12.17 Cement Morning Post: Cement demand risk next year; Guangdong withdraws from 2 clinker lines; cement price in eastern Guangdong rises

2025-12-17 07:01:08

What is happening in the cement industry?

1. The more we make up, the more "surplus" we have! The risk of turbulence in the cement market will increase next year! Ccement. Com/Price _ list -1-s0-e0-p0-c0-k100059-b0. First, the "magic spell" of production capacity has been released, and enterprises can produce at full capacity and increase production capacity; second, capacity has been transferred across regions, which aggravates the overcapacity of the transferred areas and impacts the market; third, the lack of capacity accounting standards and the hidden danger of overcapacity still exists. In addition, problems such as "zombie production capacity" also exist. In order to recover costs or improve the utilization rate of production capacity, the contradiction of uneven operation is difficult to reconcile, which will aggravate market instability or trigger a new round of competition.

3, Cement Net News:

7. 8. < a href = "https://www.ccement.com/news/content/55867229214445001." This evaluation is multi-faceted and multi-dimensional, and requires the integration of green concepts. Yichun Red Lion was appraised as the "leader" of energy efficiency in the industry in November this year, and the provincial green factory was also recommended to be appraised as the national level; the other three also had outstanding performances. Red Lion Group will take this as a starting point to deepen the connotation of green manufacturing, promote low-carbon technology, upgrade the level, and contribute to the construction of the industry and beautiful China.

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Correlation

7.26 Cement Morning Post: Jinyu Jidong Liu Yu Visits; CCTV Reports the New Appearance of Conch

What is happening in the cement industry?

2026-07-26 07:02:36

7.25 Cement Morning Post: Wang Haimin as the Chairman of China Resources; 2026 Energy Conservation Monitoring List; the First Conch Industry Exhibition

What is happening in the cement industry?

2026-07-25 07:02:02

Wang Peng: It Will Take Time to Achieve Deep "Synergy" in Computing Power

Wang Peng, professor of North China Electric Power University and executive director of the National Institute of Energy Development Strategies, shared his observations and thoughts on the coordinated development of computing and electricity at the "Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2026 and the Prospect of the Situation in the Second Half of 2026" on July 23.

2026-07-24 17:03:18

DBM Weekly Review: 4 Lower Quotations, but Production Schedule Maintains High Level, Follow-up Demand "Starts" Near?

The previous generation of high-efficiency products is experiencing "passive degradation". In the near future, head manufacturers are synchronously promoting the power upgrade of 210 components, and 710-720W products have been gradually replaced by 730-750W products from the main power segment.

2026-07-24 16:52:48

7.24 Cement Morning Post: 4 inspection team stationed in the local area; Shanshui Shanxi semiannual meeting sprint; BBMG Group 2026 temporary shareholders' meeting

What is happening in the cement industry?

2026-07-24 07:02:04

Wang Bohua: Photovoltaic Industry Development Review in the First Half of the Year and Situation Outlook in the Second Half of the Year

From January to June, the output of polysilicon in China was 538,000 tons, representing a year-on-year decrease of 9.8%; the output of silicon wafers was 293 GW, representing a year-on-year decrease of 7.3%; the output of solar cells was 260.7 GW, representing a year-on-year decrease of 21.9%; and the output of photovoltaic modules was 201.3 GW, representing a year-on-year decrease of 35.1%.

2026-07-23 12:01:24

7.23 Cement Morning Post: Conch's new energy installed capacity is in the lead; nearly 20 billion railway projects are coming; Haolong Cement Equipment Removal Announcement

What is happening in the cement industry?

2026-07-23 07:02:03

Up 44% month-on-month! National photovoltaic installed capacity data released in June

On July 22, the National Energy Administration released the national electricity statistics from January to June.

2026-07-22 18:59:46

Yao Yao of Sinolink Securities: In 2026, the newly installed PV capacity in China will be about 155-230GW

It is expected that the domestic demand will usher in a turning point in the second half of 2026, and the domestic newly installed capacity is expected to resume growth in 2027.

2026-07-22 14:05:45

Yan Dazhou: Forcing Backward Polysilicon Production Capacity to Withdraw Through Market-oriented Means and Policies

On July 22, at the "2026 Photovoltaic Industry Supply Chain Development (Ningbo) Seminar" held in Ningbo, Zhejiang Province, Yan Dazhou, supervisor/director of China Photovoltaic Industry Association/National Engineering Laboratory of Polysilicon Material Preparation Technology, made a theme report on "Polysilicon Market Supply and Industrial Development".

2026-07-22 10:56:12

Yan Dazhou: It is estimated that the global polysilicon output in 2026 will be about 1.37 million tons

In the first half of 2026, China's polysilicon output was about 541,000 tons, down 9.3% from the same period last year, and the average operating rate of polysilicon enterprises was 33.8%. As of June, the total domestic polysilicon inventory was about 510 thousand tons, equivalent to nearly half a year's output. Yan Dazhou is expected to produce 102,000 tons in July.

2026-07-22 10:55:27

7.22 Cement Morning Post: Three Enterprises on the Top 500 List; Taiwan Cement Ranks First in Fuel Substitution; Xizang Yaqu Replenishes Capacity

What is happening in the cement industry?

