Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600449.SS
BuyFLAGNingxia Building Materials Group Co.,Ltd · Basic Materials · China · $892M · Avg Vol: $32M/d
Ningxia Building Materials has value V63 and momentum M63, but quality at Q54 misses the all-three-above-60 path with no corroborating filing, so stage one fails.
COMPANY DESCRIPTION
Ningxia Building Materials Group, a subsidiary of China National Building Material Group (CNBM), is the dominant cement and concrete producer in the Ningxia region. The company benefits from strong regional market consolidation, high barriers to entry due to environmental regulations, and localized demand dynamics. It is a key beneficiary of infrastructure development and industrial construction projects in northwest China.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 8.7B | 10.4B | 8.7B | 5.2B | -15.8% | 4.2B |
| EPS (CNY) | 1.11 | 0.62 | 0.50 | 0.38 | -30.0% | 0.28 |
| Shares | 478.2M | 478.2M | 478.2M | 478.2M | 0.0% | 478.2M |
| Debt | 406.3M | 911.2M | 722.0M | 292.3M | -10.4% | 51.6M |
| Equity | 7.0B | 7.1B | 7.3B | 7.4B | 1.5% | — |
| Op CF | 787.5M | 791.7M | 634.6M | 993.2M | 8.0% | 746.8M |
| Inv CF | -293.4M | -1.4B | -467.4M | 2.0B | — | — |
| Fin CF | -411.8M | 262.9M | -355.5M | -567.0M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600449.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600449.SS | Ningxia Building Materials Group Co.,Ltd(you) | $892M | 73 | Buy |
| 600425.SS | Xinjiang Qingsong Building Materials and Chemicals Group Co., Ltd. | $874M | 75 | Buy |
| 002233.SZ | Guangdong Tapai Group Co., Ltd. | $1.3B | 74 | Buy |
| 000672.SZ | Gansu Shangfeng Materials Co., Ltd. | $2.0B | 79 | Buy |
| 000401.SZ | BBMG Jidong Cement Group Co., Ltd | $1.4B | 54 | Hold |
| 2009.HK | BBMG Corporation | $838M | 45 | Hold |
| 2233.HK | West China Cement Limited | $1.4B | 51 | Hold |
| 001386.SZ | MarcoPolo Holdings Co., Ltd. | $2.7B | 61 | Hold |
| 002392.SZ | Beijing Lier High-temperature Materials Co.,Ltd. | $1.4B | 41 | Hold |
| 002302.SZ | China West Construction Group Co., Ltd | $888M | 30 | Sell |
Peer medians: ROE 6.1% · P/E 31.3x · Gross margin 17.5%