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China's largest natural-rubber grower and processor, operating plantations and rubber-processing plants in Hainan and Southeast Asia.
China's largest natural-rubber grower and processor, operating plantations and rubber-processing plants in Hainan and Southeast Asia.
Earns by selling natural rubber and processed rubber at prices that follow market benchmarks, mainly to tire makers, so profit depends on the rubber price and on harvest volumes. Rubber trees take years to bring into production, which makes its plantation base hard to replicate.
Moat: narrow (scale). Largest state-backed natural rubber plantation and processing scale in China.
Headquarters: Haikou, China · Founded: 1998 · Employees: 24,953
Size China Hainan Rubber Industry (601118.SS) is a China Materials company (Industrial Specialties) with a market value of $3.36B, the 774th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.23 on 6 Nov 2026.
Performance Over six months the shares fell 27.3%, against -16.6% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 19 in its peer set.
Growth Revenue fell 36.9% over the last twelve months (peer median +10.6%); the operating margin is -2.9% (peer median 11.5%).
Valuation It trades at 2.39× book value against a peer median of 3.67× (7th cheapest of 21).
Price implies The share price implies a return on equity of about 19.7%; China Hainan Rubber Industry delivers -0.4%, so the price asks more than the business earns today.
Next results Next results expected around 5 May 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥32.0B | CN¥42.2B | CN¥42.0B | CN¥37.7B | CN¥15.4B |
| Revenue growth | — | +1% | +11% | +145% | — |
| Gross profit | CN¥1.45B | CN¥906M | CN¥1.44B | CN¥656M | CN¥270M |
| EBITDA | n/a | -CN¥120M | CN¥386M | -CN¥337M | -CN¥274M |
| Net income | -CN¥39.5M | -CN¥103M | CN¥103M | CN¥297M | CN¥76.4M |
| Free cash flow | CN¥1.67B | CN¥1.90B | CN¥733M | CN¥243M | CN¥270M |
| Capital expenditure | CN¥557M | CN¥615M | CN¥871M | CN¥994M | CN¥1.00B |
| Total debt | CN¥16.7B | CN¥17.6B | CN¥17.8B | CN¥16.6B | CN¥9.07B |
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| Measure | 601118.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -19.7% | -7.8% | 4th lowest of 20 |
| 6-month return | -27.3% | -16.6% | 6th lowest of 19 |
| Return on equity | -0.4% | 12.4% | 3rd lowest of 21 |
| Price / book | 2.39× | 3.67× | 7th cheapest of 21 |
| ROE the price implies | 19.7% | 29.9% | 8th least demanding of 21 |
| ROE delivered | -0.4% | 11.9% | 3rd lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| China Hainan Rubber Industry 601118.SS | China | $3.36B | -27% | -37% | 0% | 2.39× | 19.7% | -0.4% |
| Crown New Materials Techn Co L 001381.SZ | China | $3.33B | n/a | +8% | 14% | 8.69× | 60.8% | n/a |
| Kansai Paint 4613.T | Japan | $3.23B | +29% | +3% | 11% | 1.78× | 10.5% | 10.6% |
| Shanghai Sinyang Semiconductor Materials 300236.SZ | China | $3.58B | -20% | +33% | 8% | 4.26× | 47.7% | 7.6% |
| SKSHU Paint 603737.SS | China | $3.14B | -33% | 0% | 13% | 6.51× | 86.4% | 12.5% |
| Kinik 1560.TW | Taiwan | $3.04B | +17% | +19% | 22% | 11.04× | 92.4% | 21.8% |
| Himadri Speciality Chemical HSCL.NS | India | $3.04B | -8% | +25% | 19% | 5.58× | 103.5% | 18.6% |
| Flat Glass 601865.SS | China | $3.03B | -30% | -23% | -2% | 1.04× | 8.2% | -2.3% |
| AZZ AZZ | United States | $3.76B | -15% | +10% | 12% | 2.66× | 23.5% | 12.3% |
| WD-40 WDFC | United States | $2.97B | +6% | +11% | 30% | 10.88× | 39.6% | 30.4% |
| Beijing Oriental Yuhong Waterproof Technology 002271.SZ | China | $3.92B | -27% | +10% | 0% | 1.27× | 13.1% | -0.2% |
| Jiangsu Pacific Quartz 603688.SS | China | $2.78B | -38% | +15% | 3% | 3.12× | 39.8% | 2.6% |
| FSPG Hi-Tech 000973.SZ | China | $4.07B | -47% | +205% | 20% | 2.75× | 14.3% | 20.5% |
| GCL Technology 3800.HK | Hong Kong | $2.71B | -30% | +25% | -9% | 0.50× | 5.5% | -8.7% |
| H.B. Fuller FUL | United States | $2.68B | -19% | +1% | 10% | 1.24× | 11.3% | 9.6% |
| DIC 4631.T | Japan | $2.68B | +25% | +6% | 12% | 0.83× | 7.7% | 12.5% |
| Shenzhen Leading Semiconductor Industry 603991.SS | China | $2.60B | +12% | +996% | 16% | 5.11× | 32.9% | 16.2% |
| CSW Industrials CSW | United States | $4.43B | 0% | +30% | 11% | 3.96× | 26.3% | 11.4% |
| Xizang Gaozheng Civil Explosives 002827.SZ | China | $2.53B | +92% | -1% | 15% | 17.40× | 83.8% | 15.5% |
| Shaanxi Huaqin Technology Industry 688281.SS | China | $2.50B | -18% | +31% | 7% | 3.37× | 26.8% | 7.0% |
| Quanzhou Jiadeli Electronic Materials 603435.SS | China | $2.49B | n/a | +4% | 20% | 7.34× | 130.2% | n/a |