4.25 Cement Morning Post: Guo Wensan rewrites cement territory; peak sales of cement in 2025; upsurge of domestic cement going to sea

2026-04-25 07:02:22

What is happening in the cement industry?

1.

2. Jianfeng Group: Sales of cement in 2025 527.In 2025, the national demand for cement declined, the price was "high before and low after, and the bottom fluctuated". The company's total assets and net assets have increased, while its revenue has decreased, but its net profit has increased substantially. In the building materials business segment, the cement market demand declined, and the Company achieved cement sales volume 527. The subordinate cement enterprises implemented benchmarking management and other measures to reduce costs and increase efficiency, and each enterprise had targeted technological transformation and adjustment strategies. In addition, the company promotes production line projects, creates new growth points, and extends to the upstream and downstream industrial chain.

3. production lines have been put into operation overseas, with production capacity exceeding 1. Emerging markets have large demand and considerable profits, attracting enterprises to lay out. The internationalization experience of European and American giants shows that this is a long-term strategy, and the integration ability is more critical. However, facing the risks of capacity accumulation and transnational integration, Chinese cement enterprises need to explore and solve many problems in competition and write global answers in the future.

4.

5. 131.6.

7 . Weekly report of cement website: cement prices in the Yangtze River Delta market in East China were weak and stable after falling as a whole (4.20-4). Affected by rainy weather, demand was light, inventory pressure was high, and prices in most markets were loose and low. Prices in some areas of Jiangsu are declining, and there may be downward pressure in central Jiangsu; prices in Zhejiang generally fall back to the level before March, and the subsequent decline may be clear; prices in large areas of Anhui are weak and stable after falling, and the subsequent decline may continue; prices in Fujian show a downward trend; prices in Jiangxi return to a low level; The quotation of leading enterprises in Shandong is stable after rising, but whether the price can be stable after the end of the kiln shutdown remains to be seen, and the overall follow-up market is likely to be "weak in both volume and price".

8. Hongshi Cement Co., Ltd. sold 1500t/d production capacity to Hezhang County Cement Plant Co., Ltd. to supplement production capacity, with a replacement ratio of 1.

All can be viewed after purchase
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