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

Wang Peng, professor of North China Electric Power University and executive director of the National Institute of Energy Development Strategies, shared his observations and thoughts on the coordinated development of computing and electricity at the "Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2026 and the Prospect of the Situation in the Second Half of 2026" on July 23.

2026-07-24 17:03:18

The previous generation of high-efficiency products is experiencing "passive degradation". In the near future, head manufacturers are synchronously promoting the power upgrade of 210 components, and 710-720W products have been gradually replaced by 730-750W products from the main power segment.

2026-07-24 16:52:48

From January to June, the output of polysilicon in China was 538,000 tons, representing a year-on-year decrease of 9.8%; the output of silicon wafers was 293 GW, representing a year-on-year decrease of 7.3%; the output of solar cells was 260.7 GW, representing a year-on-year decrease of 21.9%; and the output of photovoltaic modules was 201.3 GW, representing a year-on-year decrease of 35.1%.

2026-07-23 12:01:24

On July 22, the National Energy Administration released the national electricity statistics from January to June.

2026-07-22 18:59:46

It is expected that the domestic demand will usher in a turning point in the second half of 2026, and the domestic newly installed capacity is expected to resume growth in 2027.

2026-07-22 14:05:45

On July 22, at the "2026 Photovoltaic Industry Supply Chain Development (Ningbo) Seminar" held in Ningbo, Zhejiang Province, Yan Dazhou, supervisor/director of China Photovoltaic Industry Association/National Engineering Laboratory of Polysilicon Material Preparation Technology, made a theme report on "Polysilicon Market Supply and Industrial Development".

2026-07-22 10:56:12

In the first half of 2026, China's polysilicon output was about 541,000 tons, down 9.3% from the same period last year, and the average operating rate of polysilicon enterprises was 33.8%. As of June, the total domestic polysilicon inventory was about 510 thousand tons, equivalent to nearly half a year's output. Yan Dazhou is expected to produce 102,000 tons in July.

2026-07-22 10:55:27

On July 21, the 2026 Fortune China 500 list was released. The list still includes both listed and unlisted companies. According to the incomplete statistics of digital new energy DataBM. Com, there are 15 photovoltaic enterprises on the list this year.

2026-07-21 17:30:23

Regressive components, project surplus components and low-power inventory components are flooding the market on a large scale.

2026-07-15 17:34:40

Domestic concrete price statistics in June show that the statistics cover the relevant data of concrete prices in all regions of the country. On the whole, the price of concrete in the whole country has declined. Among many regions, Liaoning, Jilin and other places have more obvious changes in prices, prices have been reduced; some regions such as Shanxi, Inner Mongolia, Heilongjiang and other places have flat changes in prices, prices have no significant fluctuations. In addition, on a year-on-year basis, most regions also showed a downward trend, with only Xinjiang showing a certain increase on a year-on-year basis.

2026-07-14 09:24:37

According to the Digital New Energy DataBM. Com, 41 photovoltaic power plant equipment in Wuan City, Handan City, Hebei Province will be auctioned at 10:00 on July 15, with a starting price of about 142.868 billion yuan and a margin of 1.5 million yuan.

2026-07-13 09:07:55

Four leading enterprises lowered the quotation of conventional products by 0.01-0.03 yuan/W

2026-07-10 16:40:22

In the first half of the week, six manufacturers released a large number of special components, with a minimum of 0.66 yuan/W.

2026-07-08 16:30:39

What is happening in the cement industry?

2026-07-05 07:02:04

In the past 5 days, the quotations of 7 photovoltaic module manufacturers have been lowered to varying degrees.

2026-07-01 15:55:08

What is happening in the cement industry?

2026-06-28 07:13:52

During the "15th Five-Year Plan" period, investment in key energy projects and new formats has maintained a steady growth trend, with a total scale estimated to exceed 20 trillion yuan.

2026-06-26 17:40:43

In July, the focus of production scheduling was more inclined to high-power component products.

2026-06-26 16:06:33

On June 25, the National Energy Administration released the national electricity statistics from January to May 2026.

2026-06-25 13:07:33

Theme: Optical storage integration, leading the future with wisdom!

2026-06-18 09:55:11

The exhibition includes photovoltaic production equipment, materials, photovoltaic cells, photovoltaic application products and components, as well as photovoltaic engineering and systems, energy storage, mobile energy, etc., covering all aspects of the photovoltaic energy storage industry chain.

2026-06-18 09:45:07

On June 16, the National Bureau of Statistics released the data of industrial production above the scale from January to May. From January to May, the output of photovoltaic cells was 306.31 million kilowatts, a decrease of 16.4% compared with the same period last year. Among them, the output of batteries in May was 66.19 million kilowatts, a decrease of 20.4% compared with the same period last year.

2026-06-16 14:25:19

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