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← CockpitCompetitor Analysis › 300819.SZ Jiangsu Jujie Microfiber Technology Group Co., Ltd. Class AOpen in the cockpit ↗

Jiangsu Jujie Microfiber Technology Group Co., Ltd. Class A300819.SZCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Textiles

Jiangsu-based maker of microfiber synthetic leather for footwear, bags, furniture and automotive uses.

Momentum laggard 6
Mkt cap
$734M
US dollars, full cap
Free float
90%
of shares outstanding
$/day
$13.0M
20-day average traded
Fwd P/E
66.9×
forward earnings
ROIC−WACC
-4.1 pp
WACC 10.7%
Hurdle
n/a
no reverse DCF
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥32.78
1D-3.5%
1W+1.4%
1M-21.8%
3M-19.3%
6M-42.4%
YTD-5.2%
1Y+31.7%
ATR %8.5%
52w lowhigh64.4% off high

What Jiangsu Jujie Microfiber Technology does

Jiangsu-based maker of microfiber synthetic leather for footwear, bags, furniture and automotive uses.

Products and services

  • Microfiber synthetic leather

Customers

  • Footwear/bag makers
  • Automotive interior suppliers

Where it sits in the supply chain

  • Consumer Discretionary
  • Synthetic materials
  • Microfiber synthetic leather

What could go right

  • Footwear/automotive interior demand

What could go wrong

  • Competition from leather and other synthetics

Moat: none (scale). Commodity synthetic-leather producer in a competitive market.

Headquarters: Nantong, China · Employees: 1,070

Named competitors

Jiangsu Jujie Microfiber Technology at a glance

Size Jiangsu Jujie Microfiber Technology (300819.SZ) is a China Consumer Discretionary company (Textiles) with a market value of $734M, the 2965th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥32.78 on 6 Nov 2026.

Performance Over six months the shares fell 42.4%, against -6.4% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 21 in its peer set.

Growth Revenue grew 5.3% over the last twelve months (peer median -1.4%); the operating margin is 9.2% (peer median 2.8%).

Valuation It trades at 66.9× forward earnings against a peer median of 18.9× (most expensive of 8).

Capital Return on invested capital runs 4.1 points below its cost of capital (10.7% WACC).

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

5010015011 May 202611 Aug 20266 Nov 2026Peer median 93300819.SZ 56
Six months, rebased to 100: Jiangsu Jujie Microfiber Technology against the median of its 20 peers (local-currency closes).

Jiangsu Jujie Microfiber Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥593MCN¥574MCN¥596MCN¥682MCN¥603M
Revenue growth—-4%-13%+13%—
Gross profitCN¥200MCN¥147MCN¥152MCN¥150MCN¥113M
EBITDAn/aCN¥106MCN¥111MCN¥99.1MCN¥77.6M
Net incomeCN¥41.8MCN¥56.2MCN¥64.4MCN¥74.4MCN¥36.8M
Free cash flow-CN¥347MCN¥91.0MCN¥58.9MCN¥16.0M-CN¥30.3M
Capital expenditureCN¥375MCN¥29.7MCN¥29.4MCN¥71.7MCN¥139M
Total debtCN¥259MCN¥50.7MCN¥53.7MCN¥70.9MCN¥59.4M

Quarterly statements and history in the cockpit →

Jiangsu Jujie Microfiber Technology competitor charts

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.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-20%-10%0%0007826006260022013201300200267400072600093600204260061714400021720022060024273000676003706031306015991434603889300819.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangsu Jujie Microfiber Technology is the large dot.

Fundamentals: revenue growth against valuation

-20%-10%0%+10%+20%20×40×60×30020026740007260020421440002206603889300819.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Jiangsu Jujie Microfiber Technology is the large dot.

