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← CockpitCompetitor Analysis › 002208.SZ Hefei Urban Construction Development Co., Ltd. Class AOpen in the cockpit ↗

Hefei Urban Construction Development Co., Ltd. Class A002208.SZCompetitor analysis, valuation and peers

China · CNY·Real Estate›Real Estate Development

Hefei local-government-linked developer building residential and urban-infrastructure property in the city.

Momentum laggard 6
Mkt cap
$961M
US dollars, full cap
Free float
49%
of shares outstanding
$/day
$18.7M
20-day average traded
P/B
1.10×
price to book
ROE
-10.0%
delivered
Implied ROE
16.1%
what the price asks
Close · CNYCN¥7.98
1D-3.0%
1W+5.4%
1M-17.1%
3M-23.1%
6M-41.9%
YTD-35.5%
1Y-44.3%
ATR %5.0%
52w lowhigh69.7% off high

What Hefei Urban Construction Development does

Hefei local-government-linked developer building residential and urban-infrastructure property in the city.

Products and services

  • Residential property development
  • Urban infrastructure projects

Customers

  • Homebuyers and municipal government (Hefei)

Where it sits in the supply chain

  • Real estate
  • Residential development
  • Urban infrastructure

What could go wrong

  • Residential sales downturn
  • Regional concentration

Moat: narrow (regulatory licence). Local-government affiliation gives preferential access to Hefei land and infrastructure projects.

Headquarters: Hefei, Anhui, China · Employees: 836

Named competitors

Hefei Urban Construction Development at a glance

Size Hefei Urban Construction Development (002208.SZ) is a China Real Estate company (Real Estate Development) with a market value of $961M, the 2372nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.98 on 6 Nov 2026.

Performance Over six months the shares fell 41.9%, against -25.9% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 20 in its peer set.

Growth Revenue fell 14.4% over the last twelve months (peer median +0.1%); the operating margin is -0.6% (peer median 2.0%).

Valuation It trades at 1.10× book value against a peer median of 1.21× (9th cheapest of 21).

Price implies The share price implies a return on equity of about 16.1%; Hefei Urban Construction Development delivers -10.0%, so the price asks more than the business earns today.

Relative performance

5010015011 May 202611 Aug 20266 Nov 2026Peer median 74002208.SZ 57
Six months, rebased to 100: Hefei Urban Construction Development against the median of its 20 peers (local-currency closes).

Hefei Urban Construction Development financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥7.36BCN¥10.1BCN¥7.67BCN¥7.87BCN¥4.01B
Revenue growth—+31%-3%+96%—
Gross profitCN¥1.01BCN¥1.18BCN¥1.17BCN¥1.48BCN¥1.05B
EBITDAn/aCN¥458MCN¥564MCN¥726MCN¥635M
Net income-CN¥610M-CN¥521M-CN¥56.6MCN¥219MCN¥334M
Free cash flow-CN¥670M-CN¥3.65B-CN¥100MCN¥1.18B-CN¥1.85B
Capital expenditureCN¥12.5MCN¥8.15MCN¥4.41MCN¥14.5MCN¥18.6M
Total debtCN¥13.4BCN¥12.5BCN¥10.2BCN¥8.60BCN¥9.47B

Quarterly statements and history in the cockpit →

Hefei Urban Construction Development 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

-75%-50%-25%0%+25%-50%-25%0%8803OYY6007246007480108DVLHMC600736WEWORK600643FRMI600158000560PXA002208.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Hefei Urban Construction Development is the large dot.

Fundamentals: return on equity against price-to-book

-200%-100%0%00×1000×2000×8803OYY6007240108DVL000402WEWORK600376002208.SZReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Hefei Urban Construction Development is the large dot.

Capital: ROE delivered against the ROE the price implies

0%500%1,000%1,500%2,000%0%1,000%2,000%8803OYY600724WEWORK600376002208.SZROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Hefei Urban Construction Development is the large dot.

