5.29 Cement Morning Post: Lv Guixin: The cement industry has a heavy task to steadily increase and improve efficiency; Shao Jun: The cement industry is responsible; Conch Cement's senior management ha

2025-05-29 07:02:03

What is happening in the cement industry?

1. Cement Network Video: Lv Guixin, former first-level inspector of the Department of Raw Materials Industry of the Ministry of Industry and Information Technology: The cement industry has a very heavy

task to achieve steady growth and improve efficiency. From January to April, the added value of industries above designated size increased by 6.4% year-on-year. The main raw material industry grew by 6.2-10%, but the added value of building materials industry decreased by 0.5% year on year, of which cement, as the backbone industry of building materials, had a total output of 495 million tons in the first four months, down 2.8% year on year. This shows that the cement industry is significantly affected by the decline of the real estate industry, and the task of achieving steady growth and improving efficiency is extremely arduous, reflecting that the cement industry is currently facing greater challenges.

2. Cement Network Video: Shao Jun, Chairman of China Cement Network: Energy saving, carbon reduction, environmental protection and emission reduction are the initiatives

for the cement industry to achieve sustainable development. As an industry think tank, China Cement Network keeps pace with the times. It relies on industrial data resources to build a data monitoring and analysis system, relying on AI technology and big data to provide factor data support for the green low-carbon transformation of the industry. In the Double Carbon Conference, we hope to overcome technical difficulties, promote policy landing and realize resource docking through exchanges and cooperation, and will also release the "2025 ESG Ranking List of Cement Industry". China Cement Network takes energy saving and carbon reduction as a breakthrough, AI + industry data as a driving force, and joins hands with the industry to write a new chapter of green development, which is also the initiative of sustainable development of the cement industry.

3. Annual salary of HK $400,000! The senior management of Conch Cement was appointed as the director

of Western Cement. Western Cement announced that Fan Zhan, the non-executive director, resigned from May 27, 2025, and had no disagreement with the board of directors. At the same time, Wang Manbo, aged 44, was appointed as a new non-executive director. Wang Manbo holds a bachelor's degree in accounting and has held various important positions in the subsidiaries of Conch Cement. He is currently the executive deputy director of the secretary office of the board of directors of Conch Cement and the representative of securities affairs. He signed a one-year letter of appointment with Western Cement with an annual salary of HK $400000.

4. Huaxin Cement issued an announcement! Dividends exceeded 956 million yuan

on May 28, Huaxin Cement issued the resolution announcement of the annual shareholders'meeting in 2024, with 10 dividends of 4.6 yuan (including tax). It has a total of 2.079 billion shares, and the dividend is more than 956 million yuan. This is the 28th dividend of Huaxin Cement since its listing in 1994. At present, the total dividend is 13.6 billion yuan, and there are four times of capital accumulation fund to increase equity.

5. Anhui Construction Engineering: The official website of the State-owned Assets Supervision and Administration Commission of the State Council pays attention to: Anhui Construction Engineering "wisdom" to build prefabricated houses. The official website of the State-owned Assets Supervision and Administration Commission of

the State Council pays attention to Anhui Construction Engineering "wisdom" to build prefabricated houses. Anhui Construction Engineering adheres to the concept of "building a house like a car", and has made great achievements in the field of assembly building. In terms of construction efficiency, the annual output of intelligent production line is considerable and the construction period is greatly reduced by relying on the independent system. In terms of assembly technology, the basic system is optimized by stages and independent research and development. In terms of intelligent environmental protection, the company has made breakthroughs in intelligent equipment and green building materials by cooperating with universities on the national platform to build green intelligent housing to promote the development of the industry.

6. Jinyuan Shares: Announcement

on the Pledge of Certain Shares by Shareholders Holding More than 5% of Shares Jinyuan Environmental Company Limited * (stock code: 000546) announced that Ms. Pan Ying, a shareholder of the Company, pledged certain shares of the Company. On May 26, 2025, she pledged several shares with different quantities for the purpose of supplementing liquidity, and the pledgee was Hangzhou Zhijiang Branch of Huaxia Bank Co., Ltd. As of the disclosure date of the announcement, Pan Ying's shareholding ratio was 8.50%, and the pledged shares accounted for 35.91% of its shareholding and 3.05% of the company's total equity. At the same time, the restricted sale and freezing of the pledged and unpledged shares were given, as well as the documents for reference.

7. Construction Investment in Gansu Province: [Elegance of Model Workers] Pioneer Pilot of Building the Foundation with Ingenuity — — Record of Sun Pengcheng, Model Worker of Gansu Construction Investment 2023-2024 Sun Pengcheng, Model Worker of

Gansu Construction Investment 2023-2024 Excellent performance in the engineering testing front. He grew up from a grass-roots inspector to the general manager of Hezhou Testing Company, adhering to the concept of "technical standing", obtaining certificates and publishing papers to enhance team capacity. He proposed the "testing plus" model to open up the market, and the "big business" strategy to make the company become a regional benchmark from the market recruits. He led his team to the rescue during the Jishishan earthquake. He is also expanding to new energy and other fields, taking the role of Party members as a continuous contribution to the development of enterprises, and steadily moving towards the "Northwest Testing Industry Benchmark".

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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.