BBMG Jidong Cement Group（000401）株式概要唐山地東セメント有限公司は、中国でセメントクリンカーおよび関連建材製品を生産・販売しています。 詳細000401 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績1/6財務の健全性2/6配当金4/6報酬収益は年間54.48%増加すると予測されています 今年は黒字化を達成 リスク分析負債は営業キャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 2.51%の配当は利益で十分にカバーされていない すべてのリスクチェックを見る000401 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCN¥Current PriceCN¥3.99100.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b37b2016201920222025202620282031Revenue CN¥26.7bEarnings CN¥110.2mAdvancedSet Fair ValueView all narrativesBBMG Jidong Cement Group Co., Ltd 競合他社Guangdong Tapai GroupSymbol: SZSE:002233Market cap: CN¥8.2bCEVIA EnviroSymbol: SZSE:000885Market cap: CN¥8.5bGansu Shangfeng CementLtdSymbol: SZSE:000672Market cap: CN¥16.2bNingbo FudaSymbol: SHSE:600724Market cap: CN¥10.0b価格と性能株価の高値、安値、推移の概要BBMG Jidong Cement Group過去の株価現在の株価CN¥3.9952週高値CN¥5.6952週安値CN¥3.89ベータ0.431ヶ月の変化-6.78%3ヶ月変化-22.82%1年変化-11.73%3年間の変化-48.71%5年間の変化-69.75%IPOからの変化-67.32%最新ニュースBoard Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Chairman of the Supervisory Board Dachun Tian is the most experienced director on the board, commencing their role in 2021. Non-Independent Director Peihe Ding was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Mar 31BBMG Jidong Cement Group Co., Ltd to Report Q1, 2026 Results on Apr 30, 2026BBMG Jidong Cement Group Co., Ltd announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Mar 26BBMG Jidong Cement Group Co., Ltd, Annual General Meeting, Apr 29, 2026BBMG Jidong Cement Group Co., Ltd, Annual General Meeting, Apr 29, 2026, at 14:00 China Standard Time. Location: 27F, No. 27, Beisihuan Middle Road, Chaoyang District, Beijing Chinaお知らせ • Dec 31BBMG Jidong Cement Group Co., Ltd to Report Fiscal Year 2025 Results on Mar 27, 2026BBMG Jidong Cement Group Co., Ltd announced that they will report fiscal year 2025 results on Mar 27, 2026お知らせ • Oct 30BBMG Jidong Cement Group Co., Ltd Elects GE Dong as Non-Independent DirectorBBMG Jidong Cement Group Co. Ltd. held its 4th Extraordinary General Meeting of 2025 on 28 October 2025, approved the Election of Ge Dong as a non-independent director.お知らせ • Jul 02Tangshan Jidong Cement Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025Tangshan Jidong Cement Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025最新情報をもっと見るRecent updatesBoard Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Chairman of the Supervisory Board Dachun Tian is the most experienced director on the board, commencing their role in 2021. Non-Independent Director Peihe Ding was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Mar 31BBMG Jidong Cement Group Co., Ltd to Report Q1, 2026 Results on Apr 30, 2026BBMG Jidong Cement Group Co., Ltd announced that they will report Q1, 2026 results on Apr 30, 2026お知らせ • Mar 26BBMG Jidong Cement Group Co., Ltd, Annual General Meeting, Apr 29, 2026BBMG Jidong Cement Group Co., Ltd, Annual General Meeting, Apr 29, 2026, at 14:00 China Standard Time. Location: 27F, No. 27, Beisihuan Middle Road, Chaoyang District, Beijing Chinaお知らせ • Dec 31BBMG Jidong Cement Group Co., Ltd to Report Fiscal Year 2025 Results on Mar 27, 2026BBMG Jidong Cement Group Co., Ltd announced that they will report fiscal year 2025 results on Mar 27, 2026お知らせ • Oct 30BBMG Jidong Cement Group Co., Ltd Elects GE Dong as Non-Independent DirectorBBMG Jidong Cement Group Co. Ltd. held its 4th Extraordinary General Meeting of 2025 on 28 October 2025, approved the Election of Ge Dong as a non-independent director.お知らせ • Jul 02Tangshan Jidong Cement Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025Tangshan Jidong Cement Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025お知らせ • Mar 31Tangshan Jidong Cement Co.,Ltd. to Report Q1, 2025 Results on Apr 30, 2025Tangshan Jidong Cement Co.,Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025お知らせ • Mar 29Tangshan Jidong Cement Co.,Ltd. Proposes Cash Dividend for 2024Tangshan Jidong Cement Co.,Ltd. announced on 28 March 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 1.00000000.