Tapai Cement: One Picture to Understand the Annual Report of Tapai Group in 2025

The cost of the Company is expected to be about 10 yuan/ton higher than that of the same industry in the region. In recent years, the Company has been promoting cost reduction and efficiency enhancement, clearing inefficient production capacity, shutting down low-quality enterprises, and continuously consolidating the cost advantage of the Company.

2026-09-17 09:46:20

Generally speaking, the demand is still going down, but the increase of concentration is a definite trend. In the downward cycle, M & a is not only an opportunity for leading enterprises, but also a path for industry liquidation.

2026-09-17 09:30:33

Recently, the assets of Jiaoling Xinda Cement Clinker Production Line with a daily output of 5000 tons of Meizhou Tapai Group will be publicly disposed of and auctioned, with a starting price of 23.5 million yuan.

2026-09-11 09:48:47

Tapai Group entrusts Zhonglian Yipai Platform to publicly dispose of the assets of a 5000 t/d cement clinker production line in Guangdong before September 22, 2026. Details are subject to the platform announcement.

2026-09-09 19:55:52

According to incomplete statistics, there are about 30 listed companies developing commercial mixing business in A-share motherboard, Hong Kong stock and Taiwan stock, of which 6 companies take commercial mixing as their main business. As for the sales volume, selling price, gross profit rate and repayment performance of the listed company in the first half of 2026, the detailed analysis is as follows:

2026-09-07 17:25:07

Qiu Guangming continued to reduce coal consumption and improve the utilization rate of alternative fuels with fine control and technological innovation, and achieved a decline in energy consumption year after year in the adversity of production reduction, highlighting the role of "coal saving pioneer".

2026-08-20 19:57:14

Whether the price can rise in the second half of the year depends mainly on the recovery of real demand brought about by the improved weather after September, the implementation of production according to the approved capacity and the strengthening of self-discipline awareness of peak staggering production in the industry.

2026-08-12 10:31:18

From the perspective of volume, price, cost and profit of the main cement industry, in the first half of this year, the sales volume of cement was 6.8244 million tons, with a year-on-year decrease of 13.47%; the sales volume of "cement + clinker" was 7.1465 million tons, with a year-on-year decrease of 11.84%. The sales price of cement was approximately RMB223 per ton, representing a year-on-year decrease of approximately RMB13 per ton; the average cost of sales of cement was approximately RMB172 per ton, representing a year-on-year decrease of approximately RMB9 per ton; the comprehensive gross profit margin dropped from 24.26% in the same period last year to 23.41%, representing a year-on-year decrease of 0.85 percentage point.

2026-08-12 10:05:47

On August 10, Tapai Group released the semi-annual report for 2026. In the first half of the year, the company realized operating income of 1.742 billion yuan, down 15.30% year-on-year; net profit attributable to parent company of 219 million yuan, down 49.60% year-on-year; net profit deducted from non-parent company of 150 million yuan, down 37.98% year-on-year. The company intends to distribute a cash dividend of 1.3 yuan (including tax) per 10 shares to all shareholders. It is estimated that 153 million yuan of cash will be distributed, no bonus shares will be distributed, and no capital reserve will be converted into equity.

2026-08-11 09:24:14

The core of the article emphasizes the three measures of "adoption, promotion and incentive" to systematically promote the transformation and sustainable development of innovative achievements.

2026-08-10 17:29:35

The Secretary of Wuping County Party Committee investigated Fujian Tapai, affirmed its economic contribution, coordinated on-site solutions to enterprise demands, and emphasized adherence to green, intelligent and safe development to promote high-quality industrial development.

2026-07-21 18:04:04

Tapai Group openly solicits suppliers of materials and supporting services for the whole chain of cement production in Guangdong and Fujian, covering ten categories of fuel, raw materials, solid and hazardous waste disposal, and promotes sunshine procurement.

2026-07-14 11:19:43

Dragged down by the overall environment of the industry, the company's cement sales and prices declined year-on-year.

2026-07-14 09:04:48

Wu Canzhe, a Tapai worker, won the second prize in Meizhou Speech Competition, demonstrating the practical responsibility of enterprises to take root in the Soviet Area, practice the "Millions of Projects" and take the lead in manufacturing industry.

2026-06-26 17:57:20

China Cement Network is scheduled to hold the 15th China Cement Energy Conservation and Environmental Protection Technology Exchange Conference and the 7th Intelligent Summit Forum in Wuhu, Anhui Province on July 29-30, 2026.

2026-06-25 09:21:05

In mid-March this year, cement enterprises in many places also launched a push up, but after the price increase, they fell back rapidly, and eventually fell below the level before the rise. This short-lived trajectory of "pushing up-falling back-falling below" is the script that is most likely to repeat the current tide of pushing up. The reason why the ten-year bottom is difficult to break is not because enterprises do not work hard enough, but because the market fundamentals do not give the bottom a reason to go up.

