塔牌集团(002233) - 塔牌集团调研活动信息

Group 1: Market Overview - In 2018, there was no new cement production capacity built in Guangdong Province, and the demand shortfall was primarily supplemented by neighboring regions such as Guangxi, Fujian, and Jiangxi [2][3] - The cement supply in Guangdong is currently insufficient to meet market demand, and there are no new cement production capacities expected in the near future [3][4] - The real estate market is expected to slow down due to government regulations, with a decrease in land auctions and new real estate projects starting in the Guangdong East region [3] Group 2: Company Goals and Projections - The company aims to achieve a net profit of over 2 billion CNY in 2019 through management enhancement, technological advancement, and innovative models [3] - The infrastructure construction in the Greater Bay Area is expected to drive continuous demand for cement in Guangdong over the next few years [3] - The company maintains an optimistic outlook for the cement market in 2019, anticipating slight growth in demand despite the slowdown in the real estate sector [3] Group 3: Project Updates - The construction of the company's 10,000-ton line Phase II project began in June 2018, with the cement grinding system expected to be operational by July 2019 and the entire system by December 2019 [4]