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塔牌集团:今年上半年粤东市场水泥价格较稳定

Group 1 - The core viewpoint of the article highlights that the cement prices in the eastern Guangdong market remained stable in the first half of the year, primarily due to effective staggered production in the surrounding Fujian region, which improved market order and reduced the influx of low-priced cement by road transportation [1] - The eastern Guangdong region is currently implementing the staggered production policy set by the Guangdong Provincial Cement Industry Association, with no stricter local measures taken yet [1] - In 2025, all clinker production lines in Guangdong are planned to have a normal production stoppage of 95 days per kiln, an increase of 15 days compared to 2024, which will effectively reduce the supply of cement and provide some support for cement prices [1] Group 2 - The execution of the staggered production policy in the Guangdong industry has been good in the first half of the year, demonstrating strong constraints under the current national "anti-involution" requirements [1]