Cement Net Video: Who Earns and Who Loses? Performance of 17 cement companies in the first half of the year

2025-08-28 17:42:59

Recently, 17 cement listed companies have announced their performance (Huaxin, Tianrui and Yatai are forecasts).

Recently, 17 cement listed companies have announced their performance (Huaxin, Tianrui and Yatai are forecasts).

From the perspective of revenue, 5 enterprises achieved growth, of which Western Cement achieved the largest growth, with a year-on-year growth of 46.4%;

from the perspective of net profit, 12 enterprises made profits and 5 enterprises lost money, of which Conch Cement made a net profit of 4.368 billion yuan, ranking first.

In addition, four of the five loss-making enterprises reduced their losses year on year.

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Correlation

Recently, China's building materials companies have three cement clinker production capacity indicators for transfer.

2025-12-11 16:07:19

The bankruptcy administrator of Hengji Cement in Nanzhao County announced the results of the recruitment of pre-reorganization investors, and Nanyang Jufeng Building Materials was tentatively designated as the reorganization investor.

2025-12-11 13:43:24

Huarun Building Material Technology has withdrawn from the two clinker production lines of Huarun Cement Pingnan Company 4000t/d and Guangxi Huarun Hongshuihe Cement 2000t/d.

2025-12-11 11:08:09

Yatai Group appointed Li Xun as vice president of the company, and Gao Wentao applied to resign as director of the thirteenth board of directors of the company.

2025-12-11 10:05:52

BBMG Group appointed Xu Chuanhui as deputy general manager.

2025-12-11 09:39:09

Tongxin Horse Racing will terminate the EPC general contracting related contract with Suzhou Sinoma for the 4000t/d cement production line project.

2025-12-10 17:08:22

Recently, according to the relevant asset trading platform information, Huarun Cement (Zhangping) transferred the mining rights and ancillary mining facilities of Shibankeng Cement Limestone Mine, with a transfer base price of 95.44864 million yuan.

2025-12-10 16:43:37

On December 9, according to the public announcement issued by Jiangxi Industry and Information Technology Department, Jiangxi Taihe Southern Cement intends to transfer 2500t/d cement clinker production capacity to Chengxian Qilianshan Cement 5500t/d clinker line and Pingliang Qilianshan Cement 3000t/d clinker line respectively, with a replacement ratio of 2:1.

2025-12-10 16:37:31

At present, domestic cement demand has entered a downward cycle, and will decline rapidly in the next few years. At this stage, the industry needs to unify its thinking and deal with it together, but now many problems are impacting the industry structure.

2025-12-10 14:23:06

On December 4, Zibo Mountain Aluminum Cement Co., Ltd. was filed for bankruptcy, and the applicant was Shandong Aluminum Co., Ltd.

2025-12-10 11:45:02

Recently, five cement clinker production lines under China Building Material Group have been transferred, with a total capacity of 7750t/d. Calculated by 300 days of production time, the total annual production capacity is 2.325 million tons, and the total transfer base price is about 139 million yuan.

2025-12-10 11:30:46

On December 8, the Department of Industry and Information Technology of Gansu Province announced that a 2000t/d clinker production line of Gansu Hengya Cement was supplemented with 2000t/d production capacity, and the production capacity was 4000t/d after the supplement. The withdrawal capacity came from a 2000t/d clinker production line of the same company, with a replacement ratio of 1:1.

2025-12-09 13:58:24

The latest changes in the national cement price, the highest push up 50 yuan/ton.

2025-12-09 11:16:49

On December 4, Yatai Group signed a strategic cooperation agreement with China Overseas Holding Group. The two sides intend to carry out long-term cooperation in wind power industry chain, building materials export and international supply chain, low-altitude economy and other fields, and explore new opportunities for cooperation.

2025-12-09 10:11:23

Recently, Anhui Xuancheng Bureau of Industry and Information Technology announced that by supplementing production capacity, Anhui Guangde Hongshan Southern Cement 4500t/d cement clinker line increased to 6350t/d, and Anhui Guangde Southern Cement 5000t/d cement clinker line increased to 6066t/d.

