5.19 Cement Morning Post: Super Project leads to cement demand; 20 companies rank in clinker sales; Henan kiln is shut down for 25 days, and the price rises and falls

2026-05-19 07:02:03

What is happening in the cement industry?

1. The super project is ready! At the same time, the planning of the Shenzhen-Zhuhai Highway and Railway Composite Passage has been promoted. The coordinated implementation of the two super projects will drive the consumption of more than 10 million tons of cement in the whole cycle, upgrade the demand structure, increase the proportion of special marine cement, and optimize the supply and demand of the cement market along the western Guangdong and the eastern Guangxi. Conch, China Resources, Tapai and other regional head enterprises are more competitive in bidding.

2. , Dongwu Cement increased 33. In terms of absolute sales volume, Conch Cement ranked first with 270 million tons, China Building Materials 2. Huaxin Building Materials made good progress in overseas strategy, and the total sales volume increased 2. Some enterprises had a larger decline. For example , Shanshui Cement dropped by

17.3, and Henan Province plans to continue to shut down kilns for 25 days! Ccement. Due to the cost increase caused by the price increase of coal and other raw materials, the main manufacturers have promoted the price increase of cement and clinker in the whole province by 30 yuan/ton since May 14, and the implementation remains to be observed. At present, Henan cement market is characterized by "low and stable price, active contraction of supply, restrained demand and pressure on cost". The previous five rounds of market cycle are short and prices rise and fall repeatedly. Since 2026, the domestic cement industry has been suppressed by weak demand and overcapacity, and the national cement price index has declined, reaching its lowest point this year in early May.

4.

Jinyu Jid

ong Jingyang New Materials Co., Ltd. is located in Xinglong Town, Jingyang County, Xianyang City, Shaanxi Province, with a resource reserve of 37.2767 million tons. Term of the proposed transfer 9. This move demonstrates the layout of BBMG Jidong in the field of mineral resources, and the acquisition of the mining right will help it expand its business, ensure the supply of raw materials, and lay the foundation for subsequent development.

6. 40% off! ccement.com/brandnewslist-1-1000610.html" target="_blank" style="color: #4284f4; text-decoration: underline; "Data-word =" "> The machinery and equipment of Ligu Cement Co., Ltd. and Henan Ligu Special Cement Co., Ltd. were auctioned for the fifth time, with a base price of 15.5 million yuan, and the first auction price of the assets was 2562. Including one 300,000-ton white cement production line, two 500,000-ton general cement production lines and other 88 sets, which are now stored in the factory of Xinxiang Ligu Cement Co., Ltd. and are in a state of shutdown and idleness.

7. 8. The production time of two cement enterprises in Xinjiang was adjusted

to implement the spirit of relevant notifications. The Department of Industry and Information Technology of the Autonomous Region and other departments jointly issued the "2025-2026 < a href =" https://price.ccement.com/pricenewslist-1-650000-0. Xinjiang Qingsong Building Materials Co., Ltd. Yili Conch Cement Co., Ltd. has applied to change the time of off-peak kiln opening because the cement clinker inventory has reached the warning storage location and can not continuously operate to complete the on-line monitoring and acceptance of ultra-low emission. After application by enterprises, preliminary examination by prefectures and cities and reexamination by relevant departments of the autonomous region, we hereby announce the list of the second batch of cement clinker production enterprises that have adjusted the off-peak production time, welcome social supervision, and announce the supervision telephone 0991-2801476 and mailbox jchyglc@xjeic.gov.

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Correlation

Nandian (Chengmai) New Energy Technology Co., Ltd. is not the first time to be listed for transfer. According to the tracking of the Digital New Energy DataBM. Com, the target was listed on the Beijing Property Exchange on July 21, 2026, and the transfer base price at that time was 86.45 million yuan.

2026-08-26 11:36:03

From January to July this year, the newly installed photovoltaic capacity in China was 86.15GW, down 61.41% from the same period last year.

2026-08-25 11:39:44

Dongfang Tiansuan signed a cooperation agreement with the State Inspection Group, and the two sides will jointly build a "Space Photovoltaic Joint Laboratory" to carry out joint research on space photovoltaic materials, satellite-borne photovoltaic cells/components, space environment reliability, testing methods, standard system and on-orbit verification.

2026-08-22 16:19:40

The shortage of transformers is becoming the hidden ceiling of new energy grid connection. For the photovoltaic industry, the lag of grid infrastructure has been the biggest obstacle to consumption; when the grid investment is really accelerated, the grid-connected space of new energy such as photovoltaic will also be opened.

