10.11 Cement Morning Post: Shangfeng Joins Hands with Xinhua Semiconductor; Cement Capacity Replacement Statistics in September; 2025 Overseas Cement Analysis

1. Shangfeng Cement joined hands with the Central Enterprise Fund to invest in the new material territory of Xinhua Semiconductor and continue to expand the capacity

of Shangfeng Cement Subsidiary Company and other institutions such as China Building Materials to establish Guocai No.3 Limited Partnership. Total investment 14. Xinhua is the only enterprise in China that has achieved large-scale and full-size production of electronic-grade polysilicon. After the capital contribution, Shangfeng will become its largest shareholder. Shangfeng implements the "two-wheel drive" strategy, with strong competitiveness in building materials business and good returns in investment business. Hefei Jinghe has gained net income from reducing its holdings, many invested projects are in the process of listing, semiconductor investment has formed a relatively complete ecosystem, and the territory of new materials continues to expand.

2. Supplementary production capacity exceeds 30000t/d! Ccement. Com/Price _ list -1-s0-e0-p0-c0-k100059-b0. In terms of provinces, Fujian has 7 projects at most, with a supplementary capacity of 8085t/d, followed by Guangdong. From the perspective of enterprises, involving Jinyu Jidong, Shangfeng Cement and other enterprises, Red Lion Holding Group has the largest number of replacement projects, with four subsidiaries participating. The supplementary production capacity of each enterprise varies greatly, and the two enterprises under Jinyu Jidong rank first in the supplementary production capacity, while some enterprises have smaller supplementary production capacity. For more detailed information, you can scan QR Code or go to the cement big data query.

5. Cement Net Monthly Report: Insufficient cost support Concrete prices stopped falling but did not rebound (9.1-9). National concrete prices stopped falling but did not rebound. By the end of September, the national concrete price index fell by 1.45% compared with the end of August, a decline of 18% compared with the same period last year. The decline of the six regions slowed down, and the overall stability was weak. C30 concrete prices varied among provinces and cities, with 11 provinces and cities flat, 1 up and 18 down. In October, it is expected that demand will rebound partially and cost will push prices to stop falling, but due to overcapacity and financial pressure, the increase will be limited and regional differentiation, the north will rebound or stop falling, and the south will remain low.

6. Xinjiang

8. < a href = "The https://www.ccement.com/news/content/50089316007295001. has been reviewed, and the cancellation complies with the provisions of the Implementation Measures for Capacity Replacement in the Cement and Glass Industry (2024 edition)." The capacity replacement plan is now revoked and announced. Social supervision is welcome. The supervisory telephone is announced. The announcement of the original capacity replacement plan is also attached. The announcement date is October 10, 2025.

All can be viewed after purchase