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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Correlation

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

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

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

In order to further study and implement Xi Jinping's thought of ecological civilization, resolutely implement the deployment requirements of the State Council's Action Plan for Continuous Improvement of Air Quality, conscientiously implement the work arrangements of the Party Committee and the government of the autonomous region, and continuously consolidate the achievements of the year of tackling key problems in the protection and control of the ecological environment, on October 15, 2026, the State Council of the People's Republic of China decided to implement the plan. The People's Government of the Autonomous Region held a kick-off meeting on air pollution prevention and control in the winter and spring of 2026-2027. Vice Chairman Liu Jun presided over and delivered a speech. Members of the leading group of the construction of ecological civilization of the Party Committee of the Autonomous Region are responsible for comrades, members of the team of the Department of Ecological Environment and relevant departments and institutions.