5.26 Cement Morning Post: Guangxi Cement High-quality Development Conference; Evergreen 2025 Convertible Bond Interest Payment

2025-05-26 07:02:05

What is happening in the cement industry?

1. Guangxi Cement High Quality and Steady Growth Conference was successfully held

. In order to implement relevant decision-making and policy measures and learn the spirit of the industry conference, Guangxi Cement Association held a high quality and steady growth conference in Nanning on May 20. Senior officials of China Cement Head Enterprise Group attended the meeting and discussed issues such as industry development and peak staggering production with representatives of Guangxi enterprises. The meeting was chaired by Lai Guanghui to brief the situation, and the representatives of enterprises exchanged their business status. At the meeting, Zhang Laihui thanked the group leaders for their support and emphasized cohesion, and Peng Fangqing called for the abandonment of vicious competition. Group leaders put forward the view that the industry is facing transformation, and the meeting made it clear that in the face of challenges, we should build a new pattern of "three stability" to promote the high-quality development of the industry.

2. Wannianqing: Announcement

on Interest Payment of Convertible Corporate Bonds of the Company in 2025 Jiangxi Wannianqing Cement Co., Ltd. released the announcement on interest payment of "Wanqing Convertible Bonds" in 2025. "Wanqing Convertible Bond" will pay the fifth year's interest at par value on June 3, 2025, with an interest of 20 yuan per 10 bonds (including tax). The registration date of creditor's rights is May 30, 2025, and the ex-dividend date and interest payment date are June 3, 2025. The announcement also introduced the basic information of the convertible bonds, the interest payment scheme, the interest payment object, the interest payment method, and the description of the bond interest income tax. Investors can refer to the prospectus on June 1, 2020 for more information. If in doubt, they can contact the Securities Department of the company.

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Correlation

According to foreign media reports, on June 3, Sunnova TEP Developer LLC, a subsidiary of Sunnova Energy, a troubled U.S. residential solar company, filed for bankruptcy protection in the Southern District of Texas on June 1 under Chapter 11 of the U.S. Bankruptcy Code.

2025-06-04 17:51:27

On June 3, Longji Green Energy released a record of investor relations activities. Li Zhenguo, director and then general manager of the company, Liu Xuewen, director and financial officer, and Lu Yi, independent director, participated in the reception and responded to questions about market layout, HPBC2.0 technology progress and capacity planning.

2025-06-04 17:14:57

After the Dragon Boat Festival, the price increase of components advertised by many leading manufacturers has not officially landed.

2025-06-04 15:15:25

The photovoltaic industry, which once took advantage of the "double carbon" Dongfeng to rise, is now in deep winter, and the serious mismatch of production capacity has led to price collapse, enterprise losses, bankruptcy, layoffs and other phenomena. However, under such a difficult background, the deep-seated chill of the market has not stopped the enthusiasm of some local governments to attract investment for photovoltaic projects. Up to now, many parts of the country are still carrying out investment plans to continue to promote the landing of photovoltaic manufacturing projects.

2025-06-04 12:21:15

What is happening in the cement industry?

2025-05-25 07:02:03

In 2024, the western construction [002302] realized business income of 20.347 billion yuan, a decrease of 11.01% over the previous year, and the net profit attributable to shareholders of listed companies was-263 million yuan, a decrease of 140.71% over the previous year.

2025-05-22 17:03:59

The announcement shows that the construction units of Yiyang Hongshan Phase I 60 MW Wind Power Project are Jiangxi Zhongye Xingda Electric Power Industry Co., Ltd. and Yiyang Conch Cement Co., Ltd. of the State Power Investment Group.