Group 1 - The company, Tapai Group (002233), announced on August 28 that July and August are traditionally off-peak months, with high temperatures, typhoons, and increased rainfall affecting construction progress and leading to a slowdown in demand, which is roughly flat year-on-year and has decreased compared to June [1] - The company indicated that September will mark the beginning of the traditional sales peak season, and the sales performance in the third quarter will depend on the recovery of demand following improved weather conditions [1]

Core Viewpoint - The company reported that since entering the traditional off-season in July, demand has remained weak due to adverse weather conditions, including high temperatures, typhoons, and continuous rainfall, which have hindered downstream construction progress [1] Group 1: Sales Performance - The company's cement sales have remained roughly flat compared to the same period last year, with a decline in sales compared to June [1] - The southern region experiences a traditional typhoon and rainy season from July to August, leading to a slowdown in construction activities [1] Group 2: Future Outlook - The company is unable to assess the true demand situation due to recent continuous rainfall in South China [1] - September marks the beginning of the traditional sales peak season, and the sales performance in the third quarter will depend on the recovery of demand following improved weather conditions [1]