State Energy Group's Longyuan Electric Power official disclosed on September 24 that recently, its 11 million kilowatt new energy project in Badain Jilin Desert Base in Gansu Province was officially approved by the Group.
There is a serious excess of housing stock in urban and rural areas, and the incremental demand for housing has completely peaked. With the end of urban-rural dual economic structure and the end of urbanization, the total nominal per capita housing area in urban and rural areas exceeds 100 square meters, while the per capita area of reasonable and livable society is only 40-50 square meters. Nearly half of the domestic housing stock is inefficient redundant assets, which will be phased out in the future, and the incremental demand for large-scale new real estate construction will be completely terminated.
In view of a series of production difficulties such as fluctuation of phosphogypsum impurities, easy loss of sulfur components, difficult control of kiln conditions, unstable finished products, ring formation and blockage, the industry can adopt the closed-loop idea of "pre-treatment + steady-state control kiln + formula bottom-up + system homogenization" to solve the problem from the root, rather than back-end.
From September 21, 2026 to September 27, 2026, the highest opening rate of cement kilns in all provinces in China was 74.07% in Zhejiang Province. Kiln opening rates of 50% and above were 73.75% in Anhui Province, 53.65% in Hubei Province, 52.38% in Hainan Province and 51.32% in Yunnan Province.
CEMPI
98.94
+0.86 +0.88%
CONCPI
86.60
0.00 0.00%
CLKPI
101.96
+0.08 +0.08%
SPPI
41.16
+0.12 +0.29%
MORPI
71.83
0.00 0.00%
What is happening in the cement industry?