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.

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Correlation

10.19 Cement Morning Post: Cement Lubrication Hydraulic Procurement Bidding Report; 2026 Cement Conveying Transmission Bidding Report; 2026 Cement Equipment Procurement Bidding Report

What is happening in the cement industry?

2026-10-19 07:13:03

10.17 Cement Morning Post: The price of cement around Chaohu Lake in Anhui continues to rise; the price of cement in Shandong rises again; Ma Weiping takes the west to Africa

What is happening in the cement industry?

2026-10-17 07:14:57

DBM Weekly Review: High Efficiency PV Module Price Reduction 1-3 Points/W! Price reduction manufacturers add 2 more

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

10.16 Cement Morning Post: Guangdong's Overproduction Control with an Iron Hand Shakes Cement Market; 25 Production Lines Utilization Planning; Zhongnan Cement Price Soars in a Single Day

What is happening in the cement industry?

2026-10-16 07:02:02

10.15 Cement Evening News: CSCEC West Construction signed a strategic cooperation agreement with Zhejiang Transportation Resources Group; Tongxiang School passed the completion acceptance; Haikang rel

These things happened in the cement industry today!

2026-10-15 18:01:28

Runyang Yunnan 2G W Battery Project Technical Reform Announcement!

At the same time, the BC technical transformation project is also being carried out.

2026-10-15 17:37:22

10.15 Cement Morning Post: the price of cement in East China was pushed up intensively; opinions on disposal standards for cement kilns were solicited; Gongxin Energy Conservation and Carbon Reduction

What is happening in the cement industry?

2026-10-15 07:02:04

Tongwei Yongxiang Sichuan Polysilicon Project Announcement!

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

10.13 Cement Morning Post: An Old Cement Plant in Fujian Goes Bankrupt; Cement Prices Fall in Southwest China; Why Does the Solidified Soil Market Explode?

What is happening in the cement industry?

2026-10-13 07:02:02

10.12 Cement Morning Post: Shi Weiwei and his delegation visited Conch Group; Xinjiang Tianye was selected by the Ministry of Industry and Information Technology as a strong industrial enterprise; Jia

What is happening in the cement industry?

2026-10-12 07:01:41

10.11 Cement Morning Post: Cement Price Forecast in October 2026; Conch Cement Won 881 Million Large Mines; Cement Price of Changsha-Zhuzhou-Xiangtan in Hunan Rises Again

What is happening in the cement industry?

2026-10-11 07:02:03

Price reduction of nearly 4 million yuan! Part of the shares of Datang's company were auctioned for the second time!

The starting price is 15.616 million yuan.

2026-10-10 16:35:51

16 in 9 months! Shanghai Customs Continues to Detect Photovoltaic Products Suspected of Infringement

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

10.10 Cement Morning Post: Fujian cement price will be pushed up; Hebei cement price will be lowered; Hainan cement price will be pushed up

What is happening in the cement industry?

2026-10-10 07:02:03

10.9 Cement Morning Post: a Cement Plant in Henan Declares Bankruptcy; The Fourth Round of Price Rise of Henan Cement; BlackRock Increases Holdings of CNBM

What is happening in the cement industry?

2026-10-09 07:02:04

Cement network data: price statistics of C30 concrete in all regions of China in September 2026

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

10.8 Cement Morning Post: Shaanxi Building Materials Science and Technology Group's Fourth Quarter

What is happening in the cement industry?

2026-10-08 07:02:04

10.7 Cement Morning Post: Xiao Xiaobo took root in Sirigan; I was a conch man at that moment.

What is happening in the cement industry?

2026-10-07 07:02:03

10.5 Cement Morning Post: Taiwan Cement Silhouette, Two Factories Build Warmth Together

What is happening in the cement industry?

2026-10-05 07:07:03

10.4 Cement Morning Post: National Day Workers' Micro Video Is Coming; China Building Material Enterprise Team Leader Competition Achieves Good Results; Conch Group Welcomes Double Festival Theme Acti

What is happening in the cement industry?

2026-10-04 07:02:03

10.3 Cement Morning Post: Cement Subtraction Economy; Optimization Scheme of Sulphoaluminate Cement Produced by Phosphogypsum Kiln; Conch Cement Securities Change Monthly Report

What is happening in the cement industry?

2026-10-03 07:07:03

10.2 Cement Morning Post: Happy National Day; Gezhouba Cement Special Committee Meeting Held in Hotan; Digital Intelligence Peer Helps Enterprise Transformation

What is happening in the cement industry?