お知らせ • Mar 28Tangshan Jidong Cement Co.,Ltd., Annual General Meeting, Apr 29, 2025Tangshan Jidong Cement Co.,Ltd., Annual General Meeting, Apr 29, 2025, at 14:00 China Standard Time. Location: 27F, No. 27, Beisihuan Middle Road, Chaoyang District, Beijing Chinaお知らせ • Dec 31Tangshan Jidong Cement Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025Tangshan Jidong Cement Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.022 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.022 in 3Q 2023). Revenue: CN¥7.34b (down 6.6% from 3Q 2023). Net income: CN¥509.4m (up CN¥451.9m from 3Q 2023). Profit margin: 6.9% (up from 0.7% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Tangshan Jidong Cement Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Tangshan Jidong Cement Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024Buy Or Sell Opportunity • Sep 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to CN¥4.46. The fair value is estimated to be CN¥3.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Sep 03Now 21% overvaluedOver the last 90 days, the stock has fallen 1.3% to CN¥4.44. The fair value is estimated to be CN¥3.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (down from CN¥0.16 in 2Q 2023). Revenue: CN¥7.88b (down 15% from 2Q 2023). Net income: CN¥292.5m (down 31% from 2Q 2023). Profit margin: 3.7% (down from 4.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.お知らせ • Jun 29Tangshan Jidong Cement Co.,Ltd. to Report First Half, 2024 Results on Aug 31, 2024Tangshan Jidong Cement Co.,Ltd. announced that they will report first half, 2024 results on Aug 31, 2024お知らせ • Jun 20+ 1 more updateTangshan Jidong Cement Co.,Ltd. (SZSE:000401) acquired 60% stake in China-Africa Jidong Building Materials Investment Co., Ltd. from China-Africa Development Fund for CNY 300 million.Tangshan Jidong Cement Co.,Ltd. (SZSE:000401) agreed to acquire 60% stake in China-Africa Jidong Building Materials Investment Co., Ltd. from China-Africa Development Fund for CNY 300 million on April 26, 2024. The consideration consists of CNY 300.19 million in cash. The deal has been approved by the Borad of Directors of Tangshan Jidong Cement Co.,Ltd. Tangshan Jidong Cement Co.,Ltd. (SZSE:000401) completed the acquisition of 60% stake in China-Africa Jidong Building Materials Investment Co., Ltd. from China-Africa Development Fund on June 18, 2024.Reported Earnings • Apr 28First quarter 2024 earnings released: CN¥0.41 loss per share (vs CN¥0.30 loss in 1Q 2023)First quarter 2024 results: CN¥0.41 loss per share (further deteriorated from CN¥0.30 loss in 1Q 2023). Revenue: CN¥3.34b (down 36% from 1Q 2023). Net loss: CN¥1.10b (loss widened 39% from 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • Mar 30Tangshan Jidong Cement Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Tangshan Jidong Cement Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024お知らせ • Mar 28Tangshan Jidong Cement Co.,Ltd., Annual General Meeting, Apr 26, 2024Tangshan Jidong Cement Co.,Ltd., Annual General Meeting, Apr 26, 2024, at 14:00 China Standard Time. Location: 22F, Tower A, No. 36, Beisanhuan East Road, Dongcheng District, Beijing ChinaReported Earnings • Mar 28Full year 2023 earnings released: CN¥0.56 loss per share (vs CN¥0.51 profit in FY 2022)Full year 2023 results: CN¥0.56 loss per share (down from CN¥0.51 profit in FY 2022). Revenue: CN¥28.2b (down 18% from FY 2022). Net loss: CN¥1.50b (down 210% from profit in FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.