Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601992.SS
SellBBMG Corporation · Basic Materials · China · $2.2B · Avg Vol: $9M/d
COMPANY DESCRIPTION
BBMG Corporation is a leading building materials manufacturer and real estate developer, with a dominant market position in northern China, particularly the Beijing-Tianjin-Hebei region. The company is one of the largest cement producers in China, leveraging its regional monopoly and advanced green manufacturing technologies. Its unique "cement plus property" business model provides a balanced revenue stream from industrial materials and urban development.
FINANCIAL SUMMARY (CNY)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 102.8B | 108.0B | 110.7B | 91.1B | -3.9% | 89.7B | 95.7B | 104.9B | 7.3% |
| EPS (CNY) | — | 0.11 | -0.08 | -0.15 | -0.19 | — | -0.19 | -0.21 | -0.19 | — |
| Shares | — | 10.7B | 10.7B | 10.7B | 10.7B | 0.0% | 8.3B | — | — | — |
| Debt | — | 110.3B | 111.0B | 124.3B | 128.1B | 5.1% | 129.3B | — | — | — |
| Equity | — | 63.6B | 73.0B | 73.7B | 71.0B | 3.7% | — | — | — | — |
| Op CF | 13.7B | 14.0B | 7.1B | -5.3B | 1.2B | -45.8% | 6.0B | — | — | — |
| Inv CF | — | -6.7B | 1.3B | -2.0B | -755.3M | — | — | — | — | — |
| Fin CF | — | -12.7B | -4.5B | 8.4B | -1.7B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 601992.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601992.SS | BBMG Corporation(you) | $2.2B | 26 | Sell |
| 601636.SS | Zhuzhou Kibing Group Co.,Ltd | $2.5B | 28 | Sell |
| 000012.SZ | CSG Holding Co., Ltd. | $1.7B | 33 | Sell |
| 000877.SZ | Tianshan Material Co., Ltd. | $3.9B | 34 | Sell |
| 300715.SZ | Jiangsu Canlon Building Materials Co., Ltd. | $799M | 27 | Sell |
| 600819.SS | Shanghai Yaohua Pilkington Glass Group Co., Ltd. | $801M | 24 | Sell |
| 002302.SZ | China West Construction Group Co., Ltd | $888M | 30 | Sell |
| 002392.SZ | Beijing Lier High-temperature Materials Co.,Ltd. | $1.4B | 41 | Hold |
| 0695.HK | Dongwu Cement International Limited | $573M | 22 | Sell |
| 3323.HK | China National Building Material Company Limited | $3.7B | 47 | Hold |
Peer medians: ROE 6.2% · P/E 31.1x · Gross margin 17.5%