Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000401.SZ
HoldBBMG Jidong Cement Group Co., Ltd · Basic Materials · China · $1.4B · Avg Vol: $4M/d
COMPANY DESCRIPTION
BBMG Jidong Cement is the dominant cement and concrete producer in Northern China, particularly within the Beijing-Tianjin-Hebei region. The company benefits from a strong regional oligopoly and high entry barriers due to strict environmental regulations and transportation logistics. It is a primary supplier for major national infrastructure projects in its core geographic markets.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 34.5B | 28.2B | 25.3B | 24.5B | -10.8% | 23.7B | 24.7B | 24.9B | 0.9% |
| EPS (CNY) | 0.51 | -0.55 | -0.37 | 0.08 | -45.7% | 0.03 | — | — | — |
| Shares | 2.7B | 2.7B | 2.7B | 2.7B | +0.0% | 2.7B | — | — | — |
| Debt | 20.2B | 20.7B | 20.3B | 19.4B | -1.2% | 20.8B | — | — | — |
| Equity | 30.7B | 29.0B | 27.7B | 27.6B | -3.5% | — | — | — | — |
| Op CF | 2.3B | 3.0B | 3.2B | 3.4B | 13.9% | 3.0B | — | — | — |
| Inv CF | -2.4B | -1.8B | -1.7B | -2.5B | — | — | — | — | — |
| Fin CF | -975.5M | -1.3B | -888.5M | -1.8B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000401.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000401.SZ | BBMG Jidong Cement Group Co., Ltd(you) | $1.4B | 54 | Hold |
| 2233.HK | West China Cement Limited | $1.4B | 51 | Hold |
| 002392.SZ | Beijing Lier High-temperature Materials Co.,Ltd. | $1.4B | 41 | Hold |
| 2009.HK | BBMG Corporation | $838M | 45 | Hold |
| 001386.SZ | MarcoPolo Holdings Co., Ltd. | $2.7B | 61 | Hold |
| 002233.SZ | Guangdong Tapai Group Co., Ltd. | $1.3B | 74 | Buy |
| 000012.SZ | CSG Holding Co., Ltd. | $1.7B | 33 | Sell |
| 3323.HK | China National Building Material Company Limited | $3.7B | 47 | Hold |
| 600449.SS | Ningxia Building Materials Group Co.,Ltd | $892M | 74 | Buy |
| 600425.SS | Xinjiang Qingsong Building Materials and Chemicals Group Co., Ltd. | $874M | 75 | Buy |
Peer medians: ROE 6.1% · P/E 31.0x · Gross margin 17.3%