5.26 Cement Morning Post: Impact of Local Debt on Cement Demand; Conch Leads Innovative Consortium; Equity Transfer of China National Building Material Corporation

2026-05-26 07:13:03

What is happening in the cement industry?

1, cement net comments: 4.4 trillion! This year, the issuance of local bonds has exceeded 4 trillion yuan, and the Report on the Work of the Government plans to arrange special bonds. 4. Although the large-scale issuance of special bonds seems to indicate an increase in cement demand, only "supporting the construction of major projects" can stimulate cement consumption. Before the capital for infrastructure projects reaches the cement enterprise, it has to be filtered through three "funnels" of project structure, construction rhythm and regional mismatch. There are many uncertainties in the actual pull of cement demand, so we need to pay attention to the allocation of funds and the project situation.

Recently, 100% equity of CNBM (Zhejiang) Material Technology Co., Ltd., a subsidiary of CNBM Group, was listed for transfer at a base price of 6472. Founded in 1995, the company belongs to the service industry of science and technology promotion and application. Its registered capital is 10 million yuan, and its business scope covers technical services, manufacturing and sales of batteries and graphite products. As of March 31, 2026, the operating income of the enterprise was 256800 yuan, the net profit was -250.6 million yuan, and the total assets were 45.3526 million yuan. Total liabilities 3464.4

5、 Handan, Hebei: 2026 cement

and cement enterprises for cross-border mining of limestone mines. From the end of May to the first ten days of June 2025, the enterprise exceeded the approved mining area during the construction of the limestone mine reconstruction and expansion project. According to the relevant laws and regulations, the law enforcement agencies ordered them to return to the mining area, confiscate the illegal income of 68000 yuan, and impose a fine of 6800 yuan at 10% of the illegal income, totaling 7. After receiving the notice of penalty hearing, the enterprises did not state, defend or apply for a hearing.

7. The total investment is about 159. The project is led by China State Construction Engineering Corporation Limited, which forms a four-party consortium with the First Bureau, the Second Bureau and the Third Bureau of China State Construction, with a charging period of 96.298 months as the lowest within the effective range. The total investment is estimated to be about 159. The total length of the main line is 83. The franchise mode is adopted. The winning consortium will set up a project company, which will be responsible for investment, financing, construction and operation, and will be transferred free of charge upon expiration.

8, cement network video: 50 yuan/ton! Previously, the local cement price fell to the bottom of the year, and the actual market transaction price was less than 200 yuan/ton. The enterprise had difficulties in operation and strong willingness to raise the price. In addition, Chongqing requires enterprises to organize production according to the approved production capacity, so as to ease the supply pressure. At the same time, the cement shipment rate showed a gradual upward trend, currently at 52.

All can be viewed after purchase

Correlation

In August, the output of photovoltaic cells fell by 12.9% year on year!

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

9.15 Cement Morning Post: Cement price rises for 4 consecutive days; the third round of price rise of Hunan cement; Mayor investigates Hongshi cement project

What is happening in the cement industry?

2026-09-15 07:02:04

When will the photovoltaic turning point come? Longji, Jingke, Tianhe, Jingao … This is the judgment of the dragon heads.

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

9.14 Cement Morning Post: New Way for Comprehensive Utilization of Resources; Guotong Stock Investor Relations Information

What is happening in the cement industry?

2026-09-14 07:02:05

9.12 Cement Morning Post: a cement enterprise in Heilongjiang filed for bankruptcy; the price of cement in East China was raised; the differential electricity price of pilot cement in Shanxi

What is happening in the cement industry?

2026-09-12 07:02:04

9.11 Cement Morning Post: Typical Anti-monopoly Cases Selected; Cement Enterprises Fined 100,000 yuan for Excessive Discharge of Pollutants; Municipal Supervision Hearing Announcement

What is happening in the cement industry?

2026-09-11 07:03:04

9.9 Cement Morning Post: Who is more painful for cement merchants? Cement prices are rising in many places in Jiangsu; cement prices are rising in many places in Shanxi

What is happening in the cement industry?

2026-09-09 07:02:05

9.8 Cement Morning Post: Shandong Cement Industry Anti-involution Initiative; Intelligent Supervision of Cement Flow; Promotion Meeting of Major Projects in the 15th Five-Year Plan

What is happening in the cement industry?

2026-09-08 07:02:05

Two photovoltaic companies were filed for bankruptcy!

One has been established for five years and one for 17 years.