2026-10-02 07:02:03

10.1 Cement Morning Post: Conch Cement Quality Month in Action; Signing of Strategic Cooperation Agreement; Quality Month Activity of PV Project of Cleaning the Beach of Yongchang River

What is happening in the cement industry?

2026-10-01 07:02:03

9.30 Cement Morning Post: Southwest cement price rises, Guizhou pushes up 60 yuan; cement industry ushers in blue ocean market; 11.8 billion project approval

What is happening in the cement industry?

2026-09-30 07:13:02

9.29 Cement Morning Post: 5 concrete enterprises in Xizang monopolized 4 and were heavily fined; many cement enterprises collapsed this year; cement prices in East China were pushed up intensively

What is happening in the cement industry?

2026-09-29 07:02:02

9.28 Cement Morning Post: Taiwan Cement Guigang Factory Mid-Autumn Festival Family Banquet Ends; Overseas Family Letters Talk about Reunion; Chery Conch Group Strategic Cooperation Exhibition

What is happening in the cement industry?

2026-09-28 07:02:02

9.27 Cement Morning Post: Conch on the Auto Track

What is happening in the cement industry?

2026-09-27 07:02:02

9.26 Cement Morning Post: The old fellow said to you in the Mid-Autumn Festival; Taiwan Cement wishes everyone a full moon in the Mid-Autumn Festival; Moon cakes send Mid-Autumn lovesickness

What is happening in the cement industry?

2026-09-26 07:01:04

1.1 million tons of silicon material Big Mac is coming! Tongwei's acquisition of Lihao was unconditionally approved by anti-monopoly

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

Down 22% month-on-month, up 50% year-on-year! Photovoltaic installed capacity data released in August

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

Silicon Branch: 43,000 yuan/ton for silicon material! Export volume in August increased by 38.1% year-on-year

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

9.24 Cement Morning Post: 17 Concrete Enterprises Fined 900,000 yuan for Monopoly; Hebei Cement Price Increase; Announcement on Expiration of Huaxin Building Materials' Shareholding Lock-up Period

What is happening in the cement industry?

2026-09-24 07:01:48

9.23 Cement Morning Post: cement prices in Jiangsu, Zhejiang, Shanghai and Anhui are rising; cement technical specialist Zhang Zhenkun; high coal prices and cement costs are under pressure

What is happening in the cement industry?

2026-09-23 07:02:50

DBM PV modules: up to 3 points/W! Inefficient large-scale price reduction, such photovoltaic modules are rising!

At present, there are incentive policies for dealers, and there is more room for bargaining.

2026-09-22 17:58:10

9.21 Cement Morning Post: Conch Cement will build an aggregate project; the price law will be revised in the 15th Five-Year Plan; malicious low-price competition enterprises will be severely punished

What is happening in the cement industry?

2026-09-21 07:02:02

9.20 Cement Morning Post: Huaxin Ultra High Strength Cement Breakthrough 900 MPa; Qinghai 2026 Advanced Intelligent Factory Recognition Announcement; Experts Come to You

What is happening in the cement industry?

2026-09-20 07:02:03

9.19 Cement Morning Post: cement prices rise in many places in Anhui; BBMG Group will choose the right time for merger and integration; cement industry situation improves

What is happening in the cement industry?

2026-09-19 07:14:56

Explore the synergy of computing and electricity, and play super fusion for real!

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

DBM Weekly Review: Component Market Game Continues: Special Price Continues Volume, Some Products Rise 3 Points/W Against the Trend?

The regular quotation is calm as a whole, but the internal price has changed in both directions.

2026-09-18 16:23:05

9.18 Cement Morning Post: Conch Cement Semi-annual Performance Presentation; Southwest Cement Price Index Soars; Jibei Cement Price Raises

What is happening in the cement industry?

2026-09-18 07:02:03

9.17 Cement Morning Post: Zhou Yuxian Deploys Northeast China to Turn Losses; Ganxi Cement Price Rises Again; Conch Cement Executive Change Announcement

What is happening in the cement industry?

2026-09-17 07:02:04

9.16 Cement Morning Post: Conch Cement wins the big mine; the price of Changjiang cement rises slightly; Jinyuan builds 4000t/d clinker line

What is happening in the cement industry?

2026-09-16 07:02:43

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

CEMPI

99.58

+0.79 +0.8%

CONCPI

86.65

-0.03 -0.03%

CLKPI

101.56

+0.75 +0.74%

SPPI

41.98

+0.35 +0.84%

MORPI

71.83

0.00 0.00%

From January to September, China produced 1.131 billion tons of cement, down 8.6% from the same period last year.

The cement industry produced 144.01 million tons in September, down 5.3% from the same period last year.