5.24 Cement Morning Post: sales volume of cement clinker in 2024 is PK; price of cement in Yangtze River Delta falls, and part of Jiangxi rises again; opening rate of clinker production line in Anhui

2025-05-24 07:02:03

What is happening in the cement industry?

1. Cement Network Video: In 2024, the total sales volume of cement clinker increased by 34.7%. China Building Materials,

17.2. Cement Net Weekly: Cement prices in many markets in the Yangtze River Delta continued to decline. Prices in some markets in Jiangxi rebounded (5.19-5.23)

5.19-5. Cement prices in many places in Jiangsu were lowered by 10-30 yuan/ton; prices in many places in Zhejiang returned secretly, with a cumulative decline of 50-60 yuan/ton; prices in some areas in Anhui continued to fall by 20-30 yuan/ton. Fujian enterprises have the willingness to re-price, but it is difficult to implement. Although enterprises in some areas of Jiangxi have notified the price increase of 25-50 yuan/ton, the implementation is not ideal. Prices in many places in Shandong dropped slightly by 10-20 yuan/ton. On the whole, many places are affected by factors such as insufficient demand, and the trend of cement prices is not good.

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4 . Weekly report of cement website: The cement market price in Northwest China was under downward pressure (5.19-5.23)

5.19-5. The demand in the region was weak, and the price in Shaanxi continued to decline due to the impact of foreign low-price cement, which affected both Guanzhong and Northern Shaanxi. Prices in Ningxia and Gansu have not changed much and are at a low level, supply and demand in Qinghai are balanced, and prices in Xinjiang are relatively stable due to the support of infrastructure projects. Northwest regional inventory pressure is still in place, although enterprises extend peak production to ease the contradiction between supply and demand, but the demand side of the new start-up shortage makes it difficult for prices to recover.

5. Cement network video: The construction of a 4000t/d clinker production line project is steadily advancing, with an annual output value of 520 million yuan! Ccement. Com/brandnewslist-1-1000072. The project adopts the second-generation intelligent new dry pre-decomposition production process and supporting 7. After putting into operation, it is estimated that the annual output of clinker will be 1.24 million tons, cement will be 1.64 million tons, and power generation will be 33.5 million degrees. Annual output value 5.6

, Cement Net Weekly Report: Cement Market Price in Southwest China Continues to Decline (5.19-5.23)

Cement Market in Southwest China (5.19-5.a Href = "https://price.ccement.com/pricenewslist-1-500000-0., the market in Yunnan is in the doldrums, and many enterprises have not strictly stopped kilns, resulting in an imbalance between supply and demand, and lack of support to push up prices.". Guizhou demand is weak, enterprise capacity utilization rate is poor, inventory pressure is high, although production is limited, prices are still down. On the whole, the cement market in southwest China is weak, and some enterprises in Chongqing plan to resume pricing, which remains to be further observed.

Cement prices in central and southern China were mixed (5.19-5.23)

5.19-5. Weak market demand and large inventory in Guangdong were impacted by rain and low-priced cement. Prices in many places fell by 10-20 yuan/ton. Affected by rainwater, Guangxi has low demand and inventory rebound, and local prices show signs of decline. Due to the off-peak shutdown of kilns and low prices in Wuhan and eastern Hubei, enterprises have a strong willingness to stabilize prices, notifying an increase of 20 yuan/ton. Hunan continued to be weak, and prices in some areas were under pressure. Henan prices fluctuated frequently, and this week tried to push up 20 yuan/ton after last week's downward adjustment, but the implementation needs to wait and see.

Cement prices in North China market showed a downward trend (5.19-5.23)

5.19-5. Cement prices in Beijing-Tianjin-Hebei region were weak and stable, with limited support from the policy of stopping kilns in northern Hebei, and insufficient momentum for price increases due to poor demand. Southern Hebei is vulnerable to external influences. Shanxi Jinzhong, Yangquan area by the impact of low cement prices fell 20-30 yuan/ton, Taiyuan, Luliang due to high inventory has not fluctuated. Although Chifeng and other places in eastern Inner Mongolia want to raise prices, overcapacity and weak demand make them lack upward space.

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Correlation

Digital New Energy DataBM. Com was informed that on September 11, Jiangsu Yongquan Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the Intermediate People's Court of Zhenjiang City, Jiangsu Province, the applicant was Rongma Science and Technology Group Co., Ltd., and the case number was (2025) Su 11.

