BBMG Jidong Cement Group (000401) 주식 개요당산 지동 시멘트 유한공사는 중국에서 시멘트 클링커 및 관련 건축 자재 제품을 생산 및 판매하는 회사입니다. 자세히 보기000401 펀더멘털 분석스노우플레이크 점수가치 평가0/6미래 성장3/6과거 실적1/6재무 건전성2/6배당4/6강점수익은 매년 54.48% 증가할 것으로 예상됩니다.올해부터 흑자전환위험 분석부채는 operating cash flow로 충분히 감당되지 않습니다.재무 결과에 영향을 미치는 대규모 일회성 항목2.51% 의 배당금은 수익으로 잘 충당되지 않습니다.모든 위험 점검 보기000401 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¥3.9999.5% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b37b2016201920222025202620282031Revenue CN¥26.7bEarnings CN¥110.2mAdvancedSet Fair ValueView all narrativesBBMG Jidong Cement Group Co., Ltd 경쟁사Guangdong 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¥10.0b가격 이력 및 성과BBMG Jidong Cement Group 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가CN¥3.9952주 최고가CN¥5.6952주 최저가CN¥3.89베타0.431개월 변동-13.64%3개월 변동-22.82%1년 변동-11.73%3년 변동-48.71%5년 변동-69.75%IPO 이후 변동-67.32%최근 뉴스 및 업데이트Board 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.공시 • 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, 2026공시 • 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 China공시 • 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, 2026공시 • 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.공시 • 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, 2025더 많은 업데이트 보기Recent 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.공시 • 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, 2026공시 • 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 China공시 • 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, 2026공시 • 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.공시 • 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, 2025공시 • 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, 2025공시 • 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.공시 • 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 China공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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%공시 • 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.공시 • 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.주주 수익률000401CN Basic MaterialsCN 시장7D0.3%0.7%-1.8%1Y-11.7%37.2%32.7%전체 주주 수익률 보기수익률 대 산업: 000401은 지난 1년 동안 37.2%의 수익을 기록한 CN Basic Materials 산업보다 저조한 성과를 냈습니다.수익률 대 시장: 000401은 지난 1년 동안 32.7%를 기록한 CN 시장보다 저조한 성과를 냈습니다.주가 변동성Is 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%안정적인 주가: 000401는 지난 3개월 동안 CN 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: 000401의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트199421,148Weidong Weiwww.jdsn.com.cn당산 지동 시멘트 유한공사는 중국에서 시멘트 클링커 및 관련 건축 자재 제품을 생산 및 판매합니다. 이 회사는 유해/고형 폐기물 처리, 기술 컨설팅, 최신 정보 서비스를 제공하고 있습니다. 이 회사는 1994년에 설립되었으며 중국 당산시에 본사를 두고 있습니다.더 보기BBMG Jidong Cement Group Co., Ltd 기초 지표 요약BBMG Jidong Cement Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?000401 기초 통계시가총액CN¥10.50b순이익 (TTM)CN¥97.37m매출 (TTM)CN¥23.61b107.8x주가수익비율(P/E)0.4x주가매출비율(P/S)000401는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표000401 손익계산서 (TTM)매출CN¥23.61b매출원가CN¥19.05b총이익CN¥4.56b기타 비용CN¥4.46b순이익CN¥97.37m최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)0.037총이익률19.32%순이익률0.41%부채/자본 비율72.0%000401의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당2.5%현재 배당 수익률273%배당 성향000401는 안정적으로 배당을 지급합니까?000401 배당 기록 및 벤치마크 보기다가오는 배당을 받으려면 언제까지 000401를 매수해야 하나요?BBMG Jidong Cement Group 배당 일정배당락일May 29 2026배당 지급일May 29 2026배당락일까지 남은 일수1 day배당 지급일까지 남은 일수1 day000401는 안정적으로 배당을 지급합니까?000401 배당 기록 및 벤치마크 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 04:48종가2026/05/29 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스BBMG Jidong Cement Group Co., Ltd는 13명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yanlin ZhaoBofA Global ResearchDavid ChingBofA Global ResearchJingru MaBohai Securities Co., Ltd.10명의 분석가 더 보기
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.
공시 • 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
공시 • 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
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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
공시 • 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
공시 • 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.
공시 • 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
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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%
공시 • 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.
공시 • 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.
