Cement price recovery is blocked; Tapai Group's medium-term net profit has increased significantly, and the cement industry has differentiated significantly; Tianrui Group's production line with a dai

< Market Overview & gt;

1. National average price of P.O42.5 bulk cement (7.29-8.4) (Click the title to view the full text)

According to the market data of China Cement Network, the national average price of P.O42.5 bulk cement last week was 333.44 yuan/ton. Down 0.85% from the previous month. Among them, Guizhou led the decline by 9.62%, while Henan rose by 8.42%. Click to view: List of average price of P.O42.5 bulk cement in all regions of China in July 2023. 2

. The industry said that the resistance of cement price rebound in the second half of the year is still not small. Industry

analysts believe that July is the off-season of the cement market, and the cement price will further bottom out. With the end of the off-season and the improvement of demand in August, the cement market is expected to gradually usher in a price rebound. After September, the overall price will continue to rise. However, it is worth noting that since the beginning of this year, the market has not recovered well, the demand for cement has continued to shrink substantially, the effect of supply-side regulation has weakened, and the cement inventory has remained high, which has led to greater resistance to price recovery and less possibility of a sharp rise in prices. It is expected that the average price of cement for the whole year will be significantly lower than last year.

< Today's Focus >

1. Tapai Group's Interim Net Profit Greatly Increased, Cement Industry Differentiated Significantly

Tapai Group disclosed its semi-annual report for 2023 on the evening of August 7. The company realized operating income of 2.871 billion yuan, an increase of 10.72% over the same period last year, and realized net profit of 486 million yuan, an increase of 178.03% over the same period last year; Basic earnings per share is 0.42 yuan.

2. Tianrui Group's 6000 tons per day production line upgrading project has made the latest progress

recently. On August 4, 2023, the Department of Ecology and Environment of Henan Province issued a public announcement on the approval of the environmental impact report on the relocation, upgrading and transformation of the new dry clinker cement production line project of Ruzhou Cement Co., Ltd. of Tianrui Group with a daily output of 6000 tons. The total investment of the project is 180 million yuan, and the total investment in environmental protection is 123.3 million yuan, accounting for 6.85% of the total investment. & nbsp;

3. Cement plant project with annual output of one million tons was put into operation

. Recently, the commissioning ceremony of the cement plant project with annual output of one million tons of Anjia Prefabricated Construction Rwanda Co., Ltd. was held in Muhan Processing Industry Park, Southern Province of Rwanda. After the cement plant project of Anjia Prefabricated Building Rwanda Co., Ltd. is officially put into operation, the annual output of cement can reach more than one million tons, which can not only meet the local market demand of Rwanda, but also radiate the markets of neighboring countries.

4. "double carbon" is the future!

In order to show the latest green low-carbon technology and innovative achievements in the industry and set up a benchmark model, China Cement Network will launch the "2023 Cement Industry" Double Carbon "Advanced Enterprise" Selection Activity. In recognition of enterprises that have made outstanding contributions in reducing carbon emissions, improving energy efficiency and saving resources, major cement enterprises are welcome to sign up enthusiastically. Activity time: from now on to August 24, registration hotline: 18958055700, registration email: cehua@ccement.com.