7.30 Cement Morning Post: Hainan Ruize sued China Resources and others for 95.25 million yuan; Chairman of Gaozheng Building Materials investigated the greening project; macro data of building materia

2025-07-30 07:02:03

What is happening in the cement industry?

1, cement network video: the amount involved is 95.25 million yuan! Hainan Ruize sued Huarun Building Material Technology and Jingang Cement

Hainan Ruize sued Huarun Building Material Technology and Jingang Cement for equity transfer disputes, involving about 95.25 million yuan. After China Resources took over Jingang Cement, its operation deteriorated, it stopped production in June 2023, and in April 2025, it transferred the production capacity index of Jingang Cement without authorization, resulting in a serious loss of 15% equity value of Hainan Ruize. Hainan Ruize believed that the other party had breached the contract and demanded compensation of 17.7 million yuan from China Resources, and Jingang Cement repurchased its shares at an appraisal price of 77.55 million yuan. At present, the case has been filed and has not been heard.

2. Zhaxi Nyima, Chairman of Gaozheng Building Materials, went to the company's North-South Mountain Greening Project area for investigation

. On July 28, Zhaxi Nyima, Chairman of Gaozheng Building Materials, went to Qushui County, Lhasa's North-South Mountain Greening Project contracted by the company for investigation. He pointed out that the project is of great significance, and Gao Zheng, as a state-owned enterprise, should play a leading role. Zhaxi Nyima also put forward the requirements: skillfully grasp the publicity of public opinion, guide workers to love green and protect green; carefully grasp the daily maintenance and management, relevant departments should spot check the progress and effectiveness; construction units should take responsibility, strengthen management, and improve the survival rate of afforestation. In addition, the cement industry is facing a double test, and a conference will be held in Zibo on September 23-24 to promote transformation and upgrading.

3. Cement network data: statistics

of macro data of national building materials from January to June 2025. Statistics of macro data of national building materials from January to June 2025. The key data include the situation in June: the completed amount of national fixed assets investment increased by 2.80% compared with the same period last year. The investment in construction and installation projects increased by 0.10%, the basic investment (excluding electricity) increased by 4.60% and the electricity increased by 8.90%. Other macro data of building materials can be viewed in tables, and more data, market analysis and research reports can be accessed in cement big data (https://data.ccement.com/).

4. Yatai Group: Documents

of the Seventh Extraordinary General Meeting of Jilin Yatai (Group) Co., Ltd. in 2025 Documents of the Seventh Extraordinary General Meeting of Jilin Yatai (Group) Co., Ltd. in 2025 It includes the agenda of the meeting and a number of bills. The agenda covers the announcement of the participation, the transfer of shares, the election of supervisors, the provision of guarantees for subsidiaries and other bills, as well as the shareholders'speeches, voting, counting and announcement of the results. Each proposal involves the company's business decisions, such as the transfer of shares of Jilin Bank, the credit and loan guarantee of subsidiaries, and each proposal has passed the corresponding internal review, and is now submitted to the shareholders for consideration.

5. Yatai Group: Announcement

of Jilin Yatai (Group) Co., Ltd. on the Progress of Planning for Material Asset Disposal and Related Transactions Jilin Yatai Group signed the Intention Agreement with Changfa Group and Changchun Financial Holding on March 27, 2024. The proposed sale of Northeast Securities shares constitutes a major asset restructuring. Since March 28, 2024, several progress announcements have been disclosed. As of the announcement date of July 30, 2025, the company continued to communicate and negotiate with relevant parties to promote due diligence and other work. The transaction is still in the planning stage, the specific plan needs further demonstration and negotiation, and the decision-making and approval procedures need to be carried out. There are uncertainties, and the company will disclose relevant information in a timely manner.

6. Tianlu, Xizang: Announcement

of Tianlu, Xizang on Serious Abnormal Fluctuation in Convertible Bonds Trading The increase of the closing price of "Tianlu Convertible Bonds" deviated by more than 100% for seven consecutive trading days from July 21 to 29, which was a serious abnormal fluctuation. As of 29, the closing price was 481.80 yuan per sheet, with a premium of 381.80% and a premium rate of 16.60%. Upon self-inspection and verification with the controlling shareholder, the Company and the controlling shareholder have no material matters that should be disclosed but have not been disclosed. The company's production and operation are normal, and no media reports affecting the stock price have been found. The company is expected to lose money in the first half of 2025, reminding investors to pay attention to valuation and trading risks, and the company will fulfill its information disclosure obligations.

