What is happening in the cement industry?

2025-10-21

Last week, the prices of silicon materials and photovoltaic modules showed different trends. The average price of N-type silicon materials and N-type granular silicon was flat on a month-on-month basis and rose on a year-on-year basis, while the inventory of polysilicon rose, and the short-term price was mainly stable. The price of photovoltaic modules is partly rising, the market is willing to raise prices, and the quotation is expected to rise under the leadership of the leader. The average price of Si4210 industrial silicon dropped slightly, and the price was relatively stable under the expectation of production reduction. In terms of supply and demand of polysilicon, the inventory has increased, the demand has not improved, the price depends on enterprises, the follow-up southwest or production reduction, the policy is also expected to regulate production capacity, and the overall price is relatively strong.

2025-10-20

According to the German media JUVE Patent, the objection department of the European Patent Office recently revoked an authorized patent of Jingao Technologies.

2025-10-20

On October 17, several photovoltaic companies announced that they had won orders involving components, brackets and equipment links.

2025-10-20

On October 15, the Dali Branch of the Bureau of Ecology and Environment of Dali Prefecture, Yunnan Province, issued an announcement on the approval decision of the EIA document of "Guangyi Village Photovoltaic Power Generation Project", with the question mark of Dahuanshen [2025] 36.

2025-10-20

On October 16, the opening ceremony of Guizhou Tongren Phoenix Airport Photovoltaic Project was successfully held.

2025-10-20

Recently, the Portuguese Construction Industry Association (AICCOPN) data showed that as of August, the total domestic cement consumption was 2.657 million tons, down 1.6% from the same period last year. Despite the growth of the residential real estate market, cement consumption still showed a downward trend. In the second quarter of 2025, the housing market was active, with the sales volume, total transaction value and housing price index all rising; in the first seven months, the number of building permits issued and the permitted area of the housing sector increased significantly. In August, the cumulative change of new mortgage credit was 37.7% year-on-year. Public works market indicators also showed strong growth, with significant increases in tenders and contract amounts.

2025-10-20

Recently, the Department of Raw Materials Industry of the Ministry of Industry and Information Technology organized a symposium on the steady growth of the cement industry. China Building Materials Federation, China Cement Association, China National Building Materials Group Co., Ltd., Anhui Conch Group Co., Ltd., BBMG Jidong Cement Group Co., Ltd., Hongshi Cement Co., Ltd., China Resources Building Materials Technology Holdings Co., Ltd., Huaxin Cement Co., Ltd., Shanshui Cement Group Co., Ltd., Tianrui Group Cement Co., Ltd., Jilin Yatai (Group) Co., Ltd. and Gezhouba Group Cement Co., Ltd. attended the meeting.

2025-10-20

From January to September 2025, the cement output was 1,259.36 million tons, a year-on-year decrease of 5.2%, an increase of 0.4 percentage points over the previous value. According to the full caliber calculation, the output of cement from January to September decreased by about 5.1% year on year.

2025-10-20

Following the AAA recognition of Huaxin Yichang Company, the digital transformation management system of Huaxin Zigui Company has recently passed the recognition of the Ministry of Industry and Information Technology and obtained the AAA digital transformation management system assessment certificate. This fully reflects that Huaxin has achieved good results in promoting digital transformation, improving management efficiency and innovation ability.

2025-10-20

Last week, the price of photovoltaic modules continued to rise, the two leading manufacturers took the lead in raising prices, driving a number of leading and small manufacturers to follow up, missed the "golden nine" market, the demand for modules in the fourth quarter finally rose? Recently, it is widely rumored in the market that the production capacity of the photovoltaic industry chain will be limited to less than 65%, and the minimum price of components will be 0.73-0.76 yuan/W.

2025-10-20

On October 15, the Department of Industry and Information Technology of Yunnan Province issued the Announcement of Replacement Plan for Supplementary Capacity of Cement Clinker Production Line of Mengzi Yingzhou Cement Co., Ltd., and the 2000t/d production line of Mengzi Yingzhou Cement Co., Ltd. will supplement 1333t/d production capacity according to the ratio of 1.5: The added capacity index is from Huaxin Cement (Honghe) Co., Ltd.

2025-10-20

The actual price of major enterprises in Henan dropped by 20 yuan/ton compared with the previous period.

2025-10-20

On October 17, the central enterprise China Coal Holdings announced the postponement of EPC bidding for five photovoltaic power generation projects on the same day, involving projects in Jiangxi, Jiangsu, Shanxi and other places.

2025-10-20

Recently, yuanda Residential Workers announced that Changsha yuanda Residential Industry Group Co., Ltd. decided to apply for bankruptcy reorganization on its own. Recently, the company is facing a serious debt and business crisis, although it has taken a number of self-help measures, but the effect is not obvious. According to the relevant laws and regulations, the company meets the conditions of bankruptcy reorganization, and has the advantages of reorganization value and platform resources.

2025-10-20

The project starts from the newly-built Shanghai Baoshan Railway Station in Shanghai, passes through Suzhou City, Nantong City, Taizhou City, Yangzhou City, Nanjing City in Jiangsu Province, Chuzhou City and Hefei City in Anhui Province, and connects to the existing Hefei South Railway Station. The total length of the line is 553.762 kilometers, including 519.046 kilometers of new railways. There are 16 stations on the whole line, including 10 new stations. Supporting the construction of Shanghai Baoshan and Nanjing North EMU operation stations, the expansion of Nantong EMU operation stations, and the simultaneous implementation of the reconstruction project of Nanjing hub general speed system (Jiangbei area) and other related projects.

2025-10-20

On October 17, Dongwu Cement announced that it would sell its wholly-owned subsidiary, Dongfang Chengzheng Rare Earth Co., Ltd. (Target Company). Pursuant to the Sale and Purchase Agreement, the consideration for the Disposal is HK $10 million.

2025-10-20

Boai BBMG 3750t/d Cement Clinker Production Line Technical Upgrading Project relies on the 2500t/d Cement Clinker Production Line Technical Upgrading Project of Boai BBMG Cement Co., Ltd.

2025-10-20

Zhou Yuxian, chairman of China Building Materials, once said that China Building Materials is a state-owned capital investment company in the material industry, and should speed up the flow of state-owned capital in accordance with the overall plan of "three centralizations", so as to achieve advance and retreat.

2025-10-20

It will form an annual production capacity of 1.35 million tons of cement clinker and 1.8182 million tons of cement.

2025-10-20