北新建材：接受中信资管等投资者调研

Core Viewpoint - Beixin Building Materials (SZ 000786) announced an investor meeting scheduled for December 23, 2025, where company executives will address investor inquiries [1] Group 1: Company Overview - Beixin Building Materials reported that for the first half of 2025, its revenue composition was as follows: lightweight building materials accounted for 65.65%, waterproof building materials for 18.4%, and coating materials for 15.96% [1] - As of the report date, Beixin Building Materials has a market capitalization of 42.1 billion yuan [1] Group 2: Industry Context - The real estate sector is facing challenges, with a notable case of a "top-performing" company struggling with a 2 billion yuan debt due for repayment, and ongoing negotiations for the first debt extension [1] - Additionally, there are over 10 billion yuan in public debts maturing next year, indicating potential liquidity issues within the industry [1]