7、 Jianfeng Group: Announcement

of Jianfeng Group on the Subsidiary Obtaining the Notice of Approval for the Application for Listing of Chemical Active Ingredients Jianfeng Pharmaceutical, a wholly-owned subsidiary of Zhejiang Jianfeng Group Co., Ltd., received the Notice of Approval for the Application for Listing of Chemical Active Ingredients from the State Food and Drug Administration. Engliflozin can assist in the treatment of blood glucose control in adult patients with type II diabetes. Jianfeng Pharmaceutical submitted an application for review in February 2024, with a research and development investment of about 8.8769 million yuan. The approval shows that the API meets the evaluation criteria and can be sold domestically, which helps to expand business areas, but the pharmaceutical products have the characteristics of high risk, which are affected by many factors, and the company reminds investors to pay attention to risks.

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Correlation

Digital New Energy DataBM. Com was informed that on September 11, Jiangsu Yongquan Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the Intermediate People's Court of Zhenjiang City, Jiangsu Province, the applicant was Rongma Science and Technology Group Co., Ltd., and the case number was (2025) Su 11.

2025-09-12 15:46:09

Digital New Energy DataBM. Com learned that on September 8, four photovoltaic power generation project owners, such as Nongxian, Ruili City, Dehong Prefecture, Yunnan Province, issued a competitive consultation announcement with a total scale of 171 MW.

2025-09-11 17:45:31

On September 8, the Beijing Property Exchange disclosed that the 9% equity of Dezhou Jusheng New Energy Technology Co., Ltd. (Hereinafter referred to as "Jusheng New Energy") was listed at the transfer base price of 1 yuan, and the transferor was Jiangxi Electric Power Construction Co., Ltd. of China Electric Power Construction Group (hereinafter referred to as "Jiangxi Electric Power Construction").

2025-09-11 16:44:10

The 20-year right to use distributed photovoltaic construction resources on the roofs of 101state-owned assets in Ezhou, Hubei is being transferred

2025-09-11 16:44:03

On September 5, the procurement project of Pingchuan Substation 500000 kW/2 million kWh New Energy Storage Special Action Project (Phase I) in Tuquan County, Xing'an League, Henan Engineering Company of China Electric Power Construction was terminated. The reason for termination is that "the owner of this project requires the commencement date to be advanced, the construction period is urgent, and the content of the bid section needs to be adjusted and re-tendered.". This tender is terminated.

2025-09-11 10:58:56

On the evening of September 10, Jinfeng Science and Technology announced that the company intends to sign the Agreement on Investment and Development of Wind Power Hydrogen Ammonia Alcohol Integration Project with Bayannaoer Municipal People's Government. Goldwind Science and Technology said that it plans to invest in the construction of wind power hydrogen ammonia alcohol project within the jurisdiction of Bayannaoer City, with a total investment of about 18.92 billion yuan. The overall plan of the project is to build 3GW wind power, more than 80% of which is used to electrolyze water to produce green hydrogen, and to produce 600000 tons of green methanol per year and 400000 tons of green ammonia per year by coupling biomass gasification with green hydrogen.

2025-09-11 10:10:35

On September 10, Beijing Energy Group Co., Ltd. held a cadre meeting to announce the decision of the Beijing Municipal Committee and the Municipal Government.

2025-09-11 09:29:04

On September 10, China Nengjian issued a tender announcement for the centralized procurement project of photovoltaic modules in 2025. The tender announcement shows that the total scale of the tender is estimated to be 17 GW, which is divided into 8 packages, covering 182 mm TOPCon components, 210 mm TOPCon components, HJT components and BC components. For this tender, in addition to good reputation and relevant qualifications, the bidder's performance requirements are as follows:

2025-09-10 17:55:52

On September 8, Weining Branch of Bijie Ecological Environment Bureau of Guizhou Province issued the first announcement of public participation in environmental impact assessment of "Weining County 5GW XBC High-efficiency Photovoltaic Cell Production and Construction Project".

2025-09-10 17:34:25

On September 9, the temporary land for CGN Fengning Manchu Autonomous County 200MW Photovoltaic Composite Demonstration Project was approved. The construction unit of this project is CGN New Energy Fengning Manchu Autonomous County Co., Ltd. It is reported that the temporary land for the project is located in Wudaoying Township (Wudaoying Village, Jiudaogou Village), Tucheng Town (Sanjianfang Village, Sijianfang Village) and Dage Town (Saerying Village) of Fengning County, covering a total area of 7.8342 hectares.

2025-09-10 09:38:41

Li Lecheng, minister of the Ministry of Industry and Information Technology, said of irrational competition in photovoltaic and other industries: "The cultivation of enterprises and industries can be described as untold hardships, and irrational competition destroys an enterprise and an industry, which may happen overnight. We must not tolerate this kind of thing." He said that the next step would be to adhere to the rule of law, strengthen industry self-discipline, implement regulatory responsibilities, and enhance service capabilities, so as to "address both the symptoms and the root causes, systematically govern, focus on improving the system and mechanism, optimize the industrial ecology, and constantly improve the modernization level of industry governance."

