Tapai Group (002233.SZ) net profit of 220 million yuan in the first half of the year decreased by 49.60% year on year

According to the Zhitong Finance App, Tapai Group (002233.SZ) released its 2026 semi-annual performance report. During the reporting period, the company achieved operating income of 1,742 billion yuan, down 15.30% from the same period last year; realized net profit attributable to shareholders of listed companies of 220 million yuan, a decrease of 49.60% over the same period last year.

In the first half of the year, affected by the general industry environment, compounded by the continuous long and wide-coverage heavy rainfall in South China in the second quarter, the effective construction period for regional projects was drastically reduced, regional cement demand continued to weaken, the conflict between supply and demand intensified, and market competition became more intense. During the reporting period, the company's “cement+clinker” sales volume fell 11.84% year on year, and cement prices fell 5.72% year on year; although the company continued to promote cost reduction and efficiency, enhanced operational resilience, and achieved a 4.92% year-on-year reduction in the average sales cost of cement, the improvement on the cost side was insufficient to hedge against the impact of falling product prices, and the gross margin of the main cement business narrowed. In the same period last year, affected by the continued recovery of the capital market and the disposal and shutdown of enterprises, the company's non-recurring profit and loss base was high. During the reporting period, non-recurring profit and loss decreased by 124.1057 million yuan over the same period last year. In summary, due to the combined influence of multiple factors, net profit attributable to shareholders of listed companies fell a lot year-on-year during the reporting period.