お知らせ • Feb 29Tangshan Jidong Cement Co.,Ltd. Approves the Election of Zhu Yan as Non-Independent DirectorTangshan Jidong Cement Co.,Ltd. at its Extraordinary General Meeting held on 27 February 2024 approved the election of Zhu Yan as non-independent director.お知らせ • Dec 29Tangshan Jidong Cement Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 28, 2024Tangshan Jidong Cement Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 28, 2024New Risk • Nov 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 10% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 379%お知らせ • Nov 01Tangshan Jidong Cement Co.,Ltd. Approves Election of Independent DirectorsTangshan Jidong Cement Co.,Ltd. held its 2nd Extraordinary General Meeting of 2023 on 30 October 2023, during which it approved: 1. Election of independent directors, cumulative voting system applicable: Wang Jianxin, He Jie.Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.018 (vs CN¥0.19 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.018 (down from CN¥0.19 in 3Q 2022). Revenue: CN¥7.86b (down 25% from 3Q 2022). Net income: CN¥46.7m (down 91% from 3Q 2022). Profit margin: 0.6% (down from 4.7% in 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.お知らせ • Sep 30Tangshan Jidong Cement Co.,Ltd. to Report Q3, 2023 Results on Oct 31, 2023Tangshan Jidong Cement Co.,Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.52 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (down from CN¥0.52 in 2Q 2022). Revenue: CN¥9.30b (down 22% from 2Q 2022). Net income: CN¥423.2m (down 69% from 2Q 2022). Profit margin: 4.6% (down from 12% in 2Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.Reported Earnings • Mar 29Full year 2022 earnings released: EPS: CN¥0.51 (vs CN¥1.77 in FY 2021)Full year 2022 results: EPS: CN¥0.51 (down from CN¥1.77 in FY 2021). Revenue: CN¥34.5b (down 4.9% from FY 2021). Net income: CN¥1.36b (down 52% from FY 2021). Profit margin: 3.9% (down from 7.7% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 24% per year.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Peng Wu was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.38 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.38 in 3Q 2021). Revenue: CN¥10.5b (up 6.3% from 3Q 2021). Net income: CN¥493.4m (down 17% from 3Q 2021). Profit margin: 4.7% (down from 6.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.52 (vs CN¥0.91 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.52. Revenue: CN¥11.9b (up 5.9% from 2Q 2021). Net income: CN¥1.37b (up 7.4% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 3.8%, compared to a 17% growth forecast for the Basic Materials industry in China.Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Peng Wu was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥1.77 (down from CN¥1.96 in FY 2020). Revenue: CN¥36.3b (up 2.4% from FY 2020). Net income: CN¥2.81b (down 1.4% from FY 2020). Profit margin: 7.7% (down from 8.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 9.6%, compared to a 14% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.38 (vs CN¥0.77 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥9.89b (down 9.3% from 3Q 2020). Net income: CN¥593.0m (down 46% from 3Q 2020). Profit margin: 6.0% (down from 10.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 19Second quarter 2021 earnings releasedThe company reported a mediocre second quarter result with flat earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥11.2b (flat on 2Q 2020). Net income: CN¥1.28b (flat on 2Q 2020). Profit margin: 11% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Apr 25First quarter 2021 earnings released: CN¥0.038 loss per share (vs CN¥0.25 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CN¥5.10b (up 64% from 1Q 2020). Net loss: CN¥51.5m (loss narrowed 82% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 17Full year 2020 earnings released: EPS CN¥1.96 (vs CN¥1.