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← CockpitCompetitor Analysis › 002077.SZ Jiangsu Dagang Co., Ltd. Class AOpen in the cockpit ↗

Jiangsu Dagang Co., Ltd. Class A002077.SZCompetitor analysis, valuation and peers

China · CNY·Real Estate›Real Estate Development

Jiangsu group combining integrated-circuit packaging and testing with industrial-park environmental services like water treatment.

≈ A small Chinese chip-packaging plus water/waste utility armMomentum weak 35
Mkt cap
$983M
US dollars, full cap
Free float
45%
of shares outstanding
$/day
$63.5M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
WACC 6.9%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥11.29
1D-3.2%
1W+3.8%
1M-14.4%
3M-2.1%
6M-31.6%
YTD-24.1%
1Y-32.4%
ATR %6.4%
52w lowhigh44.6% off high

What Jiangsu Dagang does

Jiangsu group combining integrated-circuit packaging and testing with industrial-park environmental services like water treatment.

Packaging and testing is a fee-for-service job done on chips designed by others, while the environmental work is contract water treatment and waste handling for tenants of an industrial park it serves. Two quite different businesses sit under one company, each with its own customers and permits.

In one line: A small Chinese chip-packaging plus water/waste utility arm.

Products and services

  • IC packaging and testing
  • Water treatment services
  • Hazardous waste disposal

Customers

  • Fabless chip designers
  • Industrial park tenants

Where it sits in the supply chain

  • Semiconductors / environmental services
  • IC packaging and testing
  • Industrial park water/waste treatment

What could go right

  • China chip packaging demand growth

What could go wrong

  • Two unrelated segments dilute focus
  • Environmental-services margin pressure

Moat: narrow (regulatory licence, installed base). Environmental-services permits and packaging customer qualifications both take time to replicate.

Headquarters: Zhenjiang, Jiangsu, China · Employees: 541

Named competitors

Jiangsu Dagang at a glance

Size Jiangsu Dagang (002077.SZ) is a China Real Estate company (Real Estate Development) with a market value of $983M, the 2331st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.29 on 6 Nov 2026.

Performance Over six months the shares fell 31.6%, against -20.3% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.

Growth Revenue grew 23.9% over the last twelve months (peer median -3.0%); the operating margin is -7.8% (peer median 0.9%).

Relative performance

608010012011 May 202611 Aug 20266 Nov 2026Peer median 80002077.SZ 66
Six months, rebased to 100: Jiangsu Dagang against the median of its 20 peers (local-currency closes).

Jiangsu Dagang financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥449MCN¥354MCN¥336MCN¥420MCN¥567M
Revenue growth—+6%-20%-26%—
Gross profitCN¥166MCN¥57.0MCN¥33.8MCN¥47.0MCN¥120M
EBITDAn/aCN¥109MCN¥147MCN¥96.8MCN¥171M
Net incomeCN¥59.8MCN¥53.1MCN¥23.6MCN¥88.4MCN¥49.3M
Free cash flowCN¥52.0MCN¥94.7MCN¥124MCN¥65.9M-CN¥71.3M
Capital expenditureCN¥78.0MCN¥31.6MCN¥51.4MCN¥109MCN¥179M
Total debtCN¥478MCN¥446MCN¥523MCN¥626MCN¥560M

Quarterly statements and history in the cockpit →

Jiangsu Dagang 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%-20%-10%0%+10%0004020108WEWORK8803600643002208FRMIOYY600724600158600748DVLHMC000560600736600376600510000631MERY002077.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangsu Dagang is the large dot.

Jiangsu Dagang competitors and peer comparison

Head to head with its named competitors (002077.SZ vs 600584.SS vs 002156.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Jiangsu Dagang 002077.SZ$983M-32%+24%-8%n/an/a
JCET 600584.SS$14.1B+15%+4%6%2.6×n/a
TongFu Microelectronics 002156.SZ$10.5B-15%+21%7%2.5×n/a

How Jiangsu Dagang 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.

Jiangsu Dagang against its 20 peers (data as of 6 Nov 2026)
Measure002077.SZPeer medianRank in peer set
1-month return-14.4%-6.0%8th lowest of 21
6-month return-31.6%-20.3%9th lowest of 21
Distance from 52-week high-44.6%-36.3%9th lowest of 21
Revenue growth (TTM)+23.9%-3.0%4th highest of 20
Operating margin-7.8%0.9%7th lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Jiangsu Dagang 002077.SZChina$983M-32%+24%-8%n/an/an/a
Financial Street 000402.SZChina$991M-30%-38%-26%n/an/an/a
SR Medical Technology 0108.HKHong Kong$972M-10%+25%4%n/an/an/a
WeWork India Management WEWORK.NSIndia$1.00B+26%+25%24%n/an/an/a
Heiwa Real Estate 8803.TJapan$964M-6%+23%30%n/an/an/a
Shanghai AJ 600643.SSChina$1.00B-12%-41%-180%n/an/an/a
Hefei Urban Construction Development 002208.SZChina$961M-42%-14%-1%n/an/an/a
Fermi FRMIUnited States$1.01B-70%n/an/an/an/an/a
PropNex OYY.SISingapore$956M-9%+8%6%n/an/an/a
Ningbo Fuda 600724.SSChina$956M-37%-18%15%n/an/an/a
China Sports Industry 600158.SSChina$1.01B-41%0%-9%n/an/an/a
Shanghai Industrial Development 600748.SSChina$952M-35%-3%0%n/an/an/a
Develia DVL.WAPoland$947M-26%+70%23%n/an/an/a
HMC Capital HMC.AXAustralia$946M+17%-27%27%n/an/an/a
5I5J 000560.SZChina$1.03B-2%-21%-6%n/an/an/a
Suzhou New District Hi-Tech Industrial 600736.SSChina$934M-34%-30%-27%n/an/an/a
Beijing Capital Development 600376.SSChina$1.04B-41%-35%-15%n/an/an/a
Black Peony (Group) 600510.SSChina$1.04B-37%-24%-14%n/an/an/a
Shunfa Hengneng 000631.SZChina$922M-9%+9%n/an/an/an/a
Marcus & Millichap MMIUnited States$1.05B-9%+12%1%n/an/an/a
Mercialys MERY.PAFrance$1.05B-15%+3%69%n/an/an/a

Questions

Who are Jiangsu Dagang's main competitors?
Named competitors: JCET Group (600584.SS), Tongfu Microelectronics (002156.SZ). The cockpit's measured peer set (industry) also includes Financial Street (000402.SZ), SR Medical Technology (0108.HK), WeWork India Management (WEWORK.NS), Heiwa Real Estate (8803.T), Shanghai AJ (600643.SS), Hefei Urban Construction Development (002208.SZ).
How has Jiangsu Dagang stock performed?
Over six months to 6 Nov 2026 the shares returned -31.6% against -20.3% for the median peer; over one year -32.4%.

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.