Tapai Group, the Pearl of East Guangdong, ranks 45th in global cement production capacity

On September 3, 2025, Guangdong Tapai Group Co., Ltd. issued a progress announcement on the repurchase of the company's shares. As of August 31, 2025, the company has not yet started to implement this round of repurchase.

2025-09-03 10:06:06

According to the big data of China Cement Network, the price of cement in Guangdong has been declining almost all the way since the middle and late April of this year, with a cumulative decline of nearly 100 yuan/ton by the end of August.

2025-08-28 14:01:32

Recently, Tapai Group said that in 2025, Guangdong's annual peak staggering production plan will stop for 95 days, Guangxi's annual peak staggering production plan will stop for 160 days, and Fujian's annual peak staggering production plan will stop for 170 days.

2025-08-28 13:59:43

Recently, Tapai Group said that the company's business target for 2025 is to achieve production and sales of more than 16.3 million tons of cement, which is formulated in accordance with the annual record capacity and the time for the industry to stop kilns at the wrong peak.

2025-08-28 13:56:32

Recently, Tapai Group said that July and August are the traditional off-season, with more high temperatures, typhoons and rainy weather, the downstream construction progress is generally blocked, the construction activities are slowing down, and the demand is weakening in stages, which is basically flat compared with the same period last year, and has declined compared with June.

2025-08-28 13:44:51

At present, the cement industry is experiencing unprecedented profound changes. Demand contraction, green transformation and intelligent upgrading are imminent. Only by grasping the spiritual compass and calibrating the conceptual coordinates, can ship of Tapai Group stabilize the rudder of thought in the surging waves and raise the spiritual sail in the changing situation. The enterprise spirit of "unity, truth-seeking, dedication and innovation" and the entrepreneurial concept of "creating the cause of the tower brand and sharing the achievements of the tower brand" are the core engines driving us forward. They are deeply rooted in the struggle gene of Tapai, are the ideological foundation and action criteria for all employees to move forward, and are also the inexhaustible source of power for Tapai to go through the wind and rain steadily and far.

2025-08-22 12:32:51

What is happening in the cement industry?

2025-08-20 07:01:09

Tianshan shares: revenue of 35.98 billion yuan, down 9.4% year-on-year; net profit loss of 922 million yuan, a significant reduction in losses year-on-year.

2025-08-19 17:46:05

What is happening in the cement industry?

2025-08-14 07:02:07

In the first half of the year, the administrative expenses decreased significantly by 17.63%, mainly due to the year-on-year decrease in labor costs, mainly due to the relatively large amount of dismissal benefits arising from the closure of inefficient enterprises and other optimized personnel in the same period last year, which decreased by about 35 million yuan this year.

2025-08-11 10:48:00

The price of cement in the Pearl River Delta has been adjusted back since May. At present, the ex-factory price of some varieties is close to the cost line, and the probability of further reduction is not high. Affected by typhoons and rainstorms, cement shipments are also low in the near future. As prices are expected to fall, it is expected that with the arrival of the traditional sales season, cement prices in the Pearl River Delta will stabilize and rebound sooner or later.

2025-08-11 10:46:35

In general, the Company has a reasonable allocation ratio of various financial assets, the investment risks are generally controllable, and the income level is relatively stable. The Company will continue to sum up its experience, make steady progress, continuously improve the investment level on the basis of risk control, improve the stability and sustainability of income, and strive to achieve better returns for shareholders.

2025-08-11 10:44:42

In 2025, the normal production plan of all clinker production lines in Guangdong Province for the whole year is to shut down the kiln for 95 days/kiln, which is 15 days more than that in 2024. The number of days of off-peak shutdown increases, which effectively reduces the supply of cement and forms a certain support for the price of cement. From the implementation of the first half of the year, Guangdong industry peak staggering production policy is well implemented, and under the current national "anti-involution" requirements, the industry peak staggering production policy has strong binding force.

2025-08-11 10:42:30

Every 100 yuan/ton fluctuation of coal will affect the cost of cement by about 10 yuan/ton. As the coal price is still relatively low in early June, this part of the coal purchased by the company will be put into use in the third quarter of production, which is expected to contribute to the cost reduction. We judge that the coal price is easy to rise and difficult to fall in the near future. Recently, the company has increased its purchases according to the fluctuation of the coal market to ensure the steady decline of the company's cost.

