BBMG Jidong Cement Group Co., Ltd. Class A (000401.SZ)

BBMG Jidong Cement Group Co., Ltd. Class A (000401.SZ) — VMCI valuation read

BBMG Jidong Cement Group Co., Ltd. Class A sits at VMCI 53/100, with the Basic Materials sector median at 50. That 3-point spread is the first thing to note on 000401.SZ: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.

Form 4 disclosures on 000401.SZ are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.

**Investor frame.** The Value read on 000401.SZ: 000401.SZ trades at 18.0x earnings, 0% above the Basic Materials median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 12.0% sits 2.0pp above the Basic Materials median (10.0%). The Risk read: net debt to EBITDA of 1.8x is the rate-sensitivity line to watch, anchoring the bear scenario on a measurable balance-sheet metric.

000401.SZ rose 0.8% over the trailing 7 days, with a +7.8% read on a 30-day basis.