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Employees: 257
Size Beijing Sanlian Hope Shin-Gosen Technical Service (300384.SZ) is a China Consumer Discretionary company (Textiles) with a market value of $533M, the 3710th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.17 on 6 Nov 2026.
Performance Over six months the shares fell 21.4%, against -22.0% for the median peer and -16.4% for the China market (cap-weighted) — 9th highest of 21 in its peer set.
Growth Revenue fell 36.0% over the last twelve months (peer median +12.4%); the operating margin is 15.4% (peer median 5.1%).
Valuation It trades at 10.3× forward earnings against a peer median of 13.0× (4th cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is +8 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 1.0 points below its cost of capital (8.1% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥531M | CN¥817M | CN¥1.07B | CN¥1.25B | CN¥1.06B |
| Revenue growth | — | -24% | -14% | +18% | — |
| Gross profit | CN¥257M | CN¥345M | CN¥470M | CN¥474M | CN¥380M |
| EBITDA | n/a | CN¥251M | CN¥351M | CN¥346M | CN¥281M |
| Net income | CN¥121M | CN¥224M | CN¥318M | CN¥290M | CN¥240M |
| Free cash flow | CN¥221M | -CN¥31.1M | CN¥166M | CN¥214M | CN¥486M |
| Capital expenditure | CN¥14.7M | CN¥14.8M | CN¥32.6M | CN¥48.6M | CN¥16.3M |
| Total debt | CN¥53.1M | CN¥58.8M | CN¥54.0M | CN¥134M | CN¥210M |
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| Measure | 300384.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.0% | -4.7% | 10th lowest of 21 |
| 6-month return | -21.4% | -22.0% | 9th highest of 21 |
| Distance from 52-week high | -43.3% | -35.9% | 9th lowest of 21 |
| Revenue growth (TTM) | -36.0% | +12.4% | lowest of 21 |
| Operating margin | 15.4% | 5.1% | 4th highest of 21 |
| Forward P/E | 10.3× | 13.0× | 4th cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 6.5% | 3.4% | 8th most demanding of 16 |
| Growth delivered (Del g) | -1.3% | +9.5% | 2nd lowest of 16 |
| Hurdle (Req g minus delivered) | +7.8 pp | -8.0 pp | 3rd most demanding of 16 |
| ROIC minus cost of capital | -1.0 pp | +2.0 pp | 9th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Beijing Sanlian Hope Shin-Gosen Technical Service 300384.SZ | China | $533M | -21% | -36% | 15% | 10.3× | 6.5% | -1.3% |
| Fuchun Dye and Weave 605189.SS | China | $523M | -13% | +29% | 4% | 13.0× | 6.5% | +17.6% |
| Sumitomo Seika Chemicals 4008.T | Japan | $545M | +12% | +5% | 10% | n/a | -5.2% | +7.5% |
| AnHui Jinchun Nonwoven 300877.SZ | China | $522M | -3% | +28% | 3% | n/a | 18.0% | 0.0% |
| Fujibo 3104.T | Japan | $551M | -34% | +14% | 18% | 11.8× | 1.3% | +4.5% |
| Anhui Huamao Textile 000850.SZ | China | $504M | -22% | +8% | 3% | n/a | n/a | n/a |
| Zhejiang Chinastars New Materials 301077.SZ | China | $501M | -36% | +37% | 13% | n/a | 6.9% | +4.3% |
| Baotek Industrial Materials 5340.TWO | Taiwan | $498M | -33% | +15% | 16% | n/a | 23.1% | +9.5% |
| Shinkong Textile 1419.TW | Taiwan | $574M | 0% | +19% | 9% | n/a | 10.8% | +17.1% |
| Hangzhou Fuen 001312.SZ | China | $582M | -29% | -5% | 14% | n/a | -3.6% | -0.8% |
| Texhong International 2678.HK | Hong Kong | $587M | -32% | +6% | 8% | 3.0× | -20.5% | +2.3% |
| Hs Hyosung Advanced 298050.KS | South Korea | $483M | -46% | +5% | 6% | 9.3× | n/a | n/a |
| Beijing Tongyizhong New Material Technology 688722.SS | China | $474M | -22% | +7% | 11% | 22.4× | 10.2% | +28.0% |
| Zhejiang Yingfeng Technology 605055.SS | China | $472M | -34% | +12% | -4% | 56.8× | 7.4% | +15.3% |
| Transaction 7818.T | Japan | $453M | +10% | +15% | 20% | 14.3× | -2.6% | +13.0% |
| Zhejiang Jiaxin Silk 002404.SZ | China | $449M | -22% | +12% | 5% | n/a | -8.2% | +12.9% |
| Zhejiang Unifull Industrial Fiber 002427.SZ | China | $636M | -26% | +3% | 3% | n/a | n/a | n/a |
| Jiangsu Aoyang Health Industry 002172.SZ | China | $637M | +48% | -9% | 4% | n/a | n/a | n/a |
| Tainan Spinning 1440.TW | Taiwan | $639M | +2% | -21% | -4% | 60.7× | -0.5% | -3.9% |
| Magnera MAGN | United States | $442M | +2% | +151% | 4% | 9.8× | 3.4% | +28.1% |
| Jiangsu Huaxicun 000936.SZ | China | $658M | -31% | +14% | -5% | n/a | n/a | n/a |