塔牌集团(002233) - 2016年12月1日投资者关系活动记录表

Group 1: Company Performance - In the first three quarters of 2016, the company's economic benefits improved significantly in Q3 due to a rebound in regional cement market prices and effective cost-saving measures [2] - The national cement production reached 1.765 billion tons in 2016, with a year-on-year growth of 2.55% [3] - From July 2016, cement market prices began to rise, ending an 18-month streak of declining monthly cumulative profits in the cement industry [3] Group 2: Market Overview - The cement industry saw a turnaround in cumulative profits from negative to positive growth from January to August 2016 [3] - The company's market focus is primarily in the eastern Guangdong region, where the cement industry typically experiences a peak season starting in Q3 [3] Group 3: Financing and Investment - The company plans to raise 3 billion yuan through a private placement to fund the Wenfu 10,000-ton line project, with the application already submitted to the China Securities Regulatory Commission (CSRC) [3] - The CSRC has accepted the company's application for non-public stock issuance, and the company is in close communication with the CSRC to supplement and improve relevant materials [3] Group 4: Strategic Development - The company is actively seeking transformation and upgrading, focusing on developing emerging industries to ensure sustainable and healthy growth [3] - The establishment of a commercial bank is still in the preparatory stage, with no significant progress reported [3]