3.30 Cement Morning Post: Maoming Mayor Visits Conch Group; Indonesia Dongjia Phase II Hoisting; Tea Picking in Cement Plant

2026-03-30 07:02:04

What is happening in the cement industry?

1. Maoming Mayor Wang Xiongfei and His Delegation Visited Conch Group On March 27

, 2026, Wang Xiongfei, Deputy Secretary of Maoming Municipal Party Committee and Mayor of Maoming, led a team to visit Conch Group, which was received by Zhu Shengli, Deputy Secretary of the Party Committee and General Manager of Conch Group. Wang Xiongfei and his delegation visited the exhibition hall of the group to learn about its development process. Zhu Shengli introduced the "one base and five industries" model and the results in many fields, saying that the development of the group is in line with Maoming's industrial planning and hopes to expand cooperation. Wang Xiongfei thanked the reception and introduced the industrial layout of Maoming. He believed that Conch had strong strength and its development path was in line with Maoming's goals. He hoped that Maoming would optimize its business environment by exploring cooperation around chemical industry, energy conservation and environmental protection. Chen Zheng, Vice Mayor of Maoming, participated in the activities.

2. Indonesia Dongjia Red Lion Phase II Kiln Tail Frame was started to be hoisted

at 9:58 on March 28. Indonesia Dongjia Red Lion Phase II Kiln Tail Frame was started to be hoisted, and the first column was accurately in place. It marks that the second overseas 10000-ton cement clinker production line of the Group has entered the key stage of equipment installation and is moving towards the target of putting into operation in 2026. Dongjia Red Lion is an important overseas base of Red Lion Group, and the first phase has been put into operation with remarkable achievements. The second phase was started on March 18, 2025, and is scheduled to be put into operation in November 2026, integrating leading technology and first-class equipment. At present, the project will be tackled at full speed, and the follow-up will deepen coordination, strictly adhere to safety and quality, sprint production targets, and enhance the competitiveness of the group.

3. Spring buds are full of branches, tea fragrance is full of gardens | The article "Tea Picking Records"

in the cement plant revolves around "Tea Picking Records in the cement plant". Yingde Longshan Company has built an ecological tea garden in the open space of a dangerous house once overgrown with weeds, and 40000 tea seedlings have grown into lush tea trees after years of careful care. In the spring tea season of March, colleagues came to the tea garden from the cement production line, incarnated as tea pickers, and carefully picked the essence of spring tea with one bud and one leaf or one bud and two leaves. The process of picking tea is full of laughter and laughter, just like the group building in spring. The picked buds are sent to the processing plant to make spring tea. This tea garden witnesses everyone's efforts and companionship, and gives back the pure tea fragrance and healing to everyone.

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Correlation

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

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

Domestic concrete price statistics in August showed that the national concrete price fell by 1.16% annually and 6.51% year-on-year. Prices in most areas have changed to varying degrees. On a month-on-month basis, prices in some regions changed significantly, such as Shanghai and Sichuan, where the decline was relatively large, while prices in Beijing, Shanxi and Inner Mongolia remained unchanged on a month-on-month basis. On a year-on-year basis, the decline in Jilin is relatively prominent, while Shanxi has a small increase over the same period. Overall, the domestic concrete price showed a certain fluctuation trend in August.

2026-09-01 11:18:22

The proportion of photovoltaic power generation in the electricity consumption of the whole society has reached 13%, and more than one kilowatt-hour of electricity used in the whole country comes from photovoltaic power.

2026-09-01 11:12:19

For the first time, the installed capacity of photovoltaic power generation exceeded that of coal-fired power generation, making it the largest power supply category in China.

2026-09-01 10:48:28

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01

From September 14, 2026 to September 20, 2026, the highest opening rate of cement kilns in all provinces in China is Tianjin, with the opening rate of 100.00%. Kiln opening rate of 50% and above: Zhejiang Province 79.37%, Anhui Province 70.27%, Shandong Province 65.86%, Hubei Province 56.51%, Yunnan Province 52.38%, Jiangsu Province 52.04%.