Tapai Group: The Profitability of the Industry Has Been at a Low Level at the Present Stage

Recently, Tapai Group said that in 2026, the company's cost has some room to fall, mainly as follows: First, continue to expand the scale of photovoltaic power generation, continue to reduce the cost of comprehensive electricity consumption; Secondly, the volume of co-processing of solid waste in cement kilns is gradually increased, coal consumption is reduced through alternative fuels, and high calorific value waste is used to replace part of coal, with the goal of replacing 30% of coal consumption. Thirdly, intelligent transformation is used to improve efficiency, promote the construction of Tapai intelligent factory, promote the transformation of production from "experience-driven" to "data-driven", and achieve quantifiable cost reduction and efficiency enhancement; Fourth, at the end of 2025, the production capacity was replenished and the 5,000t/d cement clinker production line of Xinda Rotary Kiln, a subsidiary, was shut down. After optimizing the layout of production capacity, the production efficiency was further improved, the management cost was further reduced, and the operating cost continued to decrease.

At this stage, the industry profit has been at a low level, the further downward price space depends on the cost control ability of enterprises, and there is a possibility of price rebound in the second half of the year.