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 June 16, the National Bureau of Statistics released the data of industrial production above the scale from January to May. From January to May, the output of photovoltaic cells was 306.31 million kilowatts, a decrease of 16.4% compared with the same period last year. Among them, the output of batteries in May was 66.19 million kilowatts, a decrease of 20.4% compared with the same period last year.

2026-06-16 14:25:19

The actual transaction price of some distribution channels has fallen below 0.70 yuan/W.

2026-06-12 16:42:15

There is a general expectation of price reduction in the industry, which will land one after another in the past two weeks.

2026-06-10 16:14:43

What is happening in the cement industry?

2026-06-08 07:02:04

Domestic concrete price statistics in May showed that the national concrete price fell by 0.31% annually and 10.06% year-on-year. In each region, there is a significant increase and decrease in price changes. The rise was more prominent in Shanxi, with a month-on-month increase of 1.73%, and Xinjiang also had a 1.02% increase. The decline was more obvious in Guizhou, with a month-on-month decline of 1.98%; Chongqing and Yunnan also had a larger month-on-month decline, with 1.52% and 1.55% respectively. In addition, there are some regions such as Inner Mongolia, Heilongjiang and other places where the ring price has not changed. On a year-on-year basis, most of the regions showed a downward trend.

2026-06-01 10:23:55

Digital New Energy DataBM. Com found that in May 20-27, six photovoltaic projects made new progress. The cumulative capacity of the above projects is 454 MW, and the construction units involve the companies of central enterprises such as Datang, State Energy Group and Huaneng.

2026-06-01 09:09:06

What is happening in the cement industry?

2026-06-01 07:02:04

The People's Court of Gaomi City, Shandong Province will conduct a public auction of transformers, photovoltaic equipment and other objects on the Taobao Judicial Auction Network Platform of the People's Court of Gaomi City from 10 A. M. on June 6 to 10 A. M. on June 7 (except for delays).

2026-05-28 16:47:32

Digital New Energy DataBM. Com has learned that the Intermediate People's Court of Wuxi City, Jiangsu Province, will auction 28100000 W photovoltaic modules (single glass/single crystal/solar panels with power of 600 W, 605 W, 665 W and 670 W respectively) from 10:00 on June 3 to 10:00 on June 4, 2026.

2026-05-27 17:33:10

Digital New Energy DataBM. Com learned that on May 21, the People's Court of Tianning District, Changzhou City, Jiangsu Province formally accepted the case of compulsory liquidation of Changzhou Qikun Photovoltaic Technology Co., Ltd.

2026-05-25 10:14:33

At present, the quotation of only three leading enterprises is maintained at more than 0.75 yuan/W.

2026-05-20 15:44:58

Meanwhile, in terms of industrial added value above the scale from January to April, the output of photovoltaic cells in April was 64.94 GW, down 25.5% year-on-year, and the cumulative output from January to April was 241.5 GW, down 15.3% year-on-year.

2026-05-18 13:35:13

In order to gain a competitive advantage over China, foreign espionage and intelligence agencies have carried out espionage and theft in strategic emerging areas such as rare earth, photovoltaic, semiconductor, high-end chips and artificial intelligence, and tried every means to steal our core technology and sensitive data in an attempt to grasp our strategic cards. We must have a new understanding of this.

2026-05-18 09:44:53

What is happening in the cement industry?

2026-05-18 07:02:09

What is happening in the cement industry?

2026-05-17 07:02:11

Three large factories slightly lowered their production schedules in May.

2026-05-13 18:15:09

Digital New Energy Data. Com has learned that recently, Jiangsu Yancheng Qingneng Guandong 120 MW Fishing-Light Complementary Project has officially started.

2026-05-12 11:44:52

Domestic concrete price statistics in April showed that the national concrete price rose slightly from the previous month and declined from the previous year. Prices in most regions have not changed much, and the rate of change in many regions is 0. The obvious change is in Liaoning, with an increase of 3.64%, while the decline in Chongqing is relatively prominent, with a decline of -2.41%. On a year-on-year basis, all regions showed a downward trend, with a relatively obvious decline of 18.63% in Shaanxi and a relatively slow decline of 1.33% in Hainan.

2026-05-06 11:13:45

On June 15, the launching ceremony of 2026 Hubei Energy Conservation Publicity Week was held in Han. Deng Xikun, Director of Cement Business of Huaxin Building Materials and Secretary-General of Provincial Cement Association, read out the Proposal for Energy Conservation and Carbon Reduction on behalf of Huaxin. As a benchmark enterprise of green low-carbon development in building materials industry, Huaxin will further cultivate carbon reduction technology, iterate green products, export industry standards, and promote the green transformation of the whole chain of building materials.