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

On September 28, Fuyang Ronglian Photovoltaic Technology Co., Ltd. was filed for bankruptcy by Qiao Gang, a natural person, to the People's Court of Yingquan District, Fuyang City, Anhui Province, with the case number of (2025) Anhui 1204 Poshen No.7.

2025-09-30 15:05:53

On September 28, the Development and Reform Bureau of Kongtong District, Pingliang City, Gansu Province, announced that it had decided to cancel the investment qualification of the 100MW photovoltaic power generation project in Xiamen Township of the State Power Investment Group Aluminum and Electricity Investment Co., Ltd.

2025-09-30 09:11:49

Digital New Energy DataBM. Com has learned that the administrator of Beijing Wanyuan Industrial Co., Ltd. will auction 49% of Inner Mongolia Datang Wanyuan New Energy Co., Ltd. held by Beijing Wanyuan Industrial Co., Ltd. through the litigation asset platform at 10 o'clock on October 6.

2025-09-29 16:52:08

Digital New Energy DataBM. Com has learned that the administrator of Datang Jianshan Tianshuo Arukhorqin Banner New Energy Co., Ltd. will publicly auction assets such as machinery and equipment (photovoltaic power generation equipment), electronic equipment, low-value consumables and raw materials under the name of the company on Taobao Online Judicial Auction Platform at 10 o'clock on September 29.

2025-09-28 17:48:01

This is the third time that China's new photovoltaic installed capacity has declined since May this year.

2025-09-26 11:19:25

"SNEC ES + 11th (2025) International Energy Storage and Battery Technology and Equipment (Shanghai) Conference and Exhibition" and "SNEC H2 + 9th (2025) International Hydrogen Energy and Fuel Cell Technology and Equipment and Application (Shanghai) Conference and Exhibition" (referred to as "SNEC The 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition will be held in Shanghai Pudong Kerry Hotel (1388 Huamu Road, Pudong New Area) and Shanghai New International Expo Center (2345 Longyang Road, Pudong New Area) from October 9 to 12, 2025.

2025-09-25 10:26:30

These things happened in the cement industry today!

2025-09-23 18:01:06

What is happening in the cement industry?

2025-09-21 07:01:13

Jingke Energy lowered its quotation by 0.01-0.03 yuan/W

2025-09-17 15:49:01

On September 17, the 2025 World Energy Storage Conference was held in Ningde. Zeng Yuqun pointed out that China has the most complete and advanced energy storage industry chain in the world and is the largest energy storage market. Last year, the installed capacity of new energy storage exceeded 100 million kilowatt-hours. However, the industry is facing challenges, such as security risks, fierce price competition, false product parameters, technology homogenization, disorderly expansion and so on. He believes that the high-quality development of industry should adhere to the bottom line of safety, build an empirical and credible market environment, strengthen the protection of intellectual property rights, encourage innovation, and the Ningde era has also made many practices.

2025-09-17 13:19:15

On September 12, Guoneng e issued a tender announcement for the EPC general contracting project of Ganluo Phase II Photovoltaic Power Generation Project of Dadu River Company. The tenderer is Guoneng Dadu River New Energy Ganluo Co., Ltd.

2025-09-16 17:44:25

Digital New Energy DataBM. Com has learned that the 100% equity transfer of Fuma (Guangzhou) Photovoltaic Power Generation Co., Ltd. has been pre-listed on September 11, 2025, and the transfer base price has not yet been announced, and the information will be disclosed until October 15.

2025-09-15 17:55:29

On September 12, the announcement of the termination of the general contract for the 5700 kilowatt distributed photovoltaic project of Kashgar yuanfang International Logistics Port in Xinjiang was issued. The reason for termination was that the project was terminated due to the change in the amount of investment in the project.

2025-09-15 17:52:03

In August, industrial solar power increased by 15.9%, and the growth rate slowed down by 12.8 percentage points compared with July. Solar power generation from January to August was 386.7 billion kWh, up 23.4% year-on-year.

2025-09-15 14:36:40

The fire broke out around 4 A. M. and took several hours to extinguish.

