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

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

What is happening in the cement industry?

2026-09-27 07:02:02

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

According to the big data of China Cement Network, on September 30, the Central Plains Cement Price Index rose 3.49 points from the previous trading day, closing at 306.83 points, an increase of 1.15%, higher than 0.88% increase of the National Cement Price Index in the same period, ranking third in the regional index on that day; On the same day, the Yangtze River and East China rose slightly by 0.19% and 0.17%, while the Northeast, North China, Northwest, Beijing-Tianjin-Hebei were flat, and the Southwest fell by 1.03%.