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥35.5b (up 2.8% from FY 2019). Net income: CN¥2.85b (up 5.5% from FY 2019). Profit margin: 8.0% (up from 7.8% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Mar 16New 90-day high: CN¥15.82The company is up 5.0% from a price of CN¥15.06 on 16 December 2020. Outperformed the Chinese market which is down 2.0% over the last 90 days. Lagged the Basic Materials industry, which is up 9.0% over the same period.Is New 90 Day High Low • Jan 28New 90-day low: CN¥13.86The company is down 8.0% from its price of CN¥14.99 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥79.23 per share.Is New 90 Day High Low • Dec 21New 90-day low: CN¥14.91The company is down 9.0% from its price of CN¥16.31 on 23 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥80.52 per share.Is New 90 Day High Low • Oct 30New 90-day low: CN¥14.99The company is down 22% from its price of CN¥19.16 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥72.30 per share.Is New 90 Day High Low • Sep 24New 90-day low: CN¥15.90The company is down 4.0% from its price of CN¥16.55 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥54.56 per share.株主還元000401CN Basic MaterialsCN 市場7D0.3%0.7%-1.8%1Y-11.7%37.2%32.7%株主還元を見る業界別リターン: 000401過去 1 年間で37.2 % の収益を上げたCN Basic Materials業界を下回りました。リターン対市場: 000401は、過去 1 年間で32.7 % のリターンを上げたCN市場を下回りました。価格変動Is 000401's price volatile compared to industry and market?000401 volatility000401 Average Weekly Movement3.8%Basic Materials Industry Average Movement6.0%Market Average Movement6.6%10% most volatile stocks in CN Market10.2%10% least volatile stocks in CN Market4.3%安定した株価: 000401 、 CN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 000401の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト199421,148Weidong Weiwww.jdsn.com.cn唐山地東セメント有限公司は、中国でセメントクリンカーと関連建材製品を生産・販売している。また、有害・固形廃棄物処理、技術コンサルティング、最新情報サービスにも携わっている。同社は1994年に設立され、中国唐山市に拠点を置く。もっと見るBBMG Jidong Cement Group Co., Ltd 基礎のまとめBBMG Jidong Cement Group の収益と売上を時価総額と比較するとどうか。000401 基礎統計学時価総額CN¥10.50b収益（TTM）CN¥97.37m売上高(TTM)CN¥23.61b107.8xPER（株価収益率0.4xP/Sレシオ000401 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計000401 損益計算書（TTM）収益CN¥23.61b売上原価CN¥19.05b売上総利益CN¥4.56bその他の費用CN¥4.46b収益CN¥97.37m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）0.037グロス・マージン19.32%純利益率0.41%有利子負債／自己資本比率72.0%000401 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.5%現在の配当利回り273%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/30 20:52終値2026/05/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BBMG Jidong Cement Group Co., Ltd 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Yanlin ZhaoBofA Global ResearchDavid ChingBofA Global ResearchJingru MaBohai Securities Co., Ltd.10 その他のアナリストを表示
Board Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Chairman of the Supervisory Board Dachun Tian is the most experienced director on the board, commencing their role in 2021. Non-Independent Director Peihe Ding was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Mar 31BBMG Jidong Cement Group Co., Ltd to Report Q1, 2026 Results on Apr 30, 2026BBMG Jidong Cement Group Co., Ltd announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Mar 26BBMG Jidong Cement Group Co., Ltd, Annual General Meeting, Apr 29, 2026BBMG Jidong Cement Group Co., Ltd, Annual General Meeting, Apr 29, 2026, at 14:00 China Standard Time. Location: 27F, No. 27, Beisihuan Middle Road, Chaoyang District, Beijing China
お知らせ • Dec 31BBMG Jidong Cement Group Co., Ltd to Report Fiscal Year 2025 Results on Mar 27, 2026BBMG Jidong Cement Group Co., Ltd announced that they will report fiscal year 2025 results on Mar 27, 2026
お知らせ • Oct 30BBMG Jidong Cement Group Co., Ltd Elects GE Dong as Non-Independent DirectorBBMG Jidong Cement Group Co. Ltd. held its 4th Extraordinary General Meeting of 2025 on 28 October 2025, approved the Election of Ge Dong as a non-independent director.
