11.27 Cement Morning Post: two cement enterprises plan to enter the wastewater utilization case; Shaanxi 2024 Gas Defense Fund plans to support the cement project; Conch Cement has won two best practi

2024-11-27 07:01:20

What is happening in the cement industry?

1. Two cement enterprises are proposed to be included in the list of typical cases of industrial wastewater recycling in 2024!

On November 25, the Ministry of Industry and Information Technology announced the list of typical cases of industrial wastewater recycling in 2024, and the publicity period was from November 25 to 29. The "Intelligent Water Management and Control Model" of Huzhou Huaikan Southern Cement Co., Ltd. and the "Technical Equipment Innovation Model" of Yueqing Conch Cement Co., Ltd. are to be included in the list.

2. A number of cement enterprise projects are proposed to be selected as the projects

to be supported by the central air pollution prevention and control fund in Shaanxi in 2024. The Department of Ecology and Environment of Shaanxi Province issued a public announcement to provide financial support for 62 central air pollution control projects to promote air pollution prevention and control. Among them, a number of cement enterprise projects are proposed to be selected as the projects to be supported by the central air pollution prevention and control fund in 2024, including the second-line kiln tail flue gas SCR denitrification transformation project of Jidong Heidelberg (Jingyang) Cement Co., Ltd., and the deep air pollution control project of Shaanxi Satisfaction Cement Co., Ltd. There are 6 air pollution control or ultra-low emission transformation projects related to cement enterprises.

3、 Conch Cement: Conch Cement was awarded "2024 Best Practice Case of Board of Directors" and "2024 Best Practice Case of Sustainable Development"

. China Association of Listed Companies held relevant meetings and held the release ceremony of "2024 Best Practice Case of Board of Directors" and "2024 Best Practice Case of Sustainable Development". Conch Cement won both cases at the same time. "2024 Best Practice Cases of the Board of Directors" are selected from different levels of cases through multiple links, and "2024 Best Practice Cases of Sustainable Development" are selected from multiple dimensions. In recent years, guided by relevant laws and regulations, Conch Cement has strengthened the operation of the board of directors to improve its governance level, and its information disclosure has been rated A for five consecutive years. It has also seized the opportunity of "double carbon" to promote green transformation and development.

4. Western Construction: 002302 Western Construction Investor Relations Management Information 20241126

On November 22, 2024, Chen Qifan of Everbright Securities conducted an investigation on Western Construction (002302). Reception by Han Chunmin, secretary of the board of directors of the company. The key contents include: there is a price transmission mechanism for the rise in cement prices and it is affected by regional differences; the concentration of the concrete industry is low, and the share of the top ten enterprises is about 10%; various measures are taken to reduce costs and increase efficiency; the proportion of housing construction business is decreasing, while the proportion of infrastructure business is increasing; there are advantages in technology, such as perfect system, close relationship between industry, University and research, building materials research Institute, and strong technical team.

5. Han Jian Heshan: Announcement

of Han Jian Heshan regarding the Third Quarterly Results Presentation of 2024 Han Jian Heshan (603616) issued an announcement. A performance presentation for the third quarter of 2024 will be held at the Shanghai Roadshow Center from 15:00 p.m. to 16:00 p.m. on December 6, 2024 in the form of online interaction. Investors can ask questions through the column of "Pre-collection of Questions" of Shanghai Roadshow Center or the company's mailbox before 16:00 from November 29 to December 5. The participants included Chairman Tian Yubo and others. Investors may log on to the Shanghai Roadshow Center during the meeting to participate online, or view the meeting situation and content. The contact department is the Securities Investment and Finance Department, telephone 010-56278008, email hjhszqb@bjhs.cn.

6. Qingsong Jianhua: Qingsong Jianhua completed the registration of the transfer of shares by agreement of the controlling shareholder and the announcement

of the change of the controlling shareholder of the company. Since December 21, 2023, the relevant parties have signed the agreement. On April 16, 2024, Alar State Investment Corporation signed a share transfer agreement with Zhongxinjian Energy and Mining Company, and the former contributed 360,922,546 shares (22.49%) of Qingsong Jianhua to the latter. On November 26, the company received the Confirmation of Securities Transfer Registration, and the transfer was completed. Before the transfer, Alar Guotou Company held 39.09% of the shares, after the transfer, it held 16.60% of the shares, and Zhongxinjian Energy Mining Company held 22.49% of the shares. The controlling shareholder of the company was changed to Zhongxinjian Energy Mining Company, and the actual controller was the State-owned Assets Supervision and Administration Commission of the Corps. The transfer did not affect the production and operation.

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Correlation

Digital New Energy DataBM. Com learned that on October 28, the third, fourth and sixth bidding sections of the 1.6 million kilowatt photovoltaic power generation project in Tori County, Tacheng, Xinjiang, were tendered publicly.

2025-10-29 16:06:17

What is happening in the cement industry?

2025-10-27 07:01:10

The project is located in Yunnan yuanjiang Industrial Park, yuanjiang Hani, Yi and Dai Autonomous County, Yuxi City, with a total investment of 150 million yuan. After the project is completed, it is estimated that the annual production of fixed photovoltaic brackets, regulating photovoltaic brackets and tracking photovoltaic brackets will be 10g and W.

2025-10-23 10:57:05

The net profit of Ningde Times increased by more than 40%, and energy storage and new energy commercial vehicles became two high-growth businesses in the future, benefiting from policy promotion and market demand release.