2025-08-11 10:41:09

In this context, in the first half of this year, the company's "cement + clinker" sales volume was 8.1059 million tons, up 10.90% from the same period last year, and the sales volume achieved a counter-market growth, on the one hand, thanks to the suitable climate for construction activities in the market area where the company is located. In the same period of last year, especially in the second quarter, the Company's cement sales base was relatively low due to the continuous rainfall in the market area where the Company is located and the impact of the "June 16" torrential rain and flood in Jiaoling. On the other hand, in the first half of the year, the off-peak production of cement in Fujian around eastern Guangdong was well implemented, which reduced the low-price cement in eastern Guangdong, enhanced the competitiveness of the Company's cement products and filled part of the market space.

2025-08-11 10:39:03

Since entering the traditional off-season in July, affected by high temperature, typhoon and continuous rainy weather, the downstream construction progress has been generally hindered, and the demand side has remained weak. The company's cement sales volume is basically the same as the same period last year, and the sales volume has declined compared with June. July-August is the traditional typhoon rainy season in the south, the construction activities are slowing down, the current demand is weakening in stages, and the recent continuous rainfall in South China makes it impossible to judge the real demand. September will begin to enter the traditional sales season, and the sales situation in the third quarter also needs to pay attention to the demand replenishment after the weather improves.

2025-08-11 10:37:18

From the perspective of enterprises, the acquirer of M & a integration can quickly enter the local market, expand its market coverage and enhance its influence in the regional market.

2025-08-08 09:15:24

What is happening in the cement industry?

2025-08-08 07:02:19

Today, Tapai Group said in its semi-annual report that in the first half of this year, it benefited from the suitable climate for construction activities in the market area where the company is located, and was affected by the continuous rainfall in the market area where the company is located in the same period last year, especially in the second quarter, and the low base of cement sales caused by the "6.16" torrential rain and floods in Jiaoling. The Company achieved a sales volume of "cement + clinker" of 8,105,900 tons, representing a year-on-year increase of 10.90%; meanwhile, although the cement price during the reporting period decreased by 5.51% year-on-year, it benefited from the decrease in coal price during the reporting period and the continuous effectiveness of cost reduction and efficiency enhancement implemented by the Company, which drove the sales cost of cement and

2025-08-07 10:39:37

Under the condition that the price of repurchased shares does not exceed 10 yuan/share (inclusive), the number of repurchased shares is estimated to be about 10 million shares, accounting for about 0.84% of the company's current total share capital of 1,192,275,016 shares; According to the lower limit of the repurchase amount, it is estimated that the number of repurchased shares will be about 5 million, accounting for about 0.42% of the company's current total equity.

2025-08-07 09:30:37

Tapai Group responded that in recent years, the cement industry has entered a demand platform period, facing challenges such as declining demand, prominent contradiction between supply and demand, rising costs, and fierce competition. Since the beginning of this year, the benefits of the cement industry have been significantly improved compared with the same period last year under the combined effect of restricting overproduction and increasing the intensity of peak staggering production. According to the data of China Cement Association, the total profit of the cement industry in the first half of this year is expected to reach 15-16 billion yuan, which has achieved a significant turnaround compared with the loss situation of the whole industry in the same period last year, but whether it can be sustained remains to be further observed.

2025-08-04 09:57:59

Meizhou Meixian Hengfa Building Materials Co., Ltd. is located in Gengpang Village, Meinan Town, Meixian District, Meizhou City, Guangdong Province. The industrial land area is 102000 m ², and the ground attachments include the steel structure canopy, the clinker storage canopy, two dormitory buildings, the factory office building, the canteen building, the production area laboratory building, the hardware warehouse, the machine repair room, the business building, the floor scale room, the main substation, the special train line and the platform, etc.

2025-07-30 17:06:35

What is happening in the cement industry?

