10.2 Cement Morning Post: Happy National Day; Gezhouba Cement Special Committee Meeting Held in Hotan; Digital Intelligence Peer Helps Enterprise Transformation

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

Down 22% month-on-month, up 50% year-on-year! Photovoltaic installed capacity data released in August

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

Silicon Branch: 43,000 yuan/ton for silicon material! Export volume in August increased by 38.1% year-on-year

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

9.24 Cement Morning Post: 17 Concrete Enterprises Fined 900,000 yuan for Monopoly; Hebei Cement Price Increase; Announcement on Expiration of Huaxin Building Materials' Shareholding Lock-up Period

What is happening in the cement industry?

2026-09-24 07:01:48

9.23 Cement Morning Post: cement prices in Jiangsu, Zhejiang, Shanghai and Anhui are rising; cement technical specialist Zhang Zhenkun; high coal prices and cement costs are under pressure

What is happening in the cement industry?

2026-09-23 07:02:50

DBM PV modules: up to 3 points/W! Inefficient large-scale price reduction, such photovoltaic modules are rising!

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

9.21 Cement Morning Post: Conch Cement will build an aggregate project; the price law will be revised in the 15th Five-Year Plan; malicious low-price competition enterprises will be severely punished

What is happening in the cement industry?

2026-09-21 07:02:02

9.20 Cement Morning Post: Huaxin Ultra High Strength Cement Breakthrough 900 MPa; Qinghai 2026 Advanced Intelligent Factory Recognition Announcement; Experts Come to You

What is happening in the cement industry?

2026-09-20 07:02:03

9.19 Cement Morning Post: cement prices rise in many places in Anhui; BBMG Group will choose the right time for merger and integration; cement industry situation improves

What is happening in the cement industry?

2026-09-19 07:14:56

Explore the synergy of computing and electricity, and play super fusion for real!

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

DBM Weekly Review: Component Market Game Continues: Special Price Continues Volume, Some Products Rise 3 Points/W Against the Trend?

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

9.18 Cement Morning Post: Conch Cement Semi-annual Performance Presentation; Southwest Cement Price Index Soars; Jibei Cement Price Raises

What is happening in the cement industry?

2026-09-18 07:02:03

9.17 Cement Morning Post: Zhou Yuxian Deploys Northeast China to Turn Losses; Ganxi Cement Price Rises Again; Conch Cement Executive Change Announcement

What is happening in the cement industry?

2026-09-17 07:02:04

9.16 Cement Morning Post: Conch Cement wins the big mine; the price of Changjiang cement rises slightly; Jinyuan builds 4000t/d clinker line

What is happening in the cement industry?

2026-09-16 07:02:43

In August, the output of photovoltaic cells fell by 12.9% year on year!

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

9.15 Cement Morning Post: Cement price rises for 4 consecutive days; the third round of price rise of Hunan cement; Mayor investigates Hongshi cement project

What is happening in the cement industry?

2026-09-15 07:02:04

When will the photovoltaic turning point come? Longji, Jingke, Tianhe, Jingao … This is the judgment of the dragon heads.

When will spring come? In the long and silent winter, we can only work hard to manage the enterprise and replace the answer with practical work. But this silence has been broken recently.

2026-09-14 17:50:10

9.14 Cement Morning Post: New Way for Comprehensive Utilization of Resources; Guotong Stock Investor Relations Information

What is happening in the cement industry?

2026-09-14 07:02:05

9.12 Cement Morning Post: a cement enterprise in Heilongjiang filed for bankruptcy; the price of cement in East China was raised; the differential electricity price of pilot cement in Shanxi

What is happening in the cement industry?

2026-09-12 07:02:04

9.11 Cement Morning Post: Typical Anti-monopoly Cases Selected; Cement Enterprises Fined 100,000 yuan for Excessive Discharge of Pollutants; Municipal Supervision Hearing Announcement

What is happening in the cement industry?

2026-09-11 07:03:04

9.9 Cement Morning Post: Who is more painful for cement merchants? Cement prices are rising in many places in Jiangsu; cement prices are rising in many places in Shanxi

What is happening in the cement industry?

2026-09-09 07:02:05

9.8 Cement Morning Post: Shandong Cement Industry Anti-involution Initiative; Intelligent Supervision of Cement Flow; Promotion Meeting of Major Projects in the 15th Five-Year Plan

What is happening in the cement industry?

2026-09-08 07:02:05

Two photovoltaic companies were filed for bankruptcy!

