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.

All can be viewed after purchase
Correlation

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

What is happening in the cement industry?

2026-05-04 07:02:03

A few days ago, according to the transfer information released by the relevant platform, the 100% equity of China Resources Cement (Wuzhishan) Co., Ltd. and the transferor transferred 6.86 million yuan of creditor's rights to the target enterprise, with the transfer base price of 7.52 million yuan for the 16223, and the transfer base price of the previous listing was 1.19 million yuan for the 20108, this time for the transfer at a reduced price.