On June 19, an investor asked Tapai Group on the interactive platform for investors: The stock price has performed poorly in the past three years, and the company has not released any policies. What are the plans for the recent operation?
Tapai Group replied on June 20: Hello! Influenced by many factors, the cement market demand has dropped sharply since 2022, the situation of the cement industry has taken a sharp turn for the worse, and the industry efficiency has declined sharply. In view of the changes in the industry situation, firstly, the Company will continue to strengthen internal operation and management, strengthen cost control, deepen benchmarking, continue to streamline the organization and optimize personnel, continuously reduce production costs and operating costs, and improve the profitability of enterprises. The second is to speed up the construction of cement kiln co-disposal solid waste projects, intelligent factories, green mines and first-class security standard enterprises, continuously improve the level of intelligent manufacturing, save resources, reduce energy consumption, realize the green transformation and high-quality development of traditional industries, and continuously enhance the competitiveness of enterprises. Third, we should do a good job in investment development, strictly control the scale of investment in the secondary market, actively explore and develop new industries, and strive to cultivate new growth points. Thank you for your interest! According to the first quarter performance report of 2023 released
by Tapai Group, the revenue in the first quarter of 2023 is about 1.314 billion yuan, an increase of 4.68% over the same period last year; the net profit attributable to shareholders of listed companies is about 233 million yuan, an increase of 342.39% over the same period last year. From January to March of
2023, Tapai Group achieved cement output of 3,715,800 tons, decreased by 4.93% compared with the same period of last year; cement sales volume of 3,765,900 tons, increased by 8.07% compared with the same period of last year; Benefiting from the increase in cement sales, the Company achieved an operating income of RMB1,133,528,500 during the reporting period, representing an increase of 4.68% as compared with the same period of last year; Benefiting from the decrease in the purchase price of coal and the continuous in-depth effect of a series of cost reduction and efficiency enhancement measures implemented by the Company last year, the average cost of sales of cement decreased accordingly during the reporting period, which basically offset the impact of the year-on-year decrease in the price of cement, while the expenses of the Company continued to decline during the reporting period, resulting in a year-on-year decrease. The profitability of the company's main business has improved year on year. In addition, affected by the rebound of the stock index, the Company's securities investment realized floating profits during the reporting period, resulting in a significant year-on-year increase in non-recurring gains and losses. During the reporting period, the Company realized a net profit attributable to shareholders of listed companies of 232.8393 million yuan, a significant increase of 342.39% over the same period last year.
At present, the cement industry is in a downturn and the situation of overcapacity is still grim. Under the situation of imbalance between supply and demand, a single industrial structure has been unable to support enterprises based on the current complex market situation. Energy saving and carbon reduction, cost reduction and efficiency enhancement, industrial transformation and upgrading, optimization of asset allocation and enhancement of core competitiveness can maintain the healthy and long-term development of the cement industry. On July 6-7,
2023, China Cement Network will hold the "2023 China Cement Energy Conservation and New Energy Development Conference" in Chongqing, starting from energy-saving transformation, photovoltaic, energy storage and other technology applications, green power, alternative fuels to replace tradi tional energy transformation, and so on. Explore new ways of energy saving and consumption reduction in cement industry.
After the meeting, Dongfang Hope will visit the energy-saving demonstration line of "Grade 5 to Grade 6" of Chongqing cement preheater and the energy-saving project of steam driven fan.
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