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.

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3, Cement Net News:

4. 5, 1.6,

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

On November 5, the Bureau of Ecology and Environment of Chuzhou City, Anhui Province, issued the Report on the Eco-environmental Impact of the High-efficiency and Large-size Photovoltaic Cell Technology Reform Project of Zhongrun New Energy (Chuzhou) Co., Ltd.

2026-11-06 17:18:50

In the first half of the week, the PV module market was still in a downward trend. Following the price reduction of distributed channels of four manufacturers last week, the scope of price reduction was further expanded in the first half of the week. At present, a large number of special component products from three brand manufacturers have flooded into the market, covering TOPCon and BC components. Fortunately, the lowest price in the market remains the same as last week, at 0.63 yuan/W, and has not yet been further explored.

2026-11-04 15:04:08

This introduction is the domestic concrete price statistics in October, the national concrete price ring ratio is 0.11%, year-on-year-5.01%, covering the price change data of most provinces in China, among which the Yunnan regional price ring ratio change is more prominent, the Tianjin regional price ring ratio change is prominent, and the price ring ratio of more than ten regions remains 0.00%. The range of change is at a very low level, and the overall year-on-year data of each region shows a downward trend.

2026-11-03 17:00:14

What is happening in the cement industry?

2026-11-02 07:02:04

In the first half of the week, the transaction price of the distributed channels of the three TOPCon head manufacturers was reduced by 0.01-0.04 yuan/W.

2026-10-28 09:58:50

What is happening in the cement industry?

2026-10-26 07:02:02

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

Ningde Times responded to market concerns: in 2027, the global demand for power batteries and energy storage still has growth potential, the capacity utilization rate is healthy, and the supply chain support measures affect cash flow in the short term but are conducive to long-term sustainable development.

2026-10-21 15:07:33

On October 16, the official website of the Management Committee of Yangzhou Economic and Technological Development Zone of Jiangsu Province announced the approval opinions on the EIA documents of "Jingao Yangzhou R & D No.1 Solar Cell Technology Research and Development Project" and "Jingao Yangzhou Base Battery Technology Renovation Project".

2026-10-19 17:09:21

A total of 6 manufacturers on the component side lowered their quotations by 0.01-0.03 yuan/W.

2026-10-16 16:07:59

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

On October 10, the Ecological Environment Bureau of Leshan City, Sichuan Province, issued a public announcement on the approval of the ecological environment impact assessment document of Yongxiang New Energy High Purity Silicon Pilot Project.

2026-10-14 14:18:12

Shanghai Customs took the initiative to guide the obligee to apply for the record of customs protection of intellectual property rights and general guarantee, simplify the guarantee procedures one by one, so as to simplify the rights protection process and lower the cost. Brand technical specialist were invited to explain the latest counterfeiting methods and identification skills to the front-line customs inspectors at the port, so as to help them train their "golden eyes" to identify the risk of infringement.

2026-10-10 14:30:22

Here is the domestic concrete price statistics in September, the overall national concrete price ring ratio is -0.70%, year-on-year is -6.05%, covering the price changes in all regions from the end of August to the end of September, the region with a large ring ratio change is Shanghai, the corresponding ring ratio is -3.28%, the region with a small ring ratio change is more than one, and some regions are 0.00%. Prices have not changed from the previous month.

2026-10-08 09:25:08

What is happening in the cement industry?

2026-10-07 07:02:03

What is happening in the cement industry?

2026-10-05 07:07:03

According to the China Cement Network Market Data Center, this week, the northwest cement market entered the end of the winter break, Shaanxi Guanzhong tentatively pushed up, and the rest of the provinces and regions mostly closed at stable or low prices.