证券代码：002233 证券简称：塔牌集团 公告编号：2025-043 广东塔牌集团股份有限公司 关于第三期员工持股计划存续期即将届满的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 广东塔牌集团股份有限公司（以下简称"公司"）于2020年3月15日召开的第五届董事会 第二次会议审议通过《关于〈广东塔牌集团股份有限公司第三期员工持股计划〉的议案》，同 意公司实施第三期员工持股计划。具体内容详见公司发布的相关公告。 鉴于公司第三期员工持股计划存续期将于2026年4月8日届满，根据中国证监会《关于上市 公司实施员工持股计划试点的指导意见》《深圳证券交易所上市公司自律监管指引第1号—— 主板上市公司规范运作》《广东塔牌集团股份有限公司第三期员工持股计划》相关规定，现将 公司第三期员工持股计划存续期届满前的相关情况公告如下： 一、第三期员工持股计划的持股情况 1.公司第三期员工持股计划股票来源于公司回购，公司回购专用证券账户所持有公司股票 2,060.54 万股于 2021 年 4 月 6 日通过中国证券登记结算有限责任公司深圳分公司以非交易过 户形式过户 ...

Core Viewpoint - The introduction of the "Building Materials Industry Stabilization and Growth Work Plan (2025-2026)" aims to accelerate the elimination of inefficient cement production capacity, leading to a potential rebound in cement prices beyond expectations [1][4]. Industry Overview - The cement industry is currently facing a low capacity utilization rate of around 50%, attributed to declining demand in the real estate market and increased staggered production halts [1][2]. - The new policy prohibits the addition of new cement clinker capacity and requires companies to develop capacity replacement plans by the end of 2025 for any excess production [1][4]. Capacity Management - The implementation of the capacity replacement plan is expected to reduce clinker capacity by approximately 10%, which may accelerate price recovery in the industry [4][5]. - Major companies are expected to accelerate market consolidation, improving industry concentration, which currently stands at 56.5% for the top ten clinker producers [5][6]. Demand and Production Adjustments - Various regional cement associations are mandating staggered production halts, with the Sichuan Cement Association requiring each clinker production line to halt for at least 15 days per month in Q4 [2]. - The overall sentiment in the industry indicates a pessimistic outlook for Q4 demand, prompting increased production halts [2][3]. Financial Performance - In the first half of the year, 73 listed building materials companies reported revenues of 305.5 billion yuan, with net profits of only 11.8 billion yuan, indicating a challenging financial environment [3]. - Some leading cement companies have shifted from profit to loss, highlighting the impact of declining demand [3]. Strategic Responses - Companies are exploring cross-industry transformations to mitigate cyclical downturns, with some investing in sectors like semiconductors and renewable energy [6]. - The policy encourages leading companies to collaborate with social capital to establish green low-carbon transition funds, facilitating the exit of inefficient production capacity [5][6].

Core Viewpoint - Major shareholder Xu Yongshou plans to reduce his stake in Guangdong Tapai Group Co., Ltd. by 11,680,328 shares, representing 1% of the total share capital after excluding repurchased shares, due to personal funding needs [3][5][10]. Group 1: Shareholder Information - Xu Yongshou holds 93,657,056 shares, accounting for 8.02% of the total share capital after excluding repurchased shares [4][10]. - The reduction plan will take place within three months after 15 trading days from the announcement date [8]. Group 2: Reduction Plan Details - The reason for the reduction is personal funding needs [5]. - The shares to be reduced are from those issued before the company's initial public offering [6]. - The reduction will be executed through centralized bidding or block trading at market prices [9][10]. Group 3: Compliance and Impact - Xu Yongshou has no outstanding share lock-up commitments, and the reduction plan aligns with previously disclosed intentions [10]. - The reduction will not affect the company's control structure or governance, as Xu Yongshou will remain a shareholder with over 5% ownership post-reduction [13].

Group 1 - The core point of the article is that shareholder Xu Yongshou plans to reduce his stake in Tapai Group by selling 11,680,328 shares, which represents 1% of the total share capital after excluding shares held in the company's repurchase account [1] Group 2 - The reduction of shares will occur within three months after the announcement, starting from 15 trading days post-announcement [1] - The shares will be sold through centralized bidding or block trading methods [1]

Group 1 - The core point of the article is that Xu Yongshou, a shareholder of Tapai Group, plans to reduce his holdings by approximately 11.68 million shares, which is 1% of the total share capital after excluding shares in the company's repurchase account [1] - As of the announcement, Tapai Group's market capitalization is 10.7 billion yuan [1] - For the first half of 2025, Tapai Group's revenue composition is 99.2% from industrial operations and 0.8% from other businesses [1]

Group 1 - The core point of the announcement is that Mr. Xu Yongshou, a shareholder holding 8.02% of the shares, plans to reduce his stake in the company by selling 11.6803 million shares, which represents 1% of the total share capital after excluding shares held in the company's repurchase account [1]

Group 1 - The core point of the article is that Xu Yongshou, a shareholder holding 8.02% of the shares in Tapai Group, plans to reduce his stake by selling 11.6803 million shares, which accounts for 1% of the total share capital after excluding shares held in the company's repurchase account [1]

Group 1 - The core point of the article is that Xu Yongshou, a shareholder holding 8.02% of Tapai Group, plans to reduce his stake by selling 11.6803 million shares, which accounts for 1% of the total share capital after excluding shares held in the company's repurchase account [1] Group 2 - The reduction of shares will take place within three months starting from 15 trading days after the announcement date [1] - The shares will be sold through centralized bidding or block trading methods [1]

Core Viewpoint - Shareholder Xu Yongshou, holding 8.02% of Guangdong Tapa Group Co., Ltd., plans to reduce his stake by 11,680,328 shares due to personal financial needs, which represents 1% of the total share capital after excluding repurchased shares [1] Summary by Relevant Sections - **Shareholder Information** - Xu Yongshou holds 93,657,056 shares, representing 8.02% of the company [1] - After the planned reduction, he will still hold over 5% of the shares [1] - **Reduction Details** - The reduction will occur within three months after 15 trading days from the announcement date [1] - The shares will be sold through centralized bidding or block trading at market-determined prices [1] - **Regulatory Compliance** - Xu Yongshou has no outstanding lock-up commitments and there are no regulations preventing the reduction [1] - The reduction is not expected to lead to a change in company control [1]

证券代码：002233 证券简称：塔牌集团 公告编号：2025-042 广东塔牌集团股份有限公司 关于持股 5%以上股东减持股份的预披露公告 持股 5%以上的股东徐永寿保证向本公司提供的信息内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 持有广东塔牌集团股份有限公司（以下简称"公司"）股份93,657,056股（占剔除公司回 购专用证券账户股份后总股本的8.02%）的股东徐永寿先生计划在本公告发布之日起15个交易 日后的3个月内以集中竞价或大宗交易方式减持本公司股份11,680,328股（占剔除公司回购专用 证券账户股份后总股本的1%）。 公司近日收到公司大股东徐永寿先生关于计划减持公司股份的告知函，现将有关情况公告 如下： 一、股东的基本情况 1、股东的名称：徐永寿 2、截止本公告日，徐永寿持有公司股份93,657,056股，占剔除公司回购专用证券账户股份 后总股本的8.02%。 二、本次减持计划的主要内容 （一）减持计划 1、减持的原因：个人资金需求。 2、股份来源：公司首次公开发行前已发行的股份。 3、拟减持股 ...