What is happening in the cement industry?

2026-06-02

Digital New Energy DataBM. Com released "China's Photovoltaic Module Shipments TOP10 in the First Quarter of 2026", with Jingke Energy, Trina Solar Energy, Longji Green Energy and Jingao Technology Shipments totaling 51.19 GW, accounting for 64.1% of the total TOP10, and the top four are stable. The competition in the second echelon is anxious, Tongwei has the advantage of scale, and Aixu is the first to enter the top ten. In the third echelon, TCL Central shipments increased substantially, and Atlas fell out of the top ten due to strategic contraction.

2026-06-01

On the evening of May 29, Longji Green Energy released a record of investor relations activities. In view of the photovoltaic market, the development of energy storage business, the company's technical products and other issues, Longji Green Energy responded.

2026-06-01

On the evening of May 29, * ST Tianyi announced that the company received the Notice of Filing a Case from the CSRC on the same day. The China Securities Regulatory Commission decided to file a case for investigation on suspicion of illegal information disclosure.

2026-06-01

On May 31, the official of "Huaneng Nuozhadu Hydropower Plant" announced that 23 photovoltaic projects in Nuozhadu Water and Light Integration Base had been fully started.

2026-06-01

2026 Shanghai SNEC PV & Energy Storage Exhibition will be held in Shanghai National Convention and Exhibition Center from June 3 to 5. A total of 14 pavilions will be opened in this exhibition, including 8 pavilions related to PV and 6 pavilions related to energy storage (including the newly added pure energy storage pavilion 3H).

2026-06-01

Recently, Tonghai County, Yunnan Province, released an assessment report on the rectification of the "6.7" general burial accident of Fengyuan Concrete Company. On June 7, 2024, a burial accident occurred in the mixer of the company's production line, resulting in one death.

2026-06-01

On May 30, the Energy Bureau of Ordos City, Inner Mongolia, issued the "Announcement of the Energy Bureau of Ordos City on the Competitive Allocation of Photovoltaic Sand Control Projects in 2026" on the Inner Mongolia Economic Network.

2026-06-01

On May 29, the general contracting (EPC) tender for the photovoltaic power generation project of Zhengzhou Airport Economic Comprehensive Experimental Zone in Henan Province from 2026 to 2029 was tendered by Yuzhou New Energy Co., Ltd. of Zhengzhou Airport District.

2026-06-01

On May 30, Rongjie Group Guangzhou Development Zone New Energy Intelligent Manufacturing Base started construction. The intelligent manufacturing base is located in Zhongxin Guangzhou Knowledge City, Huangpu District, Guangzhou, with a total area of about 366000 square meters.

2026-06-01

Under the background that some enterprises in Hunan have implemented peak-staggering production and the prices of raw materials such as coal have continued to rise, the industry has planned to promote the second round of price increase in order to improve the quality of operation, with an estimated increase of 30-50 yuan/ton. The actual implementation remains to be further followed up and observed.

2026-06-01

Four batches of assets held by Juxian Zhonglian Cement Port Branch were transferred, with a total base price of about 220 million yuan.

2026-06-01

To solve the problem of phosphogypsum solid waste is the way that China's phosphorus chemical industry has to go; and to maintain the supply and demand order of the cement industry is also the basic guarantee for the healthy operation of the economy. The dilemma does not mean that there is no solution, but the premise is that policy makers should take the initiative, rather than wait for the two industries to "fight hard" in the market. If it continues to be laissez-faire, the already fragile balance between supply and demand in the cement industry will only worsen.

2026-06-01

From May 20 to 27, six photovoltaic projects have made new progress, with a cumulative capacity of 454 MW, and the construction units involve the companies of central enterprises such as Datang, State Energy Group and Huaneng.

2026-06-01

From emergency assistance to long-term assistance, from rural revitalization to educational assistance, cement enterprises have always taken root in one hot land with a strong sense of social responsibility, served one side of the people's livelihood, and won public praise. It has also received local support and assistance for the work of cement enterprises.

2026-06-01

On May 31, the tender announcement for purchasing energy storage equipment for ZNTK supporting 100 MW photovoltaic + 100 MW/500 MWh energy storage project in Angren County, Xigaze City, Xizang was issued.

2026-06-01

Xiangyun Co., Ltd. signed an engineering design contract for 2 million tons of phosphogypsum comprehensive utilization project.

2026-06-01

After the project is completed and put into operation, 2 million tons of phosphogypsum solid waste can be disposed of annually, 800000 tons of industrial sulfuric acid and 1 million tons of high-quality cement clinker can be produced annually, which can effectively solve the problem of phosphogypsum storage and disposal in the phosphorus chemical industry from the source, thoroughly open up the closed-loop utilization of phosphogypsum resources, harmlessness and industrialization, and promote the utilization of phosphogypsum. It is a benchmark project for Xiangyun shares to cultivate green transformation and practice the development concept of "green water and green hills are Jinshan and Yinshan".

2026-06-01

According to the incomplete statistics of the digital new energy DataBM. Com, the capacity of the photovoltaic modules that have been publicized for two weeks (5.16-5.29) is about 6.30 GW, which is slightly lower than that of the previous period (6.35 GW); The total amount of projects released by the bidding end of PV module procurement reached 1.26 GW, but the scale shrank significantly compared with 12.58 GW in the previous period.

2026-06-01

Combined with the development trend of photovoltaic industry in the past year and the current outflow of exhibition forecast information, it can be predicted that this year's exhibition is bound to have the following characteristics.

2026-06-01