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Employees: 640
Size AnHui Jinchun Nonwoven (300877.SZ) is a China Consumer Discretionary company (Textiles) with a market value of $522M, the 3761st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥28.99 on 6 Nov 2026.
Performance Over six months the shares fell 2.6%, against -22.0% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 27.9% over the last twelve months (peer median +7.8%); the operating margin is 3.5% (peer median 6.6%).
Valuation It trades at 2.4× enterprise value to sales against a peer median of 1.9× (9th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +18 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 2.7 points below its cost of capital (8.6% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.32B | CN¥1.08B | CN¥1.03B | CN¥895M | CN¥802M |
| Revenue growth | — | +5% | +15% | +12% | — |
| Gross profit | CN¥203M | CN¥100.0M | CN¥72.2M | CN¥45.0M | CN¥18.2M |
| EBITDA | n/a | CN¥100M | CN¥79.6M | CN¥66.1M | CN¥29.4M |
| Net income | CN¥34.2M | CN¥86.7M | CN¥30.9M | CN¥30.3M | -CN¥25.3M |
| Free cash flow | CN¥175M | CN¥36.2M | -CN¥6.15M | CN¥13.7M | -CN¥13.5M |
| Capital expenditure | CN¥19.8M | CN¥62.2M | CN¥57.8M | CN¥24.5M | CN¥40.5M |
| Total debt | CN¥177M | CN¥188M | CN¥133M | CN¥131M | CN¥175M |
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| Measure | 300877.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.7% | -4.7% | highest of 21 |
| 6-month return | -2.6% | -22.0% | 7th highest of 21 |
| Distance from 52-week high | -17.9% | -37.9% | 3rd highest of 21 |
| Revenue growth (TTM) | +27.9% | +7.8% | 4th highest of 21 |
| Operating margin | 3.5% | 6.6% | 6th lowest of 21 |
| EV / Sales | 2.4× | 1.9× | 9th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 18.0% | 3.4% | 2nd most demanding of 16 |
| Growth delivered (Del g) | 0.0% | +9.5% | 4th lowest of 16 |
| Hurdle (Req g minus delivered) | +18.0 pp | -8.0 pp | most demanding of 16 |
| ROIC minus cost of capital | -2.7 pp | +2.0 pp | 5th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| 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% |
| Beijing Sanlian Hope Shin-Gosen Technical Service 300384.SZ | China | $533M | -21% | -36% | 15% | 3.9× | 6.5% | -1.3% |
| Anhui Huamao Textile 000850.SZ | China | $504M | -22% | +8% | 3% | 1.1× | n/a | n/a |
| Zhejiang Chinastars New Materials 301077.SZ | China | $501M | -36% | +37% | 13% | 2.7× | 6.9% | +4.3% |
| Sumitomo Seika Chemicals 4008.T | Japan | $545M | +12% | +5% | 10% | 0.6× | -5.2% | +7.5% |
| Baotek Industrial Materials 5340.TWO | Taiwan | $498M | -33% | +15% | 16% | 6.4× | 23.1% | +9.5% |
| Fujibo 3104.T | Japan | $551M | -34% | +14% | 18% | 1.5× | 1.3% | +4.5% |
| Hs Hyosung Advanced 298050.KS | South Korea | $483M | -46% | +5% | 6% | 0.2× | n/a | n/a |
| Shinkong Textile 1419.TW | Taiwan | $574M | 0% | +19% | 9% | 3.3× | 10.8% | +17.1% |
| Beijing Tongyizhong New Material Technology 688722.SS | China | $474M | -22% | +7% | 11% | 3.2× | 10.2% | +28.0% |
| Zhejiang Yingfeng Technology 605055.SS | China | $472M | -34% | +12% | -4% | 2.6× | 7.4% | +15.3% |
| Hangzhou Fuen 001312.SZ | China | $582M | -29% | -5% | 14% | 1.8× | -3.6% | -0.8% |
| Texhong International 2678.HK | Hong Kong | $587M | -32% | +6% | 8% | 0.3× | -20.5% | +2.3% |
| Transaction 7818.T | Japan | $453M | +10% | +15% | 20% | 2.0× | -2.6% | +13.0% |
| Zhejiang Jiaxin Silk 002404.SZ | China | $449M | -22% | +12% | 5% | 0.6× | -8.2% | +12.9% |
| Magnera MAGN | United States | $442M | +2% | +151% | 4% | 0.7× | 3.4% | +28.1% |
| Zhejiang Unifull Industrial Fiber 002427.SZ | China | $636M | -26% | +3% | 3% | 2.0× | n/a | n/a |
| Jiangsu Aoyang Health Industry 002172.SZ | China | $637M | +48% | -9% | 4% | 2.8× | n/a | n/a |
| Hunan Huasheng 600156.SS | China | $426M | -35% | -40% | -14% | 5.1× | n/a | n/a |
| Tainan Spinning 1440.TW | Taiwan | $639M | +2% | -21% | -4% | 1.9× | -0.5% | -3.9% |