What is happening in the cement industry?

2026-09-04

Centennial Huaxin originated from 1907. Starting from Hubei, we have been deeply engaged in the building materials industry, covering more than 20 countries around the world, and have grown into the first multinational building materials group in China.

2026-09-03

On the evening of August 30, Guangzhou Development announced that Guangzhou Development New Energy Group Co., Ltd. (Hereinafter referred to as "New Energy Group"), a wholly-owned subsidiary of the company, intends to invest in the construction of a 200 MW fishing-photovoltaic complementary power plant project in Nanjing Mountain City, Guangzhou.

2026-09-03

According to the land occupation after adjustment, the construction unit of the project has adjusted the number of monocrystalline silicon photovoltaic modules (number of modules) and the capacity of a single module, the number of inverters (number of units) and the power of a single unit. The total design capacity remains unchanged, which is still 570 MW on the AC side (684 MWp on the DC side).

2026-09-03

After prices soared by 40% in the third week of August and remained stable for two weeks, the prices of various types of silicon wafers began to fall sharply this week, with a maximum decline of 9.82%.

2026-09-03

In the first half of 2026, China's photovoltaic module shipment TOP10 was released, and the shipments of 10 major enterprises were about 170 GW, down 31.5% from the same period last year, and the head concentration increased. The ranking of the top four in the first echelon has changed and the routes have been divided; the shipments of the second and third echelons have declined to varying degrees, and Aixu is the only one with positive growth. Outside the list, a new energy has been integrated, Atlas has adjusted its structure, and Hongyuan Green Energy's shipments have increased greatly. The industry shows three major structural trends: the rising proportion of overseas business, the accelerated penetration of BC technology, and the second growth curve of energy storage.

2026-09-03

In the first half of 2026, Shanshui Group realized an operating income of 4.074 billion yuan, a year-on-year decrease of 26.64%; the net profit loss attributable to parent company was 726 million yuan, an increase of 190%.

2026-09-03

In the first half of 2026, BBMG Jidong achieved an operating income of 9.642 billion yuan, a year-on-year decrease of 18.02%; the net profit loss attributable to the parent company was 957 million yuan, which was significantly larger than loss of 154 million yuan in the same period last year.

2026-09-03

On August 31, the centralized photovoltaic project in Lushan Street, Fuyang District, Hangzhou, Zhejiang, was officially started. The owner of the project is Hangzhou Fuyang Yudean New Energy Co., Ltd., a subsidiary of Guangdong Energy Group, with a total installed capacity of 31.38 MW on the DC side and 31.15 MW on the AC side.

2026-09-03

On September 2, the Department of Industry and Information Technology of Jiangxi Province issued the Announcement on the Withdrawal of the Production Capacity of the 2500 Tons Per Day Cement Clinker Production Line of Sinoma Pingxiang Cement Co., Ltd.

2026-09-03

What needs to be more vigilant is that from the publicity rhythm, there will be more similar projects queuing for landing in the future.

2026-09-03

According to the data, Jiangxi Xianhe White Cement Co., Ltd. was established in September 2006 with a registered capital of 2 million yuan. It has a special cement (white Portland cement) clinker production line with an approved annual capacity of 380000 tons.

2026-09-03

According to public information, six more concrete enterprises have been filed for bankruptcy recently.

2026-09-03

Jingao has upgraded its cooperation with Golyan Group in Nepal, moving from component supply to joint development, deepening localization layout and strategic cooperation.

2026-09-03

On September 2, Shanxi Energy Bureau issued a notice announcing the list of the second batch of wind power and photovoltaic power generation projects to be abolished in 2026. Forty projects involved a total scale of 2.2838 GW, including 19 photovoltaic projects with a scale of 1.138 GW.

2026-09-03

Why is the type of punishment only a fine? How to confiscate illegal gains is just "-"? Why is there no illegal income in the project for 5 years? Why don't you have to ban it? Is it really "punishment for management"?

2026-09-03

On September 1, Huadian Haitou Romania Cotofini 154.7 MW Photovoltaic Power Plant Project, a subsidiary of China Huadian, officially started construction.

2026-09-03

Recently, 20 lithium power enterprises collectively issued price increase notices, and the overall price adjustment range remained between 2% and 30%. The reason is that the consumption tax on lithium primary batteries and lithium ion batteries will be resumed on September 1. The tax rate will be 2% by the end of 2026 and will be raised to 4% from 2027.

2026-09-03

In the second half of the year, with the deepening of merger and acquisition integration and the continuation of the prosperity of new materials, whether Wanwei Hi-tech and Shanshan shares can continue to contribute to the increment will directly affect the annual profit of Conch Group.

2026-09-03

The real capacity utilization rate of clinker is less than half, and the root of the imbalance between supply and demand is still there; the price rebound can wait, but the capacity can not afford to wait.

2026-09-03