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Employees: 563
Size Anhui Strong State New Materials (001279.SZ) is a China Consumer Discretionary company (Electronics/Appliances) with a market value of $585M, the 3488th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥24.86 on 6 Nov 2026.
Performance Over six months the shares fell 18.4%, against -22.7% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue grew 23.7% over the last twelve months (peer median +2.2%); the operating margin is 0.4% (peer median 3.3%).
Valuation It trades at 2.2× enterprise value to sales against a peer median of 1.2× (8th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 38% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is +31 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 2.9 points below its cost of capital (5.1% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.77B | CN¥1.48B | CN¥1.48B | CN¥1.42B | CN¥1.59B |
| Revenue growth | — | 0% | +4% | -10% | — |
| Gross profit | CN¥153M | CN¥134M | CN¥170M | CN¥179M | CN¥195M |
| EBITDA | n/a | CN¥61.9M | CN¥97.5M | CN¥118M | CN¥122M |
| Net income | CN¥26.2M | CN¥53.5M | CN¥82.3M | CN¥93.5M | CN¥98.9M |
| Free cash flow | CN¥33.1M | CN¥347M | CN¥13.7M | CN¥77.5M | CN¥104M |
| Capital expenditure | CN¥22.9M | CN¥49.7M | CN¥20.8M | CN¥7.67M | CN¥14.8M |
| Total debt | CN¥649M | CN¥548M | CN¥154M | CN¥246M | CN¥420M |
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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 | 001279.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.2% | -5.9% | 9th lowest of 21 |
| 6-month return | -18.4% | -22.7% | 8th highest of 21 |
| Distance from 52-week high | -36.2% | -40.1% | 9th highest of 21 |
| Revenue growth (TTM) | +23.7% | +2.2% | 3rd highest of 21 |
| Operating margin | 0.4% | 3.3% | 9th lowest of 21 |
| EV / Sales | 2.2× | 1.2× | 8th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 37.7% | -7.2% | 2nd most demanding of 10 |
| Growth delivered (Del g) | +6.3% | +9.0% | 4th lowest of 10 |
| Hurdle (Req g minus delivered) | +31.5 pp | -13.0 pp | 2nd most demanding of 10 |
| ROIC minus cost of capital | -2.9 pp | -1.6 pp | 9th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Anhui Strong State New Materials 001279.SZ | China | $585M | -18% | +24% | 0% | 2.2× | 37.7% | +6.3% |
| Changhong Meiling 000521.SZ | China | $582M | -28% | -11% | -1% | 0.1× | 23.1% | +14.6% |
| Qingdao Hiron Commercial Cold Chain 603187.SS | China | $592M | -27% | +12% | 12% | 0.8× | -7.2% | +12.2% |
| HG Technologies 300847.SZ | China | $596M | -16% | +2% | 10% | 2.8× | n/a | n/a |
| AmTRAN Technology 2489.TW | Taiwan | $569M | -33% | +5% | 1% | 0.5× | n/a | n/a |
| Zhejiang Meida Industrial 002677.SZ | China | $567M | -20% | -42% | -12% | 9.8× | n/a | n/a |
| Elec-Tech International 002005.SZ | China | $560M | -27% | 0% | -23% | 5.8× | n/a | n/a |
| Marssenger Kitchenware 300894.SZ | China | $559M | -12% | -41% | -61% | 7.7× | n/a | n/a |
| Cuckoo 192400.KS | South Korea | $618M | -8% | +10% | 12% | 0.5× | -20.7% | +9.4% |
| Zhejiang Entive Smart Kitchen Appliance 300911.SZ | China | $619M | -28% | -51% | -50% | 17.8× | n/a | n/a |
| Suzhou Alton Electrical & Mechanical Industry 301187.SZ | China | $620M | -20% | +30% | 9% | 2.0× | n/a | n/a |
| Zojirushi 7965.T | Japan | $621M | -5% | +5% | 8% | 0.8× | -9.0% | +4.0% |
| Ability Enterprise 2374.TW | Taiwan | $546M | -34% | +65% | 9% | 1.4× | n/a | n/a |
| Guangdong Avcit Technology 001229.SZ | China | $634M | +11% | +11% | 10% | 15.9× | 43.0% | +6.8% |
| Vatti 002035.SZ | China | $536M | -26% | -13% | 4% | 0.4× | n/a | n/a |
| Xiamen Comfort Science & Technology 002614.SZ | China | $640M | +19% | +12% | 0% | 0.8× | 3.9% | -6.3% |
| Shenzhen Textile (Holdings) 000045.SZ | China | $646M | -25% | -4% | 3% | 1.5× | 5.7% | +9.0% |
| Kyung Dong Navien 009450.KS | South Korea | $650M | -21% | +5% | 13% | 0.7× | -17.8% | +11.5% |
| Doshisha 7483.T | Japan | $660M | -12% | +3% | 9% | 0.3× | -19.9% | +3.5% |
| Appotronics 688007.SS | China | $662M | -35% | -47% | -20% | 3.5× | n/a | n/a |
| Aucma 600336.SS | China | $675M | -24% | -15% | -7% | 1.1× | n/a | n/a |