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?

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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.

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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.

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Correlation

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

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