BBMG(601992)2024-06-28 07:38Group 1: Cement Sales and Market Share - In June 2024, the average daily cement sales decreased to approximately 280,000 tons due to weather and examination factors, which is a normal performance based on past experience [1] - The company's market share in the Beijing-Tianjin-Hebei region is generally around 50%, with a slight increase in 2023 [2] Group 2: Infrastructure Projects and Government Bonds - The issuance of 1 trillion yuan special government bonds last year aimed to support disaster recovery and enhance disaster prevention capabilities in the Beijing-Tianjin-Hebei region [1] - As of the end of May, over 70% of the 15,000 projects initiated have commenced, with disaster recovery projects in the Beijing-Tianjin-Hebei region achieving an 80% commencement rate [1] Group 3: Real Estate and Market Strategies - The company is focusing on inventory reduction in areas like Tianjin and Qingdao, implementing strategies such as rental and sales combinations to boost sales [2] - The Tian Tan integrated decoration business has expanded rapidly, ranking second in market share in the Beijing area, with a new contract amount of 1 billion yuan in 2023 [2] Group 4: Future Outlook and Policy Engagement - The company is prepared to participate in urban village renovation projects as part of national policy support [2] - The future of the cement industry relies on supply-side structural reforms and maintaining industry ecology [2]