Cement net video: accumulative total price reduction is about 135 million yuan! 100% equity of China Resources Cement (Yangjiang) is listed and transferred again

2025-08-26 15:51:22

The equity has been transferred since November 2022, with a transfer base price of 345 million yuan, and the listing price has been reduced by about 135 million yuan.

Recently, 100% of the shares of China Resources Cement (Yangjiang) Co., Ltd. were listed for transfer at a base price of about 210 million yuan, and the transferor was China Resources Cement Holdings (Hong Kong) Co., Ltd. The equity has been transferred since November 2022, with a transfer base price of 345 million yuan, and the listing price has been reduced by about 135 million yuan.

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Correlation

Recently, the price of clinker in the Yangtze River Delta region has fallen by 20 yuan/ton. Affected by this, the cement transaction price of some major manufacturers in Nanjing, Yangzhou, Taizhou and other places around February 4-5 went down by about 10-25 yuan/ton, while the rest of the market was weak and stable.

2026-02-06 16:28:04

During the Fourth Session of the 14th National People's Congress of Anhui Province, Yang Jun, deputy to the People's Congress of Anhui Province, Secretary of the Party Committee of Conch Group and chairman of the board of directors, said in an interview with CCTV that the promotion of dry ice as an auxiliary material for explosive blasting should be accelerated to promote green and low-carbon development.

2026-02-06 13:23:42

Recently, Sichuan Cement Association issued the "Notice on Staggered Peak Production in the First Quarter of 2026". In the first quarter of 2026, the number of days of off-peak production and kiln shutdown for each clinker production line will be "60 + X" days.

2026-02-06 11:10:48

On February 5, the Hurun Research Institute released the "2025 Hurun China Top 500", in which Red Lion Holdings and Taiwan Cement were selected.

2026-02-05 17:30:16

On February 3, the Changjiang County Emergency Management Bureau released an investigation report on the "10.22" mechanical injury accident of China Resources Cement (Changjiang) Company. The company's belt corridor collapsed in October last year, resulting in one death and a direct loss of 2.875 million yuan.

2026-02-05 17:11:49

According to market feedback, in order to stabilize the market and prevent further decline in off-season prices, leading enterprises in Shijiazhuang, Hebei, notified an increase in cement prices by 30 yuan/ton on February 5. However, in view of the current demand has not yet recovered, the actual implementation still needs to be tracked continuously.

2026-02-05 14:58:32

Recently, according to the information disclosed by Credit Anhui, Wuhu Conch Cement was fined 21.57 million yuan for illegal land occupation, and was ordered to return the land occupied and confiscate illegal buildings on agricultural land.

2026-02-05 14:21:42

Recently, Zhenjiang Conch Cement, a subsidiary of Conch Cement Holdings, has been approved to produce 2 million tons of new environmental protection cement grinding station, 1.2 million square meters of high-end high-quality concrete, 3 million tons of logistics transfer and green new energy project (Phase I project). It is reported that the total investment of the project is 434 million yuan.

2026-02-05 11:48:12

On February 4, China Resources Building Materials Technology announced that the company's net return to its mother in 2025 is expected to increase by about 115% to 135% compared with the profit of 211 million yuan in 2024. Therefore, the net return to its mother in 2025 is calculated to be 454 million yuan to 496 million yuan.

2026-02-05 10:37:24

Recently, an online "Three-year Action Plan for Air Pollution Prevention and Control of Urban Agglomerations in the Middle Reaches of the Yangtze River (2026-2028)" (draft for comments) put forward a number of requirements for the cement industry in the middle reaches of the Yangtze River.

2026-02-05 10:12:49

On February 4, Jiangyan Group announced that the board meeting on February 3 had considered and passed a bill to appoint Li Shifeng as deputy general manager for the same term as the second board of directors.

2026-02-04 17:14:28

Recently, Zhangqiu Branch of Jinan Ecological Environment Bureau accepted the EIA report of Jinan Zhengzhitai Building Materials Cement Grinding Station Project with an annual output of 900000 tons.

2026-02-04 14:03:30

Recently, Shuifuyun Fuda Cement was punished for producing and selling unqualified masonry cement with excessive chloride ions.

2026-02-04 11:47:23

Due to the lack of stable clinker supply channels and scale advantages, the situation of independent grinding stations is particularly difficult, and it is difficult to alleviate in the short term.

2026-02-04 10:18:24

Recently, the 2025 annual performance forecast of several cement enterprises was released.

2026-02-03 14:40:13

The People's Government of Xiangshui County, Yancheng City, Jiangsu Province, announced on February 3 that at 17:00 on February 2, a tie arch beam collapsed during the construction of the Yuegang Bridge on the Lianshen Line, which was constructed by the 12th Bureau of China Railway. At present, two people were seriously injured in the accident and died after being sent to the hospital for rescue, and three people lost contact.

