1.3 Cement Morning Post: CSCEC won the bid for more than 4 trillion; Anhui 2000t/d clinker production line was withdrawn; the production of cement in the two provinces was suspended in the first quart

2025-01-03 07:02:02

What is happening in the cement industry?

1. Chinese architecture explodes! Winning the bid exceeds 4 trillion!

On December 18, China Construction released a business briefing from January to November 2024. From January to November, the total amount of newly signed contracts reached 4.01 trillion yuan, an increase of 4.6% over the same period last year. This data reflects the explosion of China Construction's business. The total amount of newly signed contracts exceeded 4 trillion yuan is the key information, indicating that enterprises have achieved remarkable results in business expansion. The large number of new contracts reflects the strong development momentum of China Construction and its extensive business development ability in the construction field.

On December 31, the Department of Industry and Information Technology of Anhui Province announced that the 2000t/d cement clinker line of Huaibei Xiangshan Cement Company would be withdrawn from production due to the construction of Huaibei-Suzhou-Bengbu Intercity Railway. Its production capacity will be adjusted to the 4500t/d and 5000t/d cement clinker production lines of Huaibei Zhongcheng Cement, a wholly-owned subsidiary, with a replacement ratio of 1:1.

3. Cement network video: The two provinces issued a notice of cement peak staggering, and the production was stopped for at least 50 days

in the first quarter. Sichuan Cement Association notified that each clinker production line would be stopped for 60 days in the first quarter of 2025 (17 days in January, 28 days in February and 15 days in March). Jiangxi Cement Association requires 48 rotary kiln production lines in the province to stop kilns for no less than 50 days (no less than 40 days in January-February) in the first quarter of 2025. The two provinces issued a notice of cement peak staggering. According to the requirements, each production line will stop production for at least 50 days in the first quarter, which will have a certain impact on the production and supply of local cement. It also reflects the comprehensive consideration of the cement industry's capacity regulation and environment.

4 . Monthly report of cement website: The atmosphere of concrete in the off-season is strong, and the market price is weakening (12.1-12.31)

. In December, the atmosphere of the domestic concrete market in the off-season is strong, and the price is weakening. The drop in temperature has led to an increase in the shutdown of construction projects, weak demand for rush work in the south, and low shipments. In terms of cost, the focus of cement price transaction has fallen and the pressure has been reduced. Prices in all regions are weakening, with 12 of the 29 provincial capitals falling. The price of raw material cement and sand aggregate declined. In January, the Spring Festival is approaching, the downstream construction is shut down, the purchasing demand is low, the shipment volume of enterprises is lower, the price of raw material enterprises is high, but the inventory may cause the price to decline. It is expected that the price of concrete market will be stable, with a slight decline in some areas.

5. Nanjing, Suzhou, Xuzhou.. List

of Concrete Prices in Popular Cities in Jiangsu Province shows the market price of C30 concrete in popular cities in Jiangsu Province on December 31, 2024. The prices of Suqian, Taizhou, Zhenjiang and other places are listed. For example, the highest price is 375 yuan/m3 in Jurong City, Zhenjiang City, and the lowest price is 325 yuan/m3 in Tianning District, Changzhou City. The price range of C30 concrete in Jiangsu Province is 325-375 yuan/m3, and there are regional differences. More concrete price information can be inquired about the national concrete price.

6. Huaxin celebrates its 118th anniversary Li Yeqing called for speeding up the building of the world's leading multinational building materials group

. At 8:58 on January 2, Huaxin held a celebration of its 118th anniversary in Wuhan Business Center. Li Yeqing, secretary of the Party Committee and president of the company, delivered a speech, recalling that in 2024, the company withstood the pressure to achieve revenue growth and leading performance. In the new year, the company will accelerate the pace of internationalization to build a leading multinational building materials group in the world, and call on all parties to create value and move towards a better future with the New Year's message of "crossing mountains and seas, a wonderful life; building a global dream, you and I go together". Liu Fengshan, Deputy Secretary of the Party Committee, presided over the event and appealed to employees to respond to the call. Finally, Li Yeqing put in the 118th Koi, and the event ended with fireworks and applause.

7. Cement net data: In December 2024, the key content of the monthly average market price

of the main products of building materials in China was the price change of the main products of building materials in that month, of which the rebar decreased by 2.85% on a month-on-month basis and 14.11% on a year-on-year basis; Thermal coal decreased by 5.96% on a month-on-month basis and 15.80% on a year-on-year basis; cement decreased by 0.76% on a month-on-month basis and increased by 16.59% on a year-on-year basis. The price changes of other building materials are shown in the table below. More data, market analysis and research reports can be found on the cement big data website.

All can be viewed after purchase
Correlation

What is happening in the cement industry?

2025-11-02 07:01:11

According to the news released by Zeqing New Energy on October 24, Huaneng Wuhe 100MW water surface centralized photovoltaic power generation project has been formally signed and landed.

2025-10-30 16:41:32

According to incomplete statistics of digital new energy DataBM. Com, since mid-October, many photovoltaic enterprises such as Tongwei, Longji, Jingke and Tianhe have announced that they have won overseas orders.

