1.31 Cement Morning Post: Conch Cement expanded its territory; the accounting method for cement clinker output was approved; Jinyuan lost 200 million yuan in abandoned lithium mines

2026-01-31 07:02:50

What is happening in the cement industry?

1. "Territory" expands again! ccement.com/brandnewslist-1-1000026.html" target="_blank" style="color: #4284f4; text-decoration: underline; "Data-word =" "> Conch Cement will" control "9000t/d

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3, no longer develop two lithium mine projects in Argentina! 200 million yuan! The main reason for the change in performance was that, after careful assessment, Zhejiang Jinhengwang, a subsidiary, decided not to develop the Karo Project and the Payi Project in Argentina, and the company proposed to make a provision for impairment of the exploration rights and exploration and development expenditures held by the company. 2. The Karo Project covers an area of 4500 hectares and has completed three drilling explorations; Pai Project covers an area of 1089.4

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6. Tianshan shares issued a 2025 annual performance forecast

on the evening of January 30. Tianshan shares issued a 2025 annual performance forecast, predicting a net profit loss of 6 billion to 7.5 billion yuan attributable to shareholders of listed companies. The main reasons for performance changes are as follows: First, in terms of main business, in 2025, the national cement market was depressed and the demand declined. Although the company took a series of measures, the gross profit of aggregates decreased due to the decline in sales volume and sales price; Second, the impact of provision for impairment, according to the relevant policies and the actual situation, the company carried out capacity replacement, the relevant asset impairment test, preliminary estimates of the amount of impairment of 4.2 billion to 5.7 billion yuan, the final annual report shall prevail.

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8. Increase cement production capacity by 600,000 tons < a href = "https://price.ccement.com/brandnewslist-1-1000030." To reduce clinker export, improve profitability, To deal with construction and industrial waste residues, Jiande Red Lion plans to implement the "Technical Reform Project of Cement Grinding". The existing slag powder production line with an annual output of 300,000 tons will be technically transformed into a cement production line with an annual output of 600,000 tons. The project will be carried out in the existing land, without new land and actual new comprehensive energy consumption. It can also reduce 248 on the basis of the existing energy consumption. After the implementation of the project, the total cement production capacity of the enterprise will reach 1.8 million t/a.

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I hope that this book can further promote the common understanding of involution competition and provide reference for anti-involution work in all walks of life in China.

2026-03-10 12:03:19

Wood Mackenzie's latest Lithium Energy Transition Outlook report points out that in the context of accelerated energy transition, global lithium demand may exceed 13 million tons by 2050, more than twice the benchmark forecast. Without significant new investment, a supply gap could emerge as early as 2028.

2026-03-05 17:32:44

On March 3, Zhong Baoshen, deputy to the National People's Congress and chairman of Longji Green Energy, was interviewed by several media and put forward a number of suggestions based on the development status and problems of the photovoltaic industry.

2026-03-05 17:18:58

Domestic concrete price statistics in February show that concrete prices in many parts of the country have changed to varying degrees. The national ring-to-ring ratio decreased by 0.48% and the year-on-year ratio decreased by 11.61%. There is no change in the ring ratio in most regions, among which Jiangsu has a relatively large decline in the ring ratio, while Shaanxi has a certain increase in the ring ratio, which is more prominent in the regions with changes. On a year-on-year basis, various regions also showed a decline in varying degrees, with a relatively large decline in some areas and a relatively small decline in some areas.

2026-03-02 10:14:17

This paper proposes an "atomic-scale interface bonding" technology, which uses atomic layer deposition process to introduce a controllable hafnium oxide (HfOx) intermediate layer into the key interface of the cell, synchronously stabilizes the hole and electron transport interface from the atomic scale, and successfully solves the problem that the efficiency and stability of perovskite solar cells are difficult to improve in coordination, which has long restricted the development of perovskite solar cells.

2026-02-27 10:54:30

With a total investment of 1.8 billion yuan, the 3GW high-efficiency heterojunction battery project in Shangyi Base of Future Light Energy is the first high-efficiency heterojunction industrial park project in Hebei Province.

2026-02-24 10:01:01

With the approaching of the year, the photovoltaic module market has entered the traditional off-season, and most projects have entered the stagnation stage.

2026-02-13 10:55:11

In 2025, the installed capacity of renewable energy in China reached a new high, and the proportion of the scale increased steadily.

2026-02-12 10:59:24

The State Council plans to build a unified national electricity market system, with the goal of basically completing it by 2030 and fully completing it by 2035, so as to realize the optimal allocation of power resources nationwide, the market-oriented pricing of multi-dimensional values, and the fair participation of all kinds of subjects.

2026-02-12 09:38:19

The production enterprises involved include Atlas Photovoltaic Technology (Suzhou) Co., Ltd., Wheat Field Energy Co., Ltd., and Easy Group Co., Ltd.

2026-02-11 09:34:59

Wang Bohua said that in 2026, the new installed capacity of photovoltaic in China is expected to be 180-240 GW, and the new installed capacity in the world is 500-667 GW.

2026-02-05 13:28:19

On February 5, Wang Shijiang, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, delivered a speech at the Seminar on the Review of the Development of the Photovoltaic Industry in 2025 and the Prospect of the Situation in 2026.

2026-02-05 09:44:28

Domestic concrete price statistics in January show that it covers the relevant values of concrete prices in the whole country and many regions. From the overall data, prices in most parts of the country have declined year-on-year to varying degrees, and some regions have also shown a downward trend. Among them, the ring change is more obvious in Shaanxi, up 2.07%; the ring change is relatively weak in Beijing, Shanxi, Inner Mongolia and other places, with no change in the ring. On a year-on-year basis, the decrease in Shaanxi was -30.16%, while the decrease in Chongqing and Guizhou was flat with no change.

2026-02-02 11:09:43

From March 12 to 13, some major enterprises in large areas such as Nanjing, Zhenjiang and Suzhou, Wuxi and Changzhou began to notify the increase of cement price by about 20 yuan/ton, and the rest of the industry will gradually follow up the increase.