2026-02-03 09:43:31

On February 1, China Building Materials announced that the Group's annual loss in 2025 was expected to be about 2.3 billion yuan to 4 billion yuan, and its profit in the same period in 2024 was about 2.387 billion yuan, with a year-on-year decline in performance.

2026-02-02 11:05:22

On January 30, Ningxia Building Materials announced that the company held the 35th meeting of the eighth board of directors to consider and approve the proposal to elect Zhu Bing as chairman and Jiang Minggang as legal representative. The next day's announcement said that Wang Yulin no longer served as chairman and non-independent director due to job transfer.

2026-02-02 10:20:01

On January 31, Evergreen, an A-share listed company, issued an annual performance forecast. The company expects its performance to rise sharply from January to December 2025. The net profit attributable to shareholders of listed companies will be 23.5 million to 35 million, and the net profit will increase by 78.46% to 165.79% year on year.

2026-02-02 09:40:06

On January 28, Hangzhou Bureau of Ecology and Environment announced the technical renovation project of 600000 tons of cement grinding line of Jiande Red Lion Cement.

2026-01-30 17:08:40

Tianshan shares issued a performance forecast on the evening of January 30, predicting a net profit loss of 6 billion yuan to 7.5 billion yuan attributable to shareholders of listed companies in 2025.

2026-01-30 17:06:49

On January 29, Conch Cement announced that the controlling shareholder Conch Group issued a Letter of Commitment on Non-Competition on the proposed capital increase and acquisition of Wanwei Group, aiming to resolve the potential competition with Wanwei High-tech Cement Business.

2026-01-30 16:44:17

A pair of feet witnessed the rise and fall of the cement industry. When did you enter the industry and change your career?

2026-01-30 13:59:11

On January 29, Jinyuan disclosed its performance forecast, predicting a net profit loss of 180 million yuan to 360 million yuan in 2025 and a profit of 39.7145 million yuan in the same period last year.

2026-01-30 13:14:05

A pair of feet witnessed the rise and fall of the cement industry. When did you enter the industry and change your career?

2026-01-30 10:39:06

Fujian Cement issued a performance forecast on January 29, predicting a net profit loss of 80 million yuan to 120 million yuan in 2025, a year-on-year loss reduction and a loss of 167 million yuan in the same period last year.

2026-01-29 16:35:54

On January 28, Xizang Tianlu issued a performance forecast. It is estimated that the net profit attributable to shareholders of listed companies in 2025 will be-79 million yuan to-56 million yuan.

2026-01-29 09:51:17

On January 28, Huaxin Building Materials issued a performance forecast, predicting that the net profit attributable to the owner of the parent company in 2025 will be RMB 2.7 billion to RMB 2.95 billion, an increase of RMB 280 million to RMB 530 million compared with the same period last year, an increase of 11.6% to 21.9%.

2026-01-28 17:13:43

On January 23, the latest information disclosed by the Beijing Property Exchange showed that China Electric Power Construction Group's overseas investment and China Hydropower (Hong Kong) Holding Company, the two main bodies of China Electric Power Construction, intend to list and transfer 77% of the shares of Laos Cement Industry Co., Ltd.

2026-01-28 14:10:59

On January 26, Yang Jun, Party Secretary and Chairman of Conch Group, and his delegation went to Huawei for research and exchange, and exchanged with Ren Zhengfei, Director and CEO of Huawei, on the AI model of building materials industry, the future development of the industry and internationalization.

2026-01-28 10:02:48

In 2026, China United Cement will take the "Year of High-quality Development and Promotion" of Tianshan Materials as the main line, fully implement the work plan of "12345", build a good industry ecology externally, stabilize the market price and share, deepen the ultimate cost reduction and efficiency enhancement internally, refine the management of excellent stock, concentrate on hard work, and strive to promote high-quality development to a new level.

2026-01-27 17:22:43

On January 27, Jianfeng Group issued a performance forecast that it expected to achieve a net profit of about 460 million yuan attributable to shareholders of listed companies in 2025, an increase of about 352 million yuan compared with the same period last year, an increase of about 325.97%.

2026-01-27 17:12:08

In 2026, Southwest Cement will focus on the work requirements of "one main line, two major tasks, three special projects, four upgrades and five types of guarantees" of Tianshan Materials, and anchor the four main lines of "precise marketing, extreme cost reduction, project fortification and management integration" of Southwest Cement. At the same time, we should pay close attention to the discipline inspection of Party building and promote the high-quality development of enterprises in an all-round way.