2026-06-18 16:26:26

Check the production cost of 17 cement listed companies to see who has the lowest cost?

2026-06-03 14:45:35

From the absolute value of cost per ton, the cost per ton of Xizang is 364.78 yuan/ton, which has always been the highest in China, related to the high cost of raw material transportation, and the Xizang is also the highest in the country.

2026-06-03 10:28:22

From the perspective of dividend intensity, Conch Cement led the industry with an annual dividend of 0.85 yuan per share, totaling 4.486 billion yuan, with a dividend rate of 55.3%, highlighting the shareholder return advantage of leading enterprises.

2026-05-26 09:33:25

Tapai Group said that if the overproduction control of cement production line can be implemented, it will form an effective constraint on the cement supply side and ease the contradiction between supply and demand. At present, the cement industry mainly relies on the industry to stagger the peak production, if the overproduction control is in place, the output can be effectively reduced. In the case of continuous decline in cement demand, the effect of peak staggering in the industry is weakening, and the best grasp now and in the future depends on whether capacity control can be implemented.

2026-05-25 10:24:03

Recently, Tapai Group said that the cost of the company in 2026 has a certain space to reduce, mainly including: first, continue to expand the scale of photovoltaic power generation, continue to reduce the cost of comprehensive electricity; second, gradually increase the volume of cement kiln co-processing solid waste business, reduce coal consumption through alternative fuels, use high calorific value waste to replace part of the coal, the goal is to replace 30% of the coal consumption; The third is to improve efficiency through intelligent transformation, promote the construction of Tapai intelligent factory, promote the transformation of production from "experience-driven" to "data intelligence-driven", and realize quantifiable cost reduction and efficiency enhancement; the fourth is to supplement production capacity and shut down the subsidiary Xinda Rotary Kiln 5,000t/d water by the end of 2025.

2026-05-25 10:14:11

Tapai Group said that data from the National Bureau of Statistics showed that from January to April, the cumulative cement output in China was 443 million tons, down 8.6% from the same period last year, an increase of 1.5 percentage points from January to March and an increase of 5.8 percentage points from the same period last year. In April, China's monthly cement output was 146 million tons, up 18.4% from the previous month and down 10.8% from the previous year.

2026-05-25 09:54:53

In terms of absolute sales volume, Conch Cement ranked first with 270 million tons, and China Building Materials ranked second with 217 million tons.

2026-05-18 13:55:25

In terms of net return to the parent company, only 6 of the 19 companies were profitable, including Conch Cement (1.468 billion yuan), Huaxin Building Materials (630 million yuan), Tapai Group (147 million yuan), Shangfeng Cement (0.32 billion yuan), Ningbo Fidelity (0.60 billion yuan) and Sichuan Shuangma (0.59 billion yuan), while the remaining 13 companies suffered losses.

2026-05-12 11:20:42

According to statistics, a total of six cement enterprises achieved net profit in the first quarter, with Conch Cement, Huaxin Building Materials and Tapai Group ranking the top three in terms of net profit scale.

2026-05-08 14:32:19

According to incomplete statistics, at present, there are more than 30 listed companies developing mixed business in a shares, Hong Kong shares and Taiwan shares. Among them, there are 7 companies with mixed business as their main business. As for the sales volume, selling price, gross profit rate and repayment performance of the listed company in 2025, the detailed analysis is as follows:

2026-05-06 16:09:25

What is happening in the cement industry?

2026-04-30 07:02:04

According to the disclosed statistics of the first quarterly report of cement listed companies, the overall profit performance of the cement industry in the first quarter of 2026 is weak, showing a clear pattern of differentiation.

2026-04-29 16:56:19

From January to March 2026, the company achieved a sales volume of "cement + clinker" of 3.23 million tons, an operating income of 830 million yuan, and a net profit of 147 million yuan attributable to shareholders of listed companies.

2026-04-23 10:33:53

Tapai Group released its first quarterly report for 2026. In the first quarter, the total sales volume of cement and clinker was 3.23 million tons; the operating income was 830 million yuan; the net profit attributable to parent company was 147 million yuan, a decrease of 18 million yuan compared with the same period last year.

2026-04-23 10:31:49

What is happening in the cement industry?

2026-04-19 07:03:03

Meizhou Tapai Group Jiaoling Xinda Rotary Kiln Cement Co., Ltd. is located in Wenfu Town, Jiaoling County, Meizhou City, with a complete 5000t/d new dry-process rotary kiln cement clinker production line and supporting waste heat power generation system (the original Xinsheng Power Plant). It is now proposed to dispose of the clinker production line of the company, and the list of main assets is detailed in the annex below. The bidding for disposal matters shall ultimately be carried out by the company in accordance with the requirements of legal procedures and regulations.

2026-04-17 09:47:54

The two-day industry event has come to a successful conclusion. I sincerely thank all the guests for their full participation and support.

