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Employees: 299
Size Jiangsu Jiangnan High Polymer Fiber (600527.SS) is a China Materials company (Chemicals: Specialty) with a market value of $538M, the 3687th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥2.07 on 6 Nov 2026.
Performance Over six months the shares fell 29.8%, against -14.3% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue grew 1.7% over the last twelve months (peer median +11.9%); the operating margin is 0.6% (peer median 5.3%).
Valuation It trades at 4.7× enterprise value to sales against a peer median of 1.7× (4th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 40% a year for seven years (Req g). Recent delivered growth is -15%, so the hurdle is +55 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 5.8 points below its cost of capital (6.1% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥555M | CN¥518M | CN¥532M | CN¥813M | CN¥822M |
| Revenue growth | — | -3% | -35% | -1% | — |
| Gross profit | CN¥48.4M | CN¥35.5M | CN¥42.0M | CN¥59.8M | CN¥95.2M |
| EBITDA | CN¥95.7M | CN¥81.5M | CN¥108M | CN¥99.0M | CN¥139M |
| Net income | CN¥24.2M | CN¥21.1M | CN¥38.1M | CN¥46.0M | CN¥83.6M |
| Free cash flow | CN¥191M | CN¥50.1M | CN¥270M | -CN¥26.7M | CN¥131M |
| Capital expenditure | CN¥8.30M | CN¥6.25M | CN¥8.11M | CN¥16.3M | CN¥53.7M |
| Total debt | CN¥16.9M | CN¥15.3M | CN¥17.2M | CN¥22.9M | CN¥42.0M |
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| Measure | 600527.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -4.6% | -16.7% | 3rd highest of 21 |
| 6-month return | -29.8% | -14.3% | 6th lowest of 21 |
| Distance from 52-week high | -40.9% | -44.3% | 10th highest of 21 |
| Revenue growth (TTM) | +1.7% | +11.9% | 8th lowest of 21 |
| Operating margin | 0.6% | 5.3% | 9th lowest of 21 |
| EV / Sales | 4.7× | 1.7× | 4th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 40.2% | 15.0% | most demanding of 9 |
| Growth delivered (Del g) | -14.6% | +3.8% | lowest of 9 |
| Hurdle (Req g minus delivered) | +54.8 pp | +7.7 pp | most demanding of 9 |
| ROIC minus cost of capital | -5.8 pp | -3.6 pp | 6th lowest of 21 |
| EV / EBITDA | 27.3× | 6.9× | most expensive of 9 |
| Net debt / EBITDA | -10.2× | -0.0× | least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Jiangnan High Polymer Fiber 600527.SS | China | $538M | -30% | +2% | 1% | 4.7× | 40.2% | -14.6% |
| Puyang Huicheng Electronic Material 300481.SZ | China | $540M | -16% | +11% | 9% | 2.1× | n/a | n/a |
| Suzhou Sunmun Technology 300522.SZ | China | $534M | -15% | -5% | -2% | 5.4× | n/a | n/a |
| Shandong Lubei Chemical 600727.SS | China | $545M | -15% | +6% | 7% | 0.9× | n/a | n/a |
| DKS 4461.T | Japan | $530M | -6% | +31% | 15% | 0.9× | 5.3% | +7.0% |
| Jiangsu Feymer Technology 688350.SS | China | $528M | -14% | -6% | -1% | 3.0× | 30.2% | +4.2% |
| Qianjiang Yongan Pharmaceutical 002365.SZ | China | $523M | -12% | +26% | 4% | 2.7× | 24.7% | -7.8% |
| Jinneng Science & Technology 603113.SS | China | $559M | -34% | +6% | -4% | 0.5× | n/a | n/a |
| Gansu Yatai Industrial Developent 000691.SZ | China | $516M | -6% | +29% | 0% | 5.9× | n/a | n/a |
| Advanced Nano Products 121600.KS | South Korea | $565M | -23% | +33% | 12% | 5.5× | 28.1% | +18.2% |
| Koppers KOP | United States | $567M | -32% | -5% | 10% | 0.8× | -7.1% | +2.4% |
| Sichuan Meifeng Chemical Industry 000731.SZ | China | $509M | -14% | -13% | -6% | 0.5× | n/a | n/a |
| Shandong Haihua 000822.SZ | China | $509M | -36% | -10% | -33% | 1.3× | n/a | n/a |
| IOL Chemicals & Pharmaceuticals IOLCP.NS | India | $569M | +87% | +19% | 9% | 2.1× | 29.8% | +3.5% |
| Kanto Denka Kogyo 4047.T | Japan | $570M | -6% | +13% | 12% | 1.6× | n/a | n/a |
| Jiangsu Jinji Industrial 300798.SZ | China | $507M | -33% | +28% | 0% | 2.5× | n/a | n/a |
| Guangdong Yussen Energy Technology 002986.SZ | China | $571M | -30% | +57% | 2% | 0.7× | -5.0% | +27.8% |
| Grand Pacific Petrochemical 1312.TW | Taiwan | $571M | +3% | +28% | -15% | 1.8× | n/a | n/a |
| Hangzhou Flariant 605566.SS | China | $505M | -23% | +22% | 8% | 2.5× | n/a | n/a |
| TSRC 2103.TW | Taiwan | $576M | +17% | 0% | 7% | 0.7× | n/a | n/a |
| Dainichiseika Color & Chemicals Mfg.Co 4116.T | Japan | $576M | +18% | +2% | 7% | 0.7× | 3.4% | -2.1% |