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Jiangsu state-owned investment holding company with interests in energy and port-related assets; specific businesses not fully confirmed.
Jiangsu state-owned investment holding company with interests in energy and port-related assets; specific businesses not fully confirmed.
Moat: none
Headquarters: Nanjing, Jiangsu, China · Employees: 5,891
Size Jiangsu Guoxin (002608.SZ) is a China Utilities company (Electric Utilities) with a market value of $4.30B, the 597th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥7.58 on 6 Nov 2026.
Performance Over six months the shares fell 0.5%, against -8.5% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 6.8% over the last twelve months (peer median +2.3%); the operating margin is 5.3% (peer median 11.4%).
Valuation It trades at 12.6× forward earnings against a peer median of 11.1× (9th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about -1% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -11 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.4 points below its cost of capital (5.0% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥37.5B | CN¥35.4B | CN¥36.8B | CN¥34.5B | CN¥32.4B |
| Revenue growth | — | -4% | +7% | +6% | — |
| Gross profit | CN¥6.02B | CN¥5.41B | CN¥4.85B | CN¥3.92B | CN¥659M |
| EBITDA | n/a | CN¥7.03B | CN¥6.25B | CN¥5.28B | CN¥1.83B |
| Net income | CN¥2.34B | CN¥3.47B | CN¥3.24B | CN¥1.87B | CN¥60.1M |
| Free cash flow | CN¥3.94B | CN¥522M | -CN¥486M | -CN¥1.67B | CN¥1.79B |
| Capital expenditure | CN¥6.20B | CN¥6.74B | CN¥6.62B | CN¥6.57B | CN¥3.55B |
| Total debt | CN¥40.8B | CN¥40.8B | CN¥43.1B | CN¥43.2B | CN¥38.5B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Jiangsu Guoxin 002608.SZ | $4.30B | -1% | +7% | 5% | 12.6× | -0.7% |
| Zhejiang Zheneng Electric Power 600023.SS | $10.8B | -5% | -7% | -1% | 17.4× | 7.0% |
| Huadian Power International 600027.SS | $8.61B | +3% | -7% | 6% | 13.2× | -0.4% |
| Huaneng Power International 600011.SS | $16.4B | +9% | -5% | 9% | 13.5× | -2.1% |
| Shenzhen Energy 000027.SZ | $4.49B | -8% | +4% | 13% | 11.2× | n/a |
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 | 002608.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.5% | -1.0% | 8th highest of 21 |
| 6-month return | -0.5% | -8.5% | 7th highest of 21 |
| Distance from 52-week high | -31.9% | -26.8% | 8th lowest of 21 |
| Revenue growth (TTM) | +6.8% | +2.3% | 6th highest of 21 |
| Operating margin | 5.3% | 11.4% | 4th lowest of 20 |
| Forward P/E | 12.6× | 11.1× | 9th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | -0.7% | 0.8% | 4th least demanding of 10 |
| Growth delivered (Del g) | +10.5% | +5.4% | 3rd highest of 10 |
| Hurdle (Req g minus delivered) | -11.2 pp | -0.9 pp | 3rd least demanding of 10 |
| ROIC minus cost of capital | -1.4 pp | -1.7 pp | 10th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Guoxin 002608.SZ | China | $4.30B | -1% | +7% | 5% | 12.6× | -0.7% | +10.5% |
| China Power International Development 2380.HK | Hong Kong | $4.29B | -20% | -5% | 20% | 13.6× | n/a | n/a |
| Algonquin Power & Utilities AQN.TO | Canada | $4.29B | -9% | +6% | 20% | 14.2× | n/a | n/a |
| Northland Power NPI.TO | Canada | $4.22B | -4% | +15% | 34% | 14.3× | -1.7% | +3.4% |
| AGL Energy AGL.AX | Australia | $4.21B | -3% | -6% | 11% | 10.5× | n/a | n/a |
| Electric Power Development 9513.T | Japan | $4.39B | +2% | +4% | 10% | 8.2× | 4.5% | +5.4% |
| Tokyo Elec Power Co Hldgs 9501.T | Japan | $4.17B | -31% | -2% | 1% | 3.7× | n/a | n/a |
| TransAlta TA.TO | Canada | $4.15B | +5% | -12% | 8% | 49.9× | 21.9% | +4.1% |
| Shenzhen Energy 000027.SZ | China | $4.49B | -8% | +4% | 13% | 11.2× | n/a | n/a |
| Wintime Energy 600157.SS | China | $4.55B | -21% | -9% | 7% | 104.2× | 0.8% | +1.4% |
| TAURON Polska Energia TPE.WA | Poland | $4.02B | -6% | 0% | n/a | 6.1× | 17.0% | +10.4% |
| Shaanxi Energy Investment 001286.SZ | China | $4.68B | -16% | +4% | 24% | 12.9× | -9.2% | +18.6% |
| Tohoku Electric Power 9506.T | Japan | $3.89B | +13% | +17% | 3% | 4.9× | n/a | n/a |
| Drax DRX.L | United Kingdom | $3.88B | 0% | -8% | 9% | 10.4× | -0.2% | +4.8% |
| Brookfield Renewable BEPC | United States | $4.79B | -13% | +6% | 19% | 249.6× | n/a | n/a |
| Pampa Energia SA Sponsored ADR PAM | United States | $3.78B | -19% | +29% | 21% | 7.4× | n/a | n/a |
| Shanghai Electric Power 600021.SS | China | $4.98B | -31% | -6% | 13% | 8.9× | n/a | n/a |
| Huadian Energy 600726.SS | China | $5.01B | -33% | -7% | 10% | n/a | n/a | n/a |
| Beijing Jingneng Power 600578.SS | China | $5.06B | +3% | -6% | 11% | 11.0× | -2.8% | +12.2% |
| Guangdong Electric Power Development 000539.SZ | China | $3.64B | -21% | +8% | -1% | n/a | 9.8% | +8.9% |
| NorthWestern Energy NWE | United States | $5.09B | +14% | +11% | 19% | 20.6× | n/a | n/a |