Loading…
← CockpitCompetitor Analysis › 000930.SZ COFCO Biotechnology Co., Ltd. Class AOpen in the cockpit ↗

COFCO Biotechnology Co., Ltd. Class A000930.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty

COFCO Group biochemicals unit making feed amino acids (lysine, threonine) and biodegradable materials from corn.

Momentum strong 60
Mkt cap
$1.32B
US dollars, full cap
Free float
43%
of shares outstanding
$/day
$19.0M
20-day average traded
P/B
0.86×
price to book
ROE
-1.2%
delivered
Implied ROE
5.9%
what the price asks
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥4.79
1D-0.6%
1W+5.3%
1M-7.2%
3M-1.0%
6M-21.2%
YTD-17.0%
1Y-23.2%
ATR %3.6%
52w lowhigh41.1% off high

What COFCO Biotechnology does

COFCO Group biochemicals unit making feed amino acids (lysine, threonine) and biodegradable materials from corn.

Processes corn, its main raw material, into feed amino acids and bioplastic, so profit follows the gap between corn costs and the prices of those products. COFCO, its parent, is a state-owned grain group.

Products and services

  • Feed-grade amino acids
  • Biodegradable plastics (PLA)

Customers

  • Animal-feed producers

Where it sits in the supply chain

  • Materials
  • Agricultural biochemicals
  • Amino acids / bioplastics

What could go right

  • Livestock feed demand for amino acids

What could go wrong

  • Corn feedstock cost swings
  • Amino-acid price competition

Moat: narrow (scale, distribution). Backed by COFCO's grain-processing scale; amino acids are otherwise a commodity business.

Headquarters: Beijing, China · Employees: 4,832

Named competitors

COFCO Biotechnology at a glance

Size COFCO Biotechnology (000930.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $1.32B, the 1828th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.79 on 6 Nov 2026.

Performance Over six months the shares fell 21.2%, against -22.3% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 21 in its peer set.

Growth Revenue fell 8.6% over the last twelve months (peer median +10.7%); the operating margin is -1.8% (peer median 6.2%).

Valuation It trades at 0.86× book value against a peer median of 2.93× (3rd cheapest of 21).

Price implies The share price implies a return on equity of about 5.9%; COFCO Biotechnology delivers -1.2%, so the price asks more than the business earns today.

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026000930.SZ 80Peer median 78
Six months, rebased to 100: COFCO Biotechnology against the median of its 20 peers (local-currency closes).

COFCO Biotechnology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥16.6BCN¥17.5BCN¥20.0BCN¥20.4BCN¥19.9B
Revenue growth—-13%-2%+2%—
Gross profitCN¥1.38BCN¥1.34BCN¥1.46BCN¥1.02BCN¥2.16B
EBITDAn/aCN¥535MCN¥581MCN¥53.8MCN¥1.53B
Net income-CN¥130MCN¥38.4MCN¥25.1M-CN¥602MCN¥1.06B
Free cash flow-CN¥869MCN¥1.17B-CN¥322MCN¥1.33BCN¥152M
Capital expenditureCN¥923MCN¥674MCN¥483MCN¥635MCN¥566M
Total debtCN¥4.66BCN¥3.97BCN¥4.50BCN¥3.76BCN¥3.37B

Quarterly statements and history in the cockpit →

COFCO Biotechnology 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%-10%0%6616600589603078REXDNR3000721773301216BASF0009903010696886250027410028386003670023613005766006184766600273000930.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. COFCO Biotechnology is the large dot.

Fundamentals: return on equity against price-to-book

-20%-10%0%10%20%20×40×60×6616600589603078REXDNR3000721773301216BASF0009903010696886250027410028386003670023613005766006184766600273000930.SZReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. COFCO Biotechnology is the large dot.

Capital: ROE delivered against the ROE the price implies

-20%0%20%40%60%0%25%50%6616600589603078REXDNR3000721773301216BASF0009903010696886250027410028386003670023613005766006184766600273000930.SZROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. COFCO Biotechnology is the large dot.

