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Chinese maker of special-purpose vehicles, likely fire, road-maintenance or municipal service trucks.
Chinese maker of special-purpose vehicles, likely fire, road-maintenance or municipal service trucks.
Moat: none
Headquarters: Xuzhou, China · Employees: 802
Size Xuzhou Handler Special Vehicle (300201.SZ) is a China Consumer Discretionary company (Motor Vehicles) with a market value of $1.64B, the 1515th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.81 on 6 Nov 2026.
Performance Over six months the shares fell 8.7%, against -18.2% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 20 in its peer set.
Growth Revenue grew 17.8% over the last twelve months (peer median +8.4%); the operating margin is 21.9% (peer median 1.9%).
Valuation It trades at 22.5× forward earnings against a peer median of 12.7× (most expensive of 12).
Price implies For today's price to make sense, revenue must grow about 22% a year for seven years (Req g). Recent delivered growth is -3%, so the hurdle is +25 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 0.8 points above its cost of capital (11.3% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.21B | CN¥1.71B | CN¥1.58B | CN¥1.35B | CN¥1.02B |
| Revenue growth | — | +8% | +17% | +32% | — |
| Gross profit | CN¥873M | CN¥524M | CN¥513M | CN¥420M | CN¥313M |
| EBITDA | n/a | CN¥342M | CN¥280M | CN¥214M | CN¥117M |
| Net income | CN¥333M | CN¥309M | CN¥224M | CN¥206M | CN¥72.7M |
| Free cash flow | CN¥318M | CN¥456M | -CN¥71.6M | CN¥329M | CN¥29.8M |
| Capital expenditure | CN¥24.2M | CN¥12.2M | CN¥6.64M | CN¥8.39M | CN¥11.8M |
| Total debt | CN¥944M | CN¥372M | CN¥447M | CN¥320M | CN¥123M |
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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 | 300201.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.6% | -4.1% | 4th lowest of 21 |
| 6-month return | -8.7% | -18.2% | 7th highest of 20 |
| Distance from 52-week high | -49.7% | -38.4% | 9th lowest of 21 |
| Revenue growth (TTM) | +17.8% | +8.4% | 4th highest of 21 |
| Operating margin | 21.9% | 1.9% | 2nd highest of 21 |
| Forward P/E | 22.5× | 12.7× | most expensive of 12 |
| Growth the price implies (Req g, 7 yrs) | 22.0% | 2.9% | 2nd most demanding of 13 |
| Growth delivered (Del g) | -3.3% | +5.4% | 3rd lowest of 13 |
| Hurdle (Req g minus delivered) | +25.3 pp | +0.4 pp | 2nd most demanding of 13 |
| ROIC minus cost of capital | +0.8 pp | -0.5 pp | 9th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Xuzhou Handler Special Vehicle 300201.SZ | China | $1.64B | -9% | +18% | 22% | 22.5× | 22.0% | -3.3% |
| Jiangling Motors 000550.SZ | China | $1.70B | -12% | +7% | 1% | 11.9× | n/a | n/a |
| Dongfeng Automobile 600006.SS | China | $1.53B | -24% | -5% | -13% | n/a | n/a | n/a |
| Ola Electric Mobility OLAELEC.NS | India | $1.81B | -3% | -49% | -83% | n/a | n/a | n/a |
| Blue Bird BLBD | United States | $1.82B | -18% | +13% | 12% | 12.8× | 3.7% | +11.0% |
| Sanyang Motor 2206.TW | Taiwan | $1.43B | +8% | -3% | 8% | n/a | 1.2% | +9.0% |
| Zhejiang Taotao Vehicles 301345.SZ | China | $1.91B | -54% | +53% | 25% | 11.9× | 2.2% | +23.3% |
| Lucid LCID | United States | $1.30B | -48% | +67% | -259% | n/a | n/a | n/a |
| China Railway Materials 000927.SZ | China | $2.20B | -14% | +1% | 2% | n/a | 6.3% | -5.0% |
| Tianjin FUJI-TA Bicycle Industrial 603468.SS | China | $1.19B | n/a | +3% | 8% | n/a | 13.5% | +4.9% |
| Brilliance China Automotive 1114.HK | Hong Kong | $1.15B | -40% | +18% | -30% | 6.0× | n/a | n/a |
| Tianrun Industry Technology 002283.SZ | China | $1.14B | -39% | +31% | 9% | 16.0× | 6.1% | -1.7% |
| Thule THULE.ST | Sweden | $2.39B | -6% | +2% | 17% | 18.3× | 9.3% | +5.9% |
| Aerosun 600501.SS | China | $1.10B | -28% | +10% | -5% | n/a | n/a | n/a |
| Giant Manufacturing 9921.TW | Taiwan | $1.06B | +29% | -15% | 2% | 18.1× | 1.3% | -3.0% |
| Force Motors FORCEMOT.NS | India | $2.64B | -8% | +16% | 12% | n/a | 25.2% | +35.4% |
| Aima Technology 603529.SS | China | $2.67B | -11% | -11% | 5% | 12.7× | n/a | n/a |
| Xiamen King Long Motor 600686.SS | China | $967M | -42% | -3% | 2% | 9.1× | -1.1% | +12.0% |
| Beiqi Foton Motor 600166.SS | China | $2.88B | -31% | +13% | 1% | 10.1× | -1.2% | +1.3% |
| Breton Technology 1333.HK | Hong Kong | $915M | +5% | +16% | -24% | n/a | n/a | n/a |
| Shanghai New Power Automotive Technology 600841.SS | China | $914M | -39% | +15% | -5% | 19.5× | 2.1% | -23.6% |