1.10 Cement Morning Post: The price of Nanjing cement continues to decline; Conch Material Technology is listed on the Hong Kong Stock Exchange; the reason why Taiwan Cement Guigang Plant takes the le

2025-01-10 07:02:05

What is happening in the cement industry?

1. Cement Net News: The price of cement in Nanjing, Jiangsu continued to decline

. As the Spring Festival travel rush approached, most construction sites and mixing stations in Nanjing, Jiangsu were shut down, and demand declined seasonally. Affected by the continuous decline in cement prices of some enterprises in the region, the market competition is fierce. Since January 8, the cement price of some major manufacturers in Nanjing has continued to drop by about 20 yuan/ton, followed by the surrounding Zhenjiang later. At present, the cement price of some enterprises has dropped by 50-60 yuan/ton, and it is expected that other market prices in the province will still have a downward trend.

2. Congratulations on the successful listing of Conch Material Technology on HKEx! Congratulations

on the successful listing of Conch Material Technology!

3. The water efficiency leader is the first in the industry. How did Taiwan Cement Guigang Plant do it?

In 2024, the selection of water efficiency leaders for key water-using enterprises was completed, and Taiwan Cement Guigang Plant ranked first in two water efficiency indicators in the cement industry. The main water source of the plant is surface water, which has greatly reduced the water consumption per unit product and planned zero water intake by 2030. Four measures should be taken to improve water efficiency: meticulous water resources management, technological innovation, infrastructure optimization and effective use of rainwater. In the future, it will be strengthened and upgraded from three aspects. In addition, the plant carries out water-saving activities and publicity to provide water resources management models for cement enterprises and practice water-saving methods under the background of prominent global water resources problems.

4. Concrete price: Huanggang, Yichang, Wuhan.. List

of concrete prices in popular cities in Hubei Province On January 8, 2025, the price of C30 concrete in popular cities in Hubei Province was displayed on the concrete network. Tianmen City 320 yuan/square and other cities have different prices, such as Enshi Prefecture, Suizhou City, Xianning City, Chibi City and other prices are listed. The market price range of C30 concrete in Hubei Province is 255 yuan/m3 to 325 yuan/m3, the highest in Jianli County of Jingzhou City and the lowest in Qingshan District of Wuhan City. More concrete price information and national concrete price can be inquired.

5. Two 4500t/d cement clinker lines of BBMG Jidong were selected into the List

of Key Construction Projects of Hebei Province in 2025. The Development and Reform Commission of Hebei Province issued the List of Key Construction Projects of Hebei Province in 2025. A total of 703 projects with a total investment of 1.5 trillion yuan. Handan Jinyu Taihang 2 × 4500t/d Cement Kiln Co-processing Solid Waste Production Line Relocation Project (Fengfeng Mining Area) was selected. The legal entity of the project is Handan Jinyu Taihang Cement Co., Ltd., the supervision responsibility unit is Fengfeng Mining Area Development and Reform Bureau, and the project code is 2103-130000 -04-01-686510. The selection of this project reflects its importance in the key construction planning of Hebei Province.

Conch Material Technology was successfully listed

on the main board of the Hong Kong Stock Exchange. On January 9, 2025, Conch Material Technology (HK2560) was listed on the main board of the Hong Kong Stock Exchange, which is the fourth listed company of Conch Group. Many guests witnessed the listing ceremony, and the relevant personnel of Conch Group delivered speeches to thank all parties. Conch Material Science and Technology has achieved remarkable results in the past six years and has become the industry leader. Listing is a new starting point, which will build first-class enterprises and lead industrial innovation. Conch Group will support its development. Conch Material Science and Technology will take the opportunity of listing, give full play to its capital function, optimize the allocation of resources, consolidate its position in the field of building materials and chemical materials, and help the Group develop its "one base and five industries".

7. Cement Network Video: Henan Huanshan Environmental Protection Technology 5500t/d Clinker Project Rectification Plan Released!

On January 7, Henan Huixian Municipal Bureau of Industry and Information Technology announced that Henan Huanshan Environmental Protection Technology will relocate 5500 t/d new cement production line. According to the requirements of environmental protection, the production capacity of Xinxiang Zhenxin Cement 2500t/d and Century Xinfeng Cement 3000t/d will be reduced to 2750t/d by 2:1 in the first stage, and the second stage of rectification will be completed after the surplus production capacity is supplemented before December 2025.

