塔牌集团：预计2022年水泥价格会保持较好韧性

According to incomplete statistics, there are about 33 listed companies developing mixed business in A-share motherboard, Hong Kong stock and Taiwan stock, and 4 companies developing mixed business in the new third board. Among them, there are 11 companies with mixed business as their main business. As for the sales volume, selling price, gross profit rate and repayment performance of the listed company in 2024, the detailed analysis is as follows:

2025-05-16 16:28:05

"Overall, the cement industry into the carbon market has more advantages than disadvantages, although it increases the investment of enterprises, but it is conducive to promoting capacity clearance and industry concentration." Conch cement related responsible person said.

2025-04-25 10:46:42

On April 25, 2025, Shangfeng Cement (stock code: 000672), an A-share listed company, released its 2024 annual report and 2025 first quarterly report. In 2024, Shangfeng continued to demonstrate its excellent operational capability, and still achieved a revenue of 5.448 billion yuan and a net profit of 474 million yuan after deducting non-attributable profits despite cyclical fluctuations in the cement industry.

2025-04-25 10:01:50

Since the second half of 2024, based on the spirit of the meeting of the Political Bureau of the Central Committee of the Communist Party of China on July 30, the cement industry has strengthened industry self-discipline and prevented "involution" vicious competition, and the operation situation of the industry is obviously better than that in the first half of the year. The cement industry has increased from a loss of 1.6 billion yuan in the first half of the year to a profit of 26 billion yuan in the whole year, which is far from the normal profit level of the industry, but it shows the importance of "anti-involution".

2025-04-22 13:34:08

What is happening in the cement industry?

2025-04-22 07:02:03

During the reporting period, the cement industry ecology gradually improved, the company's cement sales price increased slightly, but decreased by 9.57% year-on-year. Benefiting from the impact of the decline in coal purchase price, the average cost of cement sales decreased year-on-year, but the decline in cost was less than decline in price, and the comprehensive gross profit rate decreased slightly year-on-year; Thanks to the impact of the capital market recovery, the company's financial investment income has increased substantially, which has increased the company's performance.

2025-04-21 17:25:14

Cement prices in Henan and the Pearl River Delta region of Guangdong fell after rising this week, while the rest of the market was temporarily stable, according to the China Cement Market Data Center.

2025-04-18 17:05:19

"The formal incorporation of the cement industry into the national carbon market is of great positive significance for speeding up the removal of inefficient production capacity and promoting the high-quality development of the industry." Li Kunming, a cement analyst at China Cement Network Cement Big Data Research Institute, said bluntly.

2025-04-17 09:58:52

In 2025, the company will continue to follow the management idea of "profit as the goal, share as the basis" and implement precise policies to maximize the benefits of enterprises on the basis of guaranteeing market share.

2025-03-24 17:24:22

Looking forward to the future, with the joint efforts of the government, associations and enterprises, relying on the unswerving belief and the spirit of continuous innovation, the cement industry will break through the haze, successfully achieve transformation and upgrading, stride forward on the broad road of high-quality development with a brand-new attitude, and write its own brilliant chapter.

2025-03-24 17:09:55

The company disclosed a profit distribution plan to distribute a cash dividend of 4.50 yuan (including tax) per 10 shares to all shareholders, with an estimated cash distribution of 537 million yuan. This cash dividend is a concrete action for the company to conscientiously implement the new "Nine Articles of the State" and implement the company's "Shareholder Return Plan for the Next Three Years (2024-2026)".

2025-03-19 10:04:05

On March 14, the 14th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou.

2025-03-14 16:25:27

In 2024, affected by the continuous decline in cement demand and intensified competition, the company's cement sales decreased by 10.05% year-on-year, and the average sales price of cement decreased by 16.14% year-on-year. Affected by the decrease in the purchase price of raw materials such as coal and labor costs, the average sales cost of cement of the company decreased by 9.34% year on year, the decrease in cost was less than decrease in selling price, the comprehensive gross profit rate decreased by 4.14 percentage points year on year, and the profitability of the main cement industry declined year on year.

2025-02-28 10:08:39

What is happening in the cement industry?

2025-02-28 07:02:02

How can cement enterprises better lay out the new energy field and achieve a win-win situation? How to solve all kinds of problems?

2025-02-12 14:22:44

What is happening in the cement industry?

2025-01-21 07:02:03

In 2024, facing the continuous shrinkage of demand, the low price and the sharp decline in efficiency, the cement industry has experienced unprecedented challenges. Tapai Group has thoroughly implemented the "1152" work deployment and the requirements of reducing costs and strengthening the foundation, continuously reduced costs and increased efficiency internally, and strengthened cost control in an all-round way. To promote external development, strengthen marketing, strengthen inter-industry cooperation, accelerate the development of businesses such as environmental protection, new energy and financial investment, and continuously improve the contribution of business to the net profit of enterprises.

