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← CockpitCompetitor Analysis › 301339.SZ Jiangsu Tongxingbao Intelligent Transportation Tech Co., Ltd. Class AOpen in the cockpit ↗

Jiangsu Tongxingbao Intelligent Transportation Tech Co., Ltd. Class A301339.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Other Transportation

Jiangsu-based maker of intelligent transportation systems such as traffic monitoring and enforcement technology.

Momentum neutral 58
Mkt cap
$948M
US dollars, full cap
Free float
26%
of shares outstanding
$/day
$11.2M
20-day average traded
Fwd P/E
13.8×
forward earnings
ROIC−WACC
n/a
WACC 6.2%
Hurdle
-23 pp
Req g minus delivered
Next earnings
143 days
29 Mar 2027
Close · CNYCN¥10.89
1D-1.6%
1W+5.1%
1M-8.9%
3M-4.2%
6M-17.1%
YTD-25.1%
1Y-27.4%
ATR %4.7%
52w lowhigh31.6% off high

What Jiangsu Tongxingbao Intelligent Transportation Tech does

Jiangsu-based maker of intelligent transportation systems such as traffic monitoring and enforcement technology.

Products and services

  • Traffic monitoring/enforcement systems
  • Smart transportation platforms

Customers

  • Local government transport/police departments

Where it sits in the supply chain

  • Industrials
  • Transportation technology
  • Intelligent traffic systems

What could go right

  • Smart-city/intelligent-transportation government spending

What could go wrong

  • Government budget/procurement dependence

Moat: narrow (regulatory licence, customer qualification). Government procurement relationships for traffic-management technology.

Headquarters: Jiangsu, China · Employees: 860

Named competitors

Jiangsu Tongxingbao Intelligent Transportation Tech at a glance

Size Jiangsu Tongxingbao Intelligent Transportation Tech (301339.SZ) is a China Industrials company (Other Transportation) with a market value of $948M, the 2404th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥10.89 on 6 Nov 2026.

Performance Over six months the shares fell 17.1%, against -7.3% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.

Growth Revenue grew 9.3% over the last twelve months (peer median +4.3%); the operating margin is 19.9% (peer median 13.3%).

Valuation It trades at 13.8× forward earnings against a peer median of 15.0× (5th cheapest of 10).

Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -23 pp: the price already allows for a slowdown.

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

Relative performance

809010011 May 202611 Aug 20266 Nov 2026Peer median 92301339.SZ 83
Six months, rebased to 100: Jiangsu Tongxingbao Intelligent Transportation Tech against the median of its 20 peers (local-currency closes).

Jiangsu Tongxingbao Intelligent Transportation Tech financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.06BCN¥1.06BCN¥892MCN¥739MCN¥595M
Revenue growth—+19%+21%+24%—
Gross profitCN¥550MCN¥440MCN¥375MCN¥323MCN¥263M
EBITDAn/aCN¥280MCN¥222MCN¥173MCN¥120M
Net incomeCN¥208MCN¥221MCN¥210MCN¥191MCN¥151M
Free cash flowCN¥351MCN¥424MCN¥7.45MCN¥139M-CN¥133M
Capital expenditureCN¥102MCN¥129MCN¥121MCN¥90.2MCN¥43.7M
Total debtCN¥76.7MCN¥136MCN¥90.5MCN¥23.1MCN¥22.2M

Quarterly statements and history in the cockpit →

Jiangsu Tongxingbao Intelligent Transportation Tech 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

-30%-20%-10%0%+10%0%+10%0020230694600897600368603128600611S61000755SVI601518000900000557601008909060118860032610529031000507600020301339.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Jiangsu Tongxingbao Intelligent Transportation Tech is the large dot.

Fundamentals: revenue growth against valuation

0%+20%0×100×0694600897603128S61909060032610529031600020301339.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Jiangsu Tongxingbao Intelligent Transportation Tech is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%+40%-20%0%20%40%0020230694600897603128600611S61SVI601518000900000557600326600020301339.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Jiangsu Tongxingbao Intelligent Transportation Tech is the large dot.