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

9.7 Cement Morning Post: Zhejiang Cement Association and Conch Forum; Wan-Wei PVA Film Breakthrough

What is happening in the cement industry?

2026-09-07 07:13:04

9.6 Cement Morning Post: Yang Jun went to Shanshan Science and Technology for investigation

What is happening in the cement industry?

2026-09-06 07:02:03

9.5 Cement Morning Post: Shandong withdraws from clinker line integration; Conch's "15th Five-Year Plan" merger and acquisition extension; cement plant accident fined 500,000

What is happening in the cement industry?

2026-09-05 07:02:03

DBM Weekly Review: Head Steady, Second-and Third-Tier Manufacturers Drop 2-4 Points! Photovoltaic module market price reduction reappears?

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

9.4 Cement Morning Post: Jiangxi Cement Enterprise Bankruptcy Application; Sinoma Pingxiang Production Line Demolition; Hubei Publicity Phosphogypsum Production Line

What is happening in the cement industry?

2026-09-04 07:02:04

9.3 Cement Morning Post: Steam Coal Price New High Pressure Cement Profit; 2025 Cement Carbon Emission Balance Value; Building Materials Association Anti-Unfair Competition Initiative

What is happening in the cement industry?

2026-09-03 07:02:05

9.2 Cement Morning Post: The Way for Cement Enterprises to Go to Sea; Huaxin Cement Does Not Fight Price War; Conch Cement's New Mode of Making Money

What is happening in the cement industry?

2026-09-02 07:14:02

Cement Network Data: Price Statistics of C30 Concrete in All Regions of China in August 2026

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

For every 8 kilowatt-hours of electricity used in the country, more than 1 kilowatt-hour comes from photovoltaic!

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

Historic turning point! Photovoltaic has officially become the largest power source in China

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

9.1 Cement Morning Post: The construction of the Great Outer Ring is good for cement; the net profit of Shanshan shares has increased significantly; Tianjin Cement has reached the benchmark.

What is happening in the cement industry?

2026-09-01 07:02:04

8.31 Cement Morning Post: implement the meeting spirit and plan for the second half of the year; data of Jianfeng Group in the middle of 26 years; summary of Jianfeng Group in the middle of 2026 years

What is happening in the cement industry?

2026-08-31 07:01:51

8.29 Cement Morning Post: Conch Cement's Merger and Acquisition Outlook for the Second Half of the Year; Conch Cement's Loss Sounded the Alarm; CNBM's Medium-term Loss

What is happening in the cement industry?

2026-08-29 07:02:03

8.28 Cement Morning Post: Cement Price Increase in Northeast Jiangxi; Cement Bidding for Engineering Projects; Rebirth of "Two Materials" Reorganization in Ten Years

What is happening in the cement industry?

2026-08-28 07:01:53

8.27 Cement Morning Post: One Picture to Understand Conch Semi-annual Report; Tianshan Stock Risk Response; NDRC Discusses "Six Networks" Policy

What is happening in the cement industry?

2026-08-27 07:02:03

The base price is 180 million yuan! South Grid transfers shares of two photovoltaic companies at a reduced price

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

8.26 Cement Morning Post: Yixing Xingshan Tunnel Tackles; Shuicheng Conch Project Energy Conservation Announcement; Proposed Photovoltaic Project List Last Week

What is happening in the cement industry?

2026-08-26 07:02:05

Year-on-year growth of 27.54%! National photovoltaic new installed capacity data released in July

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

8.25 Cement Morning Post: Conch's foreign trade broke through 2 billion in the first half of the year; Shangfeng Material's net profit increased significantly in the first half of the year; China Reso

What is happening in the cement industry?

2026-08-25 07:02:05

It's about space photovoltaics! Another Heavy Strategic Cooperation Signing

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

CEMPI

98.94

+0.86 +0.88%

CONCPI

86.60

+0.04 +0.05%

CLKPI

101.96

+0.08 +0.08%

SPPI

41.16

+0.12 +0.29%

MORPI

71.83

0.00 0.00%

Subtractive Economy of Cement in Stock Time

There is a serious excess of housing stock in urban and rural areas, and the incremental demand for housing has completely peaked. With the end of urban-rural dual economic structure and the end of urbanization, the total nominal per capita housing area in urban and rural areas exceeds 100 square meters, while the per capita area of reasonable and livable society is only 40-50 square meters. Nearly half of the domestic housing stock is inefficient redundant assets, which will be phased out in the future, and the incremental demand for large-scale new real estate construction will be completely terminated.