On December 23, Beixin Building Materials held an investor relations event to exchange views with investors on the company's development strategy and business operations.
The main communication contents are as follows:
1. What are the advantages of the company's gypsum board?
Answer: The company has advantages in scale, layout, technology, marketing and brand. The first is the scale advantage. By the end of June 2025, the company has formed a total effective production capacity of 3.563 billion square meters of stone sound board, continuously strengthening the leading advantages of stone sound board industry, enhancing the advantages of light steel keel industry, and continuing to maintain the leading position of the world's largest stone sound board and light steel keel industry group. Second, the layout advantage, the company's stone sound board base layout to achieve national coverage, has occupied the "cost depression, resource highland" and other markets. Third, the technological advantage innovation platform has obvious advantages, including the National Enterprise Technology Center, the Academician Expert Workstation, the Post-doctoral Research Workstation, the China Building Material Innovation Science and Technology Research Institute Co., Ltd., and the China Building Material Suzhou Waterproof Research Institute Co., Ltd., to promote more than 59% of the enterprises at the whole level to obtain the qualification of the national high-tech enterprises. It has a leading R & D team in the domestic industry, with 7,628 authorized patents. Fourth, marketing advantages, the company's marketing network is intensive, after years of market cultivation, has now spread all over the major cities and county-level cities in developed areas. The fifth is the brand advantage. The company has successfully created the famous independent brands "Dragon Brand" and "Taishan" in the global stone sound board industry. At the same time, it owns many famous brands such as "Yuwang", "Shuyang", "Dream Brand", "Lighthouse", "Carbury" and "Bridge". The products are widely used in major national projects, landmark buildings and modern home life. The brand value of BNBM amounted to RMB128.255 billion, ranking 70th among the 500 most valuable brands in China.
2. Future demand growth point and price outlook
of gypsum board business Answer: There is structural differentiation in the demand of stone sound board industry, and the main demand growth points are secondary decoration, urban renewal, home decoration retail, county and township markets and innovation. Through the "separate realization of a price", through product innovation and replacement, leading the industry price to constantly repair.
3. The current price situation of the waterproof industry, how to look at the future price repair of the waterproof industry?
Answer: At present, the company's waterproof product prices are relatively stable. The company hopes to join hands with enterprises in the industry to promote the industry to a sound development path and promote the transformation, upgrading and high-quality development of the industry.
4. Is there any merger and acquisition plan for the international business of the company?
A: At present, the company has initially entered the markets of Tanzania, Uzbekistan and Thailand, and plans to expand from point to area in key regions such as Southeast Asia, Central Asia, Africa, Europe and the Mediterranean. The company will seek international integration opportunities around the "one body, two wings" business. If the merger and acquisition business is carried out, the company will fulfill the obligation of information disclosure in accordance with the relevant rules.
5. Future dividends
Answer: The Company focuses on sharing the fruits of development with investors. Since listing, the Company has paid a total cash dividend of RMB9.509 billion, of which the cash dividend ratio will be increased to 40.07% in 2024. In the future, the Company will strive to create better performance and maintain a stable dividend rate.
浙公网安备33010802003254号