2026-04-10 11:22:20

Faced with the current complex and severe situation of the cement industry, how to reshape the industrial structure in the stock competition has become the core topic of heated discussion among the participants.

2026-04-09 22:53:09

On April 9, the 15th China Cement Industry Summit and TOP100 Award Ceremony hosted by China Cement Network was held in Hangzhou, with the theme of "Reconstruction of Stock Game Competition and Elimination Pattern".

2026-04-09 17:40:37

Recently, Guangdong Tapai Group said that the company's cost advantages are mainly reflected in the following aspects: First, the optimization of production capacity layout. The company added the 5000t/d production line of subsidiary Xinda Rotary Kiln to two 10,000-ton production lines of Jiaoling Branch to improve operational efficiency. Second, the optimization of procurement cost control and production organization. Third, relying on technological progress to further reduce energy consumption and improve efficiency. Fourth, organizational optimization, continuous streamlining of institutions, optimizing staffing, further "slimming and fitness" and reducing costs.

2026-04-02 15:15:27

Recently, Guangdong Tapai Group said that in 2025, under the background of the continuous slowdown of infrastructure investment growth and the continuous deep adjustment of the real estate market, the demand of cement industry is difficult to be effectively improved. According to the data of the National Bureau of Statistics and Digital Cement Network, the cement output of the whole park in 2025 was 1.693 billion tons, down 6.9% from the same period last year, a new low since 2010. Cement prices showed a trend of "high before and low after, shock downward" throughout the year, and the market showed a grim situation of "weak benefit pressure despite price reduction". The total profit of the industry for the whole year is expected to be 29 billion yuan, which is at a low level.

2026-04-02 14:56:35

The performance of major cement listed companies in 2025 has been disclosed one after another. The top five net profits are Conch Cement, Huaxin Building Materials, Western Cement, Tapai Group and Huarun Building Materials Technology. The net profit of Conch is 8.113 billion yuan!

2026-04-01 16:53:32

Tapai Group successfully held the 4th Trade Union Member Representative and Workers'Congress, which highlighted the continuous deepening of democratic management of enterprises and the protection of workers' rights and interests.

2026-03-30 11:30:09

What is happening in the cement industry?

2026-03-22 07:02:04

On March 18, Tapai Group released its annual performance report for 2025. In 2025, the operating revenue will be approximately RMB4.107 billion, representing a year-on-year decrease of 3.99%; the net profit attributable to shareholders of the listed company will be approximately RMB634 million, representing a year-on-year increase of 17.87%; and the basic earnings per share will be RMB0.54, representing a year-on-year increase of 17.39%.

2026-03-20 09:36:12

The 2025 annual report of Tapai Group shows that the revenue and profit are both declining, the main cement industry is under pressure, the diversified layout has achieved initial results, and the cash flow remains stable.

2026-03-19 12:29:45

Tapai Group (002233. SZ) announced that the company held the third meeting of the seventh board of directors on March 13, 2026, and considered and adopted the Bill on the Use of Idle Self-owned Funds for Entrusted Financial Management in 2026. It is agreed that the Company (including its branches and wholly-owned subsidiaries) will use idle self-owned funds with a maximum amount not exceeding (including) RMB4.6 billion for entrusted wealth management on the premise of fully guaranteeing its daily operating capital needs, not affecting its normal production and operation and effectively controlling risks.

2026-03-16 10:30:54

What is happening in the cement industry?

2026-03-15 07:02:02

What is happening in the cement industry?

2026-03-09 07:02:02

On the evening of February 27, Guangdong Tapai Group disclosed its performance report, which showed that in 2025, the company realized business income of 4.107 billion yuan, down 3.99% from the same period last year; the total profit and the net profit attributable to shareholders of listed companies were 797 million yuan and 634 million yuan, up 12.49% and 17.87% respectively from the same period last year.

2026-02-28 14:55:48

Looking forward to 2026, cement enterprises will continue to promote the supplement of clinker production capacity, shrink the total clinker production capacity, reshape the market supply pattern, but the demand will continue to decline, off-peak production may be difficult to sustain, and the cement industry will eventually return to the law of the jungle. How to establish a new consensus and restore the healthy ecology of the industry in the game of the stock market is the key to meet the current challenges.

2026-02-25 09:27:46

What is happening in the cement industry?

2026-02-17 07:15:15

Guangdong Cement Industry Association held an office meeting of the Council and the President, focusing on the coordinated development of the industry and the deployment of key work in 2026.

2026-01-23 16:50:13

Tapai Group provides competitive salary and welfare, perfect equity incentive mechanism and broad career development platform. Those who conform to the talent introduction policy of Meizhou City can enjoy the corresponding level of talent living allowance and housing subsidy (the specific amount refers to the policy). At the same time, the company can help to solve the problems of job placement and children's enrollment of the spouses of the introduced talents.

2026-01-04 15:26:24