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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The project originally planned to invest in the construction of centralized wind power 400 MW, photovoltaic 200 MW, and supporting the construction of electrochemical energy storage 60 MW/120 MWh, with a total investment of 5.08225 billion yuan. After the project is completed, it is expected to produce 250 million Nm ³ chlorine and hydrogen annually.

2025-11-21 11:04:10

On November 18, the Chengdu Declaration on "Breaking the Involution Competition and Building the Cornerstone of Global Energy Security" was officially released.

2025-11-19 11:26:27

What is happening in the cement industry?

2025-11-17 07:02:02

"The association firmly safeguards the interests of the state and the industry, and we will fight to the end against the bad behavior of seeking benefits through rumors, smearing and malicious short-selling of the photovoltaic industry."

2025-11-12 14:52:38

Digital New Energy DataBM. Com learned that on October 31, the people's government of Jingxi City, Guangxi, was investigated and exposed for abusing administrative power to exclude and restrict competition in the development of photovoltaic projects.

2025-11-12 09:26:37

Digital New Energy DataBM. Com has learned that the Hami Intermediate People's Court of Xinjiang Uygur Autonomous Region will auction 100% of the shares of Zhongji Guoneng Anji Photovoltaic Power Generation Co., Ltd. held by China Energy Engineering Group (Shanghai) Environmental Science and Technology Co., Ltd. on the Alibaba Judicial Auction Network Platform at 16:00 on December 6.

2025-11-11 14:13:01

Digital New Energy DataBM. Com was informed that on November 11, yuanmou Branch of Chuxiong State Eco-environmental Bureau of Yunnan Province issued a public announcement on the acceptance of the EIA of Menglinggou Photovoltaic Power Station Project of Datang (yuanmou) New Energy Co., Ltd.

2025-11-11 13:26:11

In the first half of the week, the characteristics of "dark fall" in the PV module market were obvious.

2025-11-05 15:42:40

Domestic concrete price statistics in October showed the price situation in different regions. Overall, the national price fell by 0.99% annually and 18.73% year-on-year. Prices in many regions have changed to varying degrees, among which Heilongjiang has a more obvious change, down 3.84%, and Shaanxi has a relatively insignificant change, down 0.02%. On a year-on-year basis, the change was more prominent in Shaanxi, with a decrease of 35.02%, while there was no change in Chongqing. Prices in some areas, such as Beijing and Tianjin, have not changed.

2025-11-03 17:11:46

If the consortium platform can land smoothly, it also means that the polysilicon industry will enter a substantive stage of "anti-involution" and integration of production capacity.

2025-11-03 13:05:48

On November 2, the successful candidate for EPC general contracting of Bid Section 1 of Ruoqiang Photovoltaic Power Generation Project in Bazhou, Tarim Oilfield, Xinjiang was announced.

2025-11-03 09:36:42

On October 30, the electronic bidding system of China Huaneng Group issued the tender announcement of EPC general contracting and five-year operation and maintenance framework agreement for distributed photovoltaic projects in Jiaxing and Ningbo from 2025 to 2027 for Tongxiang Gas Turbine of Huaneng Zhejiang Branch. The tenderer is Huaneng Tongxiang Gas Turbine Thermal Power Co., Ltd.

2025-11-03 09:19:04

What is happening in the cement industry?

2025-11-02 07:01:11

According to the news released by Zeqing New Energy on October 24, Huaneng Wuhe 100MW water surface centralized photovoltaic power generation project has been formally signed and landed.

2025-10-30 16:41:32

According to incomplete statistics of digital new energy DataBM. Com, since mid-October, many photovoltaic enterprises such as Tongwei, Longji, Jingke and Tianhe have announced that they have won overseas orders.

2025-10-30 16:39:33

Digital New Energy DataBM. Com learned that on October 28, the third, fourth and sixth bidding sections of the 1.6 million kilowatt photovoltaic power generation project in Tori County, Tacheng, Xinjiang, were tendered publicly.

2025-10-29 16:06:17

What is happening in the cement industry?

2025-10-27 07:01:10

The project is located in Yunnan yuanjiang Industrial Park, yuanjiang Hani, Yi and Dai Autonomous County, Yuxi City, with a total investment of 150 million yuan. After the project is completed, it is estimated that the annual production of fixed photovoltaic brackets, regulating photovoltaic brackets and tracking photovoltaic brackets will be 10g and W.

2025-10-23 10:57:05

The net profit of Ningde Times increased by more than 40%, and energy storage and new energy commercial vehicles became two high-growth businesses in the future, benefiting from policy promotion and market demand release.

2025-10-21 10:13:40

On October 20, the Guangdong Energy Bureau of the Guangdong Development and Reform Commission issued the Notice on Matters Relating to the Price Bidding of the New Energy Project Mechanism in 2025.

2025-10-21 10:05:37

Hunan deepens the market-oriented reform of new energy grid price, promotes the full entry of new energy into the market, establishes a differential settlement mechanism, implements step by step, incorporates bidding, guarantees reasonable income, and promotes the high-quality development of new energy.

2025-10-21 08:34:59

The upper and lower bidding limits of wind power and photovoltaic power in Hebei Southern Power Grid are 0.2-0.3644 yuan per kilowatt-hour; the upper and lower bidding limits of wind power and photovoltaic power in Hebei Northern Power Grid are 0.2-0.372 yuan per kilowatt-hour. The implementation period of wind power and photovoltaic power is 10 years and 12 years respectively.

2025-10-20 11:35:20

On October 14, the first China-Europe Arctic container express route was successfully launched, opening up a new channel for photovoltaic and other new energy products to go to Europe. Europe is China's largest export market for photovoltaic products, and there are problems such as congestion, high cost and potential safety hazards in traditional transportation routes. China-Europe Arctic Express is faster, more economical, safer and more stable, and its transportation efficiency has been greatly improved, which can reduce costs and cargo damage. However, at present, the time to replace the traditional routes on a large scale has not yet arrived, and there are some problems such as short navigation time, high cost and infrastructure to be improved, but its opening provides a new choice.

2025-10-20 09:19:05

The State Administration of Municipal Supervision will strictly investigate the abuse of market dominance to restrict competition and maintain a fair business environment.