2026-07-22 07:02:03

Tongwei, Longji, Sunshine Power … 15 photovoltaic companies on the list! Fortune China 500 List Announced!

On July 21, the 2026 Fortune China 500 list was released. The list still includes both listed and unlisted companies. According to the incomplete statistics of digital new energy DataBM. Com, there are 15 photovoltaic enterprises on the list this year.

2026-07-21 17:30:23

DBM Photovoltaic Modules: "50 Cents" Retreat Was "Looted"! PV module low price "dumping tide" sweeping! Rumors of rising prices in the market?

Regressive components, project surplus components and low-power inventory components are flooding the market on a large scale.

2026-07-15 17:34:40

Cement network data: price statistics of C30 concrete in all regions of China in June 2026

Domestic concrete price statistics in June show that the statistics cover the relevant data of concrete prices in all regions of the country. On the whole, the price of concrete in the whole country has declined. Among many regions, Liaoning, Jilin and other places have more obvious changes in prices, prices have been reduced; some regions such as Shanxi, Inner Mongolia, Heilongjiang and other places have flat changes in prices, prices have no significant fluctuations. In addition, on a year-on-year basis, most regions also showed a downward trend, with only Xinjiang showing a certain increase on a year-on-year basis.

2026-07-14 09:24:37

Contains 80,000 components! A photovoltaic project in Hebei was illegally built, and the equipment was dismantled and auctioned.

According to the Digital New Energy DataBM. Com, 41 photovoltaic power plant equipment in Wuan City, Handan City, Hebei Province will be auctioned at 10:00 on July 15, with a starting price of about 142.868 billion yuan and a margin of 1.5 million yuan.

2026-07-13 09:07:55

DBM Weekly Review: As low as 0.62 yuan/W! Both at home and abroad! PV module prices stall down!

Four leading enterprises lowered the quotation of conventional products by 0.01-0.03 yuan/W

2026-07-10 16:40:22

DBM PV modules: the defense line is lost! Photovoltaic Module Price Reduction Adds 3 Big Factories! Is the market now selling goods at a discount?

In the first half of the week, six manufacturers released a large number of special components, with a minimum of 0.66 yuan/W.

2026-07-08 16:30:39

7.6 Cement Morning Post: System Supply Escorts Circular Economy; Dredging Village Irrigation Canal

What is happening in the cement industry?

2026-07-06 07:02:56

7.5 Cement Morning Post: Yang Jun went to the capital company for investigation

What is happening in the cement industry?

2026-07-05 07:02:04

7.4 Cement Morning Post: On August 1, the new policy of cement was examined; the subsidiary of China Resources was listed for the third time; Conch planned to purchase 691 million assets.

What is happening in the cement industry?

2026-07-04 07:02:02

7.3 Cement Morning Post: Huaibei Mining visited Conch Group; eight departments issued opinions on industrial interconnection; Sichuan's peak-shifting production plan in July

What is happening in the cement industry?

2026-07-03 07:13:03

7.2 Cement Morning Post: Cement prices are pushed up in many places; Conch privately invests in hydrogen energy enterprises; Tongling Conch Alternative Fuel Project is put into production

What is happening in the cement industry?

2026-07-02 07:02:04

DBM PV Modules: 7 Major Manufacturers Cut Prices Collectively! TOPCon component prices go straight to the "6 cents" range?

In the past 5 days, the quotations of 7 photovoltaic module manufacturers have been lowered to varying degrees.

2026-07-01 15:55:08

7.1 Cement Morning Post: Coal Rising, Water Falling, Enterprises Seeking Survival; Hubei Publicizes Capacity Replacement Plan; Ningxia Building Materials Financial Director Resigns

What is happening in the cement industry?

2026-07-01 07:02:07

6.30 Cement Morning Post: 23.6 Billion Project Bid Winning Information; Henan Cement Enterprise Bankruptcy; Shandong Dismantling 5 Production Lines

What is happening in the cement industry?

2026-06-30 07:02:03

6.28 Cement Morning Post: 18 Years of Practical Mission; Conch Units Develop New Images

What is happening in the cement industry?

2026-06-28 07:13:52

Over 20 trillion yuan investment! Layout of new energy system construction, official detailed explanation

During the "15th Five-Year Plan" period, investment in key energy projects and new formats has maintained a steady growth trend, with a total scale estimated to exceed 20 trillion yuan.

2026-06-26 17:40:43

DBM Weekly Review: Production Schedule Soars by 6GW, Price Is Still "New Low"! Is the PV module market coming turning point?

In July, the focus of production scheduling was more inclined to high-power component products.

2026-06-26 16:06:33

6.26 Cement Morning Post: Cement Energy Conservation and Environmental Protection Conference; Ministry of Industry and Information Technology Announces Industry Standards; Fujian Five Clinker Lines Di

What is happening in the cement industry?

2026-06-26 07:02:09

Drop over 90%! National photovoltaic new installed capacity data released in May!

On June 25, the National Energy Administration released the national electricity statistics from January to May 2026.

