Group 1 - The core viewpoint of the article highlights the financial performance and market position of China National Materials International Engineering Co., Ltd. (中材国际), noting its stock price, market capitalization, and earnings metrics [1] - As of June 5, the company's stock closed at 9.11 yuan, with a 1.11% increase, resulting in a rolling price-to-earnings (PE) ratio of 7.99 times and a total market value of 240.50 billion yuan [1] - The average PE ratio for the engineering construction industry is 13.33 times, with a median of 20.17 times, positioning the company at 29th place within the industry [1] Group 2 - As of the first quarter of 2025, 20 institutions hold shares in the company, including 14 funds, 4 others, and 2 social security funds, with a total holding of 1,721.65 million shares valued at 16.493 billion yuan [1] - The company's main business includes engineering technology services, high-end equipment manufacturing, and production operation services, with key products such as cement, mining engineering, and various specialized equipment [1] - The latest financial report for the first quarter of 2025 shows the company achieved an operating income of 10.147 billion yuan, a year-on-year decrease of 1.37%, and a net profit of 663 million yuan, reflecting a year-on-year increase of 4.19%, with a gross profit margin of 16.97% [1]

Core Viewpoint - China National Materials International Engineering Co., Ltd. is currently facing a decline in stock price and has a lower price-to-earnings (PE) ratio compared to the industry average, indicating potential undervaluation in the engineering construction sector [1][2]. Company Summary - The closing stock price of China National Materials International is 9.39 yuan, down 1.05%, with a rolling PE ratio of 8.24 times and a total market capitalization of 24.809 billion yuan [1]. - The company ranks 29th in the engineering construction industry, which has an average PE ratio of 12.93 times and a median of 19.80 times [1][2]. - As of the first quarter of 2025, 20 institutions hold shares in the company, including 14 funds, 4 others, and 2 social security funds, with a total holding of 1,721.6515 million shares valued at 16.493 billion yuan [1]. - The main business areas of the company include engineering technology services, high-end equipment manufacturing, production operation services, and other businesses, with key products such as cement, mining engineering, green energy and environmental protection, and various engineering equipment [1]. Financial Performance - In the first quarter of 2025, the company reported operating revenue of 10.147 billion yuan, a year-on-year decrease of 1.37%, and a net profit of 663 million yuan, a year-on-year increase of 4.19%, with a sales gross margin of 16.97% [1].