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

On November 5, the Bureau of Ecology and Environment of Chuzhou City, Anhui Province, issued the Report on the Eco-environmental Impact of the High-efficiency and Large-size Photovoltaic Cell Technology Reform Project of Zhongrun New Energy (Chuzhou) Co., Ltd.

2026-11-06 17:18:50

In the first half of the week, the PV module market was still in a downward trend. Following the price reduction of distributed channels of four manufacturers last week, the scope of price reduction was further expanded in the first half of the week. At present, a large number of special component products from three brand manufacturers have flooded into the market, covering TOPCon and BC components. Fortunately, the lowest price in the market remains the same as last week, at 0.63 yuan/W, and has not yet been further explored.

2026-11-04 15:04:08

This introduction is the domestic concrete price statistics in October, the national concrete price ring ratio is 0.11%, year-on-year-5.01%, covering the price change data of most provinces in China, among which the Yunnan regional price ring ratio change is more prominent, the Tianjin regional price ring ratio change is prominent, and the price ring ratio of more than ten regions remains 0.00%. The range of change is at a very low level, and the overall year-on-year data of each region shows a downward trend.

2026-11-03 17:00:14

What is happening in the cement industry?

2026-11-02 07:02:04

In the first half of the week, the transaction price of the distributed channels of the three TOPCon head manufacturers was reduced by 0.01-0.04 yuan/W.

2026-10-28 09:58:50

What is happening in the cement industry?

2026-10-26 07:02:02

This week, a total of 6 enterprises adjusted their prices, of which 3 manufacturers partially increased their prices and 4 manufacturers partially lowered their prices.

2026-10-23 15:39:47

Ningde Times responded to market concerns: in 2027, the global demand for power batteries and energy storage still has growth potential, the capacity utilization rate is healthy, and the supply chain support measures affect cash flow in the short term but are conducive to long-term sustainable development.

2026-10-21 15:07:33

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

According to the China Cement Network Market Data Center, this week, the northwest cement market entered the end of the winter break, Shaanxi Guanzhong tentatively pushed up, and the rest of the provinces and regions mostly closed at stable or low prices.