9.18 Cement Morning Post: Announcement of Jiaozuo Qianye Phase II Capacity Replacement; Good Profit of Shangfeng Cement; Bidding Results of Yunnan Cement

2025-09-18 07:01:09

What is happening in the cement industry?

1. The publicity period of Jiaozuo

2 . Comments of Cement Net: The main business of Shangfeng Cement Building Materials has strong profitability, and the equity investment business has developed and expanded! The net profit attributable to the parent company was RMB247 million, representing a year-on-year increase of 44%. It promoted the strategy of "one main body and two wings". Although the sales volume of the main cement building materials industry decreased by 4.2%, the gross profit margin reached 30% due to the decrease in costs. The three expenses decreased and the profit improved. In the first half of the year, the investment income was 0. However, in the second half of the year, the volume and price of the building materials business were under great downward pressure, and the return on equity investment was uncertain, so the company faced greater operating pressure.

3.

in Guangde increased by 81% as compared with the same period last year. Investment in industrial technological transformation 27. Policies were introduced to increase subsidies for technological transformation, and the R & D expenditure of industrial enterprises increased by 21% as compared with the same period last year. Focusing on the technological transformation of energy-intensive industries such as cement and steel, 109 technological transformation projects have been put on record, an increase of 81.7% over the same period last year, and the energy consumption per unit of industrial added value has decreased year on year. In addition, China Cement Network will hold a conference in Zibo in September to promote energy-saving, environmental protection and intelligent upgrading of the cement industry.

5. Starting price 409. The appraisal price is 6.0233 million yuan. The starting price 409. The company is a wholly state-owned enterprise. The auction also stipulates the status of the subject matter, the risk of violation, the handling of repentance and malicious bidding.

6. 7,

8. Yatai Group: Sharpening the Sword and Showing the Sharpness in the Competition, Starting the New Journey with Ingenuity and Glory Congratulations to Yatai Group for Winning the 2025 National Building Materials Industry Team Leader Competition. The contestants of Yatai Group performed well, Zhao Lize of Yatai Building Materials Shuangyang Company won the third prize, and 25 contestants won the Excellent Player Award. Kong Xiangyong of Yatai Building Material Yitong Company won the title of "Best Referee", Jilin Yatai Cement won the second prize of the group, and Yatai Group won the medal of "Excellent Organizational Unit". This award is a recognition of the achievements of Yatai's grass-roots team building. In the future, Yatai will play an exemplary role, transform experience to promote the upgrading of production management, and contribute to the industry's production reform.

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Correlation

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

According to data released by the National Bureau of Statistics on September 15, industrial added value above the scale increased by 5.2% in August 2026, 0.7 percentage points faster than last month. Among them, the output of photovoltaic cells in August was 67.02 million kilowatts, down 12.9% year-on-year; the output of photovoltaic cells from January to August this year was 505.9 million kilowatts, down 14.6% year-on-year.

2026-09-15 10:37:36

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

Yang Xiaokun, chairman of Yunnan Cement, is proposed to be the president of Yunnan Cement Association.