1.15 Cement Morning Post: "China Cement 2024 Overseas Investment and Production TOP10"; about 94 production lines suspended; Hubei Sand and Gravel Industry Research Report

2025-01-15 07:02:05

What is happening in the cement industry?

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, Cement Net Exclusive: About 94 Production Lines Are Not Built! In 2024, 11 new clinker production lines were put into operation, with a production capacity of 14.632 million tons, the lowest since 2020, a decrease of 889 compared with 2023. Due to the severe situation in the industry, the willingness of enterprises to invest in new production lines decreased. In the past decade, due to the shortage of funds and the decline in demand, the construction of about 94 production lines has been suspended or cancelled, involving the annual production capacity of clinker. 1. It is expected that about 15 production lines will be put into operation in 2025-2026, with an annual production capacity of about 22 million tons, and the average annual new production capacity will continue to decline in the next two years.

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8. < a href = "https://www.ccement.com/news/content/56846502182875002. Among them, the price in Puding County of Anshun City is the highest, reaching 270 yuan/m3; the price in Huichuan District of Zunyi City is the lowest, reaching 230 yuan/m3.". This shows the market difference of C30 concrete in popular cities in Guizhou Province, which provides price reference information for relevant practitioners or followers, and helps to understand the market dynamics of C30 concrete in the region.

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Correlation

According to foreign media reports, on June 3, Sunnova TEP Developer LLC, a subsidiary of Sunnova Energy, a troubled U.S. residential solar company, filed for bankruptcy protection in the Southern District of Texas on June 1 under Chapter 11 of the U.S. Bankruptcy Code.

2025-06-04 17:51:27

On June 3, Longji Green Energy released a record of investor relations activities. Li Zhenguo, director and then general manager of the company, Liu Xuewen, director and financial officer, and Lu Yi, independent director, participated in the reception and responded to questions about market layout, HPBC2.0 technology progress and capacity planning.

2025-06-04 17:14:57

After the Dragon Boat Festival, the price increase of components advertised by many leading manufacturers has not officially landed.

2025-06-04 15:15:25

The photovoltaic industry, which once took advantage of the "double carbon" Dongfeng to rise, is now in deep winter, and the serious mismatch of production capacity has led to price collapse, enterprise losses, bankruptcy, layoffs and other phenomena. However, under such a difficult background, the deep-seated chill of the market has not stopped the enthusiasm of some local governments to attract investment for photovoltaic projects. Up to now, many parts of the country are still carrying out investment plans to continue to promote the landing of photovoltaic manufacturing projects.

2025-06-04 12:21:15

What is happening in the cement industry?

2025-05-25 07:02:03

In 2024, the western construction [002302] realized business income of 20.347 billion yuan, a decrease of 11.01% over the previous year, and the net profit attributable to shareholders of listed companies was-263 million yuan, a decrease of 140.71% over the previous year.

2025-05-22 17:03:59

The announcement shows that the construction units of Yiyang Hongshan Phase I 60 MW Wind Power Project are Jiangxi Zhongye Xingda Electric Power Industry Co., Ltd. and Yiyang Conch Cement Co., Ltd. of the State Power Investment Group.