BBMG Jidong: Accelerate the Construction of "Cement +" Integrated Industrial System

2026-05-20 10:02:41

In 2026, the company will further stabilize its operation, promote transformation and strengthen its management, accelerate the construction of an integrated industrial system of "cement plus" around the main industry of "cement", promote the coordinated layout of related industries such as aggregate, commercial mix and mortar, shape its core advantages and improve its operating efficiency.

It is reported that Jinyu Jidong said on the investor relations platform on May 18 that since the release of the valuation promotion plan, the company has actively implemented relevant measures to improve its profitability in 2025 and turn its net profit into profit. The acquisition of Hengwei Cement strengthens the Northeast market, optimizes the dividend policy for cash dividends, and implements equity incentives to deeply bind core personnel, but the stock price is affected by macroeconomic environment, industry cycle, market sentiment, concept hot spots and other factors, with volatility.

In 2026, the company will further stabilize its operation, promote transformation and strengthen its management, accelerate the construction of an integrated industrial system of "cement plus" around the main industry of "cement", promote the coordinated layout of related industries such as aggregate, commercial mix and mortar, shape its core advantages and improve its operating efficiency.

In the face of market pressure, the company and its management have made every effort to promote the achievement of equity incentive assessment indicators by strengthening lean operation to further reduce costs and increase efficiency, optimizing marketing strategies to promote stable price recovery and continuously increase the proportion of high-margin products, and focusing on measures such as "cement" main industry to extend the chain, supplement the chain, increase the development potential and release synergies.

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In 2026, the company will further stabilize its operation, promote transformation and strengthen its management, accelerate the construction of an integrated industrial system of "cement plus" around the main industry of "cement", promote the coordinated layout of related industries such as aggregate, commercial mix and mortar, shape its core advantages and improve its operating efficiency.

2026-05-20 10:02:41

Overall, the price of cement in Kunming has been running to the bottom of the stage, and the downward space is limited. The key to the follow-up trend lies in two points: one is whether the regional demand can show signs of improvement in the seasonal peak season window, providing room for the price increase to be digested; the other is whether the major local manufacturers can maintain a unified price increase implementation discipline, so as to avoid the price increase being aborted due to some enterprises soliciting goods at low prices.