2025-09-09 16:20:34

On September 5, Yunnan Green Energy New Energy Development Co., Ltd. The announcement shows that due to the need of project development, the bidding activities of this project are suspended.

2025-09-09 09:41:09

Digital New Energy DataBM. Com learned that on the evening of September 7, Robertko announced that the company planned to issue shares abroad (H shares) and list them on the Stock Exchange of Hong Kong Limited.

2025-09-08 18:01:43

On September 4, Yunnan Green Energy New Energy Development Co., Ltd. issued a tender announcement for the first batch of centralized procurement of photovoltaic modules. The project construction unit is Yunnan Green Energy New Energy Development Co., Ltd., a subsidiary of Yuntou Group. The tender announcement shows that the total capacity of the centralized procurement agreement is estimated to be 400MWp, the components require monocrystalline silicon N-type double-sided double-glass 615Wp ~ 625Wp, and the contract price is estimated to be 300 million yuan.

2025-09-08 12:34:13

Digital New Energy DataBM. Com has learned that the photovoltaic module production line of Da'an Tianneng New Energy Equipment Co., Ltd. is to be transferred at a base price of 790,775 yuan (including tax) from August 4 to September 26, 2025.

2025-09-05 18:15:43

On September 5, Daqin Electric Power (Kunming) Group Co., Ltd., a subsidiary company of "Shaya County Qin Power Investment New Energy Co., Ltd. 490000 kW Photovoltaic Sand Control" EPC Project (2025), announced the successful candidate.

2025-09-05 14:54:14

Recently, the Digital New Energy DataBM. Com has learned that two more central energy and power enterprises have transferred their shares in new energy enterprises, involving the State Energy Group and the Three Gorges Group. Details are as follows:

2025-09-05 14:53:32

According to the news, Wang Bin was removed from the post of Deputy Secretary of the Party Committee, Standing Committee of the Party Committee and Director of China Electric Power Construction Group Co., Ltd. and no longer served as General Manager of China Electric Power Construction Group Co., Ltd. and retired.

2025-09-05 10:35:07

On August 29, the tender announcement for the general contracting project of the State Power Investment Daqing Dumeng Duishan Phase II 200 MW Grass Complementary Project was issued, and the tenderer was Heilongjiang Electric Power Co., Ltd. of the State Power Investment Group. The bidding content shows that the project is located in Duerbote Mongolian Autonomous County, Daqing City, Heilongjiang Province. The construction scale of the project is 200MW. The 220kV booster station and outgoing line are shared with the first phase of the 100MW project. In this phase, the main transformer, SVG, expansion of incoming line spacing and other related facilities are added. The booster station is connected to the outline substation with one circuit of 220 kV outgoing line (completed).

2025-09-04 10:28:32

The "low price competition" in the component market continues.

2025-09-03 18:00:00

On August 29, the tender announcement for PC contracting project of 150000 kilowatt beach photovoltaic power generation project (photovoltaic field and collector line) in Tongzhou Bay of Zhejiang Oilfield was issued, and the tenderer was CNPC Jiangsu Nantong New Energy Co., Ltd. The bidding content shows that the project is located in the jellyfish breeding area of Tongzhou Bay Demonstration Zone, Nantong City, Jiangsu Province (breeding Huajia, jellyfish, fish, crab, etc.), and the sea area of the project is about 2,271 mu. The new DC side capacity of the project is 179.26 MWp, the AC side capacity is 149.76 MW, and the capacity ratio is about 1.2. The project uses 248,976 720Wp monocrystalline double-sided modules.

2025-09-03 17:36:20

On August 25, China Anneng Electronic Procurement Platform issued a change announcement on the procurement project of photovoltaic modules for Lingwu 2 million kilowatt composite photovoltaic base project of China Anneng First Bureau Guoneng Lingshao DC, saying that the original announcement was invalid.

2025-09-02 15:36:56

On August 29, the Hebei Development and Reform Commission announced "the second batch of projects to be arranged in the annual development and construction plan of wind power and photovoltaic power generation in Hebei Province in 2025". This time, 81 projects will be announced, with a construction scale of about 7.49 GW, including 42 photovoltaic projects with a scale of about 3.13 GW. The main body of the project involves 12 central state-owned enterprises and 9 private enterprises, among which Xiexin Group and TBEA are two leading photovoltaic enterprises. Among the central state-owned enterprises, Huadian Group has the largest number of projects, 13 with a scale of 418000 kilowatts, Datang Group 4 with a scale of 710000 kilowatts, State Energy Group and South-to-North Water Transfer Group 3 with a scale of 2101300 kilowatts and 112000 kilowatts respectively.

