China National Building Material Company Limited Price & Performance (CBUMY)

Battery giant CATL anticipates electric vehicles will account for half of China’s heavy truck sales by 2028, up from 10% in 2024. The company’s new battery facility in Shandong and local government support signal rapid sector growth, challenging traditional fuel demand and reshaping the logistics industry.1

China National Building Material (CNBM) reported a net loss of 517 million yuan in Q1 2025, significantly reduced from last year’s 1.35 billion yuan loss. Analysts expect profit margins to expand this year due to disciplined supply and lower coal costs, despite a slight drop in sales volume.2

China’s property sector has stabilized at sustainable levels, dropping from a peak of 1.7 billion to 517 million square meters by March 2025. While top-tier cities see robust demand and price growth, lower-tier cities struggle with oversupply, highlighting a bifurcated market amid ongoing economic transition.3