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World's largest maker of shipping containers, also making energy/chemical equipment, offshore engineering vessels, trailers and airport equipment.
World's largest maker of shipping containers, also making energy/chemical equipment, offshore engineering vessels, trailers and airport equipment.
Sells containers in large volumes to shipping lines and lessors, with orders surging when freight rates are high and ship capacity is short and falling away afterwards. Trailers, tanks and offshore equipment, made under the same group, follow different cycles.
In one line: China's a diversified industrial conglomerate (containers + heavy equipment).
Moat: narrow (scale, installed base). Dominant global container-manufacturing scale, though a cyclical, capital-intensive business.
Headquarters: Shenzhen, China · Founded: 1980 · Employees: 51,541
Size China International Marine Containers (Group) (000039.SZ) is a China Materials company (Containers/Packaging) with a market value of $6.19B, the 403rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.57 on 6 Nov 2026.
Performance Over six months the shares fell 22.8%, against +3.4% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.
Growth Revenue grew 0.4% over the last twelve months (peer median +3.3%); the operating margin is 3.6% (peer median 9.1%).
Valuation It trades at 18.7× forward earnings against a peer median of 17.7× (10th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about -9% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -20 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.0 points above its cost of capital (5.0% WACC).
Next results Next results expected around 29 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥166B | CN¥156B | CN¥177B | CN¥128B | CN¥141B |
| Revenue growth | — | -12% | +39% | -10% | — |
| Gross profit | CN¥23.1B | CN¥18.4B | CN¥21.1B | CN¥16.6B | CN¥20.7B |
| EBITDA | n/a | CN¥10.4B | CN¥12.7B | CN¥8.45B | CN¥12.3B |
| Net income | CN¥55.2M | CN¥136M | CN¥2.97B | CN¥357M | CN¥3.16B |
| Free cash flow | CN¥5.82B | CN¥14.1B | CN¥6.22B | -CN¥2.09B | CN¥11.5B |
| Capital expenditure | CN¥4.70B | CN¥4.72B | CN¥3.57B | CN¥5.48B | CN¥3.56B |
| Total debt | CN¥48.1B | CN¥46.1B | CN¥50.4B | CN¥47.0B | CN¥32.6B |
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| Measure | 000039.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.2% | +3.5% | 7th highest of 21 |
| 6-month return | -22.8% | +3.4% | 2nd lowest of 21 |
| Distance from 52-week high | -33.4% | -17.3% | 4th lowest of 21 |
| Revenue growth (TTM) | +0.4% | +3.3% | 9th lowest of 21 |
| Operating margin | 3.6% | 9.1% | 3rd lowest of 21 |
| Forward P/E | 18.7× | 17.7× | 10th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | -9.2% | 3.9% | least demanding of 19 |
| Growth delivered (Del g) | +10.7% | +6.5% | 2nd highest of 19 |
| Hurdle (Req g minus delivered) | -19.9 pp | -6.1 pp | least demanding of 19 |
| ROIC minus cost of capital | +2.0 pp | +1.7 pp | 10th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| China International Marine Containers (Group) 000039.SZ | China | $6.19B | -23% | 0% | 4% | 18.7× | -9.2% | +10.7% |
| SIG SIGN.SW | Switzerland | $7.07B | +23% | -5% | 5% | 20.5× | 18.4% | +9.4% |
| Jiangsu Sidike New Materials Science & Technology 300806.SZ | China | $5.33B | -17% | +12% | 4% | 154.7× | n/a | n/a |
| Shenzhen YUTO Packaging Technology 002831.SZ | China | $5.19B | 0% | +1% | 11% | 20.8× | -0.4% | +7.9% |
| Yunnan Energy New Material (Group) 002812.SZ | China | $7.55B | -38% | +50% | 17% | 19.8× | 7.8% | +26.1% |
| Sonoco Products SON | United States | $4.99B | -2% | +4% | 10% | 9.0× | -1.9% | +7.5% |
| Mondi MNDI.L | United Kingdom | $4.69B | +5% | +5% | 4% | 36.1× | 15.4% | +2.1% |
| Stora Enso STEAV.HE | Finland | $8.58B | 0% | -1% | -4% | 18.4× | n/a | n/a |
| Silgan SLGN | United States | $4.34B | +2% | +4% | 10% | 10.2× | -5.8% | +5.7% |
| Oji 3861.T | Japan | $4.31B | -3% | 0% | 2% | 20.6× | 20.4% | +6.5% |
| AptarGroup ATR | United States | $9.03B | +18% | +9% | 12% | 23.4× | 4.3% | +5.2% |
| Owens Corning OC | United States | $9.59B | 0% | -11% | 14% | 15.3× | 3.6% | +7.4% |
| Greif GEF | United States | $3.95B | +7% | -2% | 8% | 16.1× | 7.9% | -4.7% |
| Toyo Seikan 5901.T | Japan | $3.69B | +34% | +6% | 6% | 20.4× | -2.7% | +5.2% |
| Vidrala VID.MC | Spain | $3.63B | +18% | -3% | 21% | 14.6× | 5.8% | +8.2% |
| Graphic Packaging GPK | United States | $3.31B | +5% | 0% | 6% | 12.3× | 5.0% | +5.6% |
| CCL Industries CCL-B.TO | Canada | $11.8B | +17% | +5% | 15% | 18.7× | 1.3% | +7.9% |
| Huhtamaki HUH1V.HE | Finland | $3.12B | -1% | -2% | 9% | 11.0× | -6.3% | +3.7% |
| Crown CCK | United States | $13.1B | +20% | +14% | 12% | 13.9× | -4.7% | +5.7% |
| Viscofan VIS.MC | Spain | $2.86B | -5% | +3% | 15% | 16.6× | -3.4% | +6.5% |
| Ardagh Metal Packaging AMBP | United States | $2.82B | +18% | +17% | 5% | 17.0× | 4.1% | +9.8% |