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

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?

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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.