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.
Ask: Recently, the price of cement in the Pearl River Delta is relatively low. What do you think of the price of cement in the second half of the year?
Answer: The price of cement in the Pearl River Delta has been adjusted back since May. At present, the ex-factory price of some varieties is close to the cost line, and the probability of further downward adjustment is not high. Affected by typhoons and rainstorms, cement shipments are also low in the near future. As prices are expected to fall, it is expected that with the arrival of the traditional sales season, cement prices in the Pearl River Delta will stabilize and rebound sooner or later.
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