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← CockpitCompetitor Analysis › 000601.SZ Guangdong Shaoneng Group Co., Ltd. Class AOpen in the cockpit ↗

Guangdong Shaoneng Group Co., Ltd. Class A000601.SZCompetitor analysis, valuation and peers

China · CNY·Utilities›Electric Utilities
Momentum neutral 43
Mkt cap
$887M
US dollars, full cap
Free float
92%
of shares outstanding
$/day
$75.2M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+0.7 pp
WACC 5.0%
Hurdle
+0 pp
Req g minus delivered
Close · CNYCN¥5.56
1D+0.9%
1W+6.7%
1M-8.6%
3M-15.0%
6M-15.4%
YTD+18.3%
1Y+6.9%
ATR %4.6%
52w lowhigh43.8% off high

What Guangdong Shaoneng does

Employees: 4,460

Guangdong Shaoneng at a glance

Size Guangdong Shaoneng (000601.SZ) is a China Utilities company (Electric Utilities) with a market value of $887M, the 2543rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.56 on 6 Nov 2026.

Performance Over six months the shares fell 15.4%, against -18.8% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.

Growth Revenue grew 6.2% over the last twelve months (peer median +2.4%); the operating margin is 7.3% (peer median 6.4%).

Valuation It trades at 2.5× enterprise value to sales against a peer median of 2.3× (10th most expensive of 21).

Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +0 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 0.7 points above its cost of capital (5.0% WACC).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026Peer median 81000601.SZ 80
Six months, rebased to 100: Guangdong Shaoneng against the median of its 20 peers (local-currency closes).

Guangdong Shaoneng financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥5.02BCN¥4.77BCN¥4.42BCN¥4.09BCN¥3.83B
Revenue growth—+8%+8%+7%—
Gross profitCN¥1.33BCN¥639MCN¥687MCN¥265MCN¥529M
EBITDAn/aCN¥901MCN¥1.01BCN¥553MCN¥717M
Net incomeCN¥222MCN¥107MCN¥76.7M-CN¥266M-CN¥74.3M
Free cash flowCN¥487MCN¥65.5MCN¥843MCN¥134MCN¥28.3M
Capital expenditureCN¥256MCN¥264MCN¥545MCN¥356MCN¥496M
Total debtCN¥6.83BCN¥7.36BCN¥7.03BCN¥7.39BCN¥7.15B

Quarterly statements and history in the cockpit →

Guangdong Shaoneng competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%-20%0%2GB1798TEP000993600310000531RPOWERSWANCORPBWMJPPOWER600644600780PEPUTL600868600982EDNAFK002479SGMART000601.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Guangdong Shaoneng is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%0×5×10×2GB1798TEP000993600310000531RPOWERSWANCORPBWMJPPOWER600644600780PEPUTL600868600982EDNAFK002479SGMART000601.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Guangdong Shaoneng is the large dot.

Capital: growth delivered against growth the price implies

0%+100%+200%+300%0%100%200%300%2GBTEP600310RPOWERSGMART000601.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Guangdong Shaoneng is the large dot.

Guangdong Shaoneng competitors and peer comparison

How Guangdong Shaoneng compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Guangdong Shaoneng against its 20 peers (data as of 6 Nov 2026)
Measure000601.SZPeer medianRank in peer set
1-month return-8.6%-6.3%9th lowest of 21
6-month return-15.4%-18.8%11th highest of 21
Distance from 52-week high-43.8%-40.6%7th lowest of 21
Revenue growth (TTM)+6.2%+2.4%7th highest of 21
Operating margin7.3%6.4%10th highest of 21
EV / Sales2.5×2.3×10th most expensive of 21
Growth the price implies (Req g, 7 yrs)-0.4%9.9%6th least demanding of 16
Growth delivered (Del g)-0.7%+10.1%3rd lowest of 16
Hurdle (Req g minus delivered)+0.3 pp-1.1 pp8th most demanding of 16
ROIC minus cost of capital+0.7 pp-1.2 pp6th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Guangdong Shaoneng 000601.SZChina$887M-15%+6%7%2.5×-0.4%-0.7%
2G Energy 2GB.DEGermany$885M-25%-12%6%2.1×18.5%+10.1%
China Datang Corp. Renewable Power 1798.HKHong Kong$904M-42%-6%21%8.3×n/an/a
Telecom Plus TEP.LUnited Kingdom$922M-15%+6%6%0.4×-8.6%+17.6%
Fujian Mindong Electric Power 000993.SZChina$846M+1%-18%5%10.8×14.7%+10.1%
Guangxi Energy 600310.SSChina$939M-14%+11%16%5.5×4.8%-27.7%
Guangzhou Hengyun Enterprises 000531.SZChina$817M-26%0%-2%3.6×n/an/a
Reliance Power RPOWER.NSIndia$806M-37%+3%20%1.0×-4.9%-0.5%
Swan SWANCORP.NSIndia$799M-32%-17%-9%2.4×n/an/a
Zheneng Jinjiang Environment BWM.SISingapore$786M+13%+5%33%4.1×-3.0%+2.2%
Jaiprakash Power Ventures JPPOWER.NSIndia$1.01B-29%+6%21%2.3×9.9%+11.0%
Leshan Electric Power 600644.SSChina$779M-27%0%-1%1.8×15.8%+8.3%
Top Energy Co. Ltd. Shanxi 600780.SSChina$1.02B-13%0%5%0.5×-15.1%+10.2%
Polenergia PEP.WAPoland$1.02B+3%-19%6%1.7×15.8%+18.5%
Unitil UTLUnited States$1.05B+11%+21%19%3.3×n/an/a
Guangdong Meiyan Jixiang Hydropower 600868.SSChina$752M-23%+60%-32%9.9×18.3%+15.3%
Ningbo Energy Group Co., Ltd 600982.SSChina$748M-24%+9%9%3.6×5.0%-6.9%
Empresa Distribuidora Y Comercializadora Norte S.A. Sponsored ADR EDNUnited States$738M-40%+2%6%0.4×n/an/a
Arendals Fossekompani AFK.OLNorway$1.11B-2%-7%11%3.0×14.4%+3.6%
Zhejiang Fuchunjiang Environmental Thermoelectric 002479.SZChina$704M-2%+26%9%1.0×-10.7%+2.9%
SG Mart SGMART.NSIndia$1.15B+55%+9%3%1.6×30.1%+298.2%

Questions

Which companies are Guangdong Shaoneng's closest peers?
The cockpit's peer set: 2G Energy (2GB.DE), China Datang Corp. Renewable Power (1798.HK), Telecom Plus (TEP.L), Fujian Mindong Electric Power (000993.SZ), Guangxi Energy (600310.SS), Guangzhou Hengyun Enterprises (000531.SZ), Reliance Power (RPOWER.NS), Swan (SWANCORP.NS).
Is Guangdong Shaoneng expensive compared with its peers?
On ev / sales it trades at 2.5× against a peer median of 2.3×, 10th most expensive of 21 in its peer set. For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +0 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Guangdong Shaoneng stock performed?
Over six months to 6 Nov 2026 the shares returned -15.4% against -18.8% for the median peer; over one year +6.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.