BBMG JIDONG(SZ:000401) Xin Lang Cai Jing·2025-09-15 12:18Core Viewpoint - The company held an earnings briefing on September 15, 2025, to address investor concerns regarding its financial performance and operational strategies [1][2]. Group 1: Financial Performance - The company reported employee compensation of approximately 1.6 billion yuan in the first half of the year, which is comparable to Huaxin Cement, despite investor concerns about higher employee spending relative to revenue and taxes [3]. - The company acknowledged the challenging industry conditions, with national cement production data indicating a decline in performance for the third quarter, which will be detailed in the upcoming quarterly report [3]. Group 2: Market Conditions and Strategies - The company is focused on enhancing its market value through measures such as lean operations, focusing on core business areas, optimizing dividend policies, and completing equity incentives [3]. - The company noted that the cement price has been affected by a decrease in new real estate projects, but prices have stabilized recently, with expectations for recovery in demand during the "Golden September and Silver October" period [3]. Group 3: Future Outlook and Development - The company has supplied over 20 million tons of cement for the Xiong'an New Area since its establishment in 2017, benefiting from high product prices in the Beijing-Tianjin-Hebei region [3]. - The company is enhancing its team capabilities through a collaborative mechanism involving academic institutions and internal training programs, aimed at strengthening talent development [3].