Who are Transfar Zhilian's main competitors?

Named competitors: Full Truck Alliance (YMM). The cockpit's measured peer set (industry) also includes Zibo Qixiang Tengda Chemical (002408.SZ), Inner Mongolia Shuangxin Environment-Friendly Material (001369.SZ), Verbio (VBK.DE), Ganzhou Teng Yuan Cobalt New Material (301219.SZ), Garware Hi-Tech Films (GRWRHITECH.NS), Lianhe Chemical Technology (002250.SZ).

Is Transfar Zhilian expensive compared with its peers?

On forward p/e it trades at 16.1× against a peer median of 13.9×, 9th most expensive of 19 in its peer set.

How has Transfar Zhilian stock performed?

Over six months to 6 Nov 2026 the shares returned -21.4% against -28.5% for the median peer; over one year -28.6%.

← CockpitCompetitor Analysis › 002010.SZ Transfar Zhilian Co., Ltd. Class AOpen in the cockpit ↗

Transfar Zhilian Co., Ltd. Class A002010.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty

Chinese company under the Transfar Group, combining a logistics/smart supply-chain platform with a legacy textile/chemical-auxiliaries business.

Momentum neutral 56

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$1.87B

US dollars, full cap

Free float

99%

of shares outstanding

$/day

$10.8M

20-day average traded

Fwd P/E

16.1×

forward earnings

ROIC−WACC

-2.2 pp

WACC 5.2%

Hurdle

n/a

no reverse DCF

Next earnings

172 days

27 Apr 2027

Close · CNYCN¥4.58

1D-0.7%

1W+4.8%

1M0.0%

3M-8.8%

6M-21.4%

YTD-21.2%

1Y-28.6%

ATR %2.3%

52w lowhigh38.0% off high

What Transfar Zhilian does

Chinese company under the Transfar Group, combining a logistics/smart supply-chain platform with a legacy textile/chemical-auxiliaries business.

Products and services

Logistics/smart supply-chain platform (Transfar Zhilian)
Textile chemical auxiliaries (legacy)

Customers

Trucking/freight customers (logistics platform)
Textile manufacturers (chemicals)

Where it sits in the supply chain

Industrials
Logistics platform & chemical…

What could go right

China road-freight digitization demand

What could go wrong

Freight-platform price competition
Legacy chemicals business drag

Moat: narrow (network effects, scale). One of China's larger truck-freight matching/logistics platforms, though competing against dedicated logistics-tech players.

Headquarters: Hangzhou, China · Employees: 4,731

Named competitors

Full Truck Alliance YMM

Transfar Zhilian at a glance

Size Transfar Zhilian (002010.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $1.87B, the 1344th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.58 on 6 Nov 2026.

Performance Over six months the shares fell 21.4%, against -28.5% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 20 in its peer set.

Growth Revenue fell 30.1% over the last twelve months (peer median +18.5%); the operating margin is 5.2% (peer median 8.1%).

Valuation It trades at 16.1× forward earnings against a peer median of 13.9× (9th most expensive of 19).

Capital Return on invested capital runs 2.2 points below its cost of capital (5.2% WACC).

Next results Next results expected around 27 Apr 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Transfar Zhilian against the median of its 20 peers (local-currency closes).

Transfar Zhilian financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥18.1B	CN¥25.0B	CN¥26.6B	CN¥33.2B	CN¥36.6B
Revenue growth	—	-6%	-20%	-9%	—
Gross profit	CN¥4.00B	CN¥3.51B	CN¥3.52B	CN¥3.05B	CN¥2.88B
EBITDA	n/a	CN¥1.17B	CN¥1.39B	CN¥1.48B	CN¥1.32B
Net income	CN¥525M	CN¥590M	CN¥154M	CN¥591M	CN¥745M
Free cash flow	-CN¥209M	CN¥619M	CN¥786M	CN¥395M	-CN¥306M
Capital expenditure	CN¥1.13B	CN¥906M	CN¥1.06B	CN¥1.39B	CN¥1.85B
Total debt	CN¥15.2B	CN¥14.4B	CN¥18.0B	CN¥16.9B	CN¥17.1B

Quarterly statements and history in the cockpit →

Transfar Zhilian 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

Up and to the right = strong over both horizons. Transfar Zhilian is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Transfar Zhilian is the large dot.

