Xuan Gu Bao·2025-07-08 14:53Group 1 - The core viewpoint of the articles highlights that multiple cement companies are expected to report positive half-year results due to ongoing industry efforts to combat "involution" and a decline in costs [1][2] - Fujian Cement announced a projected net profit of approximately 20.67 million yuan for the first half of 2025, marking a turnaround from losses, driven by peak production strategies and a slight increase in sales volume [1] - Tapai Group anticipates a net profit of 407 million to 452 million yuan for the first half of 2025, representing a year-on-year growth of 80%-100%, attributed to increased sales volume and reduced costs [1] Group 2 - The cement association has issued guidelines to further promote "anti-involution" and "stable growth," encouraging companies to report discrepancies between registered and actual production capacities [1] - If all inefficient capacities exit the market, the industry's actual capacity utilization rate could improve by over 10%, with potential regulatory interventions accelerating this process [2] - The current low profitability in the cement sector suggests that short-term benefits may favor low-profit companies, while overall improvements will ultimately benefit both national and regional cement leaders [2]