2025-07-29 07:02:06

In the first half of 2025, thanks to the suitable climate for construction activities in the market area where the company is located and the low base of cement sales caused by continuous rainfall in the same period last year, the company achieved a 10.90% year-on-year increase in "cement + clinker" sales; Benefiting from the decrease in coal prices during the reporting period, the average cost of sales of cement of the Company decreased by 6.90% year-on-year, which offset the impact of the 5.51% year-on-year decrease in cement prices during the reporting period, and the profitability of the main cement industry improved year-on-year.

2025-07-28 13:43:05

He Kunhuang said that human beings have gone through three industrial revolutions of mechanization, electrification and automation, and are now accelerating into the fourth industrial revolution with intellectualization as the core. "Whoever makes good use of intelligence will be able to keep up with the pace of this era.". Otherwise, they will be eliminated by this era.

2025-07-25 15:51:59

What is happening in the cement industry?

2025-07-24 07:02:04

Tapai Group ranks 45th in global cement production capacity with 20 million tons, and 41 Chinese enterprises are among the top 100 in the world, accounting for about 53% of the total production capacity.

2025-07-23 17:10:58

What is happening in the cement industry?

2025-07-12 07:02:24

According to the data of 15 major listed companies, the production cost per ton is decreasing. On the one hand, due to the simultaneous decline of coal prices, the cost of cement has been reduced, and on the other hand, due to the impact of market competition, enterprises are doing everything possible to reduce costs and increase efficiency from all levels, and have achieved good results.

2025-07-11 09:21:26

On July 8, Tapai Group (002233. SZ) announced that the net profit attributable to shareholders of listed companies in the first half of 2025 is expected to be 407 million yuan to 452 million yuan, an increase of 80%-100% over the same period last year. The performance growth was mainly due to the year-on-year growth of the main cement industry's profits and the year-on-year growth of non-recurring gains and losses. The sales volume of cement increased year on year, while the price of cement decreased, but the cost and operating expenses decreased, which improved the profitability of cement products. In addition, the investment income (including floating profit) increased significantly year on year, and the income from the disposal of closed enterprises increased.

2025-07-09 11:05:24

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 the 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

"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

On March 25, the general election meeting of Guangdong Cement Industry Association was held in Yingde City. At the meeting, the ninth Council was elected by secret ballot, with Chen Xiaobing, President of Guangdong Region of Guangdong Management Committee of Conch Cement, as the president, Li Li, Executive Vice President of the Association, as the 21 vice presidents, and Wu Zhenjian, General Manager of Guangzhou Shengyuan Cement Co., Ltd., as the 45 directors, and Guo Jiyao, Manager of Guangdong Team of China Building Material Industry Quality Exploration Center, as the supervisor.

2025-03-28 17:14:09

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

Recently, Tapai Group issued a notice. The fourteenth meeting of the sixth board of directors of the company deliberated and adopted the Bill on Investment in Emerging Industries by Using Idle Self-owned Funds and Professional Institutions in 2025, and agreed that the company (including wholly-owned subsidiaries) should fully guarantee the daily operating capital needs, not affect the normal production and operation, and effectively control risks. Use idle self-owned funds with a maximum amount not exceeding (including) RMB70 million to invest in emerging industries.

2025-03-24 10:09:04

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

According to the big data of China Cement Network, the total profit of pure cement business in the cement industry in 2024 may be around 16 billion yuan, with a year-on-year decline of nearly 50%. Most enterprises are in a loss situation, and the business situation is not optimistic.

2025-03-21 09:29:54

What is happening in the cement industry?

2025-03-21 07:02:03

He Kunhuang, general manager of Tapai Group, called for building consensus, maintaining ecological balance and promoting the healthy development of the industry. He Kunhuang pointed out that every enterprise should implement the policy of peak staggering production and strictly control cement production.

2025-03-20 14:48:24

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

Faced with the complex and severe new cycle of the current cement market, how should the cement industry fight against involution and seek breakthroughs in the future? This topic triggered a heated discussion among the participants.

2025-03-13 18:40:31

This summit will bring together industry elites and multi-resources to discuss and deal with the difficulties faced by the industry from the perspectives of optimal allocation of supply side, precise docking of demand side, deep insight into macro-economy and frontier promotion of technological innovation, and jointly create a new chapter for the industry!

2025-03-06 14:02:55