No Data
No Data
Shareholders 25% Loss in Guangdong Tapai Group (SZSE:002233) Partly Attributable to the Company's Decline in Earnings Over Past Three Years
Tianfeng Securities: The building materials industry may have hit bottom. Pay attention to the growth potential of new material varieties.
Tianfeng Securities released a research report stating that the building materials industry may have bottomed out, and new materials are expected to realize growth potential.
Ping An Securities: Cement is planned to be included in the carbon trading market, and leading enterprises will relatively benefit.
From a fundamental perspective, the average national cement price in August remained stable with a slight decline, with the cni yangtze index experiencing a drop in cement prices due to weak demand and impact from external markets. With the peak season of September and October approaching, there is still a possibility of price increases in various regions, with subsequent attention to demand recovery and progress in coordinated production cuts in various regions.
Guangdong Tapai Group Co., Ltd. (SZSE:002233) Analysts Just Cut Their EPS Forecasts Substantially
Guangdong Tapai Group (002233.SZ): The shipment volume in July increased by approximately 10% compared to June.
Guangdong Tapai Group (002233.SZ) stated during an investor relations event on August 7th that, without continuous rainfall, the company's cement shipments have increased. In July, shipments increased by about 10% compared to June, but it still decreased compared to the same period last year. This shows that the demand in the cement market continues to decline. The downstream demand for cement mainly comes from three areas: real estate, infrastructure construction, and rural markets. Currently, there is no sign of a stable recovery in the real estate sector, which continues to put pressure on the demand for cement. Insufficient funding for infrastructure projects has also resulted in the ineffective release of this part of the demand. Rural
Guangdong Tapai Group (002233.SZ): The company's cement sales cost did not decrease quarter-on-quarter in the second quarter compared to the first quarter.
Gelonghui, August 7, 丨 Tapai Group (002233.SZ) said at an investor relations event that in recent years, the company has continued to promote cost reduction and efficiency and achieved the expected results. The average sales cost of the company's cement fell 14.67% year on year in the first half of this year. Among them, the decline in coal purchase prices contributed most of the cost reduction. The company's cement sales cost did not decrease in the second quarter compared to the first quarter. Mainly, the second quarter was affected by prolonged continuous rainfall. In particular, the “616” flood disaster. The company's cement sales volume and price fell sharply, and inventories increased, and the company had to stop production of the cement production line, so
No Data
No Data