2025-10-21 10:13:40

On October 20, the Guangdong Energy Bureau of the Guangdong Development and Reform Commission issued the Notice on Matters Relating to the Price Bidding of the New Energy Project Mechanism in 2025.

2025-10-21 10:05:37

Hunan deepens the market-oriented reform of new energy grid price, promotes the full entry of new energy into the market, establishes a differential settlement mechanism, implements step by step, incorporates bidding, guarantees reasonable income, and promotes the high-quality development of new energy.

2025-10-21 08:34:59

The upper and lower bidding limits of wind power and photovoltaic power in Hebei Southern Power Grid are 0.2-0.3644 yuan per kilowatt-hour; the upper and lower bidding limits of wind power and photovoltaic power in Hebei Northern Power Grid are 0.2-0.372 yuan per kilowatt-hour. The implementation period of wind power and photovoltaic power is 10 years and 12 years respectively.

2025-10-20 11:35:20

On October 14, the first China-Europe Arctic container express route was successfully launched, opening up a new channel for photovoltaic and other new energy products to go to Europe. Europe is China's largest export market for photovoltaic products, and there are problems such as congestion, high cost and potential safety hazards in traditional transportation routes. China-Europe Arctic Express is faster, more economical, safer and more stable, and its transportation efficiency has been greatly improved, which can reduce costs and cargo damage. However, at present, the time to replace the traditional routes on a large scale has not yet arrived, and there are some problems such as short navigation time, high cost and infrastructure to be improved, but its opening provides a new choice.

2025-10-20 09:19:05

The rise in component prices has led more enterprises to follow suit.

2025-10-17 15:52:43

On October 15, Beijing Xinzhaoneng 450MW Distributed Photovoltaic Power Generation Project EPC General Contracting Project issued a tender announcement, the tenderer is Beijing Xinzhaoneng Energy Technology Co., Ltd.

2025-10-16 17:02:02

According to industry data, more than 30 senior executives of state-owned energy enterprises have been investigated this year.

2025-10-14 17:38:57

The bidding announcement shows that the 300 MW photovoltaic project in Guyuan County has a total installed capacity of 300000 kilowatts, and the project category is photovoltaic power generation. The selected units selected through competitive allocation are investment enterprises.

2025-10-13 15:28:06

From October 9 to 12, the "SNEC 2025 International Energy Storage and Hydrogen Energy Conference and Exhibition" opened in Shanghai Pudong Kerry Hotel and Shanghai New International Expo Center.

2025-10-11 13:33:50

Digital New Energy DataBM. Com learned that on October 9, the rural household distributed photovoltaic power generation project in Pingbian County, Honghe Hani and Yi Autonomous Prefecture, Yunnan Province, issued a secondary flow announcement for the preferred investment and development subject.

2025-10-11 10:00:34

Domestic concrete price statistics in September showed that the national concrete price fell by 1.18% annually and 18.44% year-on-year. Prices in most regions have changed to varying degrees, with some regions changing by 0. The ring change is more significant in Hunan, with a decline of 4.07%; the ring change is relatively small in Fujian, with an increase of 0.15%. On a year-on-year basis, the decline in Shaanxi was relatively large, reaching 35.00%, while there was no change in Guizhou. Overall, domestic concrete prices showed a downward trend in September.

2025-10-09 09:01:43

On September 28, the e-commerce platform of China Huadian Group issued a tender announcement for PC general contracting of photovoltaic power generation project of Shougang Group Mining Co., Ltd. and the tenderer was Huadian (Qian'an) New Energy Co., Ltd.

2025-10-07 23:38:14

On September 28, the tender announcement for the general contracting (EPC) of the MW agricultural-photovoltaic complementary photovoltaic power generation project of Yunhe Yegaoping 39.6 in Lishui, Zhejiang was issued.

2025-10-07 15:03:52

On September 28, Fuyang Ronglian Photovoltaic Technology Co., Ltd. was filed for bankruptcy by Qiao Gang, a natural person, to the People's Court of Yingquan District, Fuyang City, Anhui Province, with the case number of (2025) Anhui 1204 Poshen No.7.

2025-09-30 15:05:53

On September 28, the Development and Reform Bureau of Kongtong District, Pingliang City, Gansu Province, announced that it had decided to cancel the investment qualification of the 100MW photovoltaic power generation project in Xiamen Township of the State Power Investment Group Aluminum and Electricity Investment Co., Ltd.

2025-09-30 09:11:49

Digital New Energy DataBM. Com has learned that the administrator of Beijing Wanyuan Industrial Co., Ltd. will auction 49% of Inner Mongolia Datang Wanyuan New Energy Co., Ltd. held by Beijing Wanyuan Industrial Co., Ltd. through the litigation asset platform at 10 o'clock on October 6.

2025-09-29 16:52:08

Digital New Energy DataBM. Com has learned that the administrator of Datang Jianshan Tianshuo Arukhorqin Banner New Energy Co., Ltd. will publicly auction assets such as machinery and equipment (photovoltaic power generation equipment), electronic equipment, low-value consumables and raw materials under the name of the company on Taobao Online Judicial Auction Platform at 10 o'clock on September 29.

2025-09-28 17:48:01

This is the third time that China's new photovoltaic installed capacity has declined since May this year.

2025-09-26 11:19:25

Hainan Ruize announced its third-quarter results on the evening of October 29 that its revenue in the first three quarters of 2025 was about 894 million yuan, a decrease of 13.77% compared with the same period last year. The net profit loss attributable to shareholders of listed companies was about 81.2 million yuan, and the basic earnings per share loss was 0.07 yuan.