2025-09-12 15:46:09

Digital New Energy DataBM. Com learned that on September 8, four photovoltaic power generation project owners, such as Nongxian, Ruili City, Dehong Prefecture, Yunnan Province, issued a competitive consultation announcement with a total scale of 171 MW.

2025-09-11 17:45:31

On September 8, the Beijing Property Exchange disclosed that the 9% equity of Dezhou Jusheng New Energy Technology Co., Ltd. (Hereinafter referred to as "Jusheng New Energy") was listed at the transfer base price of 1 yuan, and the transferor was Jiangxi Electric Power Construction Co., Ltd. of China Electric Power Construction Group (hereinafter referred to as "Jiangxi Electric Power Construction").

2025-09-11 16:44:10

The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

2025-09-11 16:44:03

On September 5, the procurement project of Pingchuan Substation 500000 kW/2 million kWh New Energy Storage Special Action Project (Phase I) in Tuquan County, Xing'an League, Henan Engineering Company of China Electric Power Construction was terminated. The reason for termination is that "the owner of this project requires the commencement date to be advanced, the construction period is urgent, and the content of the bid section needs to be adjusted and re-tendered.". This tender is terminated.

2025-09-11 10:58:56

On the evening of September 10, Jinfeng Science and Technology announced that the company intends to sign the Agreement on Investment and Development of Wind Power Hydrogen Ammonia Alcohol Integration Project with Bayannaoer Municipal People's Government. Goldwind Science and Technology said that it plans to invest in the construction of wind power hydrogen ammonia alcohol project within the jurisdiction of Bayannaoer City, with a total investment of about 18.92 billion yuan. The overall plan of the project is to build 3GW wind power, more than 80% of which is used to electrolyze water to produce green hydrogen, and to produce 600000 tons of green methanol per year and 400000 tons of green ammonia per year by coupling biomass gasification with green hydrogen.

2025-09-11 10:10:35

On September 10, Beijing Energy Group Co., Ltd. held a cadre meeting to announce the decision of the Beijing Municipal Committee and the Municipal Government.

2025-09-11 09:29:04

On September 10, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025. The tender announcement shows that the total scale of the tender is estimated to be 17 GW, which is divided into 8 packages, covering 182 mm TOPCon components, 210 mm TOPCon components, HJT components and BC components. For this tender, in addition to good reputation and relevant qualifications, the bidder's performance requirements are as follows:

2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

On September 9, the temporary land for CGN Fengning Manchu Autonomous County 200MW Photovoltaic Composite Demonstration Project was approved. The construction unit of this project is CGN New Energy Fengning Manchu Autonomous County Co., Ltd. It is reported that the temporary land for the project is located in Wudaoying Township (Wudaoying Village, Jiudaogou Village), Tucheng Town (Sanjianfang Village, Sijianfang Village) and Dage Town (Saerying Village) of Fengning County, covering a total area of 7.8342 hectares.

2025-09-10 09:38:41

Li Lecheng, minister of the Ministry of Industry and Information Technology, said of irrational competition in photovoltaic and other industries: "The cultivation of enterprises and industries can be described as untold hardships, and irrational competition destroys an enterprise and an industry, which may happen overnight. We must not tolerate this kind of thing." He said that the next step would be to adhere to the rule of law, strengthen industry self-discipline, implement regulatory responsibilities, and enhance service capabilities, so as to "address both the symptoms and the root causes, systematically govern, focus on improving the system and mechanism, optimize the industrial ecology, and constantly improve the modernization level of industry governance."

2025-09-09 16:20:34

On September 5, Yunnan Green Energy New Energy Development Co., Ltd. The announcement shows that due to the need of project development, the bidding activities of this project are suspended.

2025-09-09 09:41:09

Digital New Energy DataBM. Com learned that on the evening of September 7, Robertko announced that the company planned to issue shares abroad (H shares) and list them on the Stock Exchange of Hong Kong Limited.

2025-09-08 18:01:43

On September 4, Yunnan Green Energy New Energy Development Co., Ltd. issued a tender announcement for the first batch of centralized procurement of photovoltaic modules. The project construction unit is Yunnan Green Energy New Energy Development Co., Ltd., a subsidiary of Yuntou Group. The tender announcement shows that the total capacity of the centralized procurement agreement is estimated to be 400MWp, the components require monocrystalline silicon N-type double-sided double-glass 615Wp ~ 625Wp, and the contract price is estimated to be 300 million yuan.

