2.17 Cement Morning Post: 2.10-2.14 Weekly Report of Concrete Market; Go, Look at the National Green Factory; The Second Prompt of Wanqing Convertible Bonds Resale

2025-02-17 07:01:14

What is happening in the cement industry?

1. Cement Net Weekly Report: The concrete market has not yet fully started, and the price trend is stable and weak (2.10-2.14)

. During the 2.10-2.14 period, the national concrete price index fell by 1.39% on a month-on-month basis. Regionally, prices in many provinces and cities have been lowered and some are stable. Among the six regions, the price index of Central South, East China and Northwest China fell, while the others were stable. Among the 29 provincial capitals, the average price of C30 concrete in some cities has dropped considerably, some are smaller, and the rest are stable. Upstream cement and sand aggregate prices fell slightly. Next week, the construction activity in the north will be low, the weather in the south will improve, but the downstream resumption of work will be slow, the shipment volume will be difficult to increase, the price of raw materials will be different, the cost side support will be unstable, the concrete market will continue in the off-season, and the price will be weak.

2. Green development | Go to the state-level green factory to have a look.

The article introduces the situation that three enterprises, Juxian Zhonglian, Jushi Chengdu and Baoding Zhonglian, were rated as state-level green factories. Juxian Zhonglian has made great efforts in plant environment, energy saving and emission reduction, ultra-low emission and green construction; Jushi Chengdu has made achievements in harmless raw materials, green manufacturing and intensive land use; Baoding Zhonglian has made outstanding achievements in cement kiln co-processing, energy saving and emission reduction technology transformation and intelligent manufacturing. China Building Materials will continue to uphold its mission, carry out the construction of green factories, and promote the harmonious coexistence of enterprises and nature, man and nature.

3. Wannianqing: Second Indicative Announcement

on the Sale Back of Wanqing Convertible Bonds Jiangxi Wannianqing Cement Co., Ltd. issued the second indicative announcement on the sale back of Wanqing Convertible Bonds. The resale price is 101.430 yuan/piece (including interest and tax), and the resale period is February 19-25, 2025. The issuer's capital arrival date is February 28, 2025, the sale back transfer date is March 3, 2025, and the investor's sale back arrival date is March 4, 2025. The conversion will be suspended during the sale back period, and this sale back is not mandatory. Due to the triggering conditions of the company's stock price, the "Wanqing convertible bond" resale clause came into effect, and also introduced the resale procedures, payment methods and the relevant situation of the transaction and conversion during the resale period.

Sichuan Shuangma: Announcement

on Subsidiary Shenzhen Jianyuan Obtaining European Invention Patent Sichuan Hexie Shuangma Co., Ltd. (000935) announced that its subsidiary Shenzhen Jianyuan has recently obtained an invention patent certificate from the European Patent Office. The patent name is the synthesis method of low racemic impurity liraglutide, the patent number is EP3505533, applied on August 18, 2017 and granted on January 15, 2025. The patent is a new process for synthesizing liraglutide, which can reduce impurities and improve quality. This reflects the company's R & D strength, consolidates its technological advantages, helps to enhance its core competitiveness and expand overseas markets, but the international sales of pharmaceutical products are affected by many uncertainties.

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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