2026-09-07 09:17:48

9.7 Cement Morning Post: Zhejiang Cement Association and Conch Forum; Wan-Wei PVA Film Breakthrough

What is happening in the cement industry?

2026-09-07 07:13:04

9.6 Cement Morning Post: Yang Jun went to Shanshan Science and Technology for investigation

What is happening in the cement industry?

2026-09-06 07:02:03

9.5 Cement Morning Post: Shandong withdraws from clinker line integration; Conch's "15th Five-Year Plan" merger and acquisition extension; cement plant accident fined 500,000

What is happening in the cement industry?

2026-09-05 07:02:03

DBM Weekly Review: Head Steady, Second-and Third-Tier Manufacturers Drop 2-4 Points! Photovoltaic module market price reduction reappears?

Some second and third-tier enterprises have taken the lead in reducing prices slightly.

2026-09-04 16:36:43

9.4 Cement Morning Post: Jiangxi Cement Enterprise Bankruptcy Application; Sinoma Pingxiang Production Line Demolition; Hubei Publicity Phosphogypsum Production Line

What is happening in the cement industry?

2026-09-04 07:02:04

9.3 Cement Morning Post: Steam Coal Price New High Pressure Cement Profit; 2025 Cement Carbon Emission Balance Value; Building Materials Association Anti-Unfair Competition Initiative

What is happening in the cement industry?

2026-09-03 07:02:05

9.2 Cement Morning Post: The Way for Cement Enterprises to Go to Sea; Huaxin Cement Does Not Fight Price War; Conch Cement's New Mode of Making Money

What is happening in the cement industry?

2026-09-02 07:14:02

Cement Network Data: Price Statistics of C30 Concrete in All Regions of China in August 2026

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

For every 8 kilowatt-hours of electricity used in the country, more than 1 kilowatt-hour comes from photovoltaic!

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

Historic turning point! Photovoltaic has officially become the largest power source in China

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

9.1 Cement Morning Post: The construction of the Great Outer Ring is good for cement; the net profit of Shanshan shares has increased significantly; Tianjin Cement has reached the benchmark.

What is happening in the cement industry?

2026-09-01 07:02:04

8.31 Cement Morning Post: implement the meeting spirit and plan for the second half of the year; data of Jianfeng Group in the middle of 26 years; summary of Jianfeng Group in the middle of 2026 years

What is happening in the cement industry?

2026-08-31 07:01:51

8.29 Cement Morning Post: Conch Cement's Merger and Acquisition Outlook for the Second Half of the Year; Conch Cement's Loss Sounded the Alarm; CNBM's Medium-term Loss

What is happening in the cement industry?

2026-08-29 07:02:03

8.28 Cement Morning Post: Cement Price Increase in Northeast Jiangxi; Cement Bidding for Engineering Projects; Rebirth of "Two Materials" Reorganization in Ten Years

What is happening in the cement industry?

2026-08-28 07:01:53

8.27 Cement Morning Post: One Picture to Understand Conch Semi-annual Report; Tianshan Stock Risk Response; NDRC Discusses "Six Networks" Policy

What is happening in the cement industry?

2026-08-27 07:02:03

The base price is 180 million yuan! South Grid transfers shares of two photovoltaic companies at a reduced price

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

8.26 Cement Morning Post: Yixing Xingshan Tunnel Tackles; Shuicheng Conch Project Energy Conservation Announcement; Proposed Photovoltaic Project List Last Week

What is happening in the cement industry?

2026-08-26 07:02:05

Year-on-year growth of 27.54%! National photovoltaic new installed capacity data released in July

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

8.25 Cement Morning Post: Conch's foreign trade broke through 2 billion in the first half of the year; Shangfeng Material's net profit increased significantly in the first half of the year; China Reso

What is happening in the cement industry?

2026-08-25 07:02:05

It's about space photovoltaics! Another Heavy Strategic Cooperation Signing

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

8.22 Cement Morning Post: Century Xinfeng Project is put into production; Xinjiang Highway Project is tendered; Wanzhou Cement Clinker Line is removed

What is happening in the cement industry?

2026-08-22 07:02:54

What the photovoltaic industry lacks most in the future may be transformers!

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

8.21 Cement Morning Post: Do not injure workers when cement enterprises exit; Yang Jun went to Shanshan for investigation; Uganda cement line put into production

What is happening in the cement industry?

