000786 Beijing New Building Materials Public
- 32.75
- -0.34-1.03%
Beijing New Building Materials Public News
China Merchants Securities: Real estate policy optimization expectations strengthen the alpha value of leading high-quality building materials
Judging from the boost in demand for building materials, from policies to real estate sales to entry and repayment of building materials, there is still a certain transmission cycle, but it is conducive to improving the market's expectations for subsequent fundamental restoration of building materials companies. Valuation repairs may take precedence over fundamentals.
Beixin Construction (000786): Q1 revenue and profit increased, and the “integrated two wings” layout was further strengthened
The company achieved net profit deducted from mother of 791 million yuan in the first quarter, a year-on-year increase of 40.68%. The company released its quarterly report for '24, and achieved revenue/net profit to mother of 59.44/822 million yuan in 24Q1, +24.6 million yuan year-on-year
Beixin Building Materials (000786): Steady growth in performance, “two wings in one” continued to gain strength
Incident: Beijing Construction Materials released its 2024 quarterly report. 2024Q1 achieved operating income of 5.944 billion yuan, an increase of 24.62% year on year; net profit to mother was 822 million yuan, up 38.11% year on year
Beixin Construction Materials (000786) 2024 Quarterly Report Review: “Platform type” Beixin already has a larger layout at the bottom of the two-wing cycle
The company released its 2024 quarterly report: 2024Q1 achieved revenue of 5.944 billion yuan, +24.62% year-on-year, net profit to mother of 822 million yuan, +38.11% year-on-year, after deducting net profit of 791 million yuan.
Minsheng Securities released a research report on April 28 stating that it gave Beijin Construction Materials (000786.SZ) a recommended rating. The main reasons for the rating include: 1) the company released its 2024 quarterly report; 2) the increase in
Minsheng Securities released a research report on April 28 stating that it gave Beijin Construction Materials (000786.SZ) a recommended rating. The main reasons for the rating include: 1) the company released its 2024 quarterly report; 2) the increase in gypsum board prices and the increase in high-end share continued to advance; 3) steady operating cash flow and a healthy balance ratio. (Mainichi Keizai Shimbun)
Beixin Construction (000786): Revenue bucked the trend and rapidly increased profit levels
Core view: The company released its 2024 quarterly report, achieving revenue of 5.94 billion yuan, +24.6% year-on-year, net profit to mother of 820 million yuan, +38.1% year-on-year, after deducting 790 million yuan in non-net profit, +40.7 million yuan year-on-year
Debon Securities released a research report on April 28 stating that it gave Beijin Construction Materials (000786.SZ) a purchase rating. The main reasons for the rating include: 1) the increase in sales led to a contrarian increase in revenue and a year-
Debon Securities released a research report on April 28 stating that it gave Beijin Construction Materials (000786.SZ) a purchase rating. The main reasons for the rating include: 1) the increase in sales led to a contrarian increase in revenue and a year-on-year improvement in gross margin; 2) the fee ratio increased slightly year-on-year, and the improvement in net profit margin highlighted strong profitability; 3) the acceleration of the two-wing business and the construction of new waterproof production lines to improve the business layout. (Mainichi Keizai Shimbun)
Beixin Building Materials (000786): Q1 performance exceeded expectations, and gypsum board developed steadily, showing that the company increased its performance
Event: The company released its 2024 quarterly report. 2024Q1 achieved revenue of 5.944 billion yuan, +24.62% year over year; net profit to mother of 822 million yuan, +38.11% year over year; net profit after deduction of 7.
