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Employees: 2,433
Size Jiangsu Jiuding New Material (002201.SZ) is a China Consumer Discretionary company (Textiles) with a market value of $760M, the 2874th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.78 on 6 Nov 2026.
Performance Over six months the shares fell 41.9%, against -6.4% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 5.8% over the last twelve months (peer median -1.4%); the operating margin is 9.5% (peer median 2.8%).
Valuation It trades at 3.0× enterprise value to sales against a peer median of 1.4× (3rd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 22% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +21 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 0.1 points above its cost of capital (12.3% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.85B | CN¥1.78B | CN¥1.41B | CN¥1.70B | CN¥1.43B |
| Revenue growth | — | +26% | -17% | +19% | — |
| Gross profit | CN¥558M | CN¥425M | CN¥316M | CN¥358M | CN¥282M |
| EBITDA | n/a | CN¥343M | CN¥204M | CN¥311M | CN¥232M |
| Net income | CN¥94.1M | CN¥90.6M | CN¥29.5M | CN¥38.8M | CN¥36.5M |
| Free cash flow | CN¥81.9M | CN¥122M | CN¥65.7M | -CN¥21.1M | CN¥9.30M |
| Capital expenditure | CN¥14.8M | CN¥99.3M | CN¥106M | CN¥120M | CN¥73.4M |
| Total debt | CN¥698M | CN¥662M | CN¥641M | CN¥849M | CN¥795M |
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| Measure | 002201.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.1% | -1.5% | 3rd lowest of 21 |
| 6-month return | -41.9% | -6.4% | 3rd lowest of 21 |
| Distance from 52-week high | -53.8% | -33.8% | 3rd lowest of 21 |
| Revenue growth (TTM) | +5.8% | -1.4% | 5th highest of 21 |
| Operating margin | 9.5% | 2.8% | 4th highest of 21 |
| EV / Sales | 3.0× | 1.4× | 3rd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 22.1% | 5.6% | 2nd most demanding of 13 |
| Growth delivered (Del g) | +1.4% | +3.5% | 6th lowest of 13 |
| Hurdle (Req g minus delivered) | +20.7 pp | +0.7 pp | 4th most demanding of 13 |
| ROIC minus cost of capital | +0.1 pp | -2.8 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Jiuding New Material 002201.SZ | China | $760M | -42% | +6% | 9% | 3.0× | 22.1% | +1.4% |
| Shanghai Shenda 600626.SS | China | $745M | -4% | -2% | 1% | 0.6× | -1.0% | -0.1% |
| Jiangsu Jujie Microfiber Technology 300819.SZ | China | $734M | -42% | +5% | 9% | 8.4× | n/a | n/a |
| Japan Wool Textile 3201.T | Japan | $792M | +14% | 0% | 11% | 0.9× | -8.6% | +2.6% |
| Guangdong Highsun Meida New Materials 000782.SZ | China | $728M | -4% | 0% | -5% | 2.4× | n/a | n/a |
| Gunze 3002.T | Japan | $797M | +17% | -4% | 5% | 1.1× | 10.5% | +1.1% |
| Xingye Leather Technology 002674.SZ | China | $807M | +35% | +7% | 8% | 1.9× | 14.3% | +15.4% |
| Huafu Fashion 002042.SZ | China | $822M | -31% | -23% | 2% | 1.3× | 15.1% | -10.8% |
| Shanxi Guoxin Energy Corporation Limited 600617.SS | China | $838M | -16% | -9% | 3% | 1.4× | 0.8% | +4.5% |
| Zhejiang Hailide New Material 002206.SZ | China | $845M | -18% | -7% | 11% | 1.3× | -2.2% | +10.7% |
| Shanghai Anoky 300067.SZ | China | $853M | -29% | +36% | 3% | 4.8× | n/a | n/a |
| Jiangsu Sanfame Polyester Material 600370.SS | China | $857M | -44% | -13% | -3% | 0.7× | n/a | n/a |
| Zhejiang Yunzhongma 603130.SS | China | $867M | -8% | +4% | 4% | 2.4× | 21.1% | +18.8% |
| Lu Thai Textile 000726.SZ | China | $658M | -9% | -3% | 8% | 0.6× | -20.4% | +4.5% |
| Jiangsu Huaxicun 000936.SZ | China | $658M | -31% | +14% | -5% | 1.2× | n/a | n/a |
| Zhewen Pictures 601599.SS | China | $884M | +37% | +4% | 1% | 1.8× | 46.4% | +13.9% |
| Formosa Taffeta 1434.TW | Taiwan | $888M | +9% | -7% | 2% | 1.3× | 19.9% | -0.9% |
| Tainan Spinning 1440.TW | Taiwan | $639M | +2% | -21% | -4% | 1.9× | -0.5% | -3.9% |
| Jiangsu Aoyang Health Industry 002172.SZ | China | $637M | +48% | -9% | 4% | 2.8× | n/a | n/a |
| Zhejiang Xinao Textiles 603889.SS | China | $908M | -5% | +20% | 13% | 1.4× | n/a | n/a |
| Zhejiang Unifull Industrial Fiber 002427.SZ | China | $636M | -26% | +3% | 3% | 2.0× | n/a | n/a |