Whether the price can rise in the second half of the year depends mainly on the recovery of real demand brought about by the improved weather after September, the implementation of production according to the approved capacity and the strengthening of self-discipline awareness of peak staggering production in the industry.

2026-08-12

From the perspective of volume, price, cost and profit of the main cement industry, in the first half of this year, the sales volume of cement was 6.8244 million tons, with a year-on-year decrease of 13.47%; the sales volume of "cement + clinker" was 7.1465 million tons, with a year-on-year decrease of 11.84%. The sales price of cement was approximately RMB223 per ton, representing a year-on-year decrease of approximately RMB13 per ton; the average cost of sales of cement was approximately RMB172 per ton, representing a year-on-year decrease of approximately RMB9 per ton; the comprehensive gross profit margin dropped from 24.26% in the same period last year to 23.41%, representing a year-on-year decrease of 0.85 percentage point.

2026-08-12

In the investment opinions, hazardous waste centralized incineration, rigid landfill, physical and chemical and cement kiln co-disposal projects are listed as prudent investment projects.

2026-08-12

At present, Huaxin Guizhou Dingxiao Special Cement Co., Ltd. is making every effort to stabilize production, improve quality, expand market and plan projects. Next, the company will rely on the mature integrated strategic positioning of the group, take cement production as the central axis, plan to produce and sell 400000 tons of sand aggregate and 300000 cubic meters of concrete annually, and the project will increase 50 jobs and 80 million yuan of industrial output value.

2026-08-12

On August 11, Jinyuan released its semi-annual report for 2026. During the reporting period, the company realized operating income of 6.864 billion yuan, an increase of 63.87% over the same period last year. The net loss attributable to shareholders of listed companies was 236 million yuan, the net loss attributable to shareholders of listed companies after deducting non-recurring gains and losses was 235 million yuan, and the basic loss per share was 0.3028 yuan.

2026-08-12

On August 11, Wuhu Discipline Inspection and Supervision Network issued two circulars in succession, and two former managers of Jiangxi Haizhong Trading Co., Ltd. were simultaneously examined and investigated for suspected serious violations of discipline and law.

2026-08-12

What is happening in the cement industry?

2026-08-12

Huaxin Tanzania Company has successfully completed 460 kilometers of cross-regional cement supply, demonstrating its high-quality products, efficient logistics and overseas operation capabilities, and strongly supporting the "the Belt and Road" of key infrastructure projects in China and Africa.

2026-08-11

The highest revenue growth was nearly 340%.

2026-08-11

On August 10, the Central China Branch of Beijing Jingneng Clean Energy Power Co., Ltd. officially started construction of the 100m W fishing-photovoltaic complementary photovoltaic project in Wangji Town, Siyang County, Suqian City, Jiangsu Province.

2026-08-11

DBM Data: List of Proposed PV Power Station Projects Last Week (Filing) (8.3-8.9)

2026-08-11

At the demand level, Trina Solar said that domestic demand in the second half of this year will be significantly better than in the first half, and overseas demand is expected to continue to grow. Looking ahead to 2027, Trina Solar believes that photovoltaic demand is expected to continue to grow next year on the basis of this year.

2026-08-11

On the same day, Power Investment Energy issued an appointment announcement, and the board of directors decided to appoint Liu Xuemin as the secretary of the board of directors of the company, with a term of office from the date of approval by the board of directors to the expiration of the term of the eighth board of directors.

2026-08-11

On August 11, China Mineral Resources announced that Jiangxi Zhongkuang Lithium Industry, a wholly-owned subsidiary of the company, had temporarily stopped production and maintenance of two high-purity lithium salt production lines since June 30 due to the mismatch between the transportation cycle of its own lithium concentrate and the production scheduling of its own salt plant.

2026-08-11

On July 30, the Emergency Management Bureau of Kaizhou District of Chongqing imposed a fine of 90000 yuan on Kaizhou Cement Co., Ltd. of Kaixian County due to a number of safety violations.

2026-08-11

The company has decided that the production line of "annual output of 30,000 tons of high-purity lithium salt" of Jiangxi Zhongkuang Lithium Industry will resume production on August 10, 2026, and the production line of "annual output of 35,000 tons of high-purity lithium salt" will gradually resume production in mid-August 2026.

2026-08-11

On August 10, Liu Hongjian, Deputy Secretary of Yunnan Provincial Party Committee and Secretary of Kunming Municipal Party Committee, and Yang Chengxin, Deputy Secretary of Kunming Municipal Party Committee and Mayor of Kunming, met with Zhu Shengli, General Manager of Anhui Conch Group Co., Ltd. and Chairman of Ningbo Shanshan Co., Ltd.

2026-08-11

The industry shuffle will not stop, but people have to move forward. Every collapsed cement plant reminds us that waiting is the most dangerous choice in this structurally downward industry.

2026-08-11

On August 10, Trina Solar announced that Gao Jifan, the company's actual controller, and Jiangsu Panji, a concerted actor, intend to reduce their total holdings of 36.3 million shares through inquiry transfer, accounting for 1.55% of the total equity, on the grounds of "their own capital needs".

2026-08-11

On August 10, the Energy Bureau of Zhaotong City, Yunnan Province, issued a competitive consultation announcement on the selection of investors for four major photovoltaic power generation projects.

2026-08-11