Tapai Group was awarded the Conch Cement and Conch Venture Capital Research

E Company News, Tower Group (002233) was surveyed by Conch Cement and Conch Venture Capital on October 26. Tapai Group said that due to the impact of the policy, it expects the company to reduce clinker production by about 2.14 million tons in the fourth quarter of this year, and it is expected to reduce cement production by about 2.5 million tons. The "double control" policy on energy consumption has also driven cement prices to rise due to the tightening of supply, which is not expected to have a significant impact on the company's performance in 2021. Production-constrained capacity will be restored after the local government's "double control" phased target for energy consumption is met. At present, the company is actively communicating with the local government on relevant issues and seeking solutions.