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.

2.

3.

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.

All can be viewed after purchase
Correlation

On March 19, the 2026 Anti-monopoly Work Conference was held in Xiamen, Fujian Province. In 2026, we should focus on the construction of a unified national market, deepen the governance of fair competition, standardize the order of market competition, and thoroughly rectify the "involution" competition.

2026-03-19 15:11:30

Mainstream trading center of gravity moved down to about 0.77 yuan/W

2026-03-18 17:43:21

On March 18, the Zhejiang Development and Reform Commission issued the "Notice on Issuing the Implementation Plan of the First Batch of Major Construction Projects in 2026 for Expanding Effective Investment in Zhejiang Province".

2026-03-18 16:59:42

On March 16, the government of Anhui Province issued a list of key projects in 2026.

2026-03-18 09:30:37

From January to February, the added value of industries above scale increased by 6.3% year-on-year (the growth rate of added value is the real growth rate after deducting price factors). On a month-on-month basis, in February, the value added of industries above designated size increased by 0.83% over the previous month.

2026-03-16 11:32:24

What is happening in the cement industry?

2026-03-15 07:02:02

Located in the core of Shanghai Hongqiao International Central Business District, the Enabling Center aims to create a double bridgehead for new energy enterprises to "invite in" and "go out" and a gathering place for the headquarters of new energy enterprises at home and abroad. It was jointly founded by the Global Green Energy Council, the Global Energy Storage and Battery Council, the Asia-Pacific New Energy Industry Association, the Asian Photovoltaic Industry Association and other international organizations, as well as leading enterprises in the field of global photovoltaics and hydrogen storage.

2026-03-13 20:20:40

This week, 5 component manufacturers partially cut prices or release special prices.

2026-03-13 16:01:21

On March 13, Wang Hongzhi, Secretary of the Party Leadership Group and Director of the State Energy Administration, signed an article entitled "Anchoring the Goal of Building a Strong Energy Country and Promoting the Reform of Energy Marketization in the Fifteenth Five-Year Plan Period", which was published in the Learning Times.

2026-03-13 10:01:22

I hope that this book can further promote the common understanding of involution competition and provide reference for anti-involution work in all walks of life in China.

2026-03-10 12:03:19

Wood Mackenzie's latest Lithium Energy Transition Outlook report points out that in the context of accelerated energy transition, global lithium demand may exceed 13 million tons by 2050, more than twice the benchmark forecast. Without significant new investment, a supply gap could emerge as early as 2028.

2026-03-05 17:32:44

On March 3, Zhong Baoshen, deputy to the National People's Congress and chairman of Longji Green Energy, was interviewed by several media and put forward a number of suggestions based on the development status and problems of the photovoltaic industry.

2026-03-05 17:18:58

Domestic concrete price statistics in February show that concrete prices in many parts of the country have changed to varying degrees. The national ring-to-ring ratio decreased by 0.48% and the year-on-year ratio decreased by 11.61%. There is no change in the ring ratio in most regions, among which Jiangsu has a relatively large decline in the ring ratio, while Shaanxi has a certain increase in the ring ratio, which is more prominent in the regions with changes. On a year-on-year basis, various regions also showed a decline in varying degrees, with a relatively large decline in some areas and a relatively small decline in some areas.

2026-03-02 10:14:17

This paper proposes an "atomic-scale interface bonding" technology, which uses atomic layer deposition process to introduce a controllable hafnium oxide (HfOx) intermediate layer into the key interface of the cell, synchronously stabilizes the hole and electron transport interface from the atomic scale, and successfully solves the problem that the efficiency and stability of perovskite solar cells are difficult to improve in coordination, which has long restricted the development of perovskite solar cells.

2026-02-27 10:54:30

With a total investment of 1.8 billion yuan, the 3GW high-efficiency heterojunction battery project in Shangyi Base of Future Light Energy is the first high-efficiency heterojunction industrial park project in Hebei Province.

2026-02-24 10:01:01

With the approaching of the year, the photovoltaic module market has entered the traditional off-season, and most projects have entered the stagnation stage.

2026-02-13 10:55:11

In 2025, the installed capacity of renewable energy in China reached a new high, and the proportion of the scale increased steadily.

2026-02-12 10:59:24

The State Council plans to build a unified national electricity market system, with the goal of basically completing it by 2030 and fully completing it by 2035, so as to realize the optimal allocation of power resources nationwide, the market-oriented pricing of multi-dimensional values, and the fair participation of all kinds of subjects.

2026-02-12 09:38:19