1.21 Cement Morning Post: Yatai Group is expected to lose 2.8-3.2 billion yuan in 2024; Wang Lei is appointed as the chairman of Northern Cement; cement prices are lowered in many places

2025-01-21 07:02:03

What is happening in the cement industry?

1, Yatai Group: Expected loss of RMB2.8 billion to RMB3.2

billion in 2024 On the evening of January 17, Yatai Group (600881. During the reporting period, the demand for cement declined, the price first declined and then rose and increased year-on-year, and the company's building materials industry reduced losses year-on-year. However, due to weak market demand and intensified competition, the company will still lose money, resulting in a loss in its overall operating performance in 2024.

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5. Cement Network Weekly Report: The 3rd Cement & Construction Steel Market Monitoring Weekly Report in 2025 (1.13-1.19)

The 3rd Cement & Construction Steel Market Monitoring Weekly Report in 2025 (1.13-1.19). The key contents are: the National Cement Price Index (CEMPI) closed at 124.47 points, down 2.41% on a month-on-month basis and up 12.02% on a year-on-year basis; the Yangtze River Cement Price Index (YRCEMPI) closed at 119.95 points, down 4.09% on a month-on-month basis and up 7.81% on a year-on-year basis; The National Clinker Price Index (CLKPI) closed at 129.49 points, representing a month-on-month decrease of 2.03% and a year-on-year increase of 16. It mainly showed the rise and fall of the cement-related price index in the current period.

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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.