8. Shandong: Weishan differentiates supervision to improve quality and efficiency

Weishan County, Shandong Province, guided by the management and control of ecological environment zoning, classifies different units, strictly controls access in key management and control units to build industrial parks, and controls pollution with an iron fist in general management and control units to promote industrial transformation. At the same time, enterprises are divided into "red, yellow, blue and green" four levels of supervision, through inspection to determine the level of enterprises, to increase the proportion of off-site law enforcement for "blue and green" enterprises by means of science and technology, and to increase the frequency of inspection for "red and yellow" enterprises to strengthen supervision, so as to improve the quality and efficiency of supervision, and to go out of the green rising road of strong industry, rich people and beautiful ecology.

All can be viewed after purchase
Correlation

On July 24, the Energy Bureau of Zhongshan District, Liupanshui City, Guizhou Province, issued a notice on the invalidation of the filing documents of distributed photovoltaic power generation projects such as Zhonglian Industry and Trade.

2025-07-25 16:48:54

According to incomplete statistics from the Digital New Energy DataBM. Com, since July alone, the State Energy Group, China Energy Construction, Huaneng Group and other state-owned power and energy enterprises have issued personnel changes involving 16 senior executives, including the chairman, general manager and deputy general manager.

2025-07-25 16:39:23

On July 25, China Photovoltaic Industry Association sponsored the "Photovoltaic Industry Development Review in the First Half of 2025 and Form Outlook Seminar in the Second Half of 2025" in Datong, Shanxi Province. Gui Xiaoyang, deputy director of the New Energy Department of the National Energy Administration, delivered a speech. Regarding the current problems in the photovoltaic industry, Deputy Director Gui Xiaoyang put forward four suggestions:

2025-07-25 13:10:35

On July 25, the Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2025 and the Prospect of the Situation in the Second Half of 2025, sponsored by China Photovoltaic Industry Association, was held in Datong, Shanxi Province as scheduled. Wang Bohua, Honorary Chairman of China Photovoltaic Industry Association, made a keynote report on the Development of China's Photovoltaic Industry-Review of the First Half of 2025 and Prospects for the Second Half of 2025.

2025-07-25 10:54:45

On July 25, the Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2025 and the Prospect of the Situation in the Second Half of 2025, sponsored by China Photovoltaic Industry Association, was held in Datong, Shanxi Province as scheduled. Wang Bohua, Honorary Chairman of China Photovoltaic Industry Association, made a keynote report on the Development of China's Photovoltaic Industry-Review of the First Half of 2025 and Prospects for the Second Half of 2025.

2025-07-25 10:29:29

On July 25, the "Seminar on Review of the Development of Photovoltaic Industry in the First Half of 2025 and Prospect of the Form in the Second Half of 2025" sponsored by China Photovoltaic Industry Association was held in Datong, Shanxi Province. Wu Guogang, second-level inspector of the Electronic Information Department of the Ministry of Industry and Information Technology, delivered a speech.

2025-07-25 09:03:33

On July 23, the Silicon Branch released the latest polysilicon prices, and the prices of all kinds of silicon materials continued to rise across the board.

2025-07-23 17:32:46

On July 21, Jiangsu Fengguyuan Company held a 100% stake in Mengshi Fengguyuan Photovoltaic Technology Co., Ltd., a Xizang, and finally sold the bankruptcy Qiangqing Channel in Ali for 1.051 million yuan after six auctions.

2025-07-23 16:21:05

In June 2025, the production of lithium carbonate increased, while the production of lithium hydroxide was basically flat. The production and sales of new energy vehicles continued to grow rapidly, and the installed capacity of power batteries increased year on year. In the first half of the year, some enterprises stopped production for maintenance, while some enterprises gradually increased production. Overall, the output of lithium salt remained stable. The downward trend of product prices has led to a decrease in the willingness of enterprises to sell and an increase in the inventory of enterprises. The production and sales of power batteries and new energy vehicles maintained rapid growth, the proportion of lithium iron phosphate loading continued to increase, and the retail penetration of new energy vehicles continued to grow.

2025-07-23 14:07:58

In the first half of this year, China's PV installed capacity was 212.21 million kilowatts (212.21 GW). In June, the newly installed photovoltaic capacity was 14.36 million kilowatts (14.36 GW), down 38.45% year-on-year and 84.55% year-on-year.

2025-07-23 11:31:55

On July 17, Zhongtian Green Energy issued a statement that it would suspend its business cooperation with Hangzhou Hengchuang Energy Co., Ltd. in the field of photovoltaic power plant construction for a period of one year. After the expiration of the suspension period, the cooperation qualification will be reassessed, and the signed projects will still fulfill their obligations according to the original agreement.

2025-07-23 11:25:47

On July 19, Qianyuan Electric Power announced that after deliberation, the board of directors agreed to appoint Mr. Dai Jianwei as the general manager of the company.

2025-07-23 10:54:00

On July 21, China Nengjian Investment Group held a team meeting. Xu Lu, member of the Standing Committee of the Party Committee and deputy general manager of China Nengjian, attended the meeting and made a speech. Mao Xiangqian, deputy secretary of the Party Committee and general manager of the Investment Group, presided over the meeting.