お知らせ • Jul 02Tangshan Jidong Cement Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025Tangshan Jidong Cement Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
Board Change • May 20Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 4 independent directors (5 non-independent directors). Chairman of the Supervisory Board Dachun Tian is the most experienced director on the board, commencing their role in 2021. Non-Independent Director Peihe Ding was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Mar 31BBMG Jidong Cement Group Co., Ltd to Report Q1, 2026 Results on Apr 30, 2026BBMG Jidong Cement Group Co., Ltd announced that they will report Q1, 2026 results on Apr 30, 2026
お知らせ • Mar 26BBMG Jidong Cement Group Co., Ltd, Annual General Meeting, Apr 29, 2026BBMG Jidong Cement Group Co., Ltd, Annual General Meeting, Apr 29, 2026, at 14:00 China Standard Time. Location: 27F, No. 27, Beisihuan Middle Road, Chaoyang District, Beijing China
お知らせ • Dec 31BBMG Jidong Cement Group Co., Ltd to Report Fiscal Year 2025 Results on Mar 27, 2026BBMG Jidong Cement Group Co., Ltd announced that they will report fiscal year 2025 results on Mar 27, 2026
お知らせ • Oct 30BBMG Jidong Cement Group Co., Ltd Elects GE Dong as Non-Independent DirectorBBMG Jidong Cement Group Co. Ltd. held its 4th Extraordinary General Meeting of 2025 on 28 October 2025, approved the Election of Ge Dong as a non-independent director.
お知らせ • Jul 02Tangshan Jidong Cement Co.,Ltd. to Report First Half, 2025 Results on Aug 28, 2025Tangshan Jidong Cement Co.,Ltd. announced that they will report first half, 2025 results on Aug 28, 2025
お知らせ • Mar 31Tangshan Jidong Cement Co.,Ltd. to Report Q1, 2025 Results on Apr 30, 2025Tangshan Jidong Cement Co.,Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025
お知らせ • Mar 29Tangshan Jidong Cement Co.,Ltd. Proposes Cash Dividend for 2024Tangshan Jidong Cement Co.,Ltd. announced on 28 March 2025 the profit distribution proposal for 2024 as Cash dividend/10 shares (tax included): CNY 1.00000000.
お知らせ • Mar 28Tangshan Jidong Cement Co.,Ltd., Annual General Meeting, Apr 29, 2025Tangshan Jidong Cement Co.,Ltd., Annual General Meeting, Apr 29, 2025, at 14:00 China Standard Time. Location: 27F, No. 27, Beisihuan Middle Road, Chaoyang District, Beijing China
お知らせ • Dec 31Tangshan Jidong Cement Co.,Ltd. to Report Fiscal Year 2024 Results on Mar 28, 2025Tangshan Jidong Cement Co.,Ltd. announced that they will report fiscal year 2024 results on Mar 28, 2025
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: CN¥0.19 (vs CN¥0.022 in 3Q 2023)Third quarter 2024 results: EPS: CN¥0.19 (up from CN¥0.022 in 3Q 2023). Revenue: CN¥7.34b (down 6.6% from 3Q 2023). Net income: CN¥509.4m (up CN¥451.9m from 3Q 2023). Profit margin: 6.9% (up from 0.7% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Tangshan Jidong Cement Co.,Ltd. to Report Q3, 2024 Results on Oct 30, 2024Tangshan Jidong Cement Co.,Ltd. announced that they will report Q3, 2024 results on Oct 30, 2024
Buy Or Sell Opportunity • Sep 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 7.7% to CN¥4.46. The fair value is estimated to be CN¥3.68, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Sep 03Now 21% overvaluedOver the last 90 days, the stock has fallen 1.3% to CN¥4.44. The fair value is estimated to be CN¥3.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 31Second quarter 2024 earnings released: EPS: CN¥0.11 (vs CN¥0.16 in 2Q 2023)Second quarter 2024 results: EPS: CN¥0.11 (down from CN¥0.16 in 2Q 2023). Revenue: CN¥7.88b (down 15% from 2Q 2023). Net income: CN¥292.5m (down 31% from 2Q 2023). Profit margin: 3.7% (down from 4.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 29Tangshan Jidong Cement Co.,Ltd. to Report First Half, 2024 Results on Aug 31, 2024Tangshan Jidong Cement Co.,Ltd. announced that they will report first half, 2024 results on Aug 31, 2024
お知らせ • Jun 20+ 1 more updateTangshan Jidong Cement Co.,Ltd. (SZSE:000401) acquired 60% stake in China-Africa Jidong Building Materials Investment Co., Ltd. from China-Africa Development Fund for CNY 300 million.Tangshan Jidong Cement Co.,Ltd. (SZSE:000401) agreed to acquire 60% stake in China-Africa Jidong Building Materials Investment Co., Ltd. from China-Africa Development Fund for CNY 300 million on April 26, 2024. The consideration consists of CNY 300.19 million in cash. The deal has been approved by the Borad of Directors of Tangshan Jidong Cement Co.,Ltd. Tangshan Jidong Cement Co.,Ltd. (SZSE:000401) completed the acquisition of 60% stake in China-Africa Jidong Building Materials Investment Co., Ltd. from China-Africa Development Fund on June 18, 2024.