2026-01-27 16:02:07

In 2026, Southern Cement will closely follow the deployment of Tianshan Material Work, take Party building as the guide, rely on "three fine" management and "ten management tools" to coordinate the work with "six focuses", focus on the six dimensions of team, market, management, coordination, transformation and Party building, systematically enhance the profitability and core competitiveness of enterprises, and promote the high-quality development of enterprises.

2026-01-27 14:59:27

According to the big data of cement network, in 2025, China's cement export will be 6.5657 million tons, with a year-on-year increase of 30.41%; clinker export will be 5.147 million tons, with a year-on-year increase of 1391.99%, and the total export of cement clinker will exceed 11.7 million tons.

2026-01-26 14:41:50

Recently, the Tongren Municipal Government of Guizhou notified that Fodingshan Cement in Guizhou was punished for excessive smoke and dust emissions.

2026-01-26 14:28:56

Recently, Xizang Tianlu announced that the company intends to sell all 41.7694 million shares of China Electric Power Construction through centralized bidding within 12 months in order to optimize the asset structure and improve the yield.

2026-01-26 10:41:36

Asia Cement (China) announced that it expects to make a profit of about 85.6 million yuan in 2025.

2026-01-26 10:04:43

According to market feedback, demand in many places in Jiangsu has declined in recent days, and local market prices are under pressure. Around January 13, some major manufacturers in Nanjing, Zhenjiang, Yancheng and other places notified to raise the cement price by 10-20 yuan/ton. At present, the quotation of the enterprises that pushed up in the early stage has basically fallen back to the level before the rise, and the current round of push up has failed.

2026-01-23 16:50:18

Recently, the cement bidding situation of Wenfu high-speed rail project with a total investment of 91.35 billion yuan has been announced one after another. Up to now, the cement prices of all 13 bidding sections have been made public.

2026-01-23 16:35:08

Recently, at a press conference held by the State New Office, Wang Changlin, deputy director of the National Development and Reform Commission, said that in view of the demand and supply problems in economic development, the focus should be on fully stimulating market vitality, rectifying "involution" competition, and promoting the transformation from volume price to excellent value.

2026-01-23 15:38:14

On January 22, at the 2026 Working Conference and the Fourth Workers'Congress of Conch Group, Yang Jun, Secretary and Chairman of the Party Committee of Conch Group, said that in 2026, we should focus on the development of "striving for progress in stability, improving quality and efficiency".

2026-01-23 11:11:10

On January 22, Conch Group held the 2026 Working Conference and the Fourth Workers'Congress. The meeting clarified the management ideas for the next five years and 2026, and deployed six key tasks.

2026-01-23 10:09:09

Statistics from the National Bureau of Statistics show that in 2025, the national cement output was 1.693 billion tons, down 6.9% from the same period last year. According to the provincial and municipal data, Jiangsu ranked first with an output of about 123 million tons, Guangdong ranked second with an output of about 121 million tons, and Anhui ranked third with an output of about 112 million tons.

2026-01-22 17:34:48

On January 20, the 2026 National Distributor Conference of Zhigao Machinery was held in Quzhou, Zhejiang Province.

2026-01-22 16:35:56

Recently, Haibowan Branch of Wuhai Natural Resources Bureau punished Wuhai Branch of Inner Mongolia Qianfeng Cement Group for illegal land occupation, with a total fine of about 697700 yuan, demanding that all land be returned within 15 days.

2026-01-22 13:24:13

Yaoxian Cement Plant was once a cement plant representing the initial development of the cement industry in New China. It was also one of the 156 key projects during the "First Five-Year Plan" period. Over the past 50 years, it has produced a total of 66.7 million tons of cement.

2026-01-22 11:20:46

The original Yaoxian Cement Plant covers an area of more than 1000 mu and has been built since 1956, playing an irreplaceable role in national construction.

2026-01-22 11:11:53

Jiayuguan Hongyun Cement was fined 10000 yuan by the Municipal Supervisory Bureau for producing two batches of P. S. A42.5 cement with excessive chloride ions from August to October 2025, and confiscated 60 tons of unqualified products, ordering it to stop producing and selling unqualified cement immediately.

2026-01-19 16:42:54

Zhou Yuxian said that in the face of the severe situation of the industry in 2026 and the "15th Five-Year Plan" period, Tianshan Materials should grasp the new situation, adhere to the "internal and external repair, transformation and upgrading", strengthen the "four integrations" and create the "second curve" of growth.

2026-01-19 14:28:18

By the end of 2026, key scenarios such as bidding document detection, intelligent auxiliary bid evaluation and bid-rigging identification will be fully applied in some provinces and cities; by the end of 2027, more key scenarios will be promoted and applied nationwide, forming a batch of experiences and practices in model training, scenario application and mechanism guarantee, effectively promoting the healthy development of the bidding market.