Group 1 - The company announced that July and August are traditionally off-peak months, with high temperatures, typhoons, and increased rainfall causing delays in downstream construction progress, leading to a slowdown in construction activities and a temporary weakening in demand, which remained roughly flat year-on-year and decreased compared to June [2] - The company indicated that September marks the beginning of the traditional sales peak season, and recently, cement prices in the Pearl River Delta have started to increase [2]

Core Viewpoint - The company, Taipai Group, emphasizes its commitment to the cement industry while accelerating its green and low-carbon transformation to enhance competitiveness and solidify its regional leadership advantage [1] Group 1: Cement Business Focus - The company will continue to focus on its core cement business and accelerate the green low-carbon transformation [1] - The company aims to strengthen the development and management of solid waste disposal through cement kiln collaboration, leveraging its advantageous production line locations [1] Group 2: Regional Advantages - The Huizhou Longmen production base is strategically located closer to the Pearl River Delta, which reduces solid waste transportation distances and benefits from the region's strong economic foundation [1] - The Meizhou production base has a unique advantage in the harmless disposal of aluminum ash due to limestone quality issues [1] Group 3: Expansion of Solid Waste Disposal - The company plans to broaden the sources and channels for solid waste, expand the range and types of disposal, reduce intermediate links, and enhance disposal capacity to increase revenue and profit from the environmental protection industry [1] - The goal is to create a larger and more sustainable new industry with significant revenue and profit scale [1] Group 4: Emerging Industry Development - The company will accelerate the development of emerging industries to cultivate new growth points [1] - It will explore potential industrial investments through investment funds and the secondary market, accumulating industry knowledge and experience relevant to its development goals [1] - The company intends to proceed cautiously in this development process, aligning with its actual situation to mitigate investment risks [1]

Core Viewpoint - The company is actively promoting the use of alternative fuels to replace a portion of coal, aiming to reduce coal consumption costs and contribute to carbon reduction efforts [1] Group 1: Alternative Fuel Strategy - The company plans to implement alternative fuel projects for each clinker production line with a capacity of over 4500 tons per day [1] - The target is to replace 30% of coal usage, which will lead to a reduction in overall energy consumption [1] - Currently, the replacement rate stands at approximately 10%, indicating potential for future improvement in cost reduction and carbon emission reduction [1]

证券日报网讯 塔牌集团（002233）9月11日发布公告，在公司回答调研者提问时表示，公司坚持致力于 做强做精水泥主业，不断巩固公司区域水泥龙头企业优势地位。公司目前没有通过新建方式新增产能的 计划，未来不排除通过收购兼并进一步做大做强水泥主业规模，但会严格评估并购标的所处市场供求情 况、资源禀赋条件、交易价格、协同效应等因素，公司将综合权衡考虑，具体以公司发布的公告为准。 考虑到未来水泥需求将进一步下降，公司相信目前水泥生产线的产能应该能够满足市场需求，除将关停 金塔公司的2500t/d的产能置换到公司惠州龙门基地外，其余暂无补产能计划。 ...

证券日报网讯塔牌集团（002233）9月11日发布公告，在公司回答调研者提问时表示，公司目前共有三 大生产基地，具有7条新型干法旋窑水泥熟料生产线，其中梅州基地有两条10，000t/d生产线、1条5， 000t/d以上生产线，惠州龙门基地有两条4，500t/d以上生产线，福建龙岩武平基地有两条4，500t/d以上 生产线。惠州基地的水泥通过公路运输辐射到惠州、东莞、河源、深圳等地区，梅州和武平基地水泥通 过公路运输辐射到粤东和福建龙岩、江西赣州等地区。 ...

