View ValuationBBMG Jidong Cement Group 향후 성장Future 기준 점검 3/6BBMG Jidong Cement Group (는) 각각 연간 54.5% 및 2.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 53.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 2.9% 로 예상됩니다.핵심 정보54.5%이익 성장률53.86%EPS 성장률Basic Materials 이익 성장31.2%매출 성장률2.5%향후 자기자본이익률2.89%애널리스트 커버리지Low마지막 업데이트22 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 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.이익 및 매출 성장 예측XSEC:000401 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202825,470768N/A3,569112/31/202724,946573N/A4,942112/31/202624,657334N/A4,33613/31/202623,613971,4613,014N/A12/31/202524,5012191,8363,351N/A9/30/202525,305-6541,7053,492N/A6/30/202525,828-3381,9733,636N/A3/31/202525,849-7742,1463,719N/A12/31/202425,287-9911,5023,181N/A9/30/202424,448-1,4701,0362,486N/A6/30/202424,969-1,9221,1772,834N/A3/31/202426,392-1,7804602,321N/A12/31/202328,235-1,4821,0132,980N/A9/30/202329,537-585952,181N/A6/30/202332,184-149842,435N/A3/31/202334,7607994042,784N/A1/1/202334,5441,358-2132,269N/A9/30/202237,4852,6241,2003,784N/A6/30/202236,8672,7231,3623,854N/A3/31/202236,2102,6292,6465,094N/A12/31/202136,3382,8103,9096,211N/A9/30/202136,5292,5764,4606,565N/A6/30/202137,5433,0775,8877,945N/A3/31/202137,4763,0796,8889,400N/A12/31/202035,4802,8506,3958,728N/A9/30/202033,2482,3037,1839,300N/A6/30/202032,5832,2096,7268,423N/A3/31/202032,5712,3756,5657,567N/A12/31/201934,5072,701N/A8,219N/A9/30/201935,2282,579N/A9,748N/A6/30/201934,7812,476N/A8,992N/A3/31/201933,0942,531N/A7,195N/A12/31/201831,4481,904N/A7,782N/A9/30/201828,5731,653N/A3,639N/A6/30/201826,7081,340N/A5,300N/A3/31/201826,799291N/A4,586N/A12/31/201725,168504N/A3,527N/A9/30/201722,4871,173N/A4,098N/A6/30/201718,3791,065N/A1,993N/A3/31/201712,654489N/A2,941N/A12/31/201612,33553N/A2,691N/A9/30/201611,663-1,564N/A2,419N/A6/30/201611,256-2,840N/A2,350N/A3/31/201611,039-1,921N/A495N/A12/31/201511,108-1,715N/A917N/A9/30/201512,196-590N/A1,310N/A6/30/201513,706407N/A1,341N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 000401 의 연간 예상 수익 증가율(54.5%)이 saving rate(2.4%)보다 높습니다.수익 vs 시장: 000401 의 연간 수익(54.5%)이 CN 시장(27.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 000401 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 000401 의 수익(연간 2.5%)이 CN 시장(연간 16.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 000401 의 수익(연간 2.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 000401의 자본 수익률은 3년 후 2.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/29 10:55종가2026/05/29 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
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.