According to the Zhitong Finance App, Tapai Group (002233.SZ) released its 2026 semi-annual results forecast. The company expects to achieve net profit attributable to shareholders of listed companies of 210 million yuan to 230 million yuan in the semi-annual period of 2026, a decrease of 51.77%-47.17% over the same period last year.
During the reporting period, the real estate industry continued to be deeply adjusted. The pace of funding for local infrastructure projects slowed down and effective impetus was insufficient. Demand for cement continued to decline, and the decline further expanded year-on-year, competition in the stock market intensified, and cement prices continued to decline. Dragged down by the overall environment of the industry, the company's cement sales volume and price both declined year on year; although cement sales costs declined year on year, the cost side improvement was not enough to hedge against the impact of falling product prices. The gross margin of the cement business declined slightly year on year, and the profit margin of the main business narrowed accordingly.
Affected by the continued recovery of the capital market during the same period last year and the disposal of shut down enterprises, the company's non-recurring profit and loss base was high, reaching 194 million yuan. Non-profit and loss fell by about 120 million yuan year on year during the reporting period, of which investment income (including floating profit) decreased by about 80 million yuan year on year, and revenue from disposal of shut down enterprises decreased by about 40 million yuan year on year.