Group 1: Market Conditions and Price Trends - The cement market experienced a seasonal slowdown in July and August due to high temperatures, typhoons, and increased rainfall, leading to a decrease in demand compared to June [1] - The company anticipates a price increase in September as it enters the traditional sales peak season, with recent price hikes observed in the Pearl River Delta region [1][3] - The company expects fourth-quarter cement prices to be higher than the same period last year, supported by improved market conditions and reduced low-cost cement supply from surrounding areas [3] Group 2: Production Capacity and Cost Management - The company operates three major production bases with a total of seven new dry-process rotary kiln cement clinker production lines, with capacities ranging from 4,500 to 10,000 tons per day [1][2] - Cost control measures initiated in June 2022 have led to significant reductions in operational costs, aided by declining coal prices and efficiency improvements through various initiatives [4] - The company plans to replace 30% of coal usage with alternative fuels, currently achieving a 10% replacement rate, indicating potential for further cost reductions and carbon footprint improvements [8] Group 3: Future Plans and Shareholder Returns - The company has no immediate plans for new production capacity but may consider acquisitions to strengthen its market position, with a focus on maintaining current production capabilities [5][6] - A three-year shareholder return plan (2024-2026) has been established, emphasizing stable and predictable cash dividends, supported by low debt levels and sufficient cash reserves [6][7] - The company aims to enhance its shareholder return strategy post-2026, reflecting its commitment to shareholder value [7] Group 4: Environmental and Regulatory Compliance - The company is actively involved in solid waste disposal through its cement production lines, leveraging geographic advantages to enhance operational efficiency and profitability [10] - The implementation of staggered production policies in Guangdong and Fujian has effectively reduced cement supply, supporting price stability in the market [9]

Group 1 - The cement sector experienced a rise of 1.03% on September 5, with Tianshan Shares leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Group 2 - On that day, the cement sector saw a net inflow of 48.45 million yuan from main funds, while retail funds had a net inflow of 38.68 million yuan [2] - The main funds for Conch Cement showed a net outflow of 52.74 million yuan, while Tianshan Shares had a net inflow of 41.49 million yuan [2] - The table provided indicates various net inflows and outflows for different companies within the cement sector, highlighting the financial movements among institutional, retail, and speculative investors [2]

Group 1 - The company has approved a share repurchase plan during the board meeting held on August 6, 2025, and disclosed the repurchase report on August 13, 2025 [1][2] - As of August 31, 2025, the company has not yet started the implementation of the current share repurchase plan, which is set to use self-owned funds for repurchasing shares from the secondary market for an employee stock ownership plan [2][3] - The total amount for the share repurchase is not to exceed 100 million yuan (including) and not less than 50 million yuan (including), with a repurchase price not exceeding 10 yuan per share, and the repurchase period is within six months from the board's approval [2][3] Group 2 - The company will strictly adhere to the regulations of the "Listed Company Share Repurchase Rules" (revised in 2025) and the "Shenzhen Stock Exchange Self-Regulatory Guidelines for Listed Companies No. 9 - Share Repurchase" (revised in 2025) during the repurchase period [4][5] - The company will ensure that the timing, quantity, and method of share repurchase comply with the established plan and relevant legal regulations [3][4] - The company will disclose the progress of the share repurchase in a timely manner according to market conditions and fulfill its information disclosure obligations [5]

Group 1 - The company, Tapai Group (002233.SZ), announced that as of August 31, 2025, it has not yet started the implementation of the current round of share repurchase [1]

Group 1 - The core viewpoint of the announcement is that Guangdong Tapai Group Co., Ltd. has initiated a share repurchase plan to implement an employee stock ownership plan, with a total repurchase fund not exceeding 100 million yuan (including) and not less than 50 million yuan (including) [2][3] - The repurchase price is set at a maximum of 10 yuan per share, and the repurchase period is within six months from the date of the board's approval of the repurchase plan [2][3] - As of August 31, 2025, the company has not yet started the implementation of this round of repurchase [2] Group 2 - The company confirms that the timing, quantity, and method of the share repurchase comply with the established repurchase plan and relevant legal regulations [3] - The company will strictly follow the revised regulations on share repurchase and the self-regulatory guidelines of the Shenzhen Stock Exchange during the repurchase period, making decisions based on market conditions [3]