2026-08-21 13:07:15

In the third quarter, the grid-connected capacity of distributed photovoltaic in all counties (cities and districts) of Guangdong Province was 24.210 GW.

2026-08-20 13:05:01

Seven manufacturers, including Jingke Energy, Trina Solar Energy, Jingao Technology, Atlas, Dongfang Risheng, Yingli Energy and Runma Solar Energy, raised their component quotations by 0.01-0.03 yuan/W.

2026-08-12 17:50:55

On July 29, Longji Green Energy released the pre-approval announcement of the environmental impact assessment of the new crystalline silicon-perovskite tandem solar cell technology and equipment industrialization project and the new high-efficiency back contact (BC) cell technology and equipment project of Xixian New Area Branch.

2026-08-12 16:36:35

It is worth noting that the meeting not only formed a consensus on self-discipline among enterprises, but also put forward a series of supporting disciplinary measures and suggestions:

2026-08-07 14:24:19

On July 30, the Hunan Development and Reform Commission held the second comprehensive roadshow of major projects in the province in 2026. Among them, Yanhe Intelligent Perovskite New Material Production Line Project was unveiled.

2026-08-06 09:07:52

Although the quotation side continues to weaken, the demand side of the distributed market has shown a phased recovery.

2026-08-05 15:52:42

The Plan rationally arranges the construction scale of various power sources, power grids and regulating resources, and optimizes the technical routes and spatial layout of pumped storage and new energy storage. By 2030, the installed capacity of new energy storage will reach 300 million kilowatts, and the interaction between vehicles and networks will strive to reach about 50 million kilowatts, so as to reduce the cost of power system transformation and the cost of electricity consumption in the whole society.

2026-08-05 10:21:33

Domestic concrete price statistics in July show that concrete prices have changed to varying degrees across the country and regions. The overall national ring ratio decreased by 0.74%, down 7.49% year-on-year. Prices in most areas showed a downward trend, and in some areas there was no change in the ring ratio. Among them, Hainan's ring-to-ring decline is more prominent, reaching -3.36%, while Shanxi, Inner Mongolia, Liaoning and other places have a very small ring-to-ring change, which is 0.00%. In addition, Xinjiang showed an upward trend year-on-year, with an increase of 1.50%.

2026-08-03 13:37:03

The General Administration of Market Supervision emphasizes that photovoltaic enterprises should fully understand the current development situation of the industry, actively strengthen cost accounting management, establish and improve price compliance system, comprehensively carry out self-examination and self-correction, firmly establish the concept of compliance management and rational competition, resist vicious low-price competition and maintain market price order.

2026-07-31 18:51:13

Wang Peng, professor of North China Electric Power University and executive director of the National Institute of Energy Development Strategies, shared his observations and thoughts on the coordinated development of computing and electricity at the "Seminar on the Review of the Development of Photovoltaic Industry in the First Half of 2026 and the Prospect of the Situation in the Second Half of 2026" on July 23.

2026-07-24 17:03:18

The previous generation of high-efficiency products is experiencing "passive degradation". In the near future, head manufacturers are synchronously promoting the power upgrade of 210 components, and 710-720W products have been gradually replaced by 730-750W products from the main power segment.

2026-07-24 16:52:48

From January to June, the output of polysilicon in China was 538,000 tons, representing a year-on-year decrease of 9.8%; the output of silicon wafers was 293 GW, representing a year-on-year decrease of 7.3%; the output of solar cells was 260.7 GW, representing a year-on-year decrease of 21.9%; and the output of photovoltaic modules was 201.3 GW, representing a year-on-year decrease of 35.1%.

2026-07-23 12:01:24

On July 22, the National Energy Administration released the national electricity statistics from January to June.

2026-07-22 18:59:46

It is expected that the domestic demand will usher in a turning point in the second half of 2026, and the domestic newly installed capacity is expected to resume growth in 2027.

2026-07-22 14:05:45

On July 22, at the "2026 Photovoltaic Industry Supply Chain Development (Ningbo) Seminar" held in Ningbo, Zhejiang Province, Yan Dazhou, supervisor/director of China Photovoltaic Industry Association/National Engineering Laboratory of Polysilicon Material Preparation Technology, made a theme report on "Polysilicon Market Supply and Industrial Development".

2026-07-22 10:56:12

Since the 27th, leading enterprises in Shangrao, Jingdezhen, Yingtan and other places in Northeast Jiangxi have tentatively followed up to push up the cement price by 15 yuan/ton, and the implementation remains to be observed.