On September 2, the mid-term performance conference of China National Building Material Co., Ltd. (HK. 03323, hereinafter referred to as "China National Building Material Co., Ltd." Or "Company") was held in Hong Kong in 2026. Wei Rushan, Deputy Secretary of the Party Committee, Executive Director and President of China Building Material Group, Miao Xiaoling, Deputy Secretary of the Party Committee, Executive Director and Secretary of the Board of Directors of China Building Material Group, Zhuangqinxia, Assistant President of China Building Material Group, Zhao Xinjun, Secretary of the Party Committee and Chairman of Tianshan Stock Company, and Beixin Material Group. Yang Guoming, Party Secretary, Director and General Manager of China Jushi, Huang Zaiman, Party Secretary and Chairman of Sinoma Science and Technology, and Yin Zhisong, Party Secretary and Chairman of Sinoma International, attended the meeting, communicated with investors and analysts on the spot, and gave detailed answers to issues of concern to the capital market.
Wei Rushan expressed his heartfelt thanks to the investors and analysts who have long cared about and supported China Building Materials Co., Ltd. and introduced the company's business development. In the first half
of 2026, the company's development showed K-type differentiation characteristics consistent with China's macroeconomic situation. Through cost reduction, structural adjustment and layout optimization, the cost of cement clinker in the basic building materials sector continued to decline year-on-year, and overseas sales increased significantly year-on-year. The advantages of the layout of the new materials sector began to emerge: benefiting from the emerging demand for AI computing power and new energy, the volume and price of electronic cloth, glass fiber, lithium film and carbon fiber increased simultaneously, the sales volume of wind power blades increased against the trend, and the contribution of net profit attributable to the parent company continued to grow; Although gypsum board, waterproofing and coatings are affected by the contraction of real estate and infrastructure investment, demand is declining and prices are under pressure, structural opportunities still exist, and waterproofing and coatings are growing. In the engineering technology service segment, the equipment business accounted for 45% of the revenue from overseas and foreign industries, accelerating the construction of an integrated mining service ecosystem; 54 mining projects in foreign industries and 38 overseas mining projects have been launched, and new minerals such as iron ore, molybdenum ore and lithium ore have been successfully expanded. During
the "Fifteenth Five-Year Plan" period, the company will grasp the fundamentals of China's stable economic operation, continue to promote transformation and upgrading, stabilize the foundation of the "first curve" chassis, build new momentum for the future development of the "second curve", and realize the coordinated transformation of "stock quality improvement + incremental breakthrough"; Fiber and composite materials, basic building materials and engineering technology services will strive to create 100 billion-grade advantageous industries; light building materials, organic polymer materials and new graphite materials will be consolidated or created into 10 billion-grade industries; and automotive composite materials, aviation composite materials and other billion-grade new industries will be cultivated. We will build scenario-based material solutions around key areas such as construction, transportation, new energy, electronics and electricity, aerospace, national defense security, and marine engineering equipment.
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