5.31 Cement Morning Post: personnel arrangement for Conch Cement; suggestion for cement clinker enterprises to produce according to production capacity; the price of clinker in the Yangtze River Delta

2025-05-31 07:02:05

What is happening in the cement industry?

1. Cement Website Video:

2、 Many places have responded positively to the implementation of cement

3 . Weekly Report of Cement Network: The price of clinker in the Yangtze River Delta in East China has risen again, and cement may be expected to follow up the price increase (5.26-5). Affected by this, cement enterprises in Jiangsu, Zhejiang, Anhui, Fujian and other places have the willingness to raise prices, and plan to push up 30 yuan/ton in early June. However, due to demand, weather, inventory and other factors, the difficulty of implementation varies from place to place. Jiangxi

4.

5 . Weekly report of cement website: weak demand, mixed cement prices in central and southern China (5.26-5.30)

5.26-5. Bulk cement prices of some enterprises in Guangdong Pearl River Delta dropped by 10-15 yuan/ton, and second-tier enterprises are close to the cost line. Cement prices in Guangxi fell by 10-20 yuan/ton after the middle of the year, and now it is planned to rise again in early June. In late May, the overall price of cement in Hubei was weak, and the implementation of the price increase was not good. Hunan continued to be weak, Changsha-Zhuzhou-Xiangtan prices loosened, and Yueyang and other places fell. Henan rose 20 yuan/ton last week and then pulled back due to low demand, falling back to the pre-rise level as a whole. The overall market of the two lakes is weak, mostly due to weak demand, inventory pressure and other factors.

6、 7、 Weekly report of cement network: the cement price in southwest China is weak as a whole, and the price in Yunnan begins to rise again (5.26-5). Sichuan and Chongqing are weak, the bulk cement in some areas of Sichuan falls, Guang'an fails to push up, and Chongqing is weak and stable; Yunnan local price rise, Kunming, Qujing, Lijiang's major enterprises to raise prices 20-30 yuan/ton, but weak demand, price stability to be verified by the market; The price in Guizhou is close to the bottom, the demand is low, the operating rate is low, some enterprises have lowered the price, some have fallen below 200 yuan/ton, although the kiln production limit has reached the limit, but the inventory digestion is slow, supply exceeds demand, the price is still under pressure in the short term.

Cement prices in North China were mixed (5.26-5.30)

5.26-5. Cement enterprises in southern Hebei pushed up 20 yuan/ton, and leading enterprises in Shijiazhuang, Xingtai, Handan and other places announced price increases. However, the market demand has not improved significantly, and the implementation range has not reached expectations. Due to the P. C, the price of low-end cement declined due to high inventory and weak demand in Inner Mongolia, and the market mainly digested the stock.

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Correlation

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

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

According to the data center of China Cement Network, the regional differentiation of the northwest cement market is obvious this week, the Shaanxi market is rising, and the demand in other areas is gradually weakening.