On the afternoon of April 28, 2026, the company held a performance presentation for 2025 and the first quarter of 2026 in the form of on-site + network and teleconference. The management of the company interacted and communicated with investors on the operating results, financial indicators and company development in 2025 and the first quarter of 2026. The meeting focused on the company's reform and innovation practice of transforming and upgrading from a single traditional building materials business to a "troika" pattern of "building materials cornerstone business, equity investment business and new materials business" with new productivity characteristics in response to the call of the state for many years, and clarified the company's plan from "building materials cornerstone business, equity investment business and new materials business".

2026-04-30

According to the data center of China Cement Market, the cement market in Northwest China is divided into regions, and the Korla area in Bazhou, Xinjiang, has been pushed up by 30 yuan.

2026-04-30

Prices in some areas of Sichuan and Chongqing have fallen, prices in some areas of Yunnan and Guizhou have fallen, prices in some areas of Yunnan and Guizhou are weak, the overall market lacks upward momentum, and the short-term weak and stable operation has been maintained.

2026-04-30

According to the data center of China Cement Network, this week, the cement market in central and southern China continued the adjustment tone of pushing up and falling in the early stage. Due to the weak national market demand and weather factors, the construction progress of the project was restricted, and the overall market was weak.

2026-04-30

In terms of cement prices, cement prices in the Yangtze River Delta, Jiangsu, Zhejiang, Shanghai, Anhui and other markets continued to show a steady and sporadic downward trend. In addition, after pushing up the cement price by 50 yuan/ton in Shandong, the actual transaction price has begun to loosen and fall.

2026-04-30

According to the data center of China Cement Market, the price of cement in Northeast China has been stable recently. The market in Heilongjiang and Jilin provinces remained stable, and demand recovered slowly due to temperature fluctuations.

2026-04-30

According to the data center of China Cement Network, the cement market in Beijing, Tianjin and Hebei is weakening steadily, and the price in Shijiazhuang is under pressure.

2026-04-30

Recently, photovoltaic companies have announced their annual reports for 2025 and their performance in the first quarter of 2026.

2026-04-30

In the past two weeks, the market of photovoltaic modules has recovered against the trend. According to the incomplete statistics of the DataBM. Com of Digital New Energy, the capacity of the photovoltaic module centralized procurement bidding and shortlisted projects that had been publicized in two weeks (4.18-4.30) was approximately 11.87 GW, which was significantly higher than that of 0.44 GW in the previous period. Meanwhile, the total capacity of the photovoltaic module centralized procurement bidding projects was 1.93 GW, which was significantly higher than that of 0.38 GW in the previous period.

2026-04-30

On April 29, the signing ceremony of the strategic cooperation agreement between Gezhouba Cement and Baowu Group Environmental Resources Technology Co., Ltd. (Hereinafter referred to as "Baowu Huanke") was successfully held in Wuhan Headquarters. Yang Dan, Deputy Secretary of the Party Committee and General Manager of the company, and Chen Zaigen, Secretary of the Party Committee and Chairman of Baowu Environmental Science, attended the signing ceremony and witnessed the signing of the agreement. This marks the formal establishment of a deep strategic partnership between the two subsidiaries of central enterprises on the basis of traditional solid waste disposal cooperation. The two sides will focus on deepening cooperation in the field of solid waste disposal, achieve mutual benefit and win-win situation, and work together to promote low-carbon development to a new level.

2026-04-30

On April 27, the Department of Ecology and Environment of Xinjiang Uygur Autonomous Region issued a public announcement on the completion of the rectification of the feedback from the second round of the Central Eco-environmental Protection Supervision Report of the Autonomous Region (Question No.20).

2026-04-30

Around the 29th, some major enterprises in Nanjing, Jiangsu, announced a reduction in cement prices by 10-20 yuan/ton.

2026-04-30

On the evening of April 29, Sifang New Material (605122) announced the first quarterly report of 2026, which showed that the company realized an operating income of 188 million yuan, a decrease of 24.22% over the same period last year. Benefiting from the increase in the gross profit rate of products and the effective control of expenses, the company realized a net profit of 6.6592 million yuan, successfully turning losses into profits; The total profit was 5.9285 million yuan, an increase of 451.68% over the same period last year.

2026-04-30

Longquan shares (SZ 002671, closing price: 4.88 yuan) on the evening of April 29 issued a quarterly performance announcement that the revenue in the first quarter of 2026 was about 203 million yuan, an increase of 13.72% over the same period last year. The net profit loss attributable to shareholders of listed companies was about 7.35 million yuan. The basic earnings per share loss was 0.0134 yuan; In the same period last year, the revenue was about 178 million yuan; the net profit loss attributable to shareholders of listed companies was about 14.69 million yuan; the basic earnings per share loss was 0.0262 yuan.

2026-04-30

CNBM released a quarterly report on April 29. As of March 31, 2026, the company's operating income was 35.767 billion yuan, a decrease of 2.37% over the same period last year. The profit attributable to equity holders of the company (net profit attributable to parent company) was -177 million yuan, compared with -517 million yuan in the same period last year.

2026-04-30

In the first quarter of 2026, Conch Cement realized an operating income of 17.066 billion yuan, a year-on-year decrease of 10.42%; the net profit attributable to the shareholders of the parent company was 1.468 billion yuan, a year-on-year decrease of 18.92%.

2026-04-30

On the evening of April 29, Shuangliang Energy Conservation announced that the board of directors of the company received a written resignation report submitted by Yang Likang, the secretary of the board of directors. Due to job adjustment, Yang Likang resigned as secretary of the board of directors of the company and continued to serve as deputy general manager of the company after his resignation.

2026-04-30

On April 29, Jinyu Jidong disclosed a quarterly report that the company achieved an operating income of 3.014 billion yuan in the first quarter of 2026, down 22.76% from the same period last year; the net loss attributable to the parent company was 994 million yuan, while the net loss attributable to the parent company in the same period last year was 873 million yuan, an increase of 13.9%.

2026-04-30

On April 24, Shuicheng Coal and Electricity New Energy Phase III Photovoltaic Project released the project bidding plan, and the tenderer was Guizhou Energy Shuicheng Coal and Electricity Integration Co., Ltd.

2026-04-30

On April 29, Zhongnengjian Dangxiong County's 100MW Photothermal + 800MW Photovoltaic Integration Project officially started construction.

2026-04-30