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Employees: 4,108
Size Zhewen Pictures (601599.SS) is a China Consumer Discretionary company (Textiles) with a market value of $884M, the 2551st largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.08 on 6 Nov 2026.
Performance Over six months the shares gained 36.9%, against -17.0% for the median peer and -16.4% for the China market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 3.6% over the last twelve months (peer median -1.4%); the operating margin is 0.8% (peer median 5.1%).
Valuation It trades at 1.8× enterprise value to sales against a peer median of 1.3× (9th most expensive of 21).
Price implies For today's price to make sense, revenue must grow about 46% a year for seven years (Req g). Recent delivered growth is +14%, so the hurdle is +33 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 5.0 points below its cost of capital (6.3% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.34B | CN¥3.22B | CN¥3.03B | CN¥2.86B | CN¥2.72B |
| Revenue growth | — | +6% | +6% | +5% | — |
| Gross profit | CN¥564M | CN¥561M | CN¥436M | CN¥446M | CN¥423M |
| EBITDA | CN¥108M | CN¥139M | CN¥133M | CN¥176M | CN¥100M |
| Net income | CN¥107M | CN¥133M | CN¥120M | CN¥101M | CN¥81.8M |
| Free cash flow | CN¥139M | CN¥303M | CN¥171M | CN¥61.6M | CN¥297M |
| Capital expenditure | CN¥58.3M | CN¥52.9M | CN¥154M | CN¥75.6M | CN¥25.0M |
| Total debt | CN¥1.12B | CN¥679M | CN¥836M | CN¥654M | CN¥827M |
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.
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.
| Measure | 601599.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +58.3% | -3.5% | highest of 21 |
| 6-month return | +36.9% | -17.0% | highest of 21 |
| Distance from 52-week high | -9.9% | -34.7% | 2nd highest of 21 |
| Revenue growth (TTM) | +3.6% | -1.4% | 10th highest of 21 |
| Operating margin | 0.8% | 5.1% | 3rd lowest of 21 |
| EV / Sales | 1.8× | 1.3× | 9th most expensive of 21 |
| Growth the price implies (Req g, 7 yrs) | 46.4% | 12.4% | most demanding of 15 |
| Growth delivered (Del g) | +13.9% | +2.0% | 3rd highest of 15 |
| Hurdle (Req g minus delivered) | +32.5 pp | +1.5 pp | 2nd most demanding of 15 |
| ROIC minus cost of capital | -5.0 pp | -1.4 pp | 4th lowest of 21 |
| Net debt / EBITDA | -0.5× | 0.6× | 3rd least indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Zhewen Pictures 601599.SS | China | $884M | +37% | +4% | 1% | 1.8× | 46.4% | +13.9% |
| Formosa Taffeta 1434.TW | Taiwan | $888M | +9% | -7% | 2% | 1.3× | 19.9% | -0.9% |
| Zhejiang Yunzhongma 603130.SS | China | $867M | -8% | +4% | 4% | 2.4× | 21.1% | +18.8% |
| Zhejiang Xinao Textiles 603889.SS | China | $908M | -5% | +20% | 13% | 1.4× | n/a | n/a |
| Hyosung Tnc 298020.KS | South Korea | $911M | -45% | +8% | 5% | 0.1× | n/a | n/a |
| Jiangsu Sanfame Polyester Material 600370.SS | China | $857M | -44% | -13% | -3% | 0.7× | n/a | n/a |
| Shanghai Anoky 300067.SZ | China | $853M | -29% | +36% | 3% | 4.8× | n/a | n/a |
| Zhejiang Hailide New Material 002206.SZ | China | $845M | -18% | -7% | 11% | 1.3× | -2.2% | +10.7% |
| Shanxi Guoxin Energy Corporation Limited 600617.SS | China | $838M | -16% | -9% | 3% | 1.4× | 0.8% | +4.5% |
| Shenzhen Fuanna Bedding & Furnishing 002327.SZ | China | $951M | -26% | -5% | 12% | 2.4× | -1.3% | -2.1% |
| Huafu Fashion 002042.SZ | China | $822M | -31% | -23% | 2% | 1.3× | 15.1% | -10.8% |
| Xingye Leather Technology 002674.SZ | China | $807M | +35% | +7% | 8% | 1.9× | 14.3% | +15.4% |
| Gunze 3002.T | Japan | $797M | +17% | -4% | 5% | 1.1× | 10.5% | +1.1% |
| Japan Wool Textile 3201.T | Japan | $792M | +14% | 0% | 11% | 0.9× | -8.6% | +2.6% |
| Zhejiang Hangmin 600987.SS | China | $1.02B | -6% | -23% | 8% | 0.4× | n/a | n/a |
| Jiangsu Jiuding New Material 002201.SZ | China | $760M | -42% | +6% | 9% | 3.0× | 22.1% | +1.4% |
| Nanjing Chemical Fibre 600889.SS | China | $1.03B | -24% | +115% | 5% | 8.4× | 35.4% | -3.9% |
| Shanghai Shenda 600626.SS | China | $745M | -4% | -2% | 1% | 0.6× | -1.0% | -0.1% |
| Huafon Microfibre (Shanghai) 300180.SZ | China | $1.06B | -24% | -6% | -1% | 2.0× | 16.2% | +4.4% |
| Jiangsu Jujie Microfiber Technology 300819.SZ | China | $734M | -42% | +5% | 9% | 8.4× | n/a | n/a |
| Seiren 3569.T | Japan | $1.07B | -1% | +12% | 12% | 0.7× | -4.9% | +11.7% |