5.26 Cement Morning Post: Impact of Local Debt on Cement Demand; Conch Leads Innovative Consortium; Equity Transfer of China National Building Material Corporation

2026-05-26 07:13:03

What is happening in the cement industry?

1, cement net comments: 4.4 trillion! This year, the issuance of local bonds has exceeded 4 trillion yuan, and the Report on the Work of the Government plans to arrange special bonds. 4. Although the large-scale issuance of special bonds seems to indicate an increase in cement demand, only "supporting the construction of major projects" can stimulate cement consumption. Before the capital for infrastructure projects reaches the cement enterprise, it has to be filtered through three "funnels" of project structure, construction rhythm and regional mismatch. There are many uncertainties in the actual pull of cement demand, so we need to pay attention to the allocation of funds and the project situation.

2.

Recently, 100% equity of CNBM (Zhejiang) Material Technology Co., Ltd., a subsidiary of CNBM Group, was listed for transfer at a base price of 6472. Founded in 1995, the company belongs to the service industry of science and technology promotion and application. Its registered capital is 10 million yuan, and its business scope covers technical services, manufacturing and sales of batteries and graphite products. As of March 31, 2026, the operating income of the enterprise was 256800 yuan, the net profit was -250.6 million yuan, and the total assets were 45.3526 million yuan. Total liabilities 3464.4

5、 Handan, Hebei: 2026 cement

and cement enterprises for cross-border mining of limestone mines. From the end of May to the first ten days of June 2025, the enterprise exceeded the approved mining area during the construction of the limestone mine reconstruction and expansion project. According to the relevant laws and regulations, the law enforcement agencies ordered them to return to the mining area, confiscate the illegal income of 68000 yuan, and impose a fine of 6800 yuan at 10% of the illegal income, totaling 7. After receiving the notice of penalty hearing, the enterprises did not state, defend or apply for a hearing.

7. The total investment is about 159. The project is led by China State Construction Engineering Corporation Limited, which forms a four-party consortium with the First Bureau, the Second Bureau and the Third Bureau of China State Construction, with a charging period of 96.298 months as the lowest within the effective range. The total investment is estimated to be about 159. The total length of the main line is 83. The franchise mode is adopted. The winning consortium will set up a project company, which will be responsible for investment, financing, construction and operation, and will be transferred free of charge upon expiration.

8, cement network video: 50 yuan/ton! Previously, the local cement price fell to the bottom of the year, and the actual market transaction price was less than 200 yuan/ton. The enterprise had difficulties in operation and strong willingness to raise the price. In addition, Chongqing requires enterprises to organize production according to the approved production capacity, so as to ease the supply pressure. At the same time, the cement shipment rate showed a gradual upward trend, currently at 52.

All can be viewed after purchase
Correlation

Digital New Energy DataBM. Com learned that on May 21, the People's Court of Tianning District, Changzhou City, Jiangsu Province formally accepted the case of compulsory liquidation of Changzhou Qikun Photovoltaic Technology Co., Ltd.

2026-05-25 10:14:33

At present, the quotation of only three leading enterprises is maintained at more than 0.75 yuan/W.

2026-05-20 15:44:58

Meanwhile, in terms of industrial added value above the scale from January to April, the output of photovoltaic cells in April was 64.94 GW, down 25.5% year-on-year, and the cumulative output from January to April was 241.5 GW, down 15.3% year-on-year.

2026-05-18 13:35:13

In order to gain a competitive advantage over China, foreign espionage and intelligence agencies have carried out espionage and theft in strategic emerging areas such as rare earth, photovoltaic, semiconductor, high-end chips and artificial intelligence, and tried every means to steal our core technology and sensitive data in an attempt to grasp our strategic cards. We must have a new understanding of this.

2026-05-18 09:44:53

What is happening in the cement industry?

2026-05-18 07:02:09

What is happening in the cement industry?

2026-05-17 07:02:11

Three large factories slightly lowered their production schedules in May.

2026-05-13 18:15:09

Digital New Energy Data. Com has learned that recently, Jiangsu Yancheng Qingneng Guandong 120 MW Fishing-Light Complementary Project has officially started.

2026-05-12 11:44:52

Domestic concrete price statistics in April showed that the national concrete price rose slightly from the previous month and declined from the previous year. Prices in most regions have not changed much, and the rate of change in many regions is 0. The obvious change is in Liaoning, with an increase of 3.64%, while the decline in Chongqing is relatively prominent, with a decline of -2.41%. On a year-on-year basis, all regions showed a downward trend, with a relatively obvious decline of 18.63% in Shaanxi and a relatively slow decline of 1.33% in Hainan.

2026-05-06 11:13:45

What is happening in the cement industry?

2026-05-04 07:02:03

What is happening in the cement industry?

2026-05-03 07:02:12

The People's Court of Hanshan County, Maanshan City, Anhui Province, is scheduled to conduct a public auction of 41 sets of machinery and equipment involved in the case of Maanshan Jingsheng Energy Technology Co., Ltd. from 10:00 on May 11 to 10:00 on May 12, 2026 (except for delays), with a starting price of 2.08075 million yuan and a price increase of 1000 yuan. The deposit is 120000 yuan.

2026-04-27 11:00:13

Digital New Energy DataBM. Com learned that on April 16, the Development and Reform Commission of Cele County, Xinjiang, issued a solemn statement.

2026-04-27 09:09:12

This opinion emphasizes the principle of giving priority to conservation, coordinating development and security, systematically promoting energy conservation and carbon reduction through industrial optimization, energy transformation, energy conservation in key areas, strict supervision and policy and technical support, and supporting carbon peak, carbon neutralization and green and high-quality development.

2026-04-24 10:28:26

The battery can be charged to 80% of the theoretical capacity in only 10 minutes under high-rate charging conditions, and can still operate stably after thousands of charge-discharge cycles, showing excellent durability of fast charge cycles.

2026-04-23 10:48:10

What is happening in the cement industry?

2026-04-23 07:02:02

On the morning of April 21, 2026, the Information Office of the State Council held a press conference to introduce the development of industry and information technology in the first quarter of 2026. Zhang Yunming, Vice Minister of the Ministry of Industry and Information Technology, attended the press conference, together with Tao Qing, spokesman of the Ministry of Industry and Information Technology and Director of the Bureau of Operation Monitoring and Coordination, and Xie Cun, spokesman of the Ministry of Industry and Information Technology and Director of the Department of Information and Communication Development, to introduce the situation and answer questions from the press.

2026-04-22 09:23:01

Overall, in March, the scale of raw coal production in industries above the scale (hereinafter referred to as regulated industries) was stable, crude oil production maintained growth, natural gas production accelerated, and electricity production grew steadily.

2026-04-16 10:23:20

On April 16, the National Bureau of Statistics released industrial data above the scale in March 2026.

2026-04-16 10:21:51

Adhering to the principle of "local priority re-export", Shuntai Investment is reshaping Zimbabwe's cement industry by introducing competition, lowering prices and upgrading industrial capacity.