2025-01-13 17:01:31

What is happening in the cement industry?

2024-12-24 07:01:36

Tapai Group replied that the company is a regional cement leading enterprise with large scale and strong comprehensive competitiveness in Guangdong Province, with an annual output of 20 million tons of cement, of which 75% of the production capacity corresponds to the market in eastern Guangdong, and 25% of the production capacity corresponds to the market in the Pearl River Delta region, which will intersect with some markets of Yingde Conch in the Pearl River Delta region.

2024-12-23 17:00:41

In the first three quarters of 2024, the overall performance of 18 listed companies continued to be poor, with almost all revenues declining, all profits of profitable enterprises declining, and nearly half of them falling into a loss state.

2024-11-22 16:15:43

Tapai Group said that cement enterprises are resource-based enterprises, limestone is the most important resource for cement production, limestone resources reserve is related to the survival and development of cement enterprises, limestone grade is directly related to the cost of cement products. The company has always attached great importance to the reserve of limestone resources, so that the reserve of limestone resources can be maintained at a high level, which can guarantee the long-term production needs of enterprises. At the same time, the company will carry out mine expansion in advance according to the reserve situation of each base, so as to ensure adequate mineral resources reserve and ensure the long-term development needs of enterprises.

2024-11-18 09:57:40

According to China Cement Market Data Center News, in the central and southern regions, this week, Guangdong Pearl River Delta and Hainan regions continue to push up the cement price by 30-60 yuan/ton, and the implementation will wait and see; Guangxi region is planning to push up the cement price by 30-50 yuan/ton. After the two lakes region experienced many times of pushing up, the price was temporarily stable this week.

2024-11-01 17:35:36

Tapai said that from January to September 2024, due to the continuous decline in cement demand and intensified competition, the company's cement sales price fell by 18.27% year-on-year, and the cost of cement sales fell by 11.96% year-on-year due to the decline in the purchase price of raw materials such as coal and labor costs. As a result, the profitability of the main cement industry declined year-on-year. Affected by the rising stock index at the end of the quarter, the fair value change income of the securities investment held by the company increased, which increased the performance and slowed down the decline of the company's performance.

2024-10-25 10:56:53

What is happening in the cement industry?

2024-10-25 07:08:56

Tapai Group said in the semi-annual report of 2024 that in the first half of this year, in order to effectively cope with the extremely severe market situation and the increasingly fierce competitive environment, the company continued to promote the work of reducing costs and increasing efficiency, continue to streamline the organization and optimize personnel, continuously improve labor productivity, continue to clear inefficient production capacity and shut down low-quality enterprises Jinta Cement, continue to slim down and strengthen the body, reduce the burden and go into battle lightly.

2024-10-12 09:57:52

What is happening in the cement industry?

2024-10-10 07:02:02

The semi-annual report of Tapai Group shows that in terms of operating conditions, the cost of cement sales per ton of Tapai Group is 194 yuan, down 33 yuan from the same period last year. On September 12, Tapai Group said that in recent years, cement market demand has been declining, competition has further intensified, and cement prices are low. In order to cope with the market competition, the company strengthened market research and judgment, responded scientifically and implemented precise policies, continued to promote cost reduction and efficiency enhancement, continued to streamline the organization and optimize personnel, continued to slim down and strengthen the body, lightened the burden, went into battle lightly, and paid close attention to cost control.

2024-09-13 11:55:23

According to incomplete statistics, there are about 33 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 9 companies take commercial mixing as their main business.

2024-09-10 17:04:29

Relevant data show that the industry lost about 1.2 billion yuan in the first half of the year, with sales falling by 11%. Conch Cement: In the first half of the year, the Company achieved an operating income of RMB45.566 billion, representing a year-on-year decrease of 30.44%, and a net profit of RMB3.326 billion, representing a year-on-year decrease of 48.56%. Tapai Group: achieved operating income of RMB1.976 billion, representing a year-on-year decrease of 31.17%; net profit attributable to shareholders of the listed company was RMB226 million, representing a year-on-year decrease of 53.43%. It is expected that with the arrival of the traditional peak season of cement sales, the demand side will be better in the second half of the year than in the first half, and the price side is expected to continue to repair.

2024-08-30 10:06:24

In terms of photovoltaic power generation, we are speeding up the construction of distributed photovoltaic power generation projects on the roof of raw material stacks in cement production enterprises. The second phase of photovoltaic power generation project is to install photovoltaic power generation equipment on the roof of the building, and at the same time to carry out the construction of energy storage projects on the user side, which is expected to further reduce the cost of energy consumption of enterprises.

2024-08-08 13:38:09

Tapai Group released its semi-annual performance report for 2024 on July 30. In the first half of the year, it achieved a total operating income of 1.976 billion yuan, down 31.17% from the same period last year. The net profit attributable to shareholders of listed companies was 226 million yuan, down 53.2%.