2025-10-30 16:39:33

Digital New Energy DataBM. Com learned that on October 28, the third, fourth and sixth bidding sections of the 1.6 million kilowatt photovoltaic power generation project in Tori County, Tacheng, Xinjiang, were tendered publicly.

2025-10-29 16:06:17

What is happening in the cement industry?

2025-10-27 07:01:10

The project is located in Yunnan yuanjiang Industrial Park, yuanjiang Hani, Yi and Dai Autonomous County, Yuxi City, with a total investment of 150 million yuan. After the project is completed, it is estimated that the annual production of fixed photovoltaic brackets, regulating photovoltaic brackets and tracking photovoltaic brackets will be 10g and W.

2025-10-23 10:57:05

The net profit of Ningde Times increased by more than 40%, and energy storage and new energy commercial vehicles became two high-growth businesses in the future, benefiting from policy promotion and market demand release.

2025-10-21 10:13:40

On October 20, the Guangdong Energy Bureau of the Guangdong Development and Reform Commission issued the Notice on Matters Relating to the Price Bidding of the New Energy Project Mechanism in 2025.

2025-10-21 10:05:37

Hunan deepens the market-oriented reform of new energy grid price, promotes the full entry of new energy into the market, establishes a differential settlement mechanism, implements step by step, incorporates bidding, guarantees reasonable income, and promotes the high-quality development of new energy.

2025-10-21 08:34:59

The upper and lower bidding limits of wind power and photovoltaic power in Hebei Southern Power Grid are 0.2-0.3644 yuan per kilowatt-hour; the upper and lower bidding limits of wind power and photovoltaic power in Hebei Northern Power Grid are 0.2-0.372 yuan per kilowatt-hour. The implementation period of wind power and photovoltaic power is 10 years and 12 years respectively.

2025-10-20 11:35:20

On October 14, the first China-Europe Arctic container express route was successfully launched, opening up a new channel for photovoltaic and other new energy products to go to Europe. Europe is China's largest export market for photovoltaic products, and there are problems such as congestion, high cost and potential safety hazards in traditional transportation routes. China-Europe Arctic Express is faster, more economical, safer and more stable, and its transportation efficiency has been greatly improved, which can reduce costs and cargo damage. However, at present, the time to replace the traditional routes on a large scale has not yet arrived, and there are some problems such as short navigation time, high cost and infrastructure to be improved, but its opening provides a new choice.

2025-10-20 09:19:05

The rise in component prices has led more enterprises to follow suit.

2025-10-17 15:52:43

On October 15, Beijing Xinzhaoneng 450MW Distributed Photovoltaic Power Generation Project EPC General Contracting Project issued a tender announcement, the tenderer is Beijing Xinzhaoneng Energy Technology Co., Ltd.

2025-10-16 17:02:02

According to industry data, more than 30 senior executives of state-owned energy enterprises have been investigated this year.

2025-10-14 17:38:57

The bidding announcement shows that the 300 MW photovoltaic project in Guyuan County has a total installed capacity of 300000 kilowatts, and the project category is photovoltaic power generation. The selected units selected through competitive allocation are investment enterprises.

2025-10-13 15:28:06

From October 9 to 12, the "SNEC 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition" opened in Shanghai Pudong Kerry Hotel and Shanghai New International Expo Center.

2025-10-11 13:33:50

Digital New Energy DataBM. Com learned that on October 9, the rural household distributed photovoltaic power generation project in Pingbian County, Honghe Hani and Yi Autonomous Prefecture, Yunnan Province, issued a secondary flow announcement for the preferred investment and development subject.

2025-10-11 10:00:34

Domestic concrete price statistics in September showed that the national concrete price fell by 1.18% annually and 18.44% year-on-year. Prices in most regions have changed to varying degrees, with some regions changing by 0. The ring change is more significant in Hunan, with a decline of 4.07%; the ring change is relatively small in Fujian, with an increase of 0.15%. On a year-on-year basis, the decline in Shaanxi was relatively large, reaching 35.00%, while there was no change in Guizhou. Overall, domestic concrete prices showed a downward trend in September.

2025-10-09 09:01:43

On September 28, the e-commerce platform of China Huadian Group issued a tender announcement for PC general contracting of photovoltaic power generation project of Shougang Group Mining Co., Ltd. and the tenderer was Huadian (Qian'an) New Energy Co., Ltd.

2025-10-07 23:38:14

On September 28, the tender announcement for the general contracting (EPC) of the MW agricultural-photovoltaic complementary photovoltaic power generation project of Yunhe Yegaoping 39.6 in Lishui, Zhejiang was issued.

2025-10-07 15:03:52

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

Looking forward to the fourth quarter, we believe that cement demand has improved slightly compared with the third quarter, but the year-on-year decline continues to expand, and it is expected that there will be limited room for cement prices to rise. Throughout the year, cement demand will face greater downward pressure, but the benefits of the industry will be restored to a certain extent.