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Major cement producer in North and Northeast China, merged into the BBMG group's cement platform.
Major cement producer in North and Northeast China, merged into the BBMG group's cement platform.
Sells cement by the tonne into regional markets, so profit depends on local prices, which depend on how much capacity regional producers keep running, set against coal and power costs. BBMG, a Beijing state-owned building-materials group, controls it and has consolidated its cement operations in this listed company.
Moat: narrow (scale). Large regional cement scale in North China, part of the state-backed BBMG group.
Headquarters: Tangshan, Hebei, China · Employees: 21,148
Size BBMG Jidong Cement (000401.SZ) is a China Materials company (Construction Materials) with a market value of $1.35B, the 1795th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.39 on 6 Nov 2026.
Performance Over six months the shares fell 20.8%, against -8.2% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue fell 7.5% over the last twelve months (peer median -4.3%).
Valuation It trades at 0.35× book value against a peer median of 1.12× (cheapest of 21).
Price implies The share price implies a return on equity of about 3.1%; BBMG Jidong Cement delivers -4.8%, so the price asks more than the business earns today.
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥23.3B | CN¥24.4B | CN¥25.4B | CN¥28.4B | CN¥34.7B |
| Revenue growth | — | -4% | -11% | -18% | — |
| Gross profit | n/a | CN¥4.85B | CN¥4.25B | CN¥3.04B | CN¥6.84B |
| EBITDA | n/a | CN¥4.45B | CN¥3.56B | CN¥2.38B | CN¥5.75B |
| Net income | -CN¥1.27B | CN¥219M | -CN¥991M | -CN¥1.48B | CN¥1.36B |
| Free cash flow | CN¥166M | CN¥1.98B | CN¥1.65B | CN¥1.36B | CN¥185M |
| Capital expenditure | CN¥1.68B | CN¥1.52B | CN¥1.68B | CN¥1.97B | CN¥2.48B |
| Total debt | CN¥23.4B | CN¥21.2B | CN¥21.6B | CN¥21.4B | CN¥21.0B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| BBMG Jidong Cement 000401.SZ | $1.35B | -21% | -8% | -5% | 0.35× | 3.1% |
| BBMG 601992.SS | $1.86B | -19% | -25% | -9% | 0.40× | 3.9% |
| Anhui Conch Cement 600585.SS | $13.9B | -12% | -8% | 2% | 0.51× | 3.4% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 000401.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.9% | +0.5% | 6th lowest of 21 |
| 6-month return | -20.8% | -8.2% | 6th lowest of 21 |
| Return on equity | -4.8% | 6.5% | 3rd lowest of 21 |
| Price / book | 0.35× | 1.12× | cheapest of 21 |
| ROE the price implies | 3.1% | 8.8% | 2nd least demanding of 21 |
| ROE delivered | -4.8% | 6.6% | 3rd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| BBMG Jidong Cement 000401.SZ | China | $1.35B | -21% | -8% | -5% | 0.35× | 3.1% | -4.8% |
| Fsilon Furnishing and Construction Materials 605318.SS | China | $1.36B | -29% | -15% | -4% | 14.64× | 100.7% | -3.9% |
| Guangdong Tapai 002233.SZ | China | $1.34B | -10% | -11% | 3% | 0.77× | 4.8% | 2.6% |
| West China Cement 2233.HK | Hong Kong | $1.30B | -29% | -10% | 4% | 0.71× | 8.2% | 4.1% |
| Caltagirone CALT.MI | Italy | $1.26B | +1% | +10% | 7% | 0.45× | 5.9% | 7.5% |
| Shandong Fiberglass 605006.SS | China | $1.25B | +10% | +31% | 2% | 2.56× | 26.0% | 1.6% |
| Cementos Pacasmayo SAA Sponsored ADR CPAC | United States | $1.16B | +20% | +21% | 19% | 2.54× | 15.2% | 18.7% |
| Breedon BREE.L | United Kingdom | $1.60B | +17% | +8% | 7% | 0.96× | 12.4% | 6.9% |
| Loma Negra Compania Industrial Argentina SA Sponsored ADR LOMA | United States | $1.12B | -21% | -5% | 4% | 1.16× | 9.2% | 3.9% |
| Mitani Sekisan 5273.T | Japan | $1.12B | +33% | +9% | 15% | 1.51× | 8.5% | 14.5% |
| Goldsun Building Materials 2504.TW | Taiwan | $1.06B | -14% | -3% | 15% | 1.36× | 4.4% | 14.8% |
| CCCC Design And Consulting 600720.SS | China | $1.73B | -24% | -10% | 7% | 0.72× | 4.8% | 7.2% |
| BBMG 601992.SS | China | $1.86B | -19% | -25% | -9% | 0.40× | 3.9% | -8.5% |
| Sumitomo Osaka Cement 5232.T | Japan | $969M | +49% | +5% | 6% | 0.77× | 6.0% | 6.2% |
| Gansu Shangfeng Materials 000672.SZ | China | $1.88B | -6% | -23% | 33% | 1.08× | 10.6% | 33.2% |
| Maeda Kosen 7821.T | Japan | $944M | +21% | +11% | 13% | 1.93× | 9.3% | 13.2% |
| SigmaRoc SRC.L | United Kingdom | $1.95B | +14% | +4% | 11% | 1.71× | 22.8% | 11.1% |
| Sichuan Hexie Shuangma 000935.SZ | China | $1.98B | -35% | -14% | -3% | 1.74× | 18.4% | -3.1% |
| Hanilcmt 300720.KS | South Korea | $905M | -4% | -10% | 6% | 0.66× | 4.6% | 5.7% |
| YOUNGY 002192.SZ | China | $2.03B | -52% | +315% | 38% | 2.70× | 36.3% | 38.0% |
| China West Construction 002302.SZ | China | $884M | -16% | -24% | -12% | 0.78× | 3.0% | -12.3% |