Looking ahead to this week (9.28-9.30), the focus of the market will turn to the sustainability of pre-holiday stock and the pre-landing situation of silicon material enterprises. In the short term, the upstream price will be strong, and the supply of low-price goods will gradually decrease, but the downstream silicon wafer inventory is sufficient, and the willingness to take goods at high prices is weak. It is expected that the spot will be dominated by interval shocks, and the futures will fluctuate repeatedly with the spot sentiment.

2026-09-28

Huaxin Building Materials said that as of September 24, 2026, the company had completed the purchase of H shares under the "2026 H Share Incentive Plan" through in-market transactions, with a cumulative capital of 23.988 million yuan and a purchase of 1.7151 million H shares, which would be used to motivate directors and senior managers of the company.

2026-09-28

Zhejiang Jinyuan Cement Co., Ltd. originally has two cement production lines, with a single production line capacity of 2000 tons of cement clinker per day and a total production line capacity of 4000 tons of cement clinker per day. The transformation plan of this project is to dismantle one production line, expand and upgrade one production line, and replace the production capacity of the production line.

2026-09-28

On September 24, Yiwei Lithium Energy announced the transfer of 45% of Hubei Enjie's equity to Shanghai Enjie at a price of 1.15 billion yuan. Yiwei Lithium Energy said that the main reason for the transfer was to optimize the asset structure, concentrate superior resources to develop the main business, recover investment costs and improve asset liquidity.

2026-09-28

According to the big data of China Cement Network, on September 24, the East China Cement Price Index rose 9.84 points from the previous trading day, closing at 272.16 points, or 3.75%, second only to the Yangtze River (5.23%), about 1.8 times the national cement price index (2.03%).

2026-09-28

China Cement Net Project Link shows that the EPC + operation integration section of the special railway project in the northwest of Jincheng City is under bidding recently, and the deadline for bidding is 9:30 on October 16.

2026-09-28

Jiang Xiaomeng's answer is not how big the stall is, but how accurate the road is-focusing on two main businesses, doing subtraction, being a niche player, and keeping the bottom line in the hedging of cycle and counter-cycle. As for the "centennial peak", he has always been restrained: it is neither far away nor within reach, and what we need to do now is to take every step well.

2026-09-28

On September 22, Wu Qingtao, President of China Building Materials Federation, met with Zhang Anping, Chairman of Taiwan Cement Group and his delegation. The two sides had in-depth exchanges on the capacity management of the cement industry and the transformation of green and low-carbon development during the 15th Five-Year Plan period. Liu Jianhua, Vice President of the Federation, and Sun Xingshou, Vice President and Secretary-General of the Federation participated in the discussion.

2026-09-28

In order to stick to the bottom line of quality and standardize the ecology of concrete industry, Chongqing Concrete Association recently issued an initiative to the city's concrete production enterprises.

2026-09-28

Huijiang Company is one of the largest ready-mixed concrete production enterprises in Nanhai District of Foshan City. It has been deeply engaged in the industry for more than 50 years. At present, it has continued to operate under the supervision of the manager, and its production activities are running normally. This case is currently in the bankruptcy liquidation procedure and has not yet been transferred to the reorganization procedure. This announcement is of the nature of pre-recruitment.

2026-09-28

On September 25, Yubang New Material announced the termination of the project "Anhui Yubang New Material Co., Ltd. 'S annual output of 20,000 tons of photovoltaic welding strip production project", and the remaining raised funds will be permanently replenished with liquidity.

2026-09-28

This application for registration and issuance of medium-term notes will help to meet the company's capital needs, broaden financing channels, reduce financing costs and regulate liquidity.

2026-09-28

Recently, according to a property rights trading platform, three clinker production lines (with capacity of 4000t/d + 2500t/d + 2500t/d) have been dismantled and sold out recently, with a total starting price of 88 million yuan.

2026-09-28

According to the incomplete statistics of China Cement Network, more than 20 cement production and grinding enterprises have gone bankrupt, filed for bankruptcy or entered other major procedural nodes since this year. From East China to Southwest China, from North China to Northeast China, the same story is playing out everywhere.

2026-09-28

The total capacity of this procurement is 4GW, which is divided into three packages.

2026-09-28

The construction unit of the project is Chongqing Wansheng Jingkai District Yueneng New Energy Co., Ltd.

2026-09-28

According to the information of the State Market Supervision and Administration, in November 2021, the Xizang Autonomous Market Supervision and Administration reached a monopoly agreement with five concrete enterprises, such as Blue Sky Concrete Co., Ltd. of the Xizang Nyingchi City. In April 2026, the Market Supervision and Administration Bureau of the Xizang Autonomous made a decision on administrative penalties for the parties concerned according to law.

2026-09-28

On September 23, Chenfeng Science and Technology announced that the consortium of holding Sun Company signed a termination agreement to terminate the EPC contract of 200MW/800MWh grid-side independent energy storage power station in Erlianhot City, Inner Mongolia, with a total contract value of 712 million yuan.

2026-09-28

On the evening of September 24, ST Lida, a cross-border photovoltaic enterprise in Jiangsu, announced that the company had received the Decision on Administrative Penalty issued by the Jiangsu Regulatory Bureau of the Securities Regulatory Commission.

2026-09-28

According to the big data of China Cement Network, on September 24, the Yangtze River Cement Price Index rose 13.26 points from the previous trading day, closing at 266.64 points, an increase of 5.23%, which was the largest increase in the whole country on that day, about 2.6 times that of the national cement price index (2.03%), and also higher than that of East China (3.75%) and Central South China (1.55%).

2026-09-28