2025-09-08 12:34:13

Digital New Energy DataBM. Com has learned that the photovoltaic module production line of Da'an Tianneng New Energy Equipment Co., Ltd. is to be transferred at a base price of 790,775 yuan (including tax) from August 4 to September 26, 2025.

2025-09-05 18:15:43

On September 5, Daqin Electric Power (Kunming) Group Co., Ltd., a subsidiary company of "Shaya County Qin Power Investment New Energy Co., Ltd. 490000 kW Photovoltaic Sand Control" EPC Project (2025), announced the successful candidate.

2025-09-05 14:54:14

Recently, the Digital New Energy DataBM. Com has learned that two more central energy and power enterprises have transferred their shares in new energy enterprises, involving the State Energy Group and the Three Gorges Group. Details are as follows:

2025-09-05 14:53:32

According to the news, Wang Bin was removed from the post of Deputy Secretary of the Party Committee, Standing Committee of the Party Committee and Director of China Electric Power Construction Group Co., Ltd. and no longer served as General Manager of China Electric Power Construction Group Co., Ltd. and retired.

2025-09-05 10:35:07

On August 29, the tender announcement for the general contracting project of the State Power Investment Daqing Dumeng Duishan Phase II 200 MW Grass Complementary Project was issued, and the tenderer was Heilongjiang Electric Power Co., Ltd. of the State Power Investment Group. The bidding content shows that the project is located in Duerbote Mongolian Autonomous County, Daqing City, Heilongjiang Province. The construction scale of the project is 200MW. The 220kV booster station and outgoing line are shared with the first phase of the 100MW project. In this phase, the main transformer, SVG, expansion of incoming line spacing and other related facilities are added. The booster station is connected to the outline substation with one circuit of 220 kV outgoing line (completed).

2025-09-04 10:28:32

The "low price competition" in the component market continues.

2025-09-03 18:00:00

On August 29, the tender announcement for PC contracting project of 150000 kilowatt beach photovoltaic power generation project (photovoltaic field and collector line) in Tongzhou Bay of Zhejiang Oilfield was issued, and the tenderer was CNPC Jiangsu Nantong New Energy Co., Ltd. The bidding content shows that the project is located in the jellyfish breeding area of Tongzhou Bay Demonstration Zone, Nantong City, Jiangsu Province (breeding Huajia, jellyfish, fish, crab, etc.), and the sea area of the project is about 2,271 mu. The new DC side capacity of the project is 179.26 MWp, the AC side capacity is 149.76 MW, and the capacity ratio is about 1.2. The project uses 248,976 720Wp monocrystalline double-sided modules.

2025-09-03 17:36:20

On August 25, China Anneng Electronic Procurement Platform issued a change announcement on the procurement project of photovoltaic modules for Lingwu 2 million kilowatt composite photovoltaic base project of China Anneng First Bureau Guoneng Lingshao DC, saying that the original announcement was invalid.

2025-09-02 15:36:56

On August 29, the Hebei Development and Reform Commission announced "the second batch of projects to be arranged in the annual development and construction plan of wind power and photovoltaic power generation in Hebei Province in 2025". This time, 81 projects will be announced, with a construction scale of about 7.49 GW, including 42 photovoltaic projects with a scale of about 3.13 GW. The main body of the project involves 12 central state-owned enterprises and 9 private enterprises, among which Xiexin Group and TBEA are two leading photovoltaic enterprises. Among the central state-owned enterprises, Huadian Group has the largest number of projects, 13 with a scale of 418000 kilowatts, Datang Group 4 with a scale of 710000 kilowatts, State Energy Group and South-to-North Water Transfer Group 3 with a scale of 2101300 kilowatts and 112000 kilowatts respectively.

2025-09-01 17:44:11

The Statistics of Domestic Concrete Prices in August shows the situation of concrete prices in various regions of China. From the overall data, prices in most regions have changed to varying degrees. On a month-on-month basis, prices in some regions remained stable, with small changes, while the month-on-month decline in Shaanxi was more obvious. On a year-on-year basis, each region also showed different changes, among which Shaanxi's year-on-year decline was relatively prominent, while Guizhou's year-on-year decline was unchanged. Nationwide, the month-on-month ratio decreased by 2.20% and the year-on-year ratio decreased by 18.38%.

