1.28 Cement Morning Post: Conch Yang Jun paid a visit to Ren Zhengfei; Cement profit rebounded but was cold; Hubei broke the "involution" competition

2026-01-28 07:02:03

What is happening in the cement industry?

7. Zhonglian Cement Co., Ltd., Jiahua Special Cement Co., Ltd., Jiahua Cement General Plant, Sichuan Huaying 8, Jianfeng Group: It is estimated that the net profit attributable to the parent company in 2025 will be about 460 million yuan, an increase of about 325. The Group expects that the net profit attributable to shareholders of listed companies in 2025 will be about 460 million yuan, an increase of about 352 million yuan compared with the same period last year. Year-on-year growth of approximately 325. This forecast demonstrates the significant expected growth in profitability of Jianfeng Group, which is expected to achieve a more impressive performance in 2025, adding a positive signal for its future development.

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Correlation

DBM PV modules: modules up to 0.9-1 yuan/W! Longji, Tianhe, Jingao.. Four manufacturers raised their quotations.

Longji Green Energy's Latest Quotation Has Touched a High of 0.9-1.0 yuan/W

2026-01-28 15:25:18

Year-on-year growth of 13.67%! In 2025, the new installed capacity of PV set a new record!

On January 28, the National Energy Administration released the national electricity statistics for 2025. By the end of 2025, the total installed capacity of power generation in China was 3.89 billion kilowatts, an increase of 16.1% over the previous year, of which the installed capacity of solar power generation was 1.2 billion kilowatts, an increase of 35.4% over the previous year. In 2025, the new PV installed capacity in China was 315.07GW, an increase of 13.67% over the same period last year, setting a record for the new installed capacity in the year. According to the monthly data, in December 2025, the newly installed photovoltaic capacity in China was 40.18 GW, which decreased by 43.3% year-on-year, but increased by 82.47% year-on-year.

2026-01-28 11:56:43

The quantity has increased by 487% and the price has increased by 360%! Explosive growth of new energy green certificates

Among them, from January to December 2025, the total number of green certificates issued by photovoltaic power generation was 672.13 million, accounting for 22.8% of the total number of green certificates issued in that year.

2026-01-28 10:37:45

1.28 Cement Morning Post: Conch Yang Jun paid a visit to Ren Zhengfei; Cement profit rebounded but was cold; Hubei broke the "involution" competition

What is happening in the cement industry?

2026-01-28 07:02:03

General Manager of Three Gorges Group Subsidiary Was Investigated

Wu Changyu, Deputy Secretary of the Party Committee and General Manager of Yunnan Energy Investment Co., Ltd. of the Three Gorges Group, is suspected of serious violations of discipline and law, and is currently undergoing disciplinary review by the Discipline Inspection and Supervision Group of the State Supervision Committee of the Central Discipline Commission in the China Three Gorges Group and supervision and investigation by the Hubei Provincial Supervision Committee.

2026-01-27 17:05:24

1.27 Cement Morning Post: 2025 Clinker Export Surges; Jiahuateshui 2026 New Development; Southern Cement 2026 Energy Increase

What is happening in the cement industry?

2026-01-27 07:02:27

1.26 Cement Morning Post: Conch Zhongnan Robot Recruitment; Conch Small Idler Sword Sharpening for Twenty Years; Golden Dragon Commend Ideological Pacesetter

What is happening in the cement industry?

2026-01-26 07:02:03

1.25 Cement Morning Post: Gezhouba 2026 Working Meeting

What is happening in the cement industry?

2026-01-25 07:01:16

1.24 Cement Morning Post: Wenfu high-speed rail Cement Bid; China United Cement Subsidiary Company Transfers Assets; Shenzhen Stock Exchange Issues Evergreen Regulatory Letter

What is happening in the cement industry?

2026-01-24 07:02:04

1.23 Cement Morning Post: One Picture to Understand Conch Report; Conch's "14th Five-Year Plan" Performance Is Good; Hearing on Trans-provincial Capacity Project

What is happening in the cement industry?

2026-01-23 07:02:03

Leadership Adjustment of Two Central Energy and Power Enterprises

Five leaders of two central energy enterprises, China General Nuclear Power Group Co., Ltd. and China Coal Energy Group Co., Ltd.

