12.20 Cement Morning Post: Cement Prices Rise in Central South, Guangdong and Guangxi; Cement Plant Noise Interview; Daye Jianfeng Replenishes Production Capacity

2025-12-20 07:02:05

What is happening in the cement industry?

1、 Weekly Report of Cement Net: The market demand in central and southern China and Guangdong is rising , and the price of cement is pushed up partially (12.15-12.19)

12.15-12. Near the end of the year, the demand for key projects to catch up with the construction period is good. Prices in some areas have been pushed up partially. Leading enterprises in Guangdong's Pearl River Delta once again pushed up cement and

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3. Daye Jianfeng 4000t/d clinker line added 1666t/d production capacity

on December 18, and Hubei Economic and Credit Department issued an announcement. Involving Daye 1.4. 5 . Weekly Report of Cement Net: The transaction price of some markets in East China has declined, and the overall external quotation is still strong (12.15-12.19)

12.15-12. Prices in some areas of Jiangsu are loose. In late December or early next month, the overall market price may decline under pressure; the implementation effect of Zhejiang's price recovery is general; the price in some areas of Anhui is lowered, and the quotation of large factories is strong; it is difficult to push up the price in Fujian; the price in most markets of Jiangxi is temporarily stable, and some enterprises plan to push up the price; Shandong has entered the off-season of demand, the inventory of enterprises is at a high level, the listing quotation tends to be stable, the actual transaction has a dark drop and rebate, and the market price differentiation is serious. Near the end of the year, the overall market situation is mainly weak and stable.

6. Low demand in southwest China and price game in Yunnan-Guizhou region continued (12.15-12.19)

12.15-12. Sichuan-Chongqing kilns were shut down in Chongqing on November 1. Although the demand was low, the export was smooth by virtue of the reserve before the shutdown. Low-priced cement is sold to Chengdu. The weather in Sichuan is good and the project is progressing smoothly. In most areas, the production and marketing are balanced, the inventory is in the middle, and the price is temporarily stable. Only on the 18th, Guangyuan raised the price by 30 yuan/ton to be implemented. Due to the overcast and rainy weather in Yunnan and Guizhou, the demand was suppressed, the clinker inventory in Guizhou was high, the price was hovering at the bottom, and the manufacturers were not confident; the price increase in Yunnan was not implemented, the transaction price was low, the volume increased and the price decreased, and the overall market was depressed.

7. Two cement plants were awarded provincial water-saving enterprises

on December 17, and the Qinghai Provincial Department of Industry and Information Technology announced provincial water-saving enterprises and water-saving benchmarking enterprises in 2025. Qinghai Huzhu Jinyuan Cement Co., Ltd., Minhe

8. < a href = "https://www.ccement.com/news/content/56137410710135001.12 19, Sinoma International announced that Zhu Bing resigned as director, president and board of directors of the company due to job adjustment." After his resignation, he will continue to hold relevant positions in CNBM (Hefei) Equipment Technology, a subsidiary, and Yin Zhisong, the chairman of the board of directors, will act as the president. Earlier, on December 16, Vice President Sui Tongbo resigned due to job adjustment and will engage in special scientific and technological work after leaving office.

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Correlation

Unconditionally approve the acquisition of Lihao Qingneng shares by Tongwei shares in accordance with the law. Despite the high total share of both parties in the solar-grade polysilicon market, the General Administration believes that the current market has sufficient capacity and more competitors, and the entities will still face effective competition constraints after centralization, and the transaction will not have the effect of excluding and restricting competition in the relevant market.

2026-09-25 11:44:53

According to the data from January to July, the newly installed photovoltaic capacity in August was 11.04 GW, which was 21.59% lower than that in July, and was also lower than that in June (14.36 GW), which was 50% higher than that in August 2025.

2026-09-24 14:15:53

In view of the follow-up market situation, the Silicon Branch believes that the main variables lie in the downward range of the actual start-up rate of enterprises and the implementation of the production reduction plan, the sustainability and scale of spot transactions under the current price system, and the degree of recovery of terminal demand.

2026-09-24 09:56:00

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

A leader in the field of "computing power" has entered the energy storage industry, and the springboard for its market application is liquid cooling and heating management technology.

2026-09-18 16:37:13

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

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