Jiangsu Jujie Microfiber Technology competitors and peer comparison

Head to head with its named competitors (300819.SZ vs 300180.SZ vs 3405.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Jiangsu Jujie Microfiber Technology 300819.SZ$734M-42%+5%9%66.9×n/a
Huafon Microfibre (Shanghai) 300180.SZ$1.06B-24%-6%-1%n/a16.2%
Kuraray 3405.T$3.52B+14%+3%7%15.0×-0.2%

How Jiangsu Jujie Microfiber Technology compares with its peers

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.

Jiangsu Jujie Microfiber Technology against its 20 peers (data as of 6 Nov 2026)
Measure300819.SZPeer medianRank in peer set
1-month return-21.8%-1.5%lowest of 21
6-month return-42.4%-6.4%2nd lowest of 21
Distance from 52-week high-64.4%-33.8%lowest of 21
Revenue growth (TTM)+5.3%-1.4%6th highest of 21
Operating margin9.2%2.8%5th highest of 21
Forward P/E66.9×18.9×most expensive of 8
ROIC minus cost of capital-4.1 pp-2.4 pp8th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Jiangsu Jujie Microfiber Technology 300819.SZChina$734M-42%+5%9%66.9×n/an/a
Guangdong Highsun Meida New Materials 000782.SZChina$728M-4%0%-5%n/an/an/a
Shanghai Shenda 600626.SSChina$745M-4%-2%1%n/a-1.0%-0.1%
Jiangsu Jiuding New Material 002201.SZChina$760M-42%+6%9%n/a22.1%+1.4%
Japan Wool Textile 3201.TJapan$792M+14%0%11%n/a-8.6%+2.6%
Gunze 3002.TJapan$797M+17%-4%5%26.6×10.5%+1.1%
Xingye Leather Technology 002674.SZChina$807M+35%+7%8%30.9×14.3%+15.4%
Lu Thai Textile 000726.SZChina$658M-9%-3%8%10.5×-20.4%+4.5%
Jiangsu Huaxicun 000936.SZChina$658M-31%+14%-5%n/an/an/a
Huafu Fashion 002042.SZChina$822M-31%-23%2%18.9×15.1%-10.8%
Shanxi Guoxin Energy Corporation Limited 600617.SSChina$838M-16%-9%3%n/a0.8%+4.5%
Tainan Spinning 1440.TWTaiwan$639M+2%-21%-4%60.7×-0.5%-3.9%
Jiangsu Aoyang Health Industry 002172.SZChina$637M+48%-9%4%n/an/an/a
Zhejiang Hailide New Material 002206.SZChina$845M-18%-7%11%9.7×-2.2%+10.7%
Zhejiang Unifull Industrial Fiber 002427.SZChina$636M-26%+3%3%n/an/an/a
Shanghai Anoky 300067.SZChina$853M-29%+36%3%n/an/an/a
Jiangsu Sanfame Polyester Material 600370.SSChina$857M-44%-13%-3%n/an/an/a
Zhejiang Yunzhongma 603130.SSChina$867M-8%+4%4%n/a21.1%+18.8%
Zhewen Pictures 601599.SSChina$884M+37%+4%1%n/a46.4%+13.9%
Formosa Taffeta 1434.TWTaiwan$888M+9%-7%2%n/a19.9%-0.9%
Zhejiang Xinao Textiles 603889.SSChina$908M-5%+20%13%10.2×n/an/a

Questions

Who are Jiangsu Jujie Microfiber Technology's main competitors?
Named competitors: Huafon Microfibre (300180.SZ), Kuraray (3405.T). The cockpit's measured peer set (industry) also includes Guangdong Highsun Meida New Materials (000782.SZ), Shanghai Shenda (600626.SS), Jiangsu Jiuding New Material (002201.SZ), Japan Wool Textile (3201.T), Gunze (3002.T), Xingye Leather Technology (002674.SZ).
Is Jiangsu Jujie Microfiber Technology expensive compared with its peers?
On forward p/e it trades at 66.9× against a peer median of 18.9×, most expensive of 8 in its peer set.
How has Jiangsu Jujie Microfiber Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -42.4% against -6.4% for the median peer; over one year +31.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.