2026-01-22 09:37:49

Involving the photovoltaic industry! Hit the "involution"! The conference of ten typical cases in 2025 was held!

On the morning of January 21, the State Administration for Market Regulation held a special press conference on ten typical cases of "involution" competition in 2025. Zhao Chunlei, deputy director of the Competition Coordination Department, introduced the overall situation of the case, including interviews with cargo Lala, risk warning of photovoltaic industry, investigation and punishment of false publicity cases, etc. These cases are characterized by emphasis on prevention in advance, combination of rigidity and flexibility, and coordinated governance. In addition, the heads of departments also answered relevant questions, such as mobile power recall, certification supervision and so on. In the future, the General Administration will promote the formation of a better market ecology and help build a unified national market.

2026-01-22 09:13:57

1.22 Cement Morning Post: TCC Liaoning Plan Hearing Will Be Held; Conch's Subordinate Enterprises Are Fined; Conch Strives to Open a New Situation

What is happening in the cement industry?

2026-01-22 07:01:10

1.21 Cement Morning Post: BBMG 2026 Mission; China Cement's Journey to Africa; Yunnan Cement and China Resources Huaxi Conference

What is happening in the cement industry?

2026-01-21 07:03:01

Ministry of Finance: Cancellation of export tax rebate for photovoltaic and lithium batteries is conducive to promoting industrial transformation and upgrading, and comprehensively rectifying "involut

The adjustment of the export tax rebate policy is conducive to promoting the efficient use of resources, reducing environmental pollution and carbon emissions, and promoting the comprehensive green transformation of economic and social development. At the same time, it is also conducive to guiding the rational adjustment of industrial structure, promoting industrial transformation and upgrading, comprehensively rectifying "involution" competition, and promoting high-quality economic development.

2026-01-20 16:10:00

1.20 Cement Morning Post: public announcement of 4 cement production capacity replacement; five departments issued opinions on zero-carbon plants; speech at Tianshan Materials Conference

What is happening in the cement industry?

2026-01-20 07:06:09

Flow mark! Reject the bid! Postponement! Nearly 1GW photovoltaic projects have changed!

On January 16, the EPC general contractor of Yangquan Distributed Photovoltaic Project in Wulan Town, Etuoke Banner, Inner Mongolia issued a bid announcement, which was due to the fact that less than three bidders submitted bidding documents at the bid opening stage.

2026-01-19 19:17:05

1.19 Cement Morning Post: Tianshan Materials Meeting in Shanghai

What is happening in the cement industry?

2026-01-19 07:01:12

1.18 Cement Morning Post: Conch Staff Bookstore Renewed

What is happening in the cement industry?

2026-01-18 07:01:11

1.17 Cement Morning Post: Conch New Energy; Price Increase of Cement in the Pearl River Delta; Administrative Penalty Measures for Illegal Income Released

What is happening in the cement industry?

2026-01-17 07:02:02

DBM Weekly Review: "8 breaks 9", two rises in a week! PV module price approaches 1 yuan/W

Jingke rose twice in a week, with the highest increase of 0.15 yuan/W.

2026-01-16 18:12:28

1.16 Cement Morning Post: Announcement on Capacity Supplement of Qilian Mountain in Chengxian County; When to Enter the Cement Industry; Shanghai Sandstone Annual Meeting Held

What is happening in the cement industry?

2026-01-16 07:01:37

1.15 Cement Morning Post: Announcement on Capacity Replacement of Chaohu Conch; Capacity Replacement of China Resources Huizhou Project; Announcement on Capacity Replacement of Sinoma Luoding

What is happening in the cement industry?

2026-01-15 07:01:09

Guangxi 138MW PV EPC Project Component Procurement Bidding!

On January 12, China Railway Tunnel Bureau Group Construction Co., Ltd. Bobai County Government Assets Roof Distributed Photovoltaic Power Generation Project (South Area) EPC General Contracting Project Photovoltaic Module Procurement Tender Announcement was issued.

2026-01-13 09:58:44

DBM Weekly Review: Component Price Rise Expands to 14! Terminal to undertake fatigue, can current round of rally be sustained?