Transfar Zhilian competitors and peer comparison

Head to head with its named competitors (002010.SZ vs YMM)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Transfar Zhilian 002010.SZ	$1.87B	-21%	-30%	5%	16.1×	n/a
Full Truck Alliance Co. Ltd. Sponsored ADR YMM	$9.35B	+4%	+9%	34%	12.8×	-10.9%

How Transfar Zhilian 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.

Transfar Zhilian against its 20 peers (data as of 6 Nov 2026)
Measure	002010.SZ	Peer median	Rank in peer set
1-month return	0.0%	-15.0%	3rd highest of 21
6-month return	-21.4%	-28.5%	7th highest of 20
Distance from 52-week high	-38.0%	-55.4%	6th highest of 21
Revenue growth (TTM)	-30.1%	+18.5%	lowest of 20
Operating margin	5.2%	8.1%	7th lowest of 21
Forward P/E	16.1×	13.9×	9th most expensive of 19
ROIC minus cost of capital	-2.2 pp	+0.2 pp	8th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Transfar Zhilian 002010.SZ	China	$1.87B	-21%	-30%	5%	16.1×	n/a	n/a
Zibo Qixiang Tengda Chemical 002408.SZ	China	$1.87B	-33%	+18%	-1%	220.0×	3.7%	-0.8%
Inner Mongolia Shuangxin Environment-Friendly Material 001369.SZ	China	$1.87B	-28%	+3%	15%	n/a	n/a	n/a
Verbio VBK.DE	Germany	$1.88B	-37%	+19%	5%	13.2×	1.1%	+12.8%
Ganzhou Teng Yuan Cobalt New Material 301219.SZ	China	$1.85B	-53%	+64%	10%	12.5×	n/a	n/a
Garware Hi-Tech Films GRWRHITECH.NS	India	$1.88B	+40%	+15%	21%	37.7×	38.8%	+16.6%
Lianhe Chemical Technology 002250.SZ	China	$1.90B	-16%	+28%	13%	19.7×	-3.4%	+6.1%
Standard Nuclear STDN	United States	$1.90B	n/a	n/a	-288%	n/a	n/a	n/a
Lily 603823.SS	China	$1.91B	+85%	+2%	10%	58.1×	27.9%	+1.4%
Minerals Technologies MTX	United States	$1.91B	-22%	+5%	13%	9.8×	0.5%	+5.4%
Jiangsu Lopal Tech 603906.SS	China	$1.82B	-54%	+96%	7%	14.7×	n/a	n/a
Guangdong Huate Gas 688268.SS	China	$1.92B	-47%	+27%	13%	56.1×	35.6%	+7.2%
Chemours CC	United States	$1.92B	-45%	-1%	3%	8.2×	16.1%	+3.2%
Ube 4208.T	Japan	$1.94B	+33%	+3%	4%	12.0×	n/a	n/a
Fuso Chemical 4368.T	Japan	$1.79B	-19%	+17%	26%	13.1×	8.4%	+12.8%
Crystal Clear Electronic Material 300655.SZ	China	$1.75B	-25%	+27%	7%	78.2×	n/a	n/a
Tangshan SunFar Silicon Industries 603938.SS	China	$1.72B	+6%	+30%	8%	42.8×	n/a	n/a
Dongyue 0189.HK	Hong Kong	$2.04B	-28%	+8%	19%	5.6×	-12.4%	+6.6%
Ningbo Ronbay New Energy Technology 688005.SS	China	$2.05B	-45%	+41%	1%	37.8×	n/a	n/a
Shida Shinghwa Advanced Material 603026.SS	China	$1.68B	-58%	+58%	8%	7.5×	n/a	n/a
Shenzhen Dynanonic 300769.SZ	China	$1.65B	-50%	+188%	4%	12.5×	n/a	n/a

Questions

Who are Transfar Zhilian's main competitors?: Named competitors: Full Truck Alliance (YMM). The cockpit's measured peer set (industry) also includes Zibo Qixiang Tengda Chemical (002408.SZ), Inner Mongolia Shuangxin Environment-Friendly Material (001369.SZ), Verbio (VBK.DE), Ganzhou Teng Yuan Cobalt New Material (301219.SZ), Garware Hi-Tech Films (GRWRHITECH.NS), Lianhe Chemical Technology (002250.SZ).
Is Transfar Zhilian expensive compared with its peers?: On forward p/e it trades at 16.1× against a peer median of 13.9×, 9th most expensive of 19 in its peer set.
How has Transfar Zhilian stock performed?: Over six months to 6 Nov 2026 the shares returned -21.4% against -28.5% for the median peer; over one year -28.6%.