Reported Earnings • Apr 28First quarter 2024 earnings released: CN¥0.41 loss per share (vs CN¥0.30 loss in 1Q 2023)First quarter 2024 results: CN¥0.41 loss per share (further deteriorated from CN¥0.30 loss in 1Q 2023). Revenue: CN¥3.34b (down 36% from 1Q 2023). Net loss: CN¥1.10b (loss widened 39% from 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 30Tangshan Jidong Cement Co.,Ltd. to Report Q1, 2024 Results on Apr 27, 2024Tangshan Jidong Cement Co.,Ltd. announced that they will report Q1, 2024 results on Apr 27, 2024
お知らせ • Mar 28Tangshan Jidong Cement Co.,Ltd., Annual General Meeting, Apr 26, 2024Tangshan Jidong Cement Co.,Ltd., Annual General Meeting, Apr 26, 2024, at 14:00 China Standard Time. Location: 22F, Tower A, No. 36, Beisanhuan East Road, Dongcheng District, Beijing China
Reported Earnings • Mar 28Full year 2023 earnings released: CN¥0.56 loss per share (vs CN¥0.51 profit in FY 2022)Full year 2023 results: CN¥0.56 loss per share (down from CN¥0.51 profit in FY 2022). Revenue: CN¥28.2b (down 18% from FY 2022). Net loss: CN¥1.50b (down 210% from profit in FY 2022). Revenue is forecast to grow 7.6% p.a. on average during the next 2 years, compared to a 9.8% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 29Tangshan Jidong Cement Co.,Ltd. Approves the Election of Zhu Yan as Non-Independent DirectorTangshan Jidong Cement Co.,Ltd. at its Extraordinary General Meeting held on 27 February 2024 approved the election of Zhu Yan as non-independent director.
お知らせ • Dec 29Tangshan Jidong Cement Co.,Ltd. to Report Fiscal Year 2023 Results on Mar 28, 2024Tangshan Jidong Cement Co.,Ltd. announced that they will report fiscal year 2023 results on Mar 28, 2024
New Risk • Nov 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 10% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 379%
お知らせ • Nov 01Tangshan Jidong Cement Co.,Ltd. Approves Election of Independent DirectorsTangshan Jidong Cement Co.,Ltd. held its 2nd Extraordinary General Meeting of 2023 on 30 October 2023, during which it approved: 1. Election of independent directors, cumulative voting system applicable: Wang Jianxin, He Jie.
