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Chinese consumer-specialty company; specific product line not confidently known.
Chinese consumer-specialty company; specific product line not confidently known.
Moat: none
Headquarters: Guangdong, China · Employees: 3,451
Size Guangdong CHJ Industry (002345.SZ) is a China Consumer Discretionary company (Other Consumer Specialties) with a market value of $1.11B, the 2094th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥8.55 on 6 Nov 2026.
Performance Over six months the shares fell 19.1%, against +0.9% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 20 in its peer set.
Growth Revenue grew 14.3% over the last twelve months (peer median +18.9%); the operating margin is 12.6% (peer median 10.5%).
Valuation It trades at 10.8× forward earnings against a peer median of 20.6× (3rd cheapest of 16).
Price implies For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +24%, so the hurdle is -35 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 22.2 points above its cost of capital (7.1% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥9.02B | CN¥9.21B | CN¥6.43B | CN¥5.81B | CN¥4.34B |
| Revenue growth | — | +43% | +11% | +34% | — |
| Gross profit | CN¥2.29B | CN¥1.88B | CN¥1.37B | CN¥1.37B | CN¥1.18B |
| EBITDA | n/a | CN¥1.01B | CN¥586M | CN¥561M | CN¥443M |
| Net income | CN¥716M | CN¥497M | CN¥194M | CN¥333M | CN¥199M |
| Free cash flow | CN¥926M | -CN¥144M | CN¥351M | CN¥416M | CN¥320M |
| Capital expenditure | CN¥93.4M | CN¥83.2M | CN¥105M | CN¥206M | CN¥102M |
| Total debt | CN¥750M | CN¥1.09B | CN¥444M | CN¥659M | CN¥822M |
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.
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 | 002345.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.2% | -0.3% | 8th highest of 21 |
| 6-month return | -19.1% | +0.9% | 5th lowest of 20 |
| Distance from 52-week high | -44.8% | -24.4% | 5th lowest of 21 |
| Revenue growth (TTM) | +14.3% | +18.9% | 11th highest of 21 |
| Operating margin | 12.6% | 10.5% | 10th highest of 21 |
| Forward P/E | 10.8× | 20.6× | 3rd cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | -11.5% | 25.0% | 3rd least demanding of 13 |
| Growth delivered (Del g) | +23.9% | +20.0% | 5th highest of 13 |
| Hurdle (Req g minus delivered) | -35.4 pp | -12.1 pp | least demanding of 13 |
| ROIC minus cost of capital | +22.2 pp | +2.9 pp | 3rd highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong CHJ Industry 002345.SZ | China | $1.11B | -19% | +14% | 13% | 10.8× | -11.5% | +23.9% |
| Mitsubishi Pencil 7976.T | Japan | $1.16B | +52% | +6% | 13% | 20.6× | n/a | n/a |
| Gens Aurea OROX.MI | Italy | $1.27B | n/a | +95% | 11% | n/a | n/a | n/a |
| Beijing Kingee Culture Development 002721.SZ | China | $965M | -21% | +45% | 15% | n/a | 26.5% | -25.9% |
| DR Corporation Limited Class A 301177.SZ | China | $1.29B | -26% | -4% | -6% | 124.3× | n/a | n/a |
| Wiselink 8932.TWO | Taiwan | $941M | -19% | +24% | 47% | n/a | 10.0% | +23.2% |
| Mokingran Jewellery 2585.HK | Hong Kong | $1.37B | +118% | +5% | 4% | 29.7× | n/a | n/a |
| Thangamayil Jewellery THANGAMAYL.NS | India | $1.37B | +1% | +78% | 6% | 29.4× | 28.5% | +36.1% |
| Savaria SIS.TO | Canada | $1.53B | +3% | +7% | 14% | 19.9× | 9.3% | +20.8% |
| Sky Gold and Diamonds SKYGOLD.NS | India | $1.56B | +92% | +73% | 7% | 31.5× | n/a | n/a |
| PC Jeweller PCJEWELLER.NS | India | $1.63B | +67% | +29% | 24% | n/a | n/a | n/a |
| Timex Group India TIMEX.NS | India | $750M | +90% | +42% | 15% | 60.5× | 25.7% | +41.7% |
| China National Gold Group Gold Jewellery 600916.SS | China | $1.80B | -20% | -9% | 0% | 28.6× | 24.2% | +15.6% |
| Safari Industries (India) SAFARI.NS | India | $651M | -18% | +14% | 9% | 32.9× | 31.3% | +44.2% |
| Zhou Liu Fu Jewellery 6168.HK | Hong Kong | $632M | -42% | +2% | 19% | 5.0× | n/a | n/a |
| Lao Feng Xiang 600612.SS | China | $2.04B | -17% | -40% | 6% | 17.2× | -16.9% | +0.4% |
| Senco Gold SENCO.NS | India | $556M | -7% | +42% | 9% | 13.6× | n/a | n/a |
| KDDL KDDL.NS | India | $518M | +64% | +32% | 9% | 17.8× | 33.2% | +31.5% |
| Goldiam International GOLDIAM.NS | India | $505M | +1% | +27% | 20% | n/a | 35.6% | +19.2% |
| Movado MOV | United States | $495M | +11% | +5% | 7% | 16.1× | -7.2% | +5.5% |
| Samsonite 1910.HK | Hong Kong | $2.52B | -6% | +1% | 15% | 10.3× | -12.2% | +18.0% |