2.15 Cement Morning Post: Conch Unit Wins in the First Month; One Picture Understands Huaxin Report; Lone Brave Sha Dongshengxing

2026-02-15 07:01:08

What is happening in the cement industry?

1. Win at the opening of the flag! Conch units won a "good start"

in the first month. 2026 is the first year of the "15th Five-Year Plan", and Conch units won a "good start" in the first month. The production and operation of Conch in Phnom Penh are all in the red, the volume and price have reached a new high, and the coal and electricity consumption has been optimized; the core indicators such as import and export of Anliang New Chain have set new records, and the domestic and foreign sales have been coordinated; Conch New Materials have planned sales ahead of time and carried out marketing training; Ganjiang Conch Commercial Concrete has overfulfilled the production and marketing plan; Guangxi region has overfulfilled the phased tasks of core indicators, accurately judged the market, and achieved results in all-staff innovation. All units have laid a good foundation for the beginning of the 15th Five-Year Plan with outstanding achievements.

2. The title of the article "Understanding the 2026 Work

Report of Huaxin Building Materials by One Picture" is "Understanding the 2026 Work Report of Huaxin Building Materials by One Picture", but the content does not involve the report. The main focus is to publicize the launch of the small program of Huaxin Mall. Inform users that if they have long-term cooperation intention or purchase demand with Huaxin Cement , they can click on the figure to submit [account opening application] or [online order], emphasizing the convenience of one-click order, which can see the source quality, but does not reflect the specific information of the 2026 work report.

3. Walk with the Struggler: Lone Brave: Sha Dongsheng's Wasteland March

The article shows the story of his struggle with "Sha Dongsheng's Wasteland March". Sha Dongsheng was sent to Xili County of Kazakhstan for three years to search for the source on the wasteland. He did not believe in the threat of middlemen, completed the comprehensive layout of multi-mineral sources, and regained the initiative. Daily management pays attention to details, establishes information platform, optimizes procurement process, etc. Faced with the problems of inflation and resource search, he dealt with them tenaciously. He respected the local culture, changed from "outsider" to "Xilitong", and won the honor of "Best Civilized Employee" of the company in 2026. He was a "lone brave man" who shone for the enterprise in the dark and embodied the spirit of the struggler.

Today, we have something to say to you.. The Spring Festival of the Year of

the Horse is approaching, and most people are on their way home, but Conch still has a group of people who stick to their posts. Ouyang Meiwang, an electrical maintenance worker, ensures the supply of water and electricity, Zhao Jiyao, a mine car driver, cares about the safety of his colleagues, Zhang Hongqiao, a chef, urges him to eat well, protect Li Shilan and protect the safety of the factory area, and Chen Qiuyu, a financial officer, sends red envelopes to bless him. In the past year, we walked side by side with deep friendship. We took off our work clothes and brought the thoughts and blessings of the "Conch Family". We wish those who stick to it happy and healthy, and those who return home safe and smooth. Finally, we wish the Conch Family a happy New Year and look forward to continuing to work side by side in the new year.

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Correlation

With the approaching of the year, the photovoltaic module market has entered the traditional off-season, and most projects have entered the stagnation stage.

2026-02-13 10:55:11

In 2025, the installed capacity of renewable energy in China reached a new high, and the proportion of the scale increased steadily.

2026-02-12 10:59:24

The State Council plans to build a unified national electricity market system, with the goal of basically completing it by 2030 and fully completing it by 2035, so as to realize the optimal allocation of power resources nationwide, the market-oriented pricing of multi-dimensional values, and the fair participation of all kinds of subjects.

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The production enterprises involved include Atlas Photovoltaic Technology (Suzhou) Co., Ltd., Wheat Field Energy Co., Ltd., and Easy Group Co., Ltd.

2026-02-11 09:34:59

Wang Bohua said that in 2026, the new installed capacity of photovoltaic in China is expected to be 180-240 GW, and the new installed capacity in the world is 500-667 GW.

2026-02-05 13:28:19

On February 5, Wang Shijiang, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, delivered a speech at the Seminar on the Review of the Development of the Photovoltaic Industry in 2025 and the Prospect of the Situation in 2026.

2026-02-05 09:44:28

Domestic concrete price statistics in January show that it covers the relevant values of concrete prices in the whole country and many regions. From the overall data, prices in most parts of the country have declined year-on-year to varying degrees, and some regions have also shown a downward trend. Among them, the ring change is more obvious in Shaanxi, up 2.07%; the ring change is relatively weak in Beijing, Shanxi, Inner Mongolia and other places, with no change in the ring. On a year-on-year basis, the decrease in Shaanxi was -30.16%, while the decrease in Chongqing and Guizhou was flat with no change.

