1.31 Cement Morning Post: Conch Cement expanded its territory; the accounting method for cement clinker output was approved; Jinyuan lost 200 million yuan in abandoned lithium mines

2026-01-31 07:02:50

What is happening in the cement industry?

1. "Territory" expands again! ccement.com/brandnewslist-1-1000026.html" target="_blank" style="color: #4284f4; text-decoration: underline; "Data-word =" "> Conch Cement will" control "9000t/d

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3, no longer develop two lithium mine projects in Argentina! 200 million yuan! The main reason for the change in performance was that, after careful assessment, Zhejiang Jinhengwang, a subsidiary, decided not to develop the Karo Project and the Payi Project in Argentina, and the company proposed to make a provision for impairment of the exploration rights and exploration and development expenditures held by the company. 2. The Karo Project covers an area of 4500 hectares and has completed three drilling explorations; Pai Project covers an area of 1089.4

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6. Tianshan shares issued a 2025 annual performance forecast

on the evening of January 30. Tianshan shares issued a 2025 annual performance forecast, predicting a net profit loss of 6 billion to 7.5 billion yuan attributable to shareholders of listed companies. The main reasons for performance changes are as follows: First, in terms of main business, in 2025, the national cement market was depressed and the demand declined. Although the company took a series of measures, the gross profit of aggregates decreased due to the decline in sales volume and sales price; Second, the impact of provision for impairment, according to the relevant policies and the actual situation, the company carried out capacity replacement, the relevant asset impairment test, preliminary estimates of the amount of impairment of 4.2 billion to 5.7 billion yuan, the final annual report shall prevail.

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8. Increase cement production capacity by 600,000 tons < a href = "https://price.ccement.com/brandnewslist-1-1000030." To reduce clinker export, improve profitability, To deal with construction and industrial waste residues, Jiande Red Lion plans to implement the "Technical Reform Project of Cement Grinding". The existing slag powder production line with an annual output of 300,000 tons will be technically transformed into a cement production line with an annual output of 600,000 tons. The project will be carried out in the existing land, without new land and actual new comprehensive energy consumption. It can also reduce 248 on the basis of the existing energy consumption. After the implementation of the project, the total cement production capacity of the enterprise will reach 1.8 million t/a.

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Correlation

On March 19, the 2026 Anti-monopoly Work Conference was held in Xiamen, Fujian Province. In 2026, we should focus on the construction of a unified national market, deepen the governance of fair competition, standardize the order of market competition, and thoroughly rectify the "involution" competition.

2026-03-19 15:11:30

Mainstream trading center of gravity moved down to about 0.77 yuan/W

2026-03-18 17:43:21

On March 18, the Zhejiang Development and Reform Commission issued the "Notice on Issuing the Implementation Plan of the First Batch of Major Construction Projects in 2026 for Expanding Effective Investment in Zhejiang Province".

2026-03-18 16:59:42

On March 16, the government of Anhui Province issued a list of key projects in 2026.

2026-03-18 09:30:37

From January to February, the added value of industries above scale increased by 6.3% year-on-year (the growth rate of added value is the real growth rate after deducting price factors). On a month-on-month basis, in February, the value added of industries above designated size increased by 0.83% over the previous month.

2026-03-16 11:32:24

What is happening in the cement industry?

2026-03-15 07:02:02

Located in the core of Shanghai Hongqiao International Central Business District, the Enabling Center aims to create a double bridgehead for new energy enterprises to "invite in" and "go out" and a gathering place for the headquarters of new energy enterprises at home and abroad. It was jointly founded by the Global Green Energy Council, the Global Energy Storage and Battery Council, the Asia-Pacific New Energy Industry Association, the Asian Photovoltaic Industry Association and other international organizations, as well as leading enterprises in the field of global photovoltaics and hydrogen storage.

2026-03-13 20:20:40

This week, 5 component manufacturers partially cut prices or release special prices.

2026-03-13 16:01:21

On March 13, Wang Hongzhi, Secretary of the Party Leadership Group and Director of the State Energy Administration, signed an article entitled "Anchoring the Goal of Building a Strong Energy Country and Promoting the Reform of Energy Marketization in the Fifteenth Five-Year Plan Period", which was published in the Learning Times.

2026-03-13 10:01:22

I hope that this book can further promote the common understanding of involution competition and provide reference for anti-involution work in all walks of life in China.

2026-03-10 12:03:19

Wood Mackenzie's latest Lithium Energy Transition Outlook report points out that in the context of accelerated energy transition, global lithium demand may exceed 13 million tons by 2050, more than twice the benchmark forecast. Without significant new investment, a supply gap could emerge as early as 2028.

2026-03-05 17:32:44

On March 3, Zhong Baoshen, deputy to the National People's Congress and chairman of Longji Green Energy, was interviewed by several media and put forward a number of suggestions based on the development status and problems of the photovoltaic industry.

2026-03-05 17:18:58

Domestic concrete price statistics in February show that concrete prices in many parts of the country have changed to varying degrees. The national ring-to-ring ratio decreased by 0.48% and the year-on-year ratio decreased by 11.61%. There is no change in the ring ratio in most regions, among which Jiangsu has a relatively large decline in the ring ratio, while Shaanxi has a certain increase in the ring ratio, which is more prominent in the regions with changes. On a year-on-year basis, various regions also showed a decline in varying degrees, with a relatively large decline in some areas and a relatively small decline in some areas.

2026-03-02 10:14:17

This paper proposes an "atomic-scale interface bonding" technology, which uses atomic layer deposition process to introduce a controllable hafnium oxide (HfOx) intermediate layer into the key interface of the cell, synchronously stabilizes the hole and electron transport interface from the atomic scale, and successfully solves the problem that the efficiency and stability of perovskite solar cells are difficult to improve in coordination, which has long restricted the development of perovskite solar cells.

2026-02-27 10:54:30

With a total investment of 1.8 billion yuan, the 3GW high-efficiency heterojunction battery project in Shangyi Base of Future Light Energy is the first high-efficiency heterojunction industrial park project in Hebei Province.

2026-02-24 10:01:01

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

From January to February 2026, the statistics of flat glass production in all parts of the country show that the cumulative output of flat glass in the whole country shows a certain trend. The cumulative output of flat glass in China decreased by 3.50% year on year. Among the regions, the output of Chongqing increased by 45.09% year-on-year, while the output of Yunnan decreased by 66.38% year-on-year. In some areas, such as Beijing, Shanghai and Qinghai, the yield data are missing. The output of other regions increased or decreased year on year, reflecting the differences in the production of flat glass in different regions.