Jiangsu Tongxingbao Intelligent Transportation Tech competitors and peer comparison

Head to head with its named competitors (301339.SZ vs 002373.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Jiangsu Tongxingbao Intelligent Transportation Tech 301339.SZ$948M-17%+9%20%13.8×-4.9%
China TransInfo Technology 002373.SZ$1.89B-11%+16%1%39.7×22.0%

How Jiangsu Tongxingbao Intelligent Transportation Tech 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 Tongxingbao Intelligent Transportation Tech against its 20 peers (data as of 6 Nov 2026)
Measure301339.SZPeer medianRank in peer set
1-month return-8.9%-0.4%lowest of 21
6-month return-17.1%-7.3%6th lowest of 21
Distance from 52-week high-31.6%-21.9%9th lowest of 21
Revenue growth (TTM)+9.3%+4.3%7th highest of 21
Operating margin19.9%13.3%9th highest of 21
Forward P/E13.8×15.0×5th cheapest of 10
Growth the price implies (Req g, 7 yrs)-4.9%0.4%6th least demanding of 18
Growth delivered (Del g)+17.9%+7.4%highest of 18
Hurdle (Req g minus delivered)-22.8 pp-6.6 pp3rd least demanding of 18

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 Tongxingbao Intelligent Transportation Tech 301339.SZChina$948M-17%+9%20%13.8×-4.9%+17.9%
Sichuan Haite High-Tech 002023.SZChina$948M-31%+14%-28%n/a31.4%+10.4%
Beijing Capital International Airport 0694.HKHong Kong$914M-21%+6%0%183.1×40.5%+8.7%
Xiamen International Airport 600897.SSChina$892M-12%+33%28%12.1×-16.5%+11.4%
Guangxi Wuzhou Communications 600368.SSChina$1.01B+8%-40%48%n/an/an/a
CTS International Logistics 603128.SSChina$1.02B-5%+15%3%15.0×-5.1%+5.0%
Dazhong Transportation (Group) 600611.SSChina$1.02B-12%-12%-9%n/a5.8%-3.3%
SBS Transit S61.SISingapore$866M-2%+2%4%19.0×-10.6%+4.3%
Shanxi Hi-speed 000755.SZChina$1.07B-3%+3%47%n/a-7.2%+8.4%
StorageVault Canada SVI.TOCanada$1.09B-4%+9%23%n/a21.9%+16.6%
Jilin Expressway 601518.SSChina$822M-1%-13%48%n/a-20.5%+10.0%
Xiandai Investment 000900.SZChina$822M-14%-6%20%n/a2.8%-14.7%
Ningxia Western Venture Industrial 000557.SZChina$807M-21%+7%9%n/a0.2%+8.3%
Jiangsu Lianyungang Port 601008.SSChina$765M-13%+5%15%n/a1.9%+9.7%
AZ-COM Maruwa 9090.TJapan$760M-1%+9%5%15.2×n/an/a
Heilongjiang Transport Development 601188.SSChina$746M+13%-4%27%n/a0.4%+7.0%
Xizang Tianlu 600326.SSChina$1.24B-35%-8%0%26.3×24.9%-13.0%
Yuexiu Transport Infrastructure 1052.HKHong Kong$699M-19%+9%36%6.2×0.1%+7.4%
Nishi-Nippon Railroad 9031.TJapan$1.37B0%+10%7%9.0×n/an/a
Zhuhai Port 000507.SZChina$638M-9%0%12%n/a-2.0%+4.5%
Henan Zhongyuan Expressway 600020.SSChina$1.43B+5%-11%20%9.4×5.9%+5.4%

Questions

Who are Jiangsu Tongxingbao Intelligent Transportation Tech's main competitors?
Named competitors: China TransInfo Technology (002373.SZ). The cockpit's measured peer set (industry) also includes Sichuan Haite High-Tech (002023.SZ), Beijing Capital International Airport (0694.HK), Xiamen International Airport (600897.SS), Guangxi Wuzhou Communications (600368.SS), CTS International Logistics (603128.SS), Dazhong Transportation (Group) (600611.SS).
Is Jiangsu Tongxingbao Intelligent Transportation Tech expensive compared with its peers?
On forward p/e it trades at 13.8× against a peer median of 15.0×, 5th cheapest of 10 in its peer set. For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is +18%, so the hurdle is -23 pp: the price already allows for a slowdown.
How has Jiangsu Tongxingbao Intelligent Transportation Tech stock performed?
Over six months to 6 Nov 2026 the shares returned -17.1% against -7.3% for the median peer; over one year -27.4%.

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.