2025-07-23 09:24:21

Digital New Energy DataBM. Com learned that on July 21, the EPC general contracting of three photovoltaic power generation projects in Yunnan was rejected, and the bidder was Zhihui (Yongshan) New Energy Co., Ltd.

2025-07-22 18:36:59

Recently, the Beijing Stock Exchange announced the termination of the audit of the public offering and listing of Zhejiang Jingyang Electrical and Mechanical Co., Ltd.

2025-07-22 09:32:37

According to foreign media reports, New Leaf Energy, a renewable energy developer in the United States, has laid off about one fifth of its employees (41 out of 217) in response to Congress's budget decision to accelerate the phasing out of the federal investment tax credit (ITC) for solar and wind energy.

2025-07-21 18:18:26

On July 18, China Huadian Corporation announced the bidding results of EPC + 5-year operation and maintenance general contracting of Shandong Huadian 400MW household distributed photovoltaic project Ludong 200MW section and Luxi 200MW section.

2025-07-21 18:15:18

According to incomplete statistics of digital new energy DataBM. Com, since July, 12 new energy/power enterprises have been confiscated illegal income, fined and ordered to rectify by the local energy regulatory Bureau for failing to go through the formalities of project quality supervision and concealing important factual documents. Details are as follows:

2025-07-21 18:06:37

The new energy site of the project is located in Alashan, Inner Mongolia, with a new energy installed capacity of 3 million kilowatts, which is connected to Ningxia Ningdong Aluminum Industry and Qingtongxia Aluminum Industry through special lines. It is the first cross-provincial green power direct connection project in China.

2025-07-21 16:27:22

It is reported that this century project, with a total investment of about 1.2 trillion yuan and a construction period of 10 years, will be undertaken by the newly established China Yajiang Group. Its scale is equivalent to five Three Gorges projects, with a planned installed capacity of 70 million to 81 million kilowatts and an annual power generation capacity of about 300 billion kilowatt hours. Its power generation capacity is equivalent to three Three Gorges and five Baihetan. It is not only an unprecedented and arduous challenge in the history of human hydropower, but also a strategic fulcrum for China to move towards energy independence and green transformation.

2025-07-21 09:54:41

What is happening in the cement industry?

2025-07-20 07:02:02

Digital New Energy DataBM. Com was informed that on July 16, the purchase of photovoltaic modules and fixed brackets for 452 MW fishing-photovoltaic complementary photovoltaic power generation project of Jiangsu Yinbao New Agricultural Source Technology Co., Ltd. was terminated.

2025-07-19 11:56:56

According to the incomplete statistics of digital new energy DataBM. Com, since the end of the "signing tide" of Shanghai SNEC exhibition, a number of Chinese photovoltaic enterprises have recently won overseas orders, a total of 6 orders have been signed, with a total contract volume of 7.87 GW, involving four enterprises of Jingao Science and Technology, TCL Solar, CITIC Bo and Kangfenwei.

2025-07-18 16:30:22

On July 17, the Guangzhou Futures Exchange issued a notice to adjust the standard of transaction fees for some contracts of industrial silicon and polysilicon futures from July 21, 2025.

2025-07-18 15:05:54

Digital New Energy DataBM. Com learned from the website of the State Supervisory Commission of the Central Discipline Commission that from July 16 to 18, three former senior executives of state-owned energy and power enterprises were investigated. Details are as follows: On July 18, Cai Yanfu, former party secretary and chairman of the State Power Investment Jilin Electric Power Co., Ltd., was suspected of serious violations of discipline and law, and is currently undergoing disciplinary review by the Central Commission for Discipline Inspection and the State Supervision Commission in the State Power Investment Discipline Inspection and Supervision Group and supervision and investigation by the Jilin Provincial Commission for Discipline Inspection.

2025-07-18 13:58:36

On July 16, 2025, Anhui Discipline Inspection and Supervision Network announced that Zhao Lizheng, former Party Secretary and Executive Director of Xinjiang Energy Co., Ltd. of China Coal Group, was suspected of serious violations of discipline and law, and was currently undergoing disciplinary review by the Discipline Commission of China Coal Energy Group Co., Ltd. and supervision and investigation by the Chizhou Supervisory Committee of Anhui Province.

2025-07-18 11:59:29

The global PV installed capacity in 25 years is estimated to be about 580 GW, the global demand for polysilicon in the whole year is about 1.4 million tons (excluding the inventory of each link), and the domestic demand is about 1.3 million tons. In the first half of the year, the domestic polysilicon output was about 597,000 tons. In the second half of the year, considering the resumption of production of individual bases of three leading domestic enterprises and the release of some new production capacity, it is estimated that the output in the second half of the year will be about 750,000 tons, and the annual domestic polysilicon output is expected to be about 1.35 million tons.

