Recently, in response to questions from investors, Tapai Group said that since the end of September, the cement market in Guangdong has undergone positive changes.
According to the feedback of the Central Environmental Protection Supervision Group and the rectification requirements of Guangdong Province, the annual output of cement clinker production lines in the province should not exceed the annual record capacity, and some leading enterprises overproduced in the first three quarters by a large margin, resulting in a corresponding reduction in the production volume in the fourth quarter. Under the influence of factors such as the periodic improvement of
supply and demand, the entry of the Xijiang River into the dry season and the rise of coal prices, the price of cement in the Pearl River Delta has been pushed up continuously, and the landing situation is better; 75% of the company's production capacity is in eastern Guangdong, which has also implemented two rounds of price increases since September against the background of rising coal prices and costs. On the whole, the current profitability level has improved significantly compared with the third quarter, and the fourth quarter profitability level is expected to improve significantly.
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