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.

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Correlation

The total investment of the project is about 60 million yuan, the designed annual hydrogen production capacity is about 200 tons, the daily hydrogenation capacity can reach 1000 kg, and the hydrogen produced will be mainly used in the transportation field.

2025-12-05 14:33:05

(Hereinafter referred to as "Runheng Solar Energy") photovoltaic power generation equipment will be auctioned for the first time at 10 o'clock on December 22, with a starting price of 6,308,064 yuan (about 6.3081 million yuan), a margin of 1.2 million yuan and a price increase of 100000 yuan.

2025-12-04 18:36:27

Digital New Energy DataBM. Com learned that on November 25, the Bureau of Ecology and Environment of Puer City, Yunnan Province, issued a public announcement on the acceptance of environmental impact assessment documents for the construction of photovoltaic power generation projects in Shaomo Village.

2025-12-02 15:45:41

Silicon material factories continued the strategy of reducing production and inventory without price reduction, and silicon material factories continued the strategy of reducing production and inventory without price reduction, and the characteristics of market volume and price separation and price without market became more and more clear. The characteristics of separation and price without market are becoming more and more clear.

2025-12-02 15:35:02

On November 28, the Ministry of Industry and Information Technology organized a symposium on manufacturing enterprises in the power and energy storage battery industry to further study and implement the spirit of General Secretary Xi Jinping's important instructions and instructions, implement the decis ion-making and deployment of the Party Central Committee and the State Council, and listen to relevant enterprises around standardizing the competition order of the power and energy storage battery industry and promoting the high-quality development of the industry.

2025-12-02 09:40:09

Digital New Energy DataBM. Com was informed that on December 1, the successful candidate of EPC general contracting (second time) for the new 50 MW agricultural photovoltaic complementary power generation project in Tongliang District of Chongqing, Datang, was announced.

2025-12-01 17:43:20

Domestic concrete price statistics in November showed that the national concrete price fell by 0.61% annually and 19.31% year-on-year. Prices in different regions have changed to varying degrees. In terms of chain ratio, some regions have changed significantly, such as Tianjin, which has a large drop of -3.78%, while Shanghai, Hubei, Hunan and other regions have a small change of 0.00%. On a year-on-year basis, Shaanxi had a more prominent year-on-year decline of -35.14%, while Chongqing and Guizhou had no change year-on-year. On the whole, domestic concrete prices showed a certain fluctuation trend in November.

2025-12-01 15:21:36

On November 28, the EPC general contracting project of Aba Rong'an 1150MW Photovoltaic Project (Phase I) of Guoneng Dadu River Company was tendered publicly by Guoneng Dadu River Basin Hydropower Development Co., Ltd.

2025-12-01 11:51:54

On November 26, a tender announcement was issued for EPC contracting of Qizai 200 MW photovoltaic project in Shangri-La City, Diqing Prefecture, Yunnan Province, and the tenderer was Yunnan International Power Investment Co., Ltd. of the State Power Investment Group.

2025-12-01 09:08:00

On November 25, Gansu Jianrong Xipo 50000 kW Photovoltaic Project (Xipo 1) and Gansu Jianrong Xipo 50000 kW Photovoltaic Project (Xipo 2) obtained the "Gansu Investment Project Credit Record Certificate".

2025-11-27 16:06:24

On November 26, the EIA of the technical renovation project of photovoltaic bracket with an annual output of 50000 tons of Jiangsu Weier Hardware Co., Ltd. was announced.

2025-11-27 09:40:19

Digital New Energy DataBM. Com was informed that on November 25, the EPC general contract of 500 MW ditch photovoltaic composite project of Xinhua Hanxuan (Central) in Tangshan Hangu Management Area of Hebei Province issued a termination announcement.

2025-11-26 13:47:10

Digital New Energy DataBM. Com was informed that on November 25, the results of EPC general contracting for the photovoltaic area of Luntai 200000 kW photovoltaic power generation project in Tarim Oilfield, Xinjiang, were announced.

2025-11-26 10:16:50

On November 24, the tender announcement for the procurement of 800000 kilowatt high-efficiency photovoltaic modules for Hexi New Energy Base in Tengger Desert of Gansu Province was issued, and the tenderer was Huadian Gansu Energy Co., Ltd.

2025-11-25 17:57:46

The project originally planned to invest in the construction of centralized wind power 400 MW, photovoltaic 200 MW, and supporting the construction of electrochemical energy storage 60 MW/120 MWh, with a total investment of 5.08225 billion yuan. After the project is completed, it is expected to produce 250 million Nm ³ chlorine and hydrogen annually.

2025-11-21 11:04:10

On November 18, the Chengdu Declaration on "Breaking the Involution Competition and Building the Cornerstone of Global Energy Security" was officially released.

2025-11-19 11:26:27

What is happening in the cement industry?

2025-11-17 07:02:02

"The association firmly safeguards the interests of the state and the industry, and we will fight to the end against the bad behavior of seeking benefits through rumors, smearing and malicious short-selling of the photovoltaic industry."

2025-11-12 14:52:38

Digital New Energy DataBM. Com learned that on October 31, the people's government of Jingxi City, Guangxi, was investigated and exposed for abusing administrative power to exclude and restrict competition in the development of photovoltaic projects.

2025-11-12 09:26:37

Digital New Energy DataBM. Com has learned that the Hami Intermediate People's Court of Xinjiang Uygur Autonomous Region will auction 100% of the shares of Zhongji Guoneng Anji Photovoltaic Power Generation Co., Ltd. held by China Energy Engineering Group (Shanghai) Environmental Science and Technology Co., Ltd. on the Alibaba Judicial Auction Network Platform at 16:00 on December 6.

2025-11-11 14:13:01

Digital New Energy DataBM. Com was informed that on November 11, yuanmou Branch of Chuxiong State Eco-environmental Bureau of Yunnan Province issued a public announcement on the acceptance of the EIA of Menglinggou Photovoltaic Power Station Project of Datang (yuanmou) New Energy Co., Ltd.

2025-11-11 13:26:11

In the first half of the week, the characteristics of "dark fall" in the PV module market were obvious.

2025-11-05 15:42:40

Domestic concrete price statistics in October showed the price situation in different regions. Overall, the national price fell by 0.99% annually and 18.73% year-on-year. Prices in many regions have changed to varying degrees, among which Heilongjiang has a more obvious change, down 3.84%, and Shaanxi has a relatively insignificant change, down 0.02%. On a year-on-year basis, the change was more prominent in Shaanxi, with a decrease of 35.02%, while there was no change in Chongqing. Prices in some areas, such as Beijing and Tianjin, have not changed.

2025-11-03 17:11:46