4.5 Cement Morning Post: Announcement on Capacity Replacement of Jinlei Cement; Investor Records of Tianshan Cement

2026-04-05 07:18:02

What is happening in the cement industry?

1、 Announcement

of Hunan Jinlei Southern Cement Co., Ltd. on the Replacement Plan of Supplementary Production Capacity of 6500 Tons Per Day Cement Clinker Production Line Project The Department of Industry and Information Technology of Hunan Province issued an announcement on the supplementary capacity replacement plan for the 6500 tons per day cement clinker production line project of Hunan Jinlei Southern Cement Co., Ltd. According to the relevant regulations and capacity management policies of the Ministry of Industry and Information Technology, the supplementary plan has been publicized. The announcement emphasizes that this is a necessary condition for the implementation of the project, and that enterprises need to improve all procedures such as project filing and energy-saving review, dismantle the main equipment transferred out of production capacity and pass the acceptance test before they can produce according to the new filing capacity. At the same time, the address (467 Xinshao Road, Tianxin District, Changsha City, Hunan Province) and telephone number (0731-88955466) were announced, and the replacement plan of supplementary capacity was attached. The announcement date is April 3, 2026.

2. Tianshan Co., Ltd.: Record

of Investor Relations Activities on April 3, 2026 This is the record of investor relations activities of Tianshan Co., Ltd. on April 3, 2026, which is mainly the exchange content of participating in the collective performance presentation of listed companies of China National Building Material Group. In 2025, under the pressure of the industry, the company's revenue dropped by 14.4%, net profit loss, highlights include cost reduction and cost control, innovation and transformation, international growth, ESG construction and so on. In 2026, it will be developed with the method of "addition, subtraction, multiplication and division". The communication session responded to the impact of major projects, asset impairment, product market performance, cost reduction and efficiency enhancement, competition in the same industry, debt repayment arrangements and other issues, reminding investors to pay attention to risks and welcome to continue communication.

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Correlation

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

Seven manufacturers, including Jingke Energy, Trina Solar Energy, Jingao Technology, Atlas, Dongfang Risheng, Yingli Energy and Runma Solar Energy, raised their component quotations by 0.01-0.03 yuan/W.

2026-08-12 17:50:55

On July 29, Longji Green Energy released the pre-approval announcement of the environmental impact assessment of the new crystalline silicon-perovskite tandem solar cell technology and equipment industrialization project and the new high-efficiency back contact (BC) cell technology and equipment project of Xixian New Area Branch.

2026-08-12 16:36:35

It is worth noting that the meeting not only formed a consensus on self-discipline among enterprises, but also put forward a series of supporting disciplinary measures and suggestions:

2026-08-07 14:24:19

On July 30, the Hunan Development and Reform Commission held the second comprehensive roadshow of major projects in the province in 2026. Among them, Yanhe Intelligent Perovskite New Material Production Line Project was unveiled.

2026-08-06 09:07:52

Although the quotation side continues to weaken, the demand side of the distributed market has shown a phased recovery.

2026-08-05 15:52:42

The Plan rationally arranges the construction scale of various power sources, power grids and regulating resources, and optimizes the technical routes and spatial layout of pumped storage and new energy storage. By 2030, the installed capacity of new energy storage will reach 300 million kilowatts, and the interaction between vehicles and networks will strive to reach about 50 million kilowatts, so as to reduce the cost of power system transformation and the cost of electricity consumption in the whole society.

2026-08-05 10:21:33

China Cement Network Project Link shows that the Dacun-Zunyi Railway Project is being tendered recently, with a total investment of 14 billion yuan, or 2.52 million tons of cement demand, 4.9 million cubic meters of concrete demand and 22.68 million tons of sand demand.