Faced with the deep adjustment period of weak demand and overcapacity in the cement industry, Tianshan made clear its strategic direction in the 2025 performance report: continue to consolidate the leading position of the three major industries of "cement, commercial mixing and aggregate", promote industrial integration, and fully release the synergistic advantages of the whole industrial chain. We should adhere to the principle of "advancing and retreating" to optimize the layout, cultivate core profit areas, and resolutely withdraw from inefficient production capacity and non-dominant markets.
At present, the contradiction between supply and demand in the domestic cement industry continues to highlight, the utilization rate of production capacity has been at a low level for a long time, homogeneous competition has intensified, and traditional building materials enterprises are generally facing profit pressure. As the industry leader, Tianshan shares have a huge capacity scale, but some regional production lines have poor efficiency and weak competitiveness in the non-core market, which to some extent affect the overall performance improvement space. In this context, the company actively adjusts its layout, centralizes resources to advantageous regions and efficient production capacity, and exchanges development space through "subtraction", which is an decisive measure to conform to the industry trend and solve the development dilemma. In December
2025, Tianshan shares took practical actions to implement the strategy of "retreating from the inferior to the superior", and successively issued capacity transfer announcements. The company's subsidiaries intend to centralize the transfer of capacity indicators of eight cement clinker production lines through public listing, with a total capacity of 22050 tons per day, equivalent to 6.615 million tons, and a transfer amount of nearly 400 million yuan. The withdrawal of production capacity focuses on optimizing the allocation of resources, realizing the transformation of inefficient production capacity to high-quality cash flow through the divestiture of non-core assets, while ensuring the preservation and appreciation of assets, releasing more resources and momentum for the company's strategic upgrading and core business development.
In addition, Tianshan shares in the performance report also defined the multi-dimensional upgrade and growth breakthrough path, comprehensively promote high-end, intelligent, green transformation, strengthen high-end products such as special cement and UHPC, continue to expand high-end application scenarios such a s marine engineering, nuclear power, high-end construction, and strive to build a new generation of high-end products. To upgrade the product structure to enhance the profit ceiling. While consolidating the advantages of the main business, the company has accelerated the cultivation of the second growth curve, promoted the breakthrough of internationalization and the two-way development of the new track layout, relying on the group's collaborative mechanism to go to sea, expanded overseas markets through mergers and acquisitions, new construction and light assets operation, and gradually enhanced its global competitiveness; At the same time, we will actively lay out new tracks such as chemical agents, double-carbon services and home decoration materials, create a multi-business matrix, and form a new growth pole to hedge the cyclical fluctuations of the main industry.
In the future, with the continuous clearance of inefficient production capacity, the improvement of core business efficiency and the accelerated formation of a new growth curve, Tianshan is expected to seize the opportunity in the industry shuffle, relying on the synergistic advantages of the whole industry chain, the competitiveness of high-end products and the diversified development layout, to achieve a leap from leading scale to leading efficiency, leading the cement industry to a new stage of high-quality development.
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