2025-12-08 14:38:52

Recently, the Ministry of Ecology and Environment issued the Catalogue of Classified Management of Environmental Impact Assessment of Construction Projects for public consultation. The draft clearly States that construction projects not specified in the List are not included in the EIA management in principle. In the List, cement grinding stations are not included in the projects requiring environmental impact assessment management in the cement industry.

2025-12-08 14:35:07

Recently, according to the information of a property rights trading platform, Jiangxi Taihe Southern Cement Co., Ltd. has transferred 2000t/d and 500t/d cement clinker production capacity indicators at a unit price of 60 yuan/ton.

2025-12-08 11:44:01

Since December 6, some leading enterprises in Fujian Province have once again notified Xiamen, Zhangzhou, Longyan and other places to raise cement prices by 10 yuan/ton, while the rest of the market is temporarily stable and wait-and-see, and the implementation remains to be observed.

2025-12-08 11:38:44

According to the market, leading enterprises in Henan have pushed up the price of cement by 10-20 yuan/ton, and the follow-up implementation remains to be observed.

2025-12-08 11:33:35

On November 28, the Ministry of Finance issued a circular on the budget of air pollution prevention and control funds for 2026 in advance, with a total amount of 24.362 billion yuan.

2025-12-08 10:52:42

Since this year, 27 clinker production lines have announced that they will no longer be built, with a total capacity of 40.951 million tons (calculated according to 310 days).

2025-12-08 10:06:33

On December 3, local time, the Baraka plant of Huaxin Malawi Company held a commissioning ceremony.

2025-12-05 16:45:05

Fujian Quanzhou Meiling Cement 4500t/d clinker production line construction project was not implemented as planned for some reasons.

2025-12-05 15:58:13

Ashan Cement in Habahe County, Xinjiang failed to implement the requirements of cement peak staggering production in 2023-2024, failed to shut down the kiln within the prescribed time period as required, and produced 119,000 tons of clinker in violation of regulations. The enterprise has completed the rectification task in 2025.

2025-12-05 15:52:11

On December 3, the Ningxia Office of Industry and Information Technology announced the capacity replacement plan for three clinker lines of Ningxia Building Materials Group.

2025-12-05 14:27:29

Yanzhou Sinoma Construction, a wholly-owned company of Sinoma International, and Tianjin Cement Industry Design and Research Institute formed a contracting consortium and signed a PC general contract of 2.7 billion yuan with Jinshan Investment in Jilin Province for Dashihe Molybdenum Mine.

2025-12-05 11:38:04

Jiangxi Building Materials Group will withdraw from its Leping Evergreen 2500t/d and Ruijin Evergreen 4000t/d clinker production lines.

2025-12-05 10:52:19

Leading enterprises in eastern Guangdong raised the price of bagged cement by 10-15 yuan/ton again on December 5, and raised the price of bulk cement by 5 yuan/ton in Jieyang, Shantou and other regions where the price of bulk cement had fallen secretly.

2025-12-04 16:28:52

Recently, the bankruptcy liquidation case of Guangdong Daxinshan White Cement Co., Ltd.

2025-12-04 15:12:40

CCTV reporters visited the world's first "unmanned cement production line".

2025-12-04 14:36:50

On the evening of December 3, 2025, the headline of CCTV News Broadcast broadcasted: "New Ideas Lead a New Journey, Extraordinary" 14th Five-Year Plan "-China's Digital Economy Achieves Leap-forward Development", in which Conch Group was listed as an example.

2025-12-04 13:05:19

Since December 4, leading enterprises have notified that cement prices in the Pearl River Delta, Yunfu, Yangjiang and other regions will be raised by 10-30 yuan/ton, and clinker prices will be raised by 10 yuan/ton simultaneously.

2025-12-04 11:44:22

Recently, Henan Hubo Lingwei Cement has withdrawn from a 4500 t/d clinker production line.

2025-12-04 11:06:31

In November, the kiln shutdown time was extended as a whole, and the capacity utilization rate decreased.

