Tapai Group: September Will Begin to Enter the Traditional Sales Season

2025-08-11 10:37:18

Since entering the traditional off-season in July, affected by high temperature, typhoon and continuous rainy weather, the downstream construction progress has been generally hindered, and the demand side has remained weak. The company's cement sales volume is basically the same as the same period last year, and the sales volume has declined compared with June. July-August is the traditional typhoon rainy season in the south, the construction activities are slowing down, the current demand is weakening in stages, and the recent continuous rainfall in South China makes it impossible to judge the real demand. September will begin to enter the traditional sales season, and the sales situation in the third quarter also needs to pay attention to the demand replenishment after the weather improves.

Recently, Tapai Group issued a notice disclosing its acceptance of a survey by investors such as Shanghai Pudong Development Bank Co., Ltd. on August 7, 2025. Lai Hongfei and Song Wenhua, directors of the company, participated in the reception and answered the questions raised by investors in detail. The survey focused on the company's business situation, future development plans and industry trends in the first half of 2025, fully demonstrating the company's operating results and coping strategies in a complex market environment.

Q: What is the current situation of cement shipments? What is the expected sales situation in the third quarter of this year?

Answer: Since the beginning of the traditional off-season in July, due to the high temperature, typhoon and continuous rainfall, the downstream construction progress has been generally hindered, and the demand side has remained weak. The company's cement sales volume is basically the same as the same period last year, and the sales volume has declined compared with June. July-August is the traditional typhoon rainy season in the south, the construction activities are slowing down, the current demand is weakening in stages, and the recent continuous rainfall in South China makes it impossible to judge the real demand. September will begin to enter the traditional sales season, and the sales situation in the third quarter also needs to pay attention to the demand replenishment after the weather improves.

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Correlation

Tapai Group: September Will Begin to Enter the Traditional Sales Season

Since entering the traditional off-season in July, affected by high temperature, typhoon and continuous rainy weather, the downstream construction progress has been generally hindered, and the demand side has remained weak. The company's cement sales volume is basically the same as the same period last year, and the sales volume has declined compared with June. July-August is the traditional typhoon rainy season in the south, the construction activities are slowing down, the current demand is weakening in stages, and the recent continuous rainfall in South China makes it impossible to judge the real demand. September will begin to enter the traditional sales season, and the sales situation in the third quarter also needs to pay attention to the demand replenishment after the weather improves.

2025-08-11 10:37:18

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The 4500t/d new line of Fujian Cement will not be built! The original two transferred production capacity is used to supplement the indicators of three clinker lines.

On January 15, 2021, Fujian Provincial Department of Industry and Information Technology announced the capacity replacement plan of Fujian Cement Co., Ltd. for the construction project of cement clinker production line with a daily output of 4500 tons, which was not organized and implemented for some reasons. Now the enterprise applies for the change of the announcement.