2025-09-01 14:36:20

Recently, the Party Group of the Three Gorges Group held a meeting to inform the Organizational Department of the Central Committee of the Communist Party of China of the decision on the adjustment of the members of the leading group of the Three Gorges Group.

2025-08-29 10:07:03

On August 26, according to foreign media reports, the Federal Trade Court of the United States ruled that Auxin Solar and Concept Clean Energy were the plaintiffs. It ruled that the two-year (2022.6.6-2024.6.6) "Southeast Asia Solar Cell and Module Import Tariff Suspension Order" (hereinafter referred to as the "Tariff Suspension Order") implemented by the Biden Administration from 2022 was illegal.

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According to the list, there are 33 photovoltaic enterprises on the list, covering silicon materials, silicon wafers, components, batteries and other links.

2025-08-28 13:52:08

The Digital New Energy DataBM. Com was informed that on August 27, the EPC project of the 30 MW industrial and commercial photovoltaic project of China Yingjian New Energy Technology (Anhui) Co., Ltd. was changed.

2025-08-28 10:52:42

On August 23-25, Trina Solar, TCL Zhonghuan, Hengdian Dongci, Maiwei and other photovoltaic companies successively disclosed their recent investor relations activity records, sharing their views on the current domestic and overseas market trends and technological development judgments. Details are as follows:

2025-08-26 17:12:20

On August 21, Beijing Jingneng E-commerce Platform issued a tender announcement for EPC general contracting of agricultural photovoltaic power generation project in Zhangshanying Town, Yanqing District, Beijing.

2025-08-25 17:39:46

China's new energy storage is moving from large-scale to high-quality development, and will focus on technological innovation, efficiency improvement and sustainable development in the future.

2025-08-25 09:52:26

The high-quality development of new energy storage is the key support for the construction of new power system, which helps to improve energy efficiency and stability.

2025-08-25 09:52:09

By the end of July, the total installed capacity of power generation in China was 3.67 billion kilowatts, up 18.2% year on year. Among them, the installed capacity of solar power was 1 billion 110 million kilowatts, an increase of 50.8% over the same period last year.

2025-08-25 09:28:03

Digital New Energy DataBM. Com learned that Panda Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the People's Court of Binhu District, Wuxi City, Jiangsu Province, the applicant was Chen Tao, and the public time was August 21.

2025-08-24 12:18:13

This week, the overall performance of the PV module market continued to be weak.

2025-08-22 22:16:34

On August 22, the official of China Photovoltaic Industry Association issued an initiative on "further strengthening industry self-discipline and jointly maintaining the order of photovoltaic market with fair competition and survival of the fittest". Enterprises in the photovoltaic industry are required to strictly abide by relevant laws and regulations, and resolutely resist vicious competition at prices below cost; power plant enterprises optimize bidding rules, reduce price weight, and improve technical evaluation weight.

2025-08-22 18:28:23

On the evening of August 21, Yiwei Lithium Energy released its semi-annual report for 2025.

2025-08-21 10:58:10

After deliberation at the 16th meeting of the Eighth Presidium of the Chinese Academy of Engineering and approval by the Party Group of the Chinese Academy of Engineering, 660 valid candidates for the election of academicians of the Chinese Academy of Engineering in 2025 were confirmed.

2025-08-21 09:53:40

The market price of photovoltaic modules tends to be stable, with partial price reduction.

2025-08-20 18:11:35

On August 20, Guangdong Dongguan Public Resources Trading Platform issued a number of public bidding announcements for the rental of roof use rights, with a total transaction area of 11,544.08 square meters, limited to the construction of photovoltaic projects.

2025-08-20 18:10:45

On August 19, Yunnan Development and Reform Commission and Yunnan Energy Bureau issued a notice on the issuance of the second batch of new energy project development and construction plans in Yunnan Province in 2025.

2025-08-20 09:43:48

Prices in Ningxia are stable but export sales are low, Gansu is facing callback pressure after price increases, sales in Qinghai are not up to expectations after pushing up, Shaanxi has great resistance to price recovery, Xinjiang is stable due to engineering demand, and the overall market is mainly stable price wait-and-see in the short term.