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Employees: 747
Size Zhejiang Great Southeast (002263.SZ) is a China Materials company (Containers/Packaging) with a market value of $871M, the 2577th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥3.09 on 6 Nov 2026.
Performance Over six months the shares fell 23.3%, against -15.2% for the median peer and -16.4% for the China market (cap-weighted) — 8th lowest of 21 in its peer set.
Growth Revenue grew 4.7% over the last twelve months (peer median +0.6%); the operating margin is -0.9% (peer median 7.4%).
Valuation It trades at 3.4× enterprise value to sales against a peer median of 1.6× (3rd most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 32% a year for seven years (Req g). Recent delivered growth is -4%, so the hurdle is +36 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 5.2 points below its cost of capital (8.4% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.34B | CN¥1.23B | CN¥1.32B | CN¥1.33B | CN¥1.57B |
| Revenue growth | — | -7% | 0% | -16% | — |
| Gross profit | CN¥228M | CN¥119M | CN¥113M | CN¥88.3M | CN¥158M |
| EBITDA | n/a | CN¥106M | CN¥102M | CN¥78.2M | CN¥157M |
| Net income | CN¥26.0M | CN¥18.5M | CN¥18.3M | CN¥20.7M | CN¥67.7M |
| Free cash flow | CN¥158M | -CN¥7.63M | CN¥102M | -CN¥18.9M | CN¥109M |
| Capital expenditure | CN¥67.7M | CN¥42.3M | CN¥45.5M | CN¥77.6M | CN¥13.1M |
| Total debt | CN¥0 | CN¥0 | CN¥0 | CN¥145M | CN¥17.9M |
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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 | 002263.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.2% | -7.1% | 7th highest of 21 |
| 6-month return | -23.3% | -15.2% | 8th lowest of 21 |
| Distance from 52-week high | -42.2% | -38.6% | 9th lowest of 21 |
| Revenue growth (TTM) | +4.7% | +0.6% | 10th highest of 21 |
| Operating margin | -0.9% | 7.4% | 3rd lowest of 21 |
| EV / Sales | 3.4× | 1.6× | 3rd most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 31.7% | 3.9% | most demanding of 10 |
| Growth delivered (Del g) | -4.0% | +8.1% | lowest of 10 |
| Hurdle (Req g minus delivered) | +35.7 pp | -0.0 pp | most demanding of 10 |
| ROIC minus cost of capital | -5.2 pp | +1.0 pp | 3rd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zhejiang Great Southeast 002263.SZ | China | $871M | -23% | +5% | -1% | 3.4× | 31.7% | -4.0% |
| Time Technoplast TIMETECHNO.NS | India | $891M | -9% | +16% | 11% | 1.3× | n/a | n/a |
| Quzhou DFP New Material 601515.SS | China | $843M | -36% | +13% | -21% | 2.8× | n/a | n/a |
| Guangzhou Fangbang Electronics 688020.SS | China | $900M | -51% | -2% | -28% | 15.6× | n/a | n/a |
| MYS 002303.SZ | China | $909M | +26% | +1% | 8% | 1.7× | 4.9% | +3.4% |
| Xiamen Jihong 2603.HK | Hong Kong | $945M | -24% | +18% | 6% | 0.8× | -11.2% | +8.1% |
| O-I Glass OI | United States | $796M | -44% | -2% | 9% | 0.9× | n/a | n/a |
| Cheng Loong 1904.TW | Taiwan | $788M | +34% | -3% | 6% | 1.1× | 3.9% | +1.4% |
| Shanghai Baosteel Packaging 601968.SS | China | $785M | -19% | +17% | 4% | 0.9× | n/a | n/a |
| Shantou Wanshun New Material 300057.SZ | China | $784M | -45% | +29% | 1% | 1.1× | n/a | n/a |
| Sunrise 002752.SZ | China | $766M | -29% | +8% | 6% | 0.9× | -5.7% | +17.2% |
| Zhejiang Zhongxin Environmental Protection Technology 603091.SS | China | $991M | -20% | +31% | 22% | 3.4× | 7.8% | +4.4% |
| Zhejiang Great Shengda Packing 603687.SS | China | $995M | -30% | +1% | 3% | 2.9× | n/a | n/a |
| Elopak ELO.OL | Norway | $1.01B | -11% | 0% | 9% | 1.0× | -8.3% | +7.7% |
| EPL EPL.NS | India | $752M | -6% | +17% | 12% | 1.4× | 16.0% | +8.8% |
| Huangshan Novel 002014.SZ | China | $1.02B | +5% | +9% | 12% | 1.7× | n/a | n/a |
| Planetree International Development 0613.HK | Hong Kong | $733M | +151% | -62% | 1,735% | 225.1× | n/a | n/a |
| Ningbo Exciton Technology 300566.SZ | China | $730M | -2% | -2% | 9% | 2.4× | 8.4% | +8.4% |
| Taiwan Hon Chuan Enterprise 9939.TW | Taiwan | $1.07B | +7% | 0% | 15% | 1.9× | n/a | n/a |
| Suzhou Hycan 002787.SZ | China | $1.09B | -10% | 0% | 7% | 3.2× | n/a | n/a |
| Ton Yi Industrial 9907.TW | Taiwan | $678M | -19% | -11% | 4% | 0.5× | -6.3% | +8.8% |