COFCO Biotechnology competitors and peer comparison

Head to head with its named competitors (000930.SZ vs 600873.SS)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
COFCO Biotechnology 000930.SZ$1.32B-21%-9%-1%0.86×5.9%
MeiHua 600873.SS$2.99B-27%-3%6%1.29×6.1%

How COFCO Biotechnology 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.

COFCO Biotechnology against its 20 peers (data as of 6 Nov 2026)
Measure000930.SZPeer medianRank in peer set
1-month return-7.2%-11.7%7th highest of 21
6-month return-21.2%-22.3%10th highest of 21
Return on equity-1.2%6.9%5th lowest of 21
Price / book0.86×2.93×3rd cheapest of 21
ROE the price implies5.9%26.9%3rd least demanding of 21
ROE delivered-1.2%7.0%5th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
COFCO Biotechnology 000930.SZChina$1.32B-21%-9%-1%0.86×5.9%-1.2%
Global New Material International 6616.HKHong Kong$1.32B-3%+165%-17%2.86×10.5%-17.3%
Dawei Technology (Guangdong) 600589.SSChina$1.32B-38%+29%-25%15.84×169.5%-25.1%
Jiangyin Jianghua Micro-electronics Materials 603078.SSChina$1.33B-7%+18%5%4.43×40.8%4.8%
REX American Resources REXUnited States$1.31B-21%+6%20%1.94×12.4%19.8%
Industrie De Nora DNR.MIItaly$1.31B-23%-2%8%1.11×12.1%8.0%
Beijing Haixin Energy Technology 300072.SZChina$1.30B-20%+61%-10%1.62×24.6%-10.3%
Shiny Chemical Industrial 1773.TWTaiwan$1.29B-20%+20%23%3.50×23.3%22.7%
Wankai New Materials 301216.SZChina$1.35B-48%+5%16%1.30×11.8%15.5%
BASF India BASF.NSIndia$1.35B-23%+13%14%2.97×40.7%14.3%
Chengzhi 000990.SZChina$1.29B-43%-7%0%0.49×4.9%0.4%
Shandong Kaisheng New Materials 301069.SZChina$1.28B-19%+20%7%3.45×39.4%6.7%
GCH Technology 688625.SSChina$1.38B-32%+8%13%5.73×59.8%12.7%
Guangdong Guanghua Sci-Tech 002741.SZChina$1.40B-9%+61%7%4.58×58.6%7.2%
Shandong Dawn Polymer 002838.SZChina$1.40B-35%+31%11%2.37×29.2%10.5%
Guizhou Redstar Developing 600367.SSChina$1.25B+14%+1%5%3.51×36.5%5.5%
Anhui Shenjian New Materials 002361.SZChina$1.25B-54%-4%-3%4.19×38.9%-2.7%
Shenzhen Rongda Photosensitive & Technology 300576.SZChina$1.40B-31%+14%6%5.25×48.0%5.6%
Shanghai Chlor-Alkali Chemical 600618.SSChina$1.24B-29%+2%8%1.11×8.9%7.5%
Nan Pao Resins Chemical 4766.TWTaiwan$1.24B-6%+3%22%2.89×9.3%21.8%
Zhejiang Jiahua Energy Chemical Industry 600273.SSChina$1.23B-22%+4%5%0.83×5.3%5.3%

Questions

Who are COFCO Biotechnology's main competitors?
Named competitors: Meihua Holdings (600873.SS). The cockpit's measured peer set (industry) also includes Global New Material International (6616.HK), Dawei Technology (Guangdong) (600589.SS), Jiangyin Jianghua Micro-electronics Materials (603078.SS), REX American Resources (REX), Industrie De Nora (DNR.MI), Beijing Haixin Energy Technology (300072.SZ).
Is COFCO Biotechnology expensive compared with its peers?
On price / book it trades at 0.86× against a peer median of 2.93×, 3rd cheapest of 21 in its peer set. The share price implies a return on equity of about 5.9%; COFCO Biotechnology delivers -1.2%, so the price asks more than the business earns today.
How has COFCO Biotechnology stock performed?
Over six months to 6 Nov 2026 the shares returned -21.2% against -22.3% for the median peer; over one year -23.2%.

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.