塔牌集团：今年行业错峰生产政策执行情况良好

Core Viewpoint - The announcement from the company indicates that the staggered production plans in Guangdong, Guangxi, and Fujian for 2025 will significantly impact cement supply and pricing due to effective policy enforcement [1] Industry Summary - In 2025, the staggered production plan for Guangdong will involve a kiln shutdown for 95 days, while Guangxi will have 160 days, and Fujian will have 170 days [1] - The implementation of staggered production policies this year has been effective, aligning with the national "anti-involution" requirements, which have strengthened the constraints on the industry [1] - The reduced supply of cement due to these policies is expected to provide support for cement prices [1]