2025-07-18 11:13:15

Digital New Energy DataBM. Com learned from a judicial auction platform that the People's Court of Jiangle County in Fujian Province will conduct a public auction on Taobao Judicial Auction Network Platform of the People's Court of Jiangle County in Fujian Province from 10: 111 items of silicon rod and wafer production equipment under the name of Fujian Xinlong Photovoltaic Technology Co., Ltd. were auctioned.

2025-07-17 16:58:15

On July 16, Haiyou New Material announced the termination of the "annual output of 200 million square meters of photovoltaic packaging film project (Phase I)", and raised the remaining 22602 of 7800 yuan to invest in the company's new "annual output of 2 million square meters of PDCLC dimming film product construction project (Phase I)".

2025-07-17 16:53:10

Silicon wafer enterprises have reached a preliminary consensus, and a new round of subsequent silicon wafer quotations will appear: the quotation of N-type G10L is 1.45 yuan/piece, the quotation of N-type G12R is 1.65 yuan/piece, and the quotation of N-type G12 is 1.93 yuan/piece, and the relevant head silicon wafer factories have closed their warehouses to rise.

2025-07-17 16:24:14

On July 15, Sichuan Yanyuan Huadian New Energy Co., Ltd. announced the bid evaluation results of purchasing batches of photovoltaic modules for 640 MW photovoltaic power generation projects such as Baiwu Phase II in Yanyuan, Liangshan Prefecture, Sichuan Huadian.

2025-07-17 13:14:38

On July 15, the tender announcement for the 146.02 MWp photovoltaic module procurement project of Hetou Wangjia and Wang Xiaocun Photovoltaic Power Generation Project in Mouding County, Chuxiong Prefecture, Yunnan Province was issued, and the tenderer was Kunming Survey, Design and Research Institute Co., Ltd. of China Power Construction Group. Hetou Wangjia Photovoltaic Power Generation Project and Wang Xiaocun Photovoltaic Power Generation Project respectively purchased 73.0162 MW of 620 Wp N-type photovoltaic modules, totaling about 146.02 MW.

2025-07-17 11:50:53

On July 10, the Bureau of Ecology and Environment of Yibin City, Sichuan Province, issued an announcement on the approval of the environmental impact assessment of the project of intelligent manufacturing of 5G W high-efficiency photovoltaic modules per year. The total investment of the project is 1.5 billion yuan, the construction period is 8 months, covering an area of about 250 mu. New production plants, raw materials and finished products warehouses, solid waste warehouses, complex buildings and other buildings will be built. After the completion of the project, the annual production capacity of 5G W high-efficiency photovoltaic modules will be achieved.

2025-07-17 09:30:10

On July 15, the bidding results of 197.15 MWp N-type (TOPCon) photovoltaic module equipment procurement project of China Power Construction Xiaojinchuan Basin Photovoltaic Base were announced. The purchaser of the project was Xiaojin Juneng New Energy Development Co., Ltd., a subsidiary of China Power Construction. The announcement shows that the winning bidder is Yingli Energy Development Co., Ltd.

2025-07-16 17:37:54

Digital New Energy DataBM. Com was informed that on July 15, the EPC general contracting results of 90 MW fishing-photovoltaic complementary photovoltaic project in Haiwei Town, Changjiang County, Hainan Province were announced.

2025-07-16 17:21:30

Digital New Energy DataBM. Com learned that on July 15, the EIA Information Publicity Platform released the second announcement of the EIA of the new thin film photovoltaic module production project in Miyi County, Sichuan Province.

2025-07-16 13:25:27

Digital New Energy DataBM. Com learned that on July 15, Huarun Electric Power issued the announcement of the change of bidding for centralized procurement of photovoltaic module equipment for the second batch of photovoltaic projects in 2025.

2025-07-16 10:53:22

Digital New Energy DataBM. Com learned that on July 14, Hunan Chendian New Energy Development Co., Ltd. issued the announcement of the first batch of successful candidates for photovoltaic module procurement (the third time) in 2025.

2025-07-15 17:37:30

On July 14, the bidding/transaction results of the photovoltaic module procurement project of the 800,000-kilowatt photovoltaic sand control project in Hetian Cele of the Central South Institute of China Electric Power Construction were announced. The announcement shows that the winning bidder is Anhui Guosheng New Energy Technology Co., Ltd., which is a secondary holding subsidiary of Guosheng Science and Technology.

2025-07-15 17:36:06

This transaction will help the Group to lay the foundation and seize the opportunities in the cement industry in DRC.