2025-09-01 17:44:11

The Statistics of Domestic Concrete Prices in August shows the situation of concrete prices in various regions of China. From the overall data, prices in most regions have changed to varying degrees. On a month-on-month basis, prices in some regions remained stable, with small changes, while the month-on-month decline in Shaanxi was more obvious. On a year-on-year basis, each region also showed different changes, among which Shaanxi's year-on-year decline was relatively prominent, while Guizhou's year-on-year decline was unchanged. Nationwide, the month-on-month ratio decreased by 2.20% and the year-on-year ratio decreased by 18.38%.

2025-09-01 14:36:20

Recently, the Party Group of the Three Gorges Group held a meeting to inform the Organizational Department of the Central Committee of the Communist Party of China of the decision on the adjustment of the members of the leading group of the Three Gorges Group.

2025-08-29 10:07:03

On August 26, according to foreign media reports, the Federal Trade Court of the United States ruled that Auxin Solar and Concept Clean Energy were the plaintiffs. It ruled that the two-year (2022.6.6-2024.6.6) "Southeast Asia Solar Cell and Module Import Tariff Suspension Order" (hereinafter referred to as the "Tariff Suspension Order") implemented by the Biden Administration from 2022 was illegal.

2025-08-28 18:11:35

According to the list, there are 33 photovoltaic enterprises on the list, covering silicon materials, silicon wafers, components, batteries and other links.

2025-08-28 13:52:08

The Digital New Energy DataBM. Com was informed that on August 27, the EPC project of the 30 MW industrial and commercial photovoltaic project of China Yingjian New Energy Technology (Anhui) Co., Ltd. was changed.

2025-08-28 10:52:42

On August 23-25, Trina Solar, TCL Zhonghuan, Hengdian Dongci, Maiwei and other photovoltaic companies successively disclosed their recent investor relations activity records, sharing their views on the current domestic and overseas market trends and technological development judgments. Details are as follows:

2025-08-26 17:12:20

On August 21, Beijing Jingneng E-commerce Platform issued a tender announcement for EPC general contracting of agricultural photovoltaic power generation project in Zhangshanying Town, Yanqing District, Beijing.

2025-08-25 17:39:46

China's new energy storage is moving from large-scale to high-quality development, and will focus on technological innovation, efficiency improvement and sustainable development in the future.

2025-08-25 09:52:26

The high-quality development of new energy storage is the key support for the construction of new power system, which helps to improve energy efficiency and stability.

2025-08-25 09:52:09

By the end of July, the total installed capacity of power generation in China was 3.67 billion kilowatts, up 18.2% year on year. Among them, the installed capacity of solar power was 1 billion 110 million kilowatts, an increase of 50.8% over the same period last year.

2025-08-25 09:28:03

Digital New Energy DataBM. Com learned that Panda Photovoltaic Technology Co., Ltd. was filed for bankruptcy, the court was the People's Court of Binhu District, Wuxi City, Jiangsu Province, the applicant was Chen Tao, and the public time was August 21.

2025-08-24 12:18:13

This week, the overall performance of the PV module market continued to be weak.

2025-08-22 22:16:34

On August 22, the official of China Photovoltaic Industry Association issued an initiative on "further strengthening industry self-discipline and jointly maintaining the order of photovoltaic market with fair competition and survival of the fittest". Enterprises in the photovoltaic industry are required to strictly abide by relevant laws and regulations, and resolutely resist vicious competition at prices below cost; power plant enterprises optimize bidding rules, reduce price weight, and improve technical evaluation weight.

2025-08-22 18:28:23

On the evening of August 21, Yiwei Lithium Energy released its semi-annual report for 2025.

2025-08-21 10:58:10

After deliberation at the 16th meeting of the Eighth Presidium of the Chinese Academy of Engineering and approval by the Party Group of the Chinese Academy of Engineering, 660 valid candidates for the election of academicians of the Chinese Academy of Engineering in 2025 were confirmed.

2025-08-21 09:53:40

The market price of photovoltaic modules tends to be stable, with partial price reduction.

2025-08-20 18:11:35

On August 20, Guangdong Dongguan Public Resources Trading Platform issued a number of public bidding announcements for the rental of roof use rights, with a total transaction area of 11,544.08 square meters, limited to the construction of photovoltaic projects.

2025-08-20 18:10:45

On August 19, Yunnan Development and Reform Commission and Yunnan Energy Bureau issued a notice on the issuance of the second batch of new energy project development and construction plans in Yunnan Province in 2025.

2025-08-20 09:43:48

On January 15, 2021, Fujian Provincial Department of Industry and Information Technology announced the capacity replacement plan of Fujian Cement Co., Ltd. for the construction project of cement clinker production line with a daily output of 4500 tons, which was not organized and implemented for some reasons. Now the enterprise applies for the change of the announcement.