2025-09-15 09:02:47

What is happening in the cement industry?

2025-09-15 07:01:16

Digital New Energy DataBM. Com was informed that on September 11, Jiangsu Yongquan Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the Intermediate People's Court of Zhenjiang City, Jiangsu Province, the applicant was Rongma Science and Technology Group Co., Ltd., and the case number was (2025) Su 11.

2025-09-12 15:46:09

Digital New Energy DataBM. Com learned that on September 8, four photovoltaic power generation project owners, such as Nongxian, Ruili City, Dehong Prefecture, Yunnan Province, issued a competitive consultation announcement with a total scale of 171 MW.

2025-09-11 17:45:31

On September 8, the Beijing Property Exchange disclosed that the 9% equity of Dezhou Jusheng New Energy Technology Co., Ltd. (Hereinafter referred to as "Jusheng New Energy") was listed at the transfer base price of 1 yuan, and the transferor was Jiangxi Electric Power Construction Co., Ltd. of China Electric Power Construction Group (hereinafter referred to as "Jiangxi Electric Power Construction").

2025-09-11 16:44:10

The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

2025-09-11 16:44:03

On September 5, the procurement project of Pingchuan Substation 500000 kW/2 million kWh New Energy Storage Special Action Project (Phase I) in Tuquan County, Xing'an League, Henan Engineering Company of China Electric Power Construction was terminated. The reason for termination is that "the owner of this project requires the commencement date to be advanced, the construction period is urgent, and the content of the bid section needs to be adjusted and re-tendered.". This tender is terminated.

2025-09-11 10:58:56

On the evening of September 10, Jinfeng Science and Technology announced that the company intends to sign the Agreement on Investment and Development of Wind Power Hydrogen Ammonia Alcohol Integration Project with Bayannaoer Municipal People's Government. Goldwind Science and Technology said that it plans to invest in the construction of wind power hydrogen ammonia alcohol project within the jurisdiction of Bayannaoer City, with a total investment of about 18.92 billion yuan. The overall plan of the project is to build 3GW wind power, more than 80% of which is used to electrolyze water to produce green hydrogen, and to produce 600000 tons of green methanol per year and 400000 tons of green ammonia per year by coupling biomass gasification with green hydrogen.

2025-09-11 10:10:35

On September 10, Beijing Energy Group Co., Ltd. held a cadre meeting to announce the decision of the Beijing Municipal Committee and the Municipal Government.

2025-09-11 09:29:04

On September 10, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025. The tender announcement shows that the total scale of the tender is estimated to be 17 GW, which is divided into 8 packages, covering 182 mm TOPCon components, 210 mm TOPCon components, HJT components and BC components. For this tender, in addition to good reputation and relevant qualifications, the bidder's performance requirements are as follows:

2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

On September 9, the temporary land for CGN Fengning Manchu Autonomous County 200MW Photovoltaic Composite Demonstration Project was approved. The construction unit of this project is CGN New Energy Fengning Manchu Autonomous County Co., Ltd. It is reported that the temporary land for the project is located in Wudaoying Township (Wudaoying Village, Jiudaogou Village), Tucheng Town (Sanjianfang Village, Sijianfang Village) and Dage Town (Saerying Village) of Fengning County, covering a total area of 7.8342 hectares.

2025-09-10 09:38:41

Li Lecheng, minister of the Ministry of Industry and Information Technology, said of irrational competition in photovoltaic and other industries: "The cultivation of enterprises and industries can be described as untold hardships, and irrational competition destroys an enterprise and an industry, which may happen overnight. We must not tolerate this kind of thing." He said that the next step would be to adhere to the rule of law, strengthen industry self-discipline, implement regulatory responsibilities, and enhance service capabilities, so as to "address both the symptoms and the root causes, systematically govern, focus on improving the system and mechanism, optimize the industrial ecology, and constantly improve the modernization level of industry governance."

2025-09-09 16:20:34

On September 5, Yunnan Green Energy New Energy Development Co., Ltd. The announcement shows that due to the need of project development, the bidding activities of this project are suspended.

2025-09-09 09:41:09