2024-07-31 10:33:42

Tapai Group issued a performance forecast for the first half of 2024. The net profit attributable to shareholders of the listed company during the reporting period was RMB218,586,600 to RMB242,874,000, representing a decrease of 55% to 50% as compared with the same period of last year.

2024-07-09 09:30:18

Energy saving and consumption reduction is not only a response to environmental responsibility, but also the only way for the cement industry to break the cocoon and enter high-quality development.

2024-06-20 16:33:57

The serious decline in demand, coupled with the fierce market competition, the low opening and low going of cement prices, continued to bottom out, and the loss of the industry expanded. The loss of the industry in the first quarter exceeded that of 2016, and the pressure of enterprise operation was unprecedented.

2024-05-31 14:35:19

Affected by insufficient infrastructure support and the continuous downturn of real estate, the demand of cement industry continued to be weak throughout the year. In 2023, the national cement output was 2.023 billion tons, down 5% from the same period last year. Under the influence of the decline in demand, the contradiction of excess capacity was further intensified, the market competition was extremely fierce, the price of cement dropped significantly, the industry profit shrank sharply again, the annual profit dropped by more than 50%, the development of the cement industry entered an unprecedented difficult period, and many companies suffered heavy losses.

2024-05-23 14:01:48

According to incomplete statistics, there are about 34 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 8 companies take commercial mixing as their main business.

2024-05-21 17:09:01

A person in the industry said that the main reason for the low comprehensive energy consumption per unit product of Huaxin cement clinker is the use of alternative fuels, which also shows that alternative fuels can indeed save energy and reduce consumption by a large margin.

2024-05-16 09:22:44

At a time when the industry is facing severe challenges, enterprises need to actively promote the upgrading of production equipment, promote energy-saving technological innovation and environmental protection upgrading and transformation of the cement industry, and enhance the core competitiveness of cement enterprises in order to survive.

2024-05-08 10:39:22

On the evening of April 22, Guangdong Tapai Group Co., Ltd. (Hereinafter referred to as the "Company") disclosed the First Quarter Report of 2024.

2024-04-23 09:26:57

At present, the cement industry is facing serious internal and external troubles, which can be said to be "the autumn of life and death".

2024-04-02 17:13:02

According to the data center of China Cement Market, the demand in many places is general, the price continues to decline, and the price push has little effect.

2024-03-30 00:48:34

On March 29, the "2024 13th China Cement Industry Summit Main Forum and TOP100 Award Ceremony" was held grandly.

2024-03-29 18:00:30

The company continues to streamline the organization and optimize personnel, establish and improve the flexible salary system, and constantly reduce costs.

2024-03-26 09:26:35

According to the China Cement Network Market Data Center, the external quotations of enterprises in Henan have basically returned to the level before the March rise. The inventory pressure of enterprises in the two lakes region has been reduced. As a whole, the market demand in Guangdong and Guangxi is gradually recovering, and the price of cement is basically stable.

2024-03-22 16:48:41

Tapai Group mentioned in Guotai Junan's research and exchange that the cement market demand recovered slowly after the Spring Festival this year, and the shipment rate did not reach the same period last year, but it is increasing day by day. The company has set a net profit target of more than 600 million yuan in 2024, and will strive to meet the challenges of declining demand for cement and intensified competition.

2024-03-22 09:50:12

Cement demand in 2024 is expected to continue the trend of the previous two years and continue to decrease. The downstream of cement is mainly divided into three parts: infrastructure, real estate and new rural construction. It is expected that the demand for infrastructure and rural market will remain stable. The key is whether the growth rate of real estate investment can stabilize and rebound, thus supporting the demand for cement.

2024-03-18 13:43:28

In 2023, Tapai Group achieved a revenue of 5.535 billion yuan, a year-on-year decrease of 8.29%; the net profit attributable to shareholders of listed companies was 742 million yuan, a year-on-year increase of 178.55%.

2024-03-15 10:17:14

Under the industry situation of "more monks and less porridge", it is difficult to achieve win-win situation in the industry. For enterprises, on the basis of stabilizing and expanding market share, seeking a relatively reasonable price is the core of market strategy in the downward period of the market.

2024-03-08 14:22:09

China Resources Building Materials Technology Co., Ltd. held the 2024 Working Conference of "Opening the New Situation" in Guangzhou, Guangdong Province.

2024-03-01 10:13:56

In 2023, the Company achieved a 1,763 cement sales volume of 0.16 million tons, a decrease of 3.46% compared with the same period last year; achieved a clinker sales volume of 888,000 tons, basically the same as the same period last year; achieved an operating income of 5.535 billion yuan, a decrease of 8.29% compared with the same period last year; The total profit and net profit attributable to shareholders of listed companies were 976 million yuan and 742 million yuan respectively, up 155.95% and 178.55% respectively from the same period last year.

2024-02-29 08:57:35