Second-and third-tier manufacturers have followed up with price increases, with a total of 14 manufacturers raising their quotations in this round.

2026-01-09 16:30:47

Regulate the competition order! The Ministry of Industry and Information Technology and other departments jointly held a symposium on the power and energy storage battery industry

Standardize the competition order of the battery industry and promote the healthy and orderly development of the power and energy storage battery industry.

2026-01-08 10:26:43

Cement network data: price statistics of C30 concrete in all regions of China in December 2025

Statistics on domestic concrete prices in December show that prices in the whole country and regions have changed to varying degrees. The national concrete price fell by 0.32% month-on-month and 19.33% year-on-year. In most areas, the ring ratio declined, some areas were flat, and Anhui rose slightly. Among them, the month-on-month decline in Jilin was more obvious, reaching -2.38%; the month-on-month decline in Hebei and Fujian was relatively small, reaching -0.05%. On a year-on-year basis, the decrease in Henan was relatively large, reaching -31.05%, while there was no change in Chongqing and Guizhou.

2026-01-04 14:02:33

Cement Network Report: Operation Analysis and Prospect of Concrete Industry in 2025

In 2025, due to the increase in the use of new government special debt and other factors, the proportion of funds flowing into the infrastructure side has been reduced, and the real estate industry has not yet reversed the downward trend, the volume and price of the concrete market are difficult to stabilize, and the profit margin of the industry is further squeezed..

2025-12-31 14:57:33

Up 75% from the previous month! National photovoltaic new installed capacity data released in November!

On December 26, the National Energy Administration released statistics on the national power industry from January to November.

2025-12-26 17:30:32

DBM Weekly Review: Photovoltaic Group Price Rise Camp Expands to 9, a New Round of Price Adjustment Is on the Way?

This week, market expectations for component price increases remain strong, and component production is expected to rebound slightly in January.

2025-12-26 16:15:44

Three major changes in the development of new energy storage under the two new policies!

The two new policies promote the transformation of new energy storage to multiple scenarios, market-oriented operation and technological upgrading, promote efficient consumption of new energy and system coordination, and support the transformation of clean energy.

2025-12-25 10:46:42

Production of hydrogen energy equipment industrial base of Hangyang Group

The commissioning of the hydrogen energy equipment industry base of Hangyang Group marks the opening of the first liquid hydrogen key equipment manufacturing base in Zhejiang Province, and promotes the localization and large-scale development of the whole hydrogen energy industry chain.

2025-12-23 16:57:34

12.22 Cement Morning Post: Application for Listing of Shangfeng Cement Shareholding Company Accepted; Reminder on Resale of Jidong Convertible Bonds

What is happening in the cement industry?

2025-12-22 07:01:09

12.20 Cement Morning Post: Cement Prices Rise in Central South, Guangdong and Guangxi; Cement Plant Noise Interview; Daye Jianfeng Replenishes Production Capacity

What is happening in the cement industry?

2025-12-20 07:02:05

12.19 Cement Morning Post: Don't let the "big building small" project go unchecked; Casualties in bulk cement truck accidents; Cement plant noise was interviewed

What is happening in the cement industry?

2025-12-19 07:02:04

DBM PV modules: Longji Green Energy up 3-6 points! About 6 manufacturers released the news of the proposed price increase!

Longji Green Energy Takes the Lead in Raising the Price of Photovoltaic Modules

2025-12-18 16:31:54

12.18 Cement Morning Post: Announcement of production supplement of 3 clinker lines in Qilian Mountain; Yadong Cement expands production to 8000t/d; Anhui and Guizhou each withdraw 1 clinker line

What is happening in the cement industry?

2025-12-18 07:01:08

Announcement of EIA of Huadian Yunnan 65MW Photovoltaic Project to be Approved!

Digital New Energy DataBM. Com was informed that on December 12, Lijiang Eco-environmental Bureau of Yunnan Province issued a public announcement on the environmental impact report form of Xinyuangou photovoltaic power generation project to be approved.

