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Employees: 6,094
Size Zhejiang Jiaxin Silk (002404.SZ) is a China Consumer Discretionary company (Textiles) with a market value of $449M, the 4112th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.51 on 6 Nov 2026.
Performance Over six months the shares fell 21.7%, against -21.9% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 12.4% over the last twelve months (peer median +7.8%); the operating margin is 4.6% (peer median 8.7%).
Valuation It trades at 0.6× enterprise value to sales against a peer median of 2.3× (3rd cheapest of 21).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -21 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.8 points above its cost of capital (5.5% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥5.14B | CN¥4.75B | CN¥4.55B | CN¥4.28B | CN¥4.31B |
| Revenue growth | — | +4% | +6% | -1% | — |
| Gross profit | CN¥678M | CN¥569M | CN¥524M | CN¥566M | CN¥596M |
| EBITDA | n/a | CN¥265M | CN¥217M | CN¥254M | CN¥285M |
| Net income | CN¥165M | CN¥180M | CN¥161M | CN¥217M | CN¥230M |
| Free cash flow | CN¥521M | CN¥449M | CN¥402M | CN¥74.0M | CN¥615M |
| Capital expenditure | CN¥42.8M | CN¥39.6M | CN¥107M | CN¥76.3M | CN¥37.9M |
| Total debt | CN¥788M | CN¥623M | CN¥714M | CN¥840M | CN¥762M |
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| Measure | 002404.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.5% | -6.2% | 9th highest of 21 |
| 6-month return | -21.7% | -21.9% | 11th highest of 21 |
| Distance from 52-week high | -34.3% | -39.0% | 7th highest of 21 |
| Revenue growth (TTM) | +12.4% | +7.8% | 9th highest of 21 |
| Operating margin | 4.6% | 8.7% | 8th lowest of 21 |
| EV / Sales | 0.6× | 2.3× | 3rd cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | -8.2% | 6.5% | 3rd least demanding of 17 |
| Growth delivered (Del g) | +12.9% | +11.2% | 9th highest of 17 |
| Hurdle (Req g minus delivered) | -21.1 pp | -9.5 pp | 3rd least demanding of 17 |
| ROIC minus cost of capital | +4.8 pp | +1.4 pp | 8th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zhejiang Jiaxin Silk 002404.SZ | China | $449M | -22% | +12% | 5% | 0.6× | -8.2% | +12.9% |
| Transaction 7818.T | Japan | $453M | +10% | +15% | 20% | 2.0× | -2.6% | +13.0% |
| Magnera MAGN | United States | $442M | +2% | +151% | 4% | 0.7× | 3.4% | +28.1% |
| Zhejiang Yingfeng Technology 605055.SS | China | $472M | -34% | +12% | -4% | 2.6× | 7.4% | +15.3% |
| Hunan Huasheng 600156.SS | China | $426M | -35% | -40% | -14% | 5.1× | n/a | n/a |
| Beijing Tongyizhong New Material Technology 688722.SS | China | $474M | -22% | +7% | 11% | 3.2× | 10.2% | +28.0% |
| Jiangsu Lianfa Textile 002394.SZ | China | $424M | -36% | +1% | 7% | 0.5× | -11.5% | +0.7% |
| Hs Hyosung Advanced 298050.KS | South Korea | $483M | -46% | +5% | 6% | 0.2× | n/a | n/a |
| Baotek Industrial Materials 5340.TWO | Taiwan | $498M | -33% | +15% | 16% | 6.4× | 23.1% | +9.5% |
| Shandong Yuma Sun-shading Technology 300993.SZ | China | $403M | -29% | +7% | 17% | 2.9× | 6.8% | +14.4% |
| Zhejiang Chinastars New Materials 301077.SZ | China | $501M | -36% | +37% | 13% | 2.7× | 6.9% | +4.3% |
| Anhui Huamao Textile 000850.SZ | China | $504M | -22% | +8% | 3% | 1.1× | n/a | n/a |
| Ningbo Xianfeng New Material 300163.SZ | China | $394M | +27% | -23% | -35% | 13.9× | n/a | n/a |
| Suzhou Longjie Special Fiber 603332.SS | China | $391M | -16% | +33% | 7% | 0.9× | -7.3% | +13.5% |
| AnHui Jinchun Nonwoven 300877.SZ | China | $522M | -3% | +28% | 3% | 2.4× | 18.0% | 0.0% |
| Fuchun Dye and Weave 605189.SS | China | $523M | -13% | +29% | 4% | 1.3× | 6.5% | +17.6% |
| Lubawa LBW.WA | Poland | $381M | +14% | -9% | 23% | 2.2× | -9.8% | +21.0% |
| Beijing Sanlian Hope Shin-Gosen Technical Service 300384.SZ | China | $533M | -21% | -36% | 15% | 3.9× | 6.5% | -1.3% |
| Zhongwang Fabric 605003.SS | China | $375M | -24% | +7% | 12% | 4.0× | 13.1% | +1.7% |
| Sumitomo Seika Chemicals 4008.T | Japan | $545M | +12% | +5% | 10% | 0.6× | -5.2% | +7.5% |
| Fujibo 3104.T | Japan | $551M | -34% | +14% | 18% | 1.5× | 1.3% | +4.5% |