塔牌集团:2022年度净利2.66亿 同比下滑85.5%

2023-03-18 15:55:53

塔牌集团披露2022年年度报告,报告期内,营业收入60.35亿元,同比下降21.76%;归属于上市公司股东的净利润2.66亿元,同比下降85.50%;基本每股收益0.23元,年报推每10股派发现金红利1.2元(含税)。

塔牌集团披露2022年年度报告,报告期内,公司实现水泥产量1844.57万吨,同比下降7.65%;水泥销量1826.44万吨,同比下降7.70%,熟料销量88.66万吨,同比增长了319.75%,水泥和熟料销量合计1915.10万吨,同比下降了4.25%;营业收入60.35亿元,同比下降21.76%;归属于上市公司股东的净利润2.66亿元,同比下降85.50%;基本每股收益0.23元,年报推每10股派发现金红利1.2元(含税)。

报告期内,公司水泥销量同比下降7.70%,水泥销售价格同比下降18.35%,受煤炭采购价格同比上涨等影响水泥销售成本同比上升9.60%。售价下降叠加成本上升致使公司综合毛利率由上年同期的37.22%下降至17.00%,下降了20.22个百分点,盈利水平明显下降。

同时,针对报告期水泥盈利能力明显下降和产能利用率有所下降的情况,基于谨慎性的原则,年末公司对部分有减值迹象的水泥熟料生产线和水泥粉磨系统进行了减值测试并计提了固定资产减值准备0.51亿元。

受股指下跌的影响,报告期公司证券投资出现浮亏,而上年同期为浮盈,且上年同期处置全资搅拌站股权实现较多投资收益,导致报告期非经常性损益同比减少2.85亿元。

综上,在水泥销售量价齐跌、成本上升的挤压下,并叠加非经常性损益大幅减少及计提固定资产减值准备影响,使得报告期公司营业利润、利润总额和归属于上市公司股东的净利润同比大幅下降。

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Jidong Cement said that the non-heating season peak staggering plan has basically been implemented. It is planned that Hebei will stagger the peak for 10 days per month from April to June, Henan will open for 20 days and stop for 20 days, Shanxi will stagger the peak for 11-15 days per month, and Inner Mongolia's central and western regions and Northeast China will stagger the peak for 15-20 days per month.

2025-05-09 10:26:23

The central government's financial support for ultra-low emission transformation of cement enterprises will be consistent and sustainable, and eligible enterprises can apply for subsidies in accordance with regulations. However, it is not easy to apply for subsidies, and enterprises need to accurately grasp many key points to ensure the smooth passage of the application.

2025-05-09 09:37:53

"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

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

Recently, cement enterprises around the country have also disclosed their local peak-staggering production plans. Tapai Group said that in 2025, all clinker production lines in Guangdong Province will be shut down for 95 days per kiln, which will be implemented in two stages.

2025-04-16 09:59:06

According to China Cement Market Data Center, cement prices in the Pearl River Delta and western Guangdong continued to rise by 20-30 yuan/ton, and Guangxi continued to implement after the rise. The price of cement in many places in the two lakes has risen by about 30 yuan/ton.

2025-04-07 15:42:49

The replacement plan shows that the two 4 500 t/d clinker production lines of Tapai Cement in Huizhou each have a replacement and supplementary capacity of 833 t/d, and the capacity of the two production lines after the replacement is 5 333 t/d.

2025-04-07 10:05:29

According to the document of Guangdong Cement Industry Association, in 2025, all clinker production lines in Guangdong Province are planned to stop kilns for 95 days per kiln, which will be implemented in two stages.

2025-03-21 17:02:11

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

Tapai Group ranked 15th in the global clinker production capacity of China's cement enterprises in 2024 with a clinker production capacity of 13.95 million tons.

2025-02-21 11:40:17

According to the information from China Cement Market Data Center, the price of cement in the main city of Chongqing and the west of Chongqing in the southwest region has recovered by 50 yuan/ton, and the implementation remains to be observed; the cement market in the southwest region is weak.

2025-02-14 17:21:13

According to China Cement Market Data Center, after the Spring Festival in central and southern China, the transaction price of some enterprises in western Guangdong fell by 20-30 yuan/ton, while the overall quotation of the rest of the market stabilized. Prices in Nanning, Guangxi, continue to decline, and the rest of the market may have sporadic follow-up downward expectations. The overall market in Hunan and Hubei is stable and small, and there are signs of price reduction in some markets.

2025-02-14 17:11:15

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

Since October, the price of cement in the eastern Guangdong market has been relatively stable and has not risen yet. At present, the 4600t/d production line of the local cement industry has been ignited recently, which is expected to have a certain impact on the eastern Guangdong market in the short term. However, the increase in the price of cement in the Pearl River Delta and Fujian can lay a certain foundation for the increase in the price of cement in the eastern Guangdong market.

2024-10-29 09:40:30

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

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

The environmental protection planning of Tapai Group mainly includes: promoting the construction of the 300,000 tons/year general solid waste resource comprehensive utilization project of Jiaoling Branch, which has been reviewed and approved by the eighth meeting of the fifth board of directors; the company plans each Alternative fuel projects will be built in the clinker production line of 5000t/d, with the goal of replacing 30% of coal consumption and reducing the total energy consumption.

2024-09-13 11:39:14

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

In recent years, heavy rains have continued to occur in Meizhou, Guangdong, and heavy rains have occurred in some areas.

2024-06-19 10:24:49

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

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

Jidong Cement Tongchuan Company actively responded to the call of the national new energy system construction, using the existing plant top resources of 10000t/d clinker cement production line in Huiyuan Industrial Park, the construction of 3.26 MW distributed photovoltaic power generation project has been successfully connected to the grid recently, opening a new chapter of green low-carbon development.

2024-05-09 09:30:02

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

According to China Cement Market Data Center, cement prices in central and southern China were mixed this week, with cement prices in Hainan and parts of Guangxi rising by about 10-30 yuan/ton, while other market prices fell.

2024-04-28 10:03:06

In 2024, with the further decline of cement demand, it remains to be seen how the market share of cement enterprises will change.

2024-04-28 09:07:08

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

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

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

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

With the increasingly fierce competition in the cement industry, having stable mine resources can enhance the competitiveness of enterprises and make enterprises have more strategic advantages for long-term development.

2024-02-02 09:12:10

In 2024, three new clinker production lines will be put into operation in Hunan; the construction of the western region will accelerate the development of new markets; the listed concrete companies will have mixed profits and losses in 2023; the performance of many cement enterprises will decline; and the cement products produced by seven enterprises in Hainan are not up to standard.

2024-02-01 14:26:38

Except for the year-on-year increase in net profit of Tapai Group, the rest of the cement enterprises have experienced a sharp decline year-on-year.

2024-02-01 09:34:13

Opening up a new track has become the same choice for many cement enterprises.

2024-01-31 09:04:18

Declining cement prices in Hunan and Yunnan; How to resolve overcapacity in the cement industry; Tapai Group expects net profit growth of 150% -200% in 2023; Announcement of heavy pollution weather performance rating results of Hunan cement enterprises

2024-01-24 13:21:29