2025-12-17 17:32:26

50 MW PV included! The first phase of the world's largest green hydrogen, ammonia and alcohol integration project was put into operation

On the evening of December 16, China Energy Construction announced that the first phase of Songyuan Hydrogen Energy Industrial Park (Green Hydrogen Ammonia Alcohol Integration) project, the world's largest green hydrogen ammonia alcohol integration project, was officially put into operation.

2025-12-17 10:05:14

12.17 Cement Morning Post: Cement demand risk next year; Guangdong withdraws from 2 clinker lines; cement price in eastern Guangdong rises

What is happening in the cement industry?

2025-12-17 07:01:08

12.16 Cement Morning Post: Huaxin Building Materials Brand Press Conference; Huaxin Goes out of Huangshi and into the World; Guangdong Cement Prices Push Up

What is happening in the cement industry?

2025-12-16 07:01:08

Announcement of Acceptance of Environmental Impact Assessment of CGN 100MW Photovoltaic Project!

Digital New Energy DataBM. Com was informed that on December 10, the Bureau of Ecology and Environment of Wenshan Prefecture, Yunnan Province, issued a public announcement on the acceptance of the environmental impact report form of Bazhai Photovoltaic Power Generation Project.

2025-12-15 09:20:34

12.15 Cement Morning Post: Prices in early December 2025

What is happening in the cement industry?

2025-12-15 07:01:18

12.13 Cement Morning Post: Guangdong Cement Production Capacity Index Transfer; Huaining Shangfeng Cement Supplementary Production Announcement; China Resources Win the Mining Right

What is happening in the cement industry?

2025-12-13 07:02:02

"False Information" Appears in Many Photovoltaic Projects in Henan? Official response

Recently, in the photovoltaic installation project of Caopo Village, Wugong Township, Wugang City, Pingdingshan, Henan Province, the "busiest five-person group" has also appeared.

2025-12-12 17:20:33

Blockbuster! Replacement of President of CGN!

On the evening of December 11, CGN announced that Mr. Gao Ligang, the director and president of the company, had applied to resign as a director of the company, a member of the Nuclear Safety Committee of the board of directors and the president of the company due to his retirement age.

2025-12-12 11:49:17

12.12 Cement Morning Post: Rectification of Cement Project Filing; Announcement of Tianshan Cement on Supplementing Production Capacity; Transfer of CNBM Clinker Indicators

What is happening in the cement industry?

2025-12-12 07:02:08

12.11 Cement Morning Post: Cement price may be low at the beginning of next year; Hunan will dismantle 4000t/d production line; Yufeng Cement will expand production to 8000t/d

What is happening in the cement industry?

2025-12-11 07:02:03

Lowest 3.12 yuan/W! Announcement of Successful Candidates for EPC General Contracting of Jiangsu 150MW Photovoltaic Project!

On December 8, the successful candidates for EPC general contracting of distributed photovoltaic projects for public buildings in several counties, industrial parks, households, governments, schools and hospitals in Jiangsu Province were announced.

2025-12-09 16:53:38

Acceptance of EIA of CECEP 70 MW PV Power Station Project!

On December 5, the Bureau of Ecology and Environment of Putian City, Fujian Province, issued a public announcement on the acceptance of the environmental impact report of the "Lingchuan 70 MW Fishing-photovoltaic Complementary Power Station Project in the Energy-saving Solar Energy City".

2025-12-09 16:52:04

CEMPI

98.91

-0.3 -0.3%

CONCPI

90.23

0.00 0.00%

CLKPI

108.17

0.00 0.00%

SPPI

44.98

-0.02 -0.04%

MORPI

73.32

0.00 0.00%

Net profit of 2.7 billion yuan to 2.95 billion yuan! Huaxin Building Materials issued a performance forecast for 2025

On January 28, Huaxin Building Materials Group Co., Ltd. issued its annual performance forecast for 2025. According to the preliminary calculation by the financial department of Huaxin Building Materials Group Co., Ltd. (Hereinafter referred to as the "Company"), it is estimated that the net profit attributable to the owner of the parent company in 2025 will be RMB 2.70 billion to RMB 2.95 billion, compared with the same period last year. It will increase by RMB280 million to RMB530 million, representing a year-on-year increase of 11.6% to 21.9%.