2026-06-25 13:07:33

6.23 Cement Evening News: Water Conservancy Infrastructure Construction Company Wins Large Order; Guizhou's First Independent Director Takes Office; Bingyang Intends to Purchase Zhixing Shares

These things happened in the cement industry today!

2026-06-23 18:01:03

It's settled! SNEC ES + 2027 13th International Energy Storage and Battery (Shanghai) Conference and Exhibition Agenda Announced!

Theme: Optical storage integration, leading the future with wisdom!

2026-06-18 09:55:11

SNEC PV + 2027 The 20th International Solar Photovoltaic and Smart Energy (Shanghai) Conference and Exhibition Schedule Announced!

The exhibition includes photovoltaic production equipment, materials, photovoltaic cells, photovoltaic application products and components, as well as photovoltaic engineering and systems, energy storage, mobile energy, etc., covering all aspects of the photovoltaic energy storage industry chain.

2026-06-18 09:45:07

6.18 Cement Morning Post: cement price rises in many places in three provinces; in Guanzhong, Shaanxi; in many places in Shanxi

What is happening in the cement industry?

2026-06-18 07:02:03

6.17 Cement Morning Post: The cement plant was fined for failing to respond; fake cement was seized in Beijing; Huaxin Energy Conservation Weekly Initiative

What is happening in the cement industry?

2026-06-17 07:13:04

Down 20.4%! Output of PV cells in May: 66.16G W

On June 16, the National Bureau of Statistics released the data of industrial production above the scale from January to May. From January to May, the output of photovoltaic cells was 306.31 million kilowatts, a decrease of 16.4% compared with the same period last year. Among them, the output of batteries in May was 66.19 million kilowatts, a decrease of 20.4% compared with the same period last year.

2026-06-16 14:25:19

6.16 Cement Morning Post: the base of Beidou Project has poor strength; the project in the metropolitan area drives the demand for cement; the equity and creditor's rights of China Resources Cement ar

What is happening in the cement industry?

2026-06-16 07:02:03

6.13 Cement Morning Post: Hebei Cement Enterprises Went Bankrupt; 6 Trillion Investment Promoted Cement Recovery; Shandong Cement Price Reached the Bottom

What is happening in the cement industry?

2026-06-13 07:06:34

DBM Weekly Review: Big Factory Price Reduction + 1! "0.69 yuan" component reappears! Market decline momentum intensified

The actual transaction price of some distribution channels has fallen below 0.70 yuan/W.

2026-06-12 16:42:15

6.12 Cement Morning Post: Liquidation and investment invitation of cement enterprises; Tianyuan Cement filed for bankruptcy; hearing announcement of the General Administration of Market Supervision

What is happening in the cement industry?

2026-06-12 07:02:04

6.11 Cement Morning Post: the price of cement in Chongqing and Hubei rises; the price of cement in Chongqing and Northeast Chongqing rises; the construction of the Three Gorges New Channel is good for

What is happening in the cement industry?

2026-06-11 07:02:03

DBM Photovoltaic Modules: 4 Leading Systems Lower Quotation! A New Wave of "Price Reduction Tide" for Photovoltaic Modules Is Coming as Scheduled

There is a general expectation of price reduction in the industry, which will land one after another in the past two weeks.

2026-06-10 16:14:43

6.10 Cement Morning Post: fund for cutting overcapacity needs to be awakened; Shao Jun inspected Quzhai Cement; Ningxia horse racing won the first prize in the industry

What is happening in the cement industry?

2026-06-10 07:02:48

6.9 Cement Morning Post: Shao Jun and his delegation visited Henan Building Materials Association; 4 concrete enterprises went bankrupt; 2000t/d production capacity index was transferred

What is happening in the cement industry?

2026-06-09 07:14:03

6.8 Cement Morning Post: Hot in the First Week of "Safety Production Month"

What is happening in the cement industry?

2026-06-08 07:02:04

6.7 Cement Morning Post: CCB leaders visit Conch Group; Huaxin unit open day activities; Conch wishes students a dream this summer

What is happening in the cement industry?

2026-06-07 07:02:03

6.6 Cement Morning Post: Jiangxi Xunwu Power Station won the bid; East China cement price rise failed; two cement enterprises were fined for dust.

What is happening in the cement industry?

2026-06-06 07:02:04

6.5 Cement Morning Post: Conch Cement subscribes for 8 billion financing; Shandong dismantles production line; Henan Cement creates A in 3 years

What is happening in the cement industry?

2026-06-05 07:02:04

6.4 Cement Morning Post: Pinglu Canal Water Reconstruction Pattern; 17 Cement Cost Ranking; Announcement of Production Days of Jiangsu Clinker Line

What is happening in the cement industry?

2026-06-04 07:02:04

CEMPI

92.86

+0.02 +0.02%

CONCPI

88.22

-0.02 -0.02%

CLKPI

97.43

+0.10 +0.10%

SPPI

42.58

-0.05 -0.12%

MORPI

73.32

0.00 0.00%

7.26 Cement Morning Post: Jinyu Jidong Liu Yu Visits; CCTV Reports the New Appearance of Conch

What is happening in the cement industry?