2025-12-04 10:22:40

Recently, the People's and Social Bureau of Yingde City, Guangdong Province, issued a notice agreeing to implement an irregular and comprehensive working hour calculation system for Conch Cement in Yingde City, with a tentative period of one year.

2025-12-03 16:36:22

China's building materials industry to achieve carbon peak.

2025-12-03 14:53:50

Recently, Yuzhou Cement of Tianrui Group withdrew from a 5000t/d clinker production line, which was shut down in November and planned to be dismantled and withdrawn in December 2026.

2025-12-03 11:23:58

On December 1, according to the announcement issued by Zhejiang Economic and Credit Department, a 6000 t/d clinker line of Jiangshan Southern Cement will no longer be constructed, and the original replacement capacity will be used to supplement other clinker production lines.

2025-12-03 10:56:49

On December 2, according to the announcement of Hunan Provincial Office of Industry and Information Technology, Qiyang Conch Cement withdrew from a 4000t/d clinker production line.

2025-12-02 16:15:13

On December 1, according to the announcement issued by Ningbo Fidelity, Mengzi Yingzhou Cement, a holding subsidiary, intends to sell 100% of its wholly-owned subsidiary, Hekou Yingzhou Cement, with an initial listing price of 1.5752 million yuan.

2025-12-02 11:34:41

On December 1, according to the information of relevant property rights trading platform, Yushan Cement Plant in Weng'an County, a subsidiary of China Building Materials Group, transferred 2000 tons/day cement clinker production capacity index at a unit price of 59 yuan/ton and a total price of 34.5 million yuan.

2025-12-02 10:10:57

Cement quality is related to engineering safety, do not let inferior materials "penetrate", do not let the problem project "latent".

2025-12-02 09:32:11

In the first three quarters of 2025, the cement industry was affected by the weak investment in real estate and infrastructure, the demand declined, the price went down, and fell into a vicious circle of price-for-volume. In addition, the differentiation of enterprises intensified, and enterprises without self-owned mines may be the first to face the risk of going out.

2025-12-01 17:11:30

According to market feedback, since December 1, major manufacturers in Jiangxi have again notified an increase in cement prices of about 20 yuan/ton, and some markets have notified an increase of 30 yuan/ton. The specific implementation remains to be observed.

2025-12-01 16:33:47

According to market feedback, Hunan Shaoyang, Loudi, Yongzhou, Changde, Yiyang and other regions have been notified to raise cement prices by 20-30 yuan/ton since November 29.

2025-12-01 16:29:00

According to the cement network market data center news, last week, many parts of the country are still trying to push up cement prices, Jiangxi, Hunan, Chongqing, Jiangsu, Zhejiang, Hainan, Guangdong, Shandong and other places have raised cement prices by 10-50 yuan, the follow-up landing situation remains to be observed.

2025-12-01 15:16:12

On November 27, Zhejiang Hangzhou Ecological Environment Bureau announced that the environmental impact assessment of the 4000t/d clinker cement production line technical renovation project of Jiande Southern Cement Jiande Southern Green Building Material Industrial Park had been cancelled.

2025-12-01 13:21:01

Recently, Zha Jun, Secretary of Wuxue Municipal Party Committee of Hubei Province, made an unannounced visit to supervise a 7266t/d cement clinker production line project under construction by Yadong Cement, emphasizing that the bottom line of quality, safety and environmental protection should be strictly adhered to and the project construction should be promoted well and quickly.

2025-12-01 11:12:59

On November 27, Conch Cement announced that during the period from January 1 to December 31, 2026, two types of admixtures will be purchased from Conch Material Science and Technology, namely, the annual trading cap of cement admixtures (cement grinding AIDS) is 700 million yuan, and the annual trading cap of concrete admixtures and other admixtures is 160 million yuan.

2025-12-01 11:08:11

According to market feedback, mainstream enterprises in Changsha-Zhuzhou-Xiangtan and other places in Hunan have notified an increase in cement prices by 30 yuan/ton since November 28, and the specific implementation remains to be observed.

2025-11-28 16:52:34