Loading…
Rail-freight logistics company specializing in special and oversized cargo transport in China.
Rail-freight logistics company specializing in special and oversized cargo transport in China.
Charges customers for moving oversized and high-value loads by rail and pays the national rail network for use of track and wagons, so its margin is what remains after those rail fees and handling costs. It depends on special permits and routings for loads that exceed normal dimensions.
Moat: narrow (regulatory licence, installed base). Specialized rail rolling stock and network access for oversized freight are hard to replicate.
Headquarters: Beijing, China · Employees: 3,088
Size China Railway Special Cargo Logistics (001213.SZ) is a China Industrials company (Air Freight/Couriers) with a market value of $2.35B, the 1089th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.53 on 6 Nov 2026.
Performance Over six months the shares fell 11.3%, against -10.8% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue fell 2.6% over the last twelve months (peer median +6.9%); the operating margin is 3.0% (peer median 4.2%).
Valuation It trades at 1.2× enterprise value to sales against a peer median of 1.2× (9th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 2% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is -5 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.4 points below its cost of capital (5.4% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥11.5B | CN¥12.0B | CN¥11.3B | CN¥10.7B | CN¥9.46B |
| Revenue growth | — | +6% | +5% | +13% | — |
| Gross profit | CN¥1.21B | CN¥739M | CN¥917M | CN¥857M | CN¥588M |
| EBITDA | n/a | CN¥1.37B | CN¥1.55B | CN¥1.44B | CN¥1.12B |
| Net income | CN¥275M | CN¥424M | CN¥667M | CN¥627M | CN¥418M |
| Free cash flow | CN¥286M | -CN¥1.79B | -CN¥500M | CN¥635M | CN¥165M |
| Capital expenditure | CN¥1.06B | CN¥2.56B | CN¥438M | CN¥753M | CN¥646M |
| Total debt | CN¥533M | CN¥585M | CN¥342M | CN¥298M | CN¥363M |
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.
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.
| Measure | 001213.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | 0.0% | -2.8% | 7th highest of 21 |
| 6-month return | -11.3% | -10.8% | 10th lowest of 21 |
| Distance from 52-week high | -18.9% | -24.4% | 7th highest of 21 |
| Revenue growth (TTM) | -2.6% | +6.9% | 5th lowest of 20 |
| Operating margin | 3.0% | 4.2% | 7th lowest of 19 |
| EV / Sales | 1.2× | 1.2× | 9th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 2.1% | 3.3% | 6th least demanding of 13 |
| Growth delivered (Del g) | +7.2% | +5.8% | 7th highest of 13 |
| Hurdle (Req g minus delivered) | -5.1 pp | -6.3 pp | 6th most demanding of 13 |
| ROIC minus cost of capital | -1.4 pp | -2.7 pp | 8th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| China Railway Special Cargo Logistics 001213.SZ | China | $2.35B | -11% | -3% | 3% | 1.2× | 2.1% | +7.2% |
| Jiayou International Logistics 603871.SS | China | $2.41B | -8% | -10% | 19% | 1.8× | -7.9% | +20.7% |
| Liaoning Cheng Da 600739.SS | China | $2.29B | -16% | -27% | -17% | 3.1× | 4.4% | -10.1% |
| SENKO 9069.T | Japan | $2.45B | +23% | +7% | 4% | 0.8× | 4.4% | +9.5% |
| Mitsubishi Logistics 9301.T | Japan | $2.67B | -15% | -1% | 6% | 1.8× | n/a | n/a |
| Yunda 002120.SZ | China | $2.74B | -20% | +7% | 4% | 0.3× | -13.2% | +9.0% |
| ID Logistics IDL.PA | France | $2.80B | +7% | +16% | 4% | 1.0× | 10.4% | +17.9% |
| Aegis Vopak Terminals AEGISVOPAK.NS | India | $2.89B | +14% | +17% | 53% | 33.1× | n/a | n/a |
| Xiamen International Trade 600755.SS | China | $1.77B | -10% | +28% | 0% | 0.2× | n/a | n/a |
| Huaihe Energy 600575.SS | China | $3.38B | -12% | +38% | n/a | 1.2× | n/a | n/a |
| Delhivery DELHIVERY.NS | India | $3.40B | -11% | +24% | 0% | 2.6× | n/a | n/a |
| Fukuyama Transporting 9075.T | Japan | $1.51B | +18% | +6% | 4% | 1.0× | 12.0% | +2.2% |
| CMST Development 600787.SS | China | $1.49B | -12% | +23% | 0% | 0.1× | n/a | n/a |
| Hub HUBG | United States | $1.48B | -44% | n/a | n/a | n/a | n/a | n/a |
| Eternal Asia Supply Chain Management 002183.SZ | China | $1.48B | -32% | -25% | 0% | 0.6× | 29.9% | 0.0% |
| Xiamen C&D 600153.SS | China | $3.77B | -8% | -6% | 1% | 0.5× | 21.2% | +9.3% |
| Antong 600179.SS | China | $3.81B | -7% | +9% | 16% | 2.1× | -4.0% | +13.5% |
| Shanghai Zhonggu Logistics 603565.SS | China | $3.97B | +16% | +4% | 27% | 2.1× | -14.4% | +0.4% |
| COSCO SHIPPING International (Hong Kong) 0517.HK | Hong Kong | $1.32B | +8% | +1% | 5% | 1.2× | 2.3% | +1.5% |
| KLN Logistics 0636.HK | Hong Kong | $1.30B | -15% | -2% | 4% | 0.3× | -10.4% | +2.6% |
| Shipping Corporation of India SCI.NS | India | $1.29B | -18% | +17% | 24% | 1.9× | n/a | n/a |