1.1 Cement Morning Post: 2024 Cement Market Analysis and Outlook; Announcement of Capacity Replacement of Hainan Huarun Cement Clinker Project; Gaodengbang 2025 New Year Message

2025-01-01 07:01:30

What is happening in the cement industry?

1. Cement Net Report: Operation Analysis and Market Outlook

of the Cement Market in 2024 The cement market in 2024 was affected by the bottoming of real estate investment and the decline of infrastructure investment, resulting in a decline in demand, a 15-year low in output, a downward shift in price focus and a sharp decline in industry profits. In terms of import and export, the import of clinker shrank and the export of cement increased. Looking forward to 2025, the demand for cement will continue to decline due to unstable real estate and limited infrastructure, but the industry's awareness of "anti-involution" will increase. It is expected that the average price will rise slightly and the profit will be restored to a certain extent. However, if the demand weakens beyond expectations, the profit may continue to decline.

2. Hainan: Announcement

on the Capacity Replacement Plan of China Resources Cement (Changjiang) Co., Ltd. for the Project with a Daily Output of 2,000 Tons of Cement Clinker Department of Industry and Information Technology of Hainan Province, in accordance with the Measures for the Implementation of Capacity Replacement in the Cement and Glass Industry (Version 2024), Publicize the capacity replacement plan of the 2000 tons per day cement clinker project of China Resources Cement (Changjiang) Co., Ltd. for the period from December 31, 2024 to January 14, 2025. The public can supervise, and if there is any objection, it can be reflected in writing within the publicity period, and the real name (stamped with the official seal of the unit), contact information and supporting materials should be provided. The mailing address is No.9 Guoxing Avenue, Haikou City, Hainan Province, and the telephone number is 0898-65395038, and the capacity replacement plan is attached.

3. Firm confidence in development and create new brilliance — — Gao Dengbang, President of China Cement Association 2025 New Year's Message In the

2025 New Year's Message, Gao Dengbang reviewed the difficulties faced by the cement industry in 2024, such as declining demand, vicious competition and declining efficiency. However, the Party's deployment is to speed up the economy, and 2025 is the closing year of the 14th Five-Year Plan, which is of great significance. The cement industry should lead the development with scientific and technological innovation, which coincides with the 200th anniversary of the birth of Portland cement, and explore innovative ways. In the countdown to the incorporation of the industry into the carbon emissions trading market, it is necessary to implement the deployment of carbon reduction. He believed that the difficulties were temporary and encouraged cement workers to be confident and work steadfastly to contribute to the development of local economy and industry.

4. Cement website video: Tianrui Cement 2024 interim report released sales of 8.2 million tons

of cement products in the first half of the year Tianrui Cement 2024 interim report released sales of 8.2 million tons of cement products in the first half of the year, a decrease of 3.8 million tons compared with the same period last year. The average price per ton was 227 yuan, down 29.1 yuan from the same period last year. In addition, the sales volume of limestone aggregate was about 19.1 million tons, a year-on-year decrease of 2.4 million tons, with an average price of 31.9 yuan per ton.

5. The highest price of C30 concrete in 29 provincial capitals in China is 423.83 yuan/m3.

On December 25, the price of C30 concrete in 29 provincial capitals in China fluctuated between 256.67 yuan/m3 and 423.83 yuan/m3. The highest average price in Haikou is 423.83 yuan per square meter, and the lowest average price in Chongqing is 256.67 yuan per square meter.

6. Promote the reconstruction and upgrading of cement pavement in Guangdong The first long-life full-structure recycling project of Zhongshan Highway has passed the acceptance

of the "white to black" project of cement pavement in Shenwan section of Zhongshan City on National Highway G228. This is the first long-life full-structure recycling highway project in Zhongshan, and the reconstruction technology used in the section has many advantages. This section has a large traffic flow and serious roadbed diseases, and there are many pavement problems and high maintenance costs before. The project adopts a variety of recycling technologies, and completes 6000 square meters of "white to black" in 9 days, which greatly shortens the construction period. After a year of heavy traffic test, the test results are good, the "zero maintenance cost" is achieved, and the economic benefits of recycling technology application are remarkable, the recovery rate and reuse rate of old materials are high, and the effect of energy saving and emission reduction is good.

7 . In the first quarter of 2025, Sichuan Cement Association issued a notice on December 31, 2024 that each clinker production line in Sichuan will be shut down for 60 days

. In the first quarter of 2025, each clinker production line is required to stop the kiln for 60 days (17 days in January, 28 days in February and 15 days in March), and the regional enterprises in Liangshan Prefecture will be studied and implemented by the local association and reported for the record. Each member unit shall fill in the plan according to the format and submit it before 17:00 on January 8, 2025. The off-peak production task is settled monthly and quarterly, and can cross the month but not the season. At the same time, we should strengthen the management of peak staggering, including attaching great importance to, fine management and strict supervision, so as to achieve the goal of organic combination of production capacity and total emission control.

8. Shandong: Announcement

on No Further Implementation of the Annual Output of 1.2 Million Tons of Cement Grinding Project of Rizhao No.3 Cement Plant The annual output of 1.2 million tons of cement grinding project of Rizhao No.3 Cement Plant, which was announced on August 8, 2022, was decided not to be implemented. Shandong Provincial Department of Industry and Information Technology announced on December 31, 2024. The article also lists the replacement of original production capacity, including new projects (such as equipment name, production capacity, etc.) And the transfer of production capacity (involving enterprises, equipment, production capacity, shutdown and demolition time in different regions, etc.). The public is welcome to supervise and provide supervision telephone.

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Correlation

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

Seven manufacturers, including Jingke Energy, Trina Solar Energy, Jingao Technology, Atlas, Dongfang Risheng, Yingli Energy and Runma Solar Energy, raised their component quotations by 0.01-0.03 yuan/W.

2026-08-12 17:50:55

On July 29, Longji Green Energy released the pre-approval announcement of the environmental impact assessment of the new crystalline silicon-perovskite tandem solar cell technology and equipment industrialization project and the new high-efficiency back contact (BC) cell technology and equipment project of Xixian New Area Branch.

2026-08-12 16:36:35

On September 14, His Excellency MIRZAEV ZOIR, Governor of Tashkent, Uzbekistan, visited Sinoma International. He Xiaolong, Vice President of Sinoma International, warmly received them, and the two sides had fruitful exchanges on future cooperation and development.