Beixin Building Materials (000786): 24Q1 performance bucked the trend and increased, consolidated the foundation of the main business and accelerated take-off
Incident: On April 26, 2024, the company released its report for the first quarter of 2024. In 24Q1, the company achieved revenue of about 5.944 billion yuan, +24.62% year-on-year, and achieved net profit of about 822 million yuan to mother
Dongwu Securities released a research report on April 27 stating that it gave Beijin Construction Materials (000786.SZ) a purchase rating. The main reasons for the rating include: 1) incident: the company released its 2024 quarterly report; 2) the main gy
Dongwu Securities released a research report on April 27 stating that it gave Beijin Construction Materials (000786.SZ) a purchase rating. The main reasons for the rating include: 1) incident: the company released its 2024 quarterly report; 2) the main gypsum board business developed steadily, and contributions from both sides of the business, such as paint and waterproofing, gradually became apparent; 3) gross margin increased steadily, and expenses increased during the period due to the merger and acquisition of Gabriel; 4) the net cash flow from operating activities improved due to the merger and acquisition of Gabriel. (Mainichi Keizai Shimbun)
Beixin Construction (000786): Q1 results slightly exceeded expectations, and operating cash flow improved
Incident: 2024Q1's revenue of 5.944 billion yuan increased 24.62%; net profit to mother of 822 million yuan increased 38.11%; net profit after deducting non-return to mother of 791 million yuan increased by 40.68%. Business expansion and consolidation
Beixin Construction (000786): Q1 performance exceeded expectations, and both wings are fully strong
Event: The company released its 2024 quarterly report. The company achieved revenue of 5.94 billion yuan in the first quarter of 2024, an increase of 24.6% over the previous year, achieved net profit attributable to mother of 820 million yuan, an increase of 38.1% over the previous year, and realized non-net profit deduction
China Building Materials (03323): Beixin Building Materials (000786.SZ)'s net profit for the first quarter was about 822 million yuan, up 38.11% year-on-year
China Building Materials (03323) announced Beixin Building Materials (000786.SZ)'s 2024 first quarter results, business...
Huatai Securities: Infrastructure/manufacturing investment continues to accelerate, midstream materials start to replenish stocks one after another and increase prices
In April, with the advent of the peak traditional construction season, early policy funding was gradually put in place. Midstream channel inventory replenishment led to a month-on-month improvement in physical volume, and prices for photovoltaic glass, glass fiber, float glass, and cement began to rise one after another.
Beixin Building Materials (000786): Full of business resilience, looking forward to growth
Incident: Beijing Construction Materials released its 2023 annual report. The company achieved operating income of 22.4 billion yuan in 2023, an increase of 11.3%, and realized net profit of 3.5 billion yuan to mother, an increase of 12.1%. The main gypsum board business is fully resilient.
Beixin Building Materials (000786): Price increases are trending, and shareholder feedback is expected to continue
Maintain an “Overweight” rating. Revenue in 2023 was 22.426 billion yuan, up 11.27%; net profit to mother was 3,524 billion yuan, up 12.07% from the same period. In line with expectations, the dividend rate of 40% returned to the highest level in nearly 20 years
Express News | Beixin Building Materials and Twelve Metallurgy signed a strategic cooperation agreement
Beixin Building Materials (000786): The basic gypsum board market is solid, and the two wings of the business have bucked the trend and accumulated long-term explosive power
Gypsum board's high market share, high ROE and cash flow provide the company with a solid base and development potential. The waterproofing and coating business bucked the trend during the downturn in the industry and accumulated huge explosive power for the future. Beixin Building Materials is a leader in the domestic gypsum board industry.
Beixin Building Materials (000786): The gypsum board business is rising steadily, and the two wings of the business continue to gain strength
Core view The company achieved revenue of 22.43 billion yuan in 2023, an increase of 11.3% over the previous year; achieved net profit of 3.52 billion yuan, an increase of 12.1% over the previous year; achieved revenue of 5.38 billion yuan in the fourth quarter, a year-on-year increase
Beixin Construction (000786): Steady growth in performance, dividend rate continues to rise
Description of the incident: The company released its 2023 annual report: achieved annual revenue of 22.43 billion yuan, an increase of 11.3% over the previous year; net profit of 3,524 billion yuan, an increase of 12.1% over the previous year, after deducting non-net profit of 3.495 billion yuan
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