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

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.