Hefei Urban Construction Development competitors and peer comparison

Head to head with its named competitors (002208.SZ vs 600266.SS)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
Hefei Urban Construction Development 002208.SZ$961M-42%-14%-10%1.10×16.1%
Beijing Urban Construction Investment & Development Co 600266.SS$1.16B-21%-31%-7%0.47×5.2%

How Hefei Urban Construction Development 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.

Hefei Urban Construction Development against its 20 peers (data as of 6 Nov 2026)
Measure002208.SZPeer medianRank in peer set
1-month return-17.1%-6.6%4th lowest of 21
6-month return-41.9%-25.9%2nd lowest of 20
Return on equity-10.0%1.2%6th lowest of 20
Price / book1.10×1.21×9th cheapest of 21
ROE the price implies16.1%11.5%7th most demanding of 21
ROE delivered-10.0%1.2%6th lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Hefei Urban Construction Development 002208.SZChina$961M-42%-14%-10%1.10×16.1%-10.0%
Heiwa Real Estate 8803.TJapan$964M-6%+23%9%1.21×5.4%9.1%
PropNex OYY.SISingapore$956M-9%+8%56%9.86×97.2%55.5%
Ningbo Fuda 600724.SSChina$956M-37%-18%6%2.23×14.7%6.4%
Shanghai Industrial Development 600748.SSChina$952M-35%-3%-3%0.63×5.9%-3.0%
SR Medical Technology 0108.HKHong Kong$972M-10%+25%-18%7.50×20.3%-17.8%
Develia DVL.WAPoland$947M-26%+70%33%1.91×18.4%33.1%
HMC Capital HMC.AXAustralia$946M+17%-27%1%0.89×12.9%1.2%
Jiangsu Dagang 002077.SZChina$983M-32%+24%2%1.92×12.9%1.8%
Suzhou New District Hi-Tech Industrial 600736.SSChina$934M-34%-30%4%0.59×5.2%3.8%
Financial Street 000402.SZChina$991M-30%-38%-20%0.34×4.6%-20.5%
WeWork India Management WEWORK.NSIndia$1.00B+26%+25%36%27.81×324.8%36.3%
Shunfa Hengneng 000631.SZChina$922M-9%+9%0%1.20×6.6%0.3%
Shanghai AJ 600643.SSChina$1.00B-12%-41%-16%0.66×6.2%-15.7%
Fermi FRMIUnited States$1.01B-70%n/an/a0.97×16.5%n/a
Sveafastigheter SVEAF-B.STSweden$916Mn/a+8%3%0.41×3.3%3.0%
China Sports Industry 600158.SSChina$1.01B-41%0%-8%2.81×16.0%-7.9%
Rongan Property 000517.SZChina$898M-7%-76%-26%1.35×9.1%-25.6%
5I5J 000560.SZChina$1.03B-2%-21%0%0.73×7.4%-0.3%
PEXA PXA.AXAustralia$896M-38%+3%2%1.16×10.1%1.7%
Beijing Capital Development 600376.SSChina$1.04B-41%-35%-197%237.80×1,928.7%-197.2%

Questions

Who are Hefei Urban Construction Development's main competitors?
Named competitors: Beijing Urban Construction Investment & Development (600266.SS). The cockpit's measured peer set (industry) also includes Heiwa Real Estate (8803.T), PropNex (OYY.SI), Ningbo Fuda (600724.SS), Shanghai Industrial Development (600748.SS), SR Medical Technology (0108.HK), Develia (DVL.WA).
Is Hefei Urban Construction Development expensive compared with its peers?
On price / book it trades at 1.10× against a peer median of 1.21×, 9th cheapest of 21 in its peer set. The share price implies a return on equity of about 16.1%; Hefei Urban Construction Development delivers -10.0%, so the price asks more than the business earns today.
How has Hefei Urban Construction Development stock performed?
Over six months to 6 Nov 2026 the shares returned -41.9% against -25.9% for the median peer; over one year -44.3%.

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.