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

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.