Who are Guangdong Songfa Ceramics's main competitors?

Named competitors: Monalisa Group (002918.SZ), Dongpeng Holding (003012.SZ), Arrow Home Group (001322.SZ). The cockpit's measured peer set (industry) also includes Fuyao Glass Industry (3606.HK), Lens Technology (6613.HK), Somnigroup International (SGI), Chongqing Polycomp International (301526.SZ).

Is Guangdong Songfa Ceramics expensive compared with its peers?

On forward p/e it trades at 16.1× against a peer median of 18.2×, 2nd cheapest of 5 in its peer set.

How has Guangdong Songfa Ceramics stock performed?

Over six months to 6 Nov 2026 the shares returned 0.0% against -10.2% for the median peer; over one year +186.8%.

← CockpitCompetitor Analysis › 603268.SS Guangdong Songfa Ceramics Co., Ltd. Class AOpen in the cockpit ↗

Guangdong Songfa Ceramics Co., Ltd. Class A603268.SSCompetitor analysis, valuation and peers

China · CNY·Consumer Discretionary›Home Furnishings

Maker of sanitary ware and ceramic building products (toilets, basins) for China's home-renovation and construction market.

Momentum neutral 58

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$22.8B

US dollars, full cap

Free float

57%

of shares outstanding

$/day

$193M

20-day average traded

Fwd P/E

16.1×

forward earnings

ROIC−WACC

+9.5 pp

WACC 6.3%

Hurdle

n/a

no reverse DCF

Next earnings

173 days

28 Apr 2027

Close · CNYCN¥149.45

1D-3.3%

1W-2.7%

1M-31.7%

3M-0.1%

6M0.0%

YTD+79.2%

1Y+186.8%

ATR %7.4%

52w lowhigh34.5% off high

What Guangdong Songfa Ceramics does

Maker of sanitary ware and ceramic building products (toilets, basins) for China's home-renovation and construction market.

Products and services

Sanitary ceramics (toilets, basins)
Ceramic tiles

Customers

Home-renovation retailers
property developers

Where it sits in the supply chain

Building products
Ceramic sanitaryware manufacturing
Toilets, basins, bathroom fixtures

What could go right

Home-renovation demand
Export growth

What could go wrong

China property-market slowdown
Ceramic/energy input costs

Moat: none (brand). Regional building-products brand without a durable cost or scale edge over larger peers.

Headquarters: Foshan, Guangdong, China · Employees: 6,830

Named competitors

Monalisa Group 002918.SZ
Dongpeng Holding 003012.SZ
Arrow Home Group 001322.SZ

Guangdong Songfa Ceramics at a glance

Size Guangdong Songfa Ceramics (603268.SS) is a China Consumer Discretionary company (Home Furnishings) with a market value of $22.8B, the 89th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥149.45 on 6 Nov 2026.

Performance Over six months the shares was unchanged, against -10.2% for the median peer and -16.4% for the China market (cap-weighted) — 2nd highest of 5 in its peer set.

Growth Revenue grew 302.1% over the last twelve months (peer median +17.6%); the operating margin is 21.1% (peer median 15.8%).

Valuation It trades at 16.1× forward earnings against a peer median of 18.2× (2nd cheapest of 5).

Capital Return on invested capital runs 9.5 points above its cost of capital (6.3% WACC).

Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).

Relative performance

Six months, rebased to 100: Guangdong Songfa Ceramics against the median of its 4 peers (local-currency closes).

Guangdong Songfa Ceramics financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥47.7B	CN¥21.6B	CN¥5.77B	CN¥205M	CN¥266M
Revenue growth	—	+275%	+2,708%	-23%	—
Gross profit	CN¥12.2B	CN¥4.36B	CN¥787M	-CN¥6.08M	-CN¥40.5M
EBITDA	n/a	CN¥4.26B	CN¥644M	-CN¥48.6M	-CN¥85.0M
Net income	CN¥8.06B	CN¥2.65B	CN¥224M	-CN¥117M	-CN¥171M
Free cash flow	-CN¥12.1B	-CN¥11.1B	-CN¥7.73B	-CN¥23.4M	-CN¥556,560
Capital expenditure	CN¥24.9B	CN¥9.63B	CN¥4.85B	CN¥8.05M	CN¥6.68M
Total debt	CN¥40.5B	CN¥20.6B	CN¥8.15B	CN¥406M	CN¥358M

Quarterly statements and history in the cockpit →

Guangdong Songfa Ceramics 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

Up and to the right = strong over both horizons. Guangdong Songfa Ceramics is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Guangdong Songfa Ceramics is the large dot.

Guangdong Songfa Ceramics competitors and peer comparison

Head to head with its named competitors (603268.SS vs 002918.SZ vs 003012.SZ vs 001322.SZ)
Company	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g
Guangdong Songfa Ceramics 603268.SS	$22.8B	0%	+302%	21%	16.1×	n/a
Monalisa 002918.SZ	$553M	-17%	-7%	3%	26.1×	3.2%
Guangdong Dongpeng 003012.SZ	$779M	-24%	-15%	0%	29.8×	-3.8%
Arrow Home 001322.SZ	$887M	-14%	-12%	-2%	280.0×	15.8%

How Guangdong Songfa Ceramics 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.

Guangdong Songfa Ceramics against its 4 peers (data as of 6 Nov 2026)
Measure	603268.SS	Peer median	Rank in peer set
1-month return	-31.7%	-13.4%	2nd lowest of 5
6-month return	0.0%	-10.2%	2nd highest of 5
Distance from 52-week high	-34.5%	-46.5%	2nd highest of 5
Revenue growth (TTM)	+302.1%	+17.6%	highest of 5
Operating margin	21.1%	15.8%	2nd highest of 5
Forward P/E	16.1×	18.2×	2nd cheapest of 5
ROIC minus cost of capital	+9.5 pp	+2.1 pp	2nd highest of 5

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	Forward P/E	Req g	Delivered g
Guangdong Songfa Ceramics 603268.SS	China	$22.8B	0%	+302%	21%	16.1×	n/a	n/a
Fuyao Glass Industry 3606.HK	Hong Kong	$21.3B	-13%	+13%	22%	13.5×	3.7%	+17.4%
Lens Technology 6613.HK	Hong Kong	$20.7B	-29%	-7%	5%	18.1×	-0.7%	+14.2%
Somnigroup International SGI	United States	$14.8B	-7%	+27%	14%	18.3×	15.0%	+15.3%
Chongqing Polycomp International 301526.SZ	China	$11.0B	+21%	+22%	18%	36.8×	n/a	n/a

Questions

Who are Guangdong Songfa Ceramics's main competitors?: Named competitors: Monalisa Group (002918.SZ), Dongpeng Holding (003012.SZ), Arrow Home Group (001322.SZ). The cockpit's measured peer set (industry) also includes Fuyao Glass Industry (3606.HK), Lens Technology (6613.HK), Somnigroup International (SGI), Chongqing Polycomp International (301526.SZ).
Is Guangdong Songfa Ceramics expensive compared with its peers?: On forward p/e it trades at 16.1× against a peer median of 18.2×, 2nd cheapest of 5 in its peer set.
How has Guangdong Songfa Ceramics stock performed?: Over six months to 6 Nov 2026 the shares returned 0.0% against -10.2% for the median peer; over one year +186.8%.