Musk's statement once again triggered A shares. On February 3, the photovoltaic industry chain strengthened across the board, and the concept of space photovoltaic led the rise. As of the close of the day, 20CM shares such as Ottway and Dike rose and stopped, Junda shares, Guosheng Technologies and other shares rose and stopped, and photovoltaic 50ETF rose more than 5%.

2026-02-03

On February 3, Foster announced that on February 2, 2026, the company signed the Partnership Agreement of Jiaxing Deco Equity Investment Partnership (Limited Partnership) with Tongxin Derun Venture Capital (Hainan) Co., Ltd. and other partners to jointly invest in the establishment of Jiaxing Deco Equity Investment Partnership (Limited Partnership) (hereinafter referred to as "Partnership").

2026-02-03

Baichuan Changyin: The investment in the heterojunction cell photovoltaic project was suspended, and the promotion of the pilot line of the heterojunction cell photovoltaic research and development project in Shanghai was suspended.

2026-02-03

Digital New Energy DataBM. Com learned that on February 2, the Guangzhou Futures Exchange issued two disciplinary decisions concerning illegal positions in polysilicon futures, involving seven enterprises.

2026-02-03

On February 2, the EPC general contracting of photovoltaic projects in Pengshui Baojia District of Guangzhou was tendered publicly.

2026-02-03

On February 2, Musk posted on SpaceX's website that SpaceX acquired xAI to create a "vertically integrated innovation engine" covering a complete technology chain from the ground to space. The merger is a prelude to SpaceX's planned listing this year, or the largest listing in history, which plans to raise $50 billion at a valuation of about $1.25 trillion.

2026-02-03

In order to get rid of the predicament and achieve high-quality development, China's cement industry must abandon the idea of "surface regulation" and focus on the reduction of total capacity, structural optimization and demand boosting, so as to truly solve the problem of imbalance between supply and demand and promote the industry to return to the benign development track.

2026-02-03

As Fujian Cement Co., Ltd. has adjusted the names and brands of its corresponding manufacturers, the enterprises and brands in the following list have been changed since January 30, 2026.

2026-02-03

Government documents such as the Notice on Further Standardizing the Capacity Management of the Cement Industry and the Work Plan for Steady Growth of the Building Materials Industry (2025-2026) clearly require cement enterprises to formulate capacity replacement plans for the capacity exceeding the project filing by the end of 2025, so as to promote the unification of the actual capacity and the filing capacity, which is a policy requirement at the national level.

2026-02-03

Recently, the 2025 annual performance forecast of several cement enterprises was released.

2026-02-03

On January 26, the Ministry of Industry and Information Technology and other four departments issued the Recommended List of Group Standards for Carbon Footprint Accounting Rules for Industrial Products (the third batch).

2026-02-03

The Digital New Energy DataBM. Com was informed that on February 2, 2026, the EPC general contracting project of the 120 MW fishing-photovoltaic complementary photovoltaic power station project in Jinhu, Xiehe, issued a notice of termination of the tender. The announcement shows that due to the change of the tenderer's project construction plan, the tender activities of the project need to be terminated after the tenderer's research and decision.

2026-02-03

Wang Xiangxi, Secretary of the Party Committee and Minister of the Ministry of Emergency Management, is suspected of serious violations of discipline and law, and is currently undergoing disciplinary review and supervision and investigation by the State Supervisory Commission of the Central Discipline Commission, according to the website of the State Supervisory Commission of the Central Discipline Commission on January 31.

2026-02-03

46 on February 2, during the construction of Yuegang Bridge on Lianshen Line, which was constructed by the 12th Bureau of China Railway, a tie bar arch beam collapsed. At present, two people were seriously injured in the accident and died after being sent to the hospital for rescue, and three people lost contact. On-site rescue, accident investigation and aftercare are being carried out.

2026-02-03

The People's Government of Xiangshui County, Yancheng City, Jiangsu Province, announced on February 3 that at 17:00 on February 2, a tie arch beam collapsed during the construction of the Yuegang Bridge on the Lianshen Line, which was constructed by the 12th Bureau of China Railway. At present, two people were seriously injured in the accident and died after being sent to the hospital for rescue, and three people lost contact.

2026-02-03

On January 30, Zhou Yuxian, President of China Cement Association, Secretary of the Party Committee and Chairman of China Building Material Group, led a team to Yaobai Group for investigation and guidance, and held a discussion with Cao Jianshun, CEO of Western Cement and Chairman of Yaobai Group.

2026-02-03

According to CCTV News, at 17:46 on February 2, during the construction of Yuegang Bridge on Lianshen Line, which was constructed by the 12th Bureau of China Railway, a tie arch beam collapsed. At present, two people were seriously injured in the accident and died after being sent to the hospital for rescue, and three people lost contact. On-site rescue, accident investigation and aftercare are being carried out.

2026-02-03

What is happening in the cement industry?

2026-02-03

On the evening of January 30, Fengfan (601700. SH) issued a prompt announcement to terminate the acquisition of 51% of Beijing Yanling Jiaye Intelligent Technology Co., Ltd. The share price of Fengfan is 563 yuan, with a market value of 6.431 billion yuan. The termination is only four days away from the "high-profile official announcement" of the acquisition of Fengfan shares, which has rapidly changed from a positive entry to a "helpless departure", which may arouse the market's attention to its acquisition plan and future strategic layout.

2026-02-02

In the first month of 2026, the overall market value of the photovoltaic industry tends to grow, with an increase of 8.92%.

2026-02-02