Reported Earnings • Oct 31Third quarter 2023 earnings released: EPS: CN¥0.018 (vs CN¥0.19 in 3Q 2022)Third quarter 2023 results: EPS: CN¥0.018 (down from CN¥0.19 in 3Q 2022). Revenue: CN¥7.86b (down 25% from 3Q 2022). Net income: CN¥46.7m (down 91% from 3Q 2022). Profit margin: 0.6% (down from 4.7% in 3Q 2022). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 30Tangshan Jidong Cement Co.,Ltd. to Report Q3, 2023 Results on Oct 31, 2023Tangshan Jidong Cement Co.,Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023
Reported Earnings • Aug 25Second quarter 2023 earnings released: EPS: CN¥0.16 (vs CN¥0.52 in 2Q 2022)Second quarter 2023 results: EPS: CN¥0.16 (down from CN¥0.52 in 2Q 2022). Revenue: CN¥9.30b (down 22% from 2Q 2022). Net income: CN¥423.2m (down 69% from 2Q 2022). Profit margin: 4.6% (down from 12% in 2Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
Reported Earnings • Mar 29Full year 2022 earnings released: EPS: CN¥0.51 (vs CN¥1.77 in FY 2021)Full year 2022 results: EPS: CN¥0.51 (down from CN¥1.77 in FY 2021). Revenue: CN¥34.5b (down 4.9% from FY 2021). Net income: CN¥1.36b (down 52% from FY 2021). Profit margin: 3.9% (down from 7.7% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 24% per year.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Peng Wu was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 29Third quarter 2022 earnings released: EPS: CN¥0.19 (vs CN¥0.38 in 3Q 2021)Third quarter 2022 results: EPS: CN¥0.19 (down from CN¥0.38 in 3Q 2021). Revenue: CN¥10.5b (up 6.3% from 3Q 2021). Net income: CN¥493.4m (down 17% from 3Q 2021). Profit margin: 4.7% (down from 6.0% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Basic Materials industry in China. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 18% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 26Second quarter 2022 earnings released: EPS: CN¥0.52 (vs CN¥0.91 in 2Q 2021)Second quarter 2022 results: EPS: CN¥0.52. Revenue: CN¥11.9b (up 5.9% from 2Q 2021). Net income: CN¥1.37b (up 7.4% from 2Q 2021). Profit margin: 12% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 3.8%, compared to a 17% growth forecast for the Basic Materials industry in China.
Board Change • May 28Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Director Peng Wu was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 18Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥1.77 (down from CN¥1.96 in FY 2020). Revenue: CN¥36.3b (up 2.4% from FY 2020). Net income: CN¥2.81b (down 1.4% from FY 2020). Profit margin: 7.7% (down from 8.0% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.4%. Over the next year, revenue is forecast to grow 9.6%, compared to a 14% growth forecast for the industry in China. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS CN¥0.38 (vs CN¥0.77 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥9.89b (down 9.3% from 3Q 2020). Net income: CN¥593.0m (down 46% from 3Q 2020). Profit margin: 6.0% (down from 10.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 19Second quarter 2021 earnings releasedThe company reported a mediocre second quarter result with flat earnings, revenues and profit margins. Second quarter 2021 results: Revenue: CN¥11.2b (flat on 2Q 2020). Net income: CN¥1.28b (flat on 2Q 2020). Profit margin: 11% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Apr 25First quarter 2021 earnings released: CN¥0.038 loss per share (vs CN¥0.25 loss in 1Q 2020)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2021 results: Revenue: CN¥5.10b (up 64% from 1Q 2020). Net loss: CN¥51.5m (loss narrowed 82% from 1Q 2020). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 17Full year 2020 earnings released: EPS CN¥1.96 (vs CN¥1.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥35.5b (up 2.8% from FY 2019). Net income: CN¥2.85b (up 5.5% from FY 2019). Profit margin: 8.0% (up from 7.8% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Mar 16New 90-day high: CN¥15.82The company is up 5.0% from a price of CN¥15.06 on 16 December 2020. Outperformed the Chinese market which is down 2.0% over the last 90 days. Lagged the Basic Materials industry, which is up 9.0% over the same period.
Is New 90 Day High Low • Jan 28New 90-day low: CN¥13.86The company is down 8.0% from its price of CN¥14.99 on 30 October 2020. The Chinese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥79.23 per share.
Is New 90 Day High Low • Dec 21New 90-day low: CN¥14.91The company is down 9.0% from its price of CN¥16.31 on 23 September 2020. The Chinese market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥80.52 per share.
Is New 90 Day High Low • Oct 30New 90-day low: CN¥14.99The company is down 22% from its price of CN¥19.16 on 31 July 2020. The Chinese market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥72.30 per share.
Is New 90 Day High Low • Sep 24New 90-day low: CN¥15.90The company is down 4.0% from its price of CN¥16.55 on 24 June 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥54.56 per share.
