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

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

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01