effect in the early stage and the impact of low prices in Guangxi, the implementation of Pearl River Delta price rise is to be observed; Guangxi demand is general, part of the dark drop, and the quotation is stable. Hubei winter construction slows down, inventory is large, prices are loose, supply is tightened after capacity is limited, and follow-up remains to be observed. The weather in Hunan is good and the demand is warming up. Enterprises raise prices because of the pressure of low price operation, and the landing situation remains to be observed. Henan market is stable, peak staggering, kiln shutdown and environmental protection make production capacity shrink, demand picks up, and prices fluctuate slightly.

5 . Weekly Report of Cement Network: The rise and fall of cement prices in southwest China are significantly differentiated (12.1-12.5)

12.1-12. 2025.11.1-2026.2. The price of bulk cement in the main city of Chongqing and other areas increased by 30 yuan/ton, and the price of some high-grade bulk cement in Chengdu-Deyang-Mianyang increased by 10 yuan/ton. In Yunnan and Guizhou, the weather is good, the demand is stable, and the shipment volume is general. Tongren Cement in Guizhou rose by 30 yuan/ton, and the price in central Guizhou dropped slightly; Kunming Cement in Yunnan failed to rise in the early stage, and some enterprises reduced their prices, so the overall weakness was stable.

6, 24.362 billion yuan! According to the notice, all localities should implement the funds to specific projects as soon as possible according to the key tasks of air pollution, and report the projects to be supported to the Ministry of Ecology and Environment for the record within four months after receiving the subsidies. All localities should fulfill their responsibilities and speed up the implementation of the project. Projects that have received financial support from other channels of central finance shall not be included. Prevention and control funds are included in the scope of normal supervision, and financial departments at all levels should rely on the integrated budget management system to strengthen daily supervision and improve the standardization and effectiveness of the use of funds.

7. Jixi

8. Cement Network Video: Three clinker lines of Ningxia Building Materials Group were replenished and upgraded

. On December 3, Ningxia Industry and Information Technology Department released the announcement of Ningxia Building Materials Group's capacity replacement plan. Three clinker production lines are involved in capacity replenishment and upgrading: first, Ningxia Saima Cement withdraws from 2000t/d clinker production line, and 800t/d supplements 4500t/d clinker production line of the same company to 5033t/d. 1200t/d to supplement Ningxia Qingtongxia cement 4000t/d clinker line to 4800t/d, with a replacement ratio of 1.5: 1; Second, a 2000 t/d line of Ningxia Qingtongxia Cement Taiyangshan Branch is supplemented with 333 t/d to 2333t/d, and the withdrawal capacity comes from 2500t/d line, with a replacement ratio of 1.

All can be viewed after purchase
Correlation

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

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

On October 13, the Office of Industry and Information Technology of Jiangxi Province announced that due to the revision of the policy of capacity replacement in the cement and glass industry by the Ministry of Industry and Information Technology, the Office of Industry and Information Technology of Jiangxi Province decided to abolish the Rules for the Implementation of Capacity Replacement in the Cement and Glass Industry of Jiangxi Province (Gongxin Regulation No.2024) from the date of issuance of the notice, and to abolish the "Rules for the Implementation of Capacity Replacement in the Cement and Glass Industry of Jiangxi Province". The capacity replacement of cement and glass industry in the whole province will be handled in accordance with the relevant policies of the Ministry of Industry and Information Technology in the future.