3.21 Cement Morning Post: Sinoma Science & Technology 2025 Net Profit Increases; Zhou Yuxian Talks About Building Material Transformation; Giant "Power Bank" Is Born

2026-03-21 07:13:08

What is happening in the cement industry?

1. Sinoma Science & Technology: a net profit of RMB1.818 billion in 2025, a year-on-year increase of 103.82%

On March 19, Sinoma Science & Technology (002080.) Achieved a revenue of RMB30.195 billion in 2025, a year-on-year increase of 26%; Net profit attributable to shareholders of the listed company amounted to RMB1.818 billion, representing a significant year-on-year increase of 103. In addition, the Company intends to distribute profits to all shareholders and distribute cash dividends for every 10 shares. 4. This shows that Sinoma Science & Technology has achieved remarkable operating results in 2025, with good growth in revenue and net profit, and has taken positive measures to reward shareholders.

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4 . Weekly Report of Cement Network: The price of cement in Sichuan and Chongqing in Southwest China recovered and increased (3.16-3.20)

. According to the market data of China Cement Network, the construction in Sichuan and Chongqing resumed on 3.16-3. Demand is picking up. Since the 17th, major manufacturers in Guangyuan, Sichuan and other places and parts of Chongqing have notified an increase in cement prices by 30-40 yuan/ton. Downstream demand is gradually released and shipments are improving. Whether the price increase can be implemented remains to be seen. Affected by the rainfall in Yunnan and Guizhou, the shipment in Guizhou was sluggish, and the cement price was weak and stable at a low level; the demand in western Yunnan recovered by 60% to 70%, and the transaction price of individual enterprises in Pu'er Tea dropped by 30 yuan/ton, which did not impact the mainstream price, while the price in eastern and central Yunnan was stable at a low level.

5 . Weekly Report of Cement Network: The demand in the northwest region starts slowly, and the cement market is under pressure to implement the price increase (3.16-3). The demand in the region starts slowly, and the price increase is not implemented well. Shaanxi Guanzhong pushed up in the early stage, the actual increase narrowed, and the sales volume of leading enterprises recovered insufficiently; Gansu and Ningxia had limited demand recovery, few mixing stations were started and few new projects were available; Qinghai and Xinjiang started slowly due to low temperature, and enterprises in some areas of Xinjiang pushed up actively, but the trading volume was small, and the demand volume was expected to be delayed to the end of March to the beginning of April. On the whole, the northwest market is in the transition period of recovery, and the transaction is waiting for the warmer weather and the start of the project.

6. Cement Weekly Report: Cement prices in the Yangtze River Delta in East China were temporarily stable after rising (3.16-3.20)

3.16-3.12-18 Cement prices in Jiangsu, Zhejiang, Shanghai, Anhui and other places were stable after rising by 20 yuan/ton. Jiangsu plans to raise prices around the 25th or twice; Zhejiang completes the first round of general price increase after the year, and the implementation is acceptable but the demand recovery is not good; Anhui's large factories offer stable prices after the increase, and there are few new orders, so there are doubts about the implementation of the price increase; Fujian's price is stable and small; Jiangxi's enterprises are driven by the periphery to have a strong willingness to raise prices, and the price situation is to be observed; Shandong is affected by rain, inventory and so on, the implementation of the price increase is poor, and there is no obvious fluctuation in.

7、 Yunnan Pu'er Tea Tianheng Cement Co., Ltd. 5166t/d

8. < a href = "https://www.ccement.com/news/content/63991760993115001." The United States eliminated backward production capacity by raising emission standards. More than 45 million tons were eliminated from 1970 to 2010. Germany obtained high profit margin with low capacity utilization rate and high concentration of capacity. Enterprises took the initiative to reduce production and guarantee prices. In 2024, the capacity utilization rate dropped to 57% and still had high profits; Egypt has implemented a compulsory quota to reduce production, enterprises have reduced production by at least 10%, and cement prices have risen by 50% in 2024, which has promoted the recovery of prices.

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What is happening in the cement industry?

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What is happening in the cement industry?

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What is happening in the cement industry?