2026-08-21 07:02:24

About 24 GW can be developed! Limited access to distributed photovoltaic power grid in 105 towns in Guangdong

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

8.20 Cement Morning Post: Conch Blue Celebrates Tanabata; Industry and Trade Safety Supervision Conference; Tanabata Conch People's Three-line Love Poem

What is happening in the cement industry?

2026-08-20 07:02:03

8.18 Cement Morning Post: cement output decreased from January to July; environmental impact assessment of two production lines in Guangdong accepted; intelligent supervision scheme for cement flow

What is happening in the cement industry?

2026-08-18 07:02:04

8.17 Cement Morning Post: Huaxin Tanzania's production capacity breaks 3.5 million; 2026 Huarun Huanan Yingbi; Tianrui Zhoukou Cement Flood Prevention and Safety Enterprise

What is happening in the cement industry?

2026-08-17 07:07:03

8.16 Cement Morning Post: My name is "white smoke" but not real smoke; National Ecological Day: Grey is also green; Taiwan Cement won the ESG competition

What is happening in the cement industry?

2026-08-16 07:02:02

8.15 Cement Morning Post: Two departments in Sichuan helped the cement plant; the cement plant was fined for selling inferior cement in violation of regulations; the Ministry of Industry and Informati

What is happening in the cement industry?

2026-08-15 07:02:46

8.14 Cement Morning Post: Taiwan Cement Energy Storage Falls into Europe; Shijiazhuang Cement Price Raises; Taiwan Cement Marches into Energy Storage

What is happening in the cement industry?

2026-08-14 07:02:05

8.13 Cement Morning Post: 15 trillion city more, cement bitter; Chongqing cement price rises; Pinglu Canal real ship test starts

What is happening in the cement industry?

2026-08-13 07:02:28

DBM PV module: back to 0.78 yuan/W! The price increase of 8 photovoltaic module enterprises has landed!

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

100MW+1GW！ Announcement of Longji Green Energy 2 Photovoltaic Cell Projects!

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

8.12 Cement Morning Post: The cement plant closed down and it was difficult for employees to get jobs; Liu Hongjian met with Zhu Shengli and his entourage; the cement enterprise was fined for violatin

What is happening in the cement industry?

2026-08-12 07:02:03

8.11 Cement Morning Post: 18 cement projects are funded; Conch Cement Aggregate Project is promoted; cement demand cycle is doomed

What is happening in the cement industry?

2026-08-11 07:02:03

8.10 Cement Morning Post: Clarification of Profit of Western Cement; Qian Feng and His Delegation Visit Conch Group; CNBM Delayed Avoidance Commitment

What is happening in the cement industry?

2026-08-10 07:01:50

8.9 Cement Morning Post: Yang Jun Promotes High-quality Development of the Industry; CITIC Construction Investment Visits Conch Group; Story of Their Race with the Rain

What is happening in the cement industry?

2026-08-09 07:02:04

8.8 Cement Morning Post: Newly-built cement grinding station in Shandong; cement production capacity is difficult to be cleared; Jining Conch Zero Outsourcing Power Plant

What is happening in the cement industry?

2026-08-08 07:02:36

CCTV pays attention! Photovoltaic silicon material eight enterprises, jointly signed!

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

8.7 Cement Morning Post: Tianrui Cement Visitor Service; Tianrui Cement Stacking and Shipping; Conch Cement Capacity Replacement Announcement

What is happening in the cement industry?

2026-08-07 07:02:04

1GW photovoltaic production base in Hunan!

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

CEMPI

94.81

+0.36 +0.38%

CONCPI

86.60

0.00 0.00%

CLKPI

97.91

+0.29 +0.30%

SPPI

40.93

-0.14 -0.34%

MORPI

71.83

-0.02 -0.03%

Hubei signed a contract for the project of 3 million tons/year phosphogypsum-based sulfuric acid co-production of cement clinker

Recently, China Chemical Engineering Donghua Company and Hubei Huiyang New Materials Co., Ltd. formally signed a design contract for 3 million tons/year phosphogypsum sulphuric acid co-production cement clinker project. The signing of the contract marks the further deepening of cooperation between the two sides in the field of phosphogypsum resource utilization, and injects new impetus into the green and low-carbon development of the phosphorus chemical industry. Meng Chenzhou, Deputy Secretary of the Party Committee and General Manager of Donghua Company, and Xu Jinchong, Chairman of Hubei Huiyang New Materials Co., Ltd., jointly attended the signing ceremony and signed the contract on behalf of the enterprise. The two sides had in-depth exchanges on project promotion, technology research and development, and follow-up deepening cooperation.