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.

2.

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.

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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.