2026-02-02 11:09:43

The Spring Festival holiday is approaching, and the component production schedule is expected to be lowered in February.

2026-01-30 17:29:08

Longji Green Energy's Latest Quotation Has Touched a High of 0.9-1.0 yuan/W

2026-01-28 15:25:18

On January 28, the National Energy Administration released the national electricity statistics for 2025. By the end of 2025, the total installed capacity of power generation in China was 3.89 billion kilowatts, an increase of 16.1% over the previous year, of which the installed capacity of solar power generation was 1.2 billion kilowatts, an increase of 35.4% over the previous year. In 2025, the new PV installed capacity in China was 315.07GW, an increase of 13.67% over the same period last year, setting a record for the new installed capacity in the year. According to the monthly data, in December 2025, the newly installed photovoltaic capacity in China was 40.18 GW, which decreased by 43.3% year-on-year, but increased by 82.47% year-on-year.

2026-01-28 11:56:43

Among them, from January to December 2025, the total number of green certificates issued by photovoltaic power generation was 672.13 million, accounting for 22.8% of the total number of green certificates issued in that year.

2026-01-28 10:37:45

Wu Changyu, Deputy Secretary of the Party Committee and General Manager of Yunnan Energy Investment Co., Ltd. of the Three Gorges Group, is suspected of serious violations of discipline and law, and is currently undergoing disciplinary review by the Discipline Inspection and Supervision Group of the State Supervision Committee of the Central Discipline Commission in the China Three Gorges Group and supervision and investigation by the Hubei Provincial Supervision Committee.

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What is happening in the cement industry?

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Five leaders of two central energy enterprises, China General Nuclear Power Group Co., Ltd. and China Coal Energy Group Co., Ltd.

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On the morning of January 21, the State Administration for Market Regulation held a special press conference on ten typical cases of "involution" competition in 2025. Zhao Chunlei, deputy director of the Competition Coordination Department, introduced the overall situation of the case, including interviews with cargo Lala, risk warning of photovoltaic industry, investigation and punishment of false publicity cases, etc. These cases are characterized by emphasis on prevention in advance, combination of rigidity and flexibility, and coordinated governance. In addition, the heads of departments also answered relevant questions, such as mobile power recall, certification supervision and so on. In the future, the General Administration will promote the formation of a better market ecology and help build a unified national market.

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The adjustment of the export tax rebate policy is conducive to promoting the efficient use of resources, reducing environmental pollution and carbon emissions, and promoting the comprehensive green transformation of economic and social development. At the same time, it is also conducive to guiding the rational adjustment of industrial structure, promoting industrial transformation and upgrading, comprehensively rectifying "involution" competition, and promoting high-quality economic development.

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On January 16, the EPC general contractor of Yangquan Distributed Photovoltaic Project in Wulan Town, Etuoke Banner, Inner Mongolia issued a bid announcement, which was due to the fact that less than three bidders submitted bidding documents at the bid opening stage.

2026-01-19 19:17:05

What is happening in the cement industry?

2026-01-19 07:01:12

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2026-01-18 07:01:11

Jingke rose twice in a week, with the highest increase of 0.15 yuan/W.

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On January 12, China Railway Tunnel Bureau Group Construction Co., Ltd. Bobai County Government Assets Roof Distributed Photovoltaic Power Generation Project (South Area) EPC General Contracting Project Photovoltaic Module Procurement Tender Announcement was issued.

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Second-and third-tier manufacturers have followed up with price increases, with a total of 14 manufacturers raising their quotations in this round.

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Standardize the competition order of the battery industry and promote the healthy and orderly development of the power and energy storage battery industry.

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Statistics on domestic concrete prices in December show that prices in the whole country and regions have changed to varying degrees. The national concrete price fell by 0.32% month-on-month and 19.33% year-on-year. In most areas, the ring ratio declined, some areas were flat, and Anhui rose slightly. Among them, the month-on-month decline in Jilin was more obvious, reaching -2.38%; the month-on-month decline in Hebei and Fujian was relatively small, reaching -0.05%. On a year-on-year basis, the decrease in Henan was relatively large, reaching -31.05%, while there was no change in Chongqing and Guizhou.

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In 2025, due to the increase in the use of new government special debt and other factors, the proportion of funds flowing into the infrastructure side has been reduced, and the real estate industry has not yet reversed the downward trend, the volume and price of the concrete market are difficult to stabilize, and the profit margin of the industry is further squeezed..

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