Recently, Tapai Group said in the investor relations activities that in the first three quarters of this year, the national cement production decreased by 8.6% year-on-year, an increase of 0.6 percentage points from 8% in the first half of the year; the cement consumption in Guangdong Province decreased by 9.9% year-on-year, an increase of 1.3 percentage points from 8.6% in the first half of the year.
In the first three quarters, the whole industry lost about 7 billion yuan, and the overall operating pressure of the industry is still high. In the first three quarters of this year, the company's cement sales fell by 8.77% year-on-year, and "cement + clinker " sales fell by 7.09% year-on-year, a slightly narrower decline than in the first half of the year. In terms of
price, the selling price of cement in the first three quarters was approximately RMB221/ton (excluding tax), representing a year-on-year decrease of approximately RMB11/ton or 4.77%; the average selling cost of cement was approximately RMB174/ton, representing a year-on-year decrease of approximately RMB3.4/ton or 1.93%.
In the case that the price decline is greater than cost decline, the company's comprehensive gross profit rate decreased by 2.42 percentage points year on year, and the main business profit narrowed. However, in the context of industry-wide losses, the company's main cement industry in the first three quarters, including the third quarter, achieved profits, indicating that the company's operating resilience is relatively sufficient.
浙公网安备33010802003254号