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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Correlation

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

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

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

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

2026-09-22 17:58:10

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

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

2026-09-18 16:23:05

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

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

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

2026-09-07 09:17:48

What is happening in the cement industry?

2026-09-06 07:02:03

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

2026-09-04 16:36:43

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

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

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

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

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

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

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

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