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。 ...

Company Overview - Shandong Bangji Technology Co., Ltd. is planning to acquire 100% equity of six companies, including Shandong Beixi Agricultural Co., Ltd. and Ruidong Agricultural (Shandong) Co., Ltd., along with 80% of the equity of Paistong Livestock Technology Consulting (Shanghai) Co., Ltd. through a combination of share issuance and cash payment [1] - The company was established in April 2007 and is based in Zibo High-tech Zone, specializing in providing professional products for modern breeding farms, including pig premix, concentrated feed, and complete feed [1] Financial Performance - In the years 2022 to 2024, the company reported revenues of 1.658 billion, 1.647 billion, and 2.542 billion respectively, while net profits were 120 million, 83.89 million, and 50.13 million respectively [1] - The company has experienced a situation of "increased revenue but decreased profit" in recent years, attributed to low capacity utilization rates and increased fixed costs due to the gradual production of fundraising projects [1] Industry Context - The feed industry is maturing, with large feed companies extending their industrial chains through alliances and mergers, while some companies are penetrating downstream into the breeding industry [2] - The company is adapting to industry changes by adjusting its business strategy and expanding into new areas, including the acquisition of other feed companies [2] Strategic Moves - The planned acquisition marks the company's entry into the pig fattening industry, with the target company, Ruidong Agricultural, aiming to build modern American-style breeding bases with significant investment [3] - The company has also adjusted its fundraising projects to acquire stakes in other feed companies, indicating a strategic shift towards vertical integration [2] Recent Performance - In the first quarter of this year, the company achieved revenues of 1.076 billion, a year-on-year increase of 160.84%, and a net profit of 28 million, up 37.71%, indicating a recovery in performance [3] - The success of the upcoming acquisition, especially following the recovery of pig prices, will be crucial for the company's revenue growth [3]