No Data
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
Guangdong Tapai Group (002233.SZ): It is expected that the capital expenditure will remain at around 0.2-0.4 billion yuan annually in the next few years.
Tapai Group (002233.SZ) expressed in an investor relations activity that, firstly, the "New Nine Articles" provide clear guidance on market cap management and dividends, emphasizing the further enhancement of the stability, sustainability, and predictability of cash dividends. The company hopes to convey its firm determination to maintain stable operations and active returns to all shareholders by clearly defining a higher cash dividend ratio, and also hopes that the company's stock price can remain at a reasonable level. Secondly, the company has sufficient funds reserves, a low debt-to-asset ratio, and a basic level of interest-bearing debt, which provides the ability and foundation for high-proportion cash dividends. Thirdly, in recent years, the market has ...
Some May Be Optimistic About Guangdong Tapai Group's (SZSE:002233) Earnings
Guangdong Tapai Group: Half-year report for the year 2024.
Guangdong Tapai Group (SZSE:002233) Might Be Having Difficulty Using Its Capital EffectivelyNo Data
