5.6 Cement Morning Post: Myanmar Double Rhinoceros Cement delivered 3000 tons on the same day; Qingsong Jianhua 2025 Quarterly Report (updated); Guotong 2024 Annual General Meeting Notice

2025-05-06 07:02:04

What is happening in the cement industry?

1. 3000 tons of cement will be delivered on the same day! Myanmar Double Rhinoceros Cement Resumed Production

On May 4, the Myanmar Double Rhinoceros Cement Plant, which was suspended due to the 7.9 magnitude earthquake in Myanmar at 12:50 on March 28, resumed production and delivered 3000 tons of cement on the same day. Located in Mandalay Province, Myanmar, the plant is the largest cement enterprise in Myanmar jointly built by Yunnan Jiansheng Investment Co., Ltd. and Myanmar partners, with three 5,000 t/d clinker production lines (one of which is under construction) and an annual clinker production capacity of 4.65 million tons.

2. Qingsong Jianhua: Qingsong Jianhua 2025 First Quarter Report (updated)

Qingsong Jianhua 2025 First Quarter Report (updated), stock code 600425. The main contents include: the board of directors and others guarantee that the report is true, accurate and complete; the quarterly financial statements are unaudited. During the reporting period, operating income, net profit attributable to shareholders and other indicators have increased or decreased compared with the same period last year, and the proportion of changes and the main reasons are explained. Non-recurring profit and loss items and amounts are also listed. The total number of shareholders during the reporting period and the shareholdings of the top ten shareholders of ordinary shares (including the shareholdings of the top ten shareholders without selling restrictions).

3. Guotong Co., Ltd.: Indicative Announcement

of Xinjiang Guotong Pipeline Co., Ltd. on Convening the 2024 Annual General Meeting of Shareholders Xinjiang Guotong Pipeline Co., Ltd. issued the indicative announcement of the 2024 Annual General Meeting of Shareholders. On April 27, 2025, the fifteenth meeting of the sixth board of directors passed the proposal of convening. The general meeting of shareholders was held on May 20, 2025, with on-site voting and online voting, and the equity registration date was May 14, 2025. The meeting considered a number of bills, including annual reports, financial budgets and final accounts, and some of the bills were counted separately for small and medium investors. The announcement also explained the registration of the meeting, the operation process of online voting, contact information and other related matters.

4. Qingsong Jianhua: Correction Announcement

of Qingsong Jianhua on the First Quarterly Report of 2025 In the First Quarterly Report of 2025 disclosed by Qingsong Jianhua on April 30, 2025, The disclosure of the number of unrestricted tradable shares held by Alar State-owned Capital Investment and Operation Group Co., Ltd. is incorrect in the "Shareholdings of the Top 10 Shareholders without Selling Restrictions" of " (I) The Total Number of Ordinary Shareholders and the Number of Preferred Shareholders with Restored Voting Rights and the Shareholdings of the Top Ten Shareholders" of "II. Shareholder Information". On May 6, a correction announcement was issued. Except for this correction, the other contents of the report remain unchanged. The company apologizes for the inconvenience caused to investors and will strengthen the audit work.

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Correlation

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

What is happening in the cement industry?

2026-09-27 07:02:02

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