Recently, Tapai Group issued a notice disclosing its acceptance of a survey by investors such as Shanghai Pudong Development Bank Co., Ltd. on August 7, 2025. Lai Hongfei and Song Wenhua, directors of the company, participated in the reception and answered the questions raised by investors in detail. The survey focused on the company's business situation, future development plans and industry trends in the first half of 2025, fully demonstrating the company's operating results and coping strategies in a complex market environment.
Ask: We are concerned that the price of cement in the eastern Guangdong market is relatively stable this year. How about the implementation of peak-staggering production in eastern Guangdong? Is it stricter than other areas in Guangdong?
Answer: In the first half of this year, the price of cement in the eastern Guangdong market was relatively stable, mainly due to the good implementation of peak-staggering production in Fujian around eastern Guangdong, the obvious improvement of market order, and the simultaneous decrease of the quantity of low-price cement transported to eastern Guangdong by road. At present, Eastern Guangdong strictly implements the unified peak-staggering production policy formulated by Guangdong Cement Industry Association, and has not yet taken more stringent local measures.
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.
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