3.25 Cement Morning Post: Cement Carbon Quota Breakdown under Double Carbon; Western Cement Profit Growth; Yunnan Cement Project Certification

2026-03-25 07:02:08

What is happening in the cement industry?

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2. Western Cement: The net profit attributable to the parent company in 2025 was RMB880 million, representing a year-on-year increase of 40. The operating income of the Company was RMB9.621 billion, representing a year-on-year increase of 15.3%; Net profit attributable to the parent company was RMB880 million, representing a year-on-year increase of 40. During the reporting period, the sales volume of cement and clinker increased year-on-year 9. However, the market performance was different, and the sales volume in the Chinese market decreased 18. Overall, the Company had certain changes in revenue, profit and sales volume, and the performance of domestic and foreign markets was different.

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6. One picture to understand |

7, cement.com report: Nigeria

8. < a href = "https://www.ccement.com/news/content/64348201557935001. Meeting" 3 April 2026 13: 30-16: 50 In the form of live interaction, live video broadcasting and network text interaction, the network live broadcasting address is "Interactive Easy" platform, "Cloud Interview" column and Shanghai Road Show Center platform. Investors can send questions to the company's mailbox before April 1, or ask questions online during the meeting. Attendees include the chairman of the board, etc. After the meeting, the meeting situation and content can be viewed through the above platform.

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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

On March 23, China-Hong Kong Concrete, a subsidiary of China Resources Building Materials Technology, and Huidu Investment, a subsidiary of Hong Kong Huiji Group, held a signing ceremony for the cooperation of "Tuen Mun Landi Underground Quarry Mixing Station Project" in Hong Kong. Jing Shiqing, Chairman of the Board of Directors of China Resources Building Materials Technology, Pan Fei, Vice President, and Shan Weibiao, Chairman of Huiji Group, attended the relevant activities.