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

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

In June 2026, the temperature in the northern region was relatively high, while the rainy weather in the southern region was affected by the Meiyu, and the downstream demand continued to be depressed due to the influence of the high school entrance examination and the busy farming season. The off-season characteristics were obvious, coupled with the high inventory of enterprises, the peak staggering efforts were still large, and the capacity utilization rate continued to be at a low level.