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Chinese maker of automotive interior components including seat covers, airbag fabric and interior trim.
Chinese maker of automotive interior components including seat covers, airbag fabric and interior trim.
Is paid per part shipped under supply awards tied to specific car models, which run for the model's production life, so sales follow the volumes of the cars it is fitted to. Annual price reductions are typical in the car industry, so profit depends on holding costs down.
Moat: narrow (customer qualification). Qualified interior-fabric/airbag supplier relationships are program-specific and sticky.
Headquarters: Ningbo, Zhejiang, China · Employees: 10,551
Size Shanghai Daimay Automotive Interior (603730.SS) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $2.90B, the 883rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.00 on 6 Nov 2026.
Performance Over six months the shares fell 17.7%, against -10.3% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue fell 2.2% over the last twelve months (peer median +8.9%); the operating margin is 13.0% (peer median 7.6%).
Valuation It trades at 22.7× forward earnings against a peer median of 20.6× (8th most expensive of 19).
Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is +3 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 6.4 points above its cost of capital (8.9% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥6.23B | CN¥6.40B | CN¥6.36B | CN¥5.84B | CN¥5.13B |
| Revenue growth | — | +1% | +9% | +14% | — |
| Gross profit | CN¥1.74B | CN¥1.63B | CN¥1.66B | CN¥1.53B | CN¥1.12B |
| EBITDA | n/a | CN¥1.14B | CN¥1.09B | CN¥1,000M | CN¥615M |
| Net income | CN¥836M | CN¥660M | CN¥802M | CN¥654M | CN¥570M |
| Free cash flow | CN¥873M | CN¥877M | CN¥589M | CN¥229M | CN¥4.47M |
| Capital expenditure | CN¥406M | CN¥423M | CN¥382M | CN¥395M | CN¥240M |
| Total debt | CN¥1.49B | CN¥1.56B | CN¥1.42B | CN¥1.42B | CN¥312M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Shanghai Daimay Automotive Interior 603730.SS | $2.90B | -18% | -2% | 13% | 22.7× | 13.0% |
| Jiangsu Xinquan Automotive Trim 603179.SS | $5.07B | +5% | +12% | 6% | 33.5× | n/a |
| Ningbo Jifeng Auto Parts 603997.SS | $2.13B | -8% | +21% | 4% | 17.3× | n/a |
| Huayu Automotive Systems 600741.SS | $7.87B | -11% | +1% | 3% | 7.9× | -15.5% |
| Adient ADNT | $1.26B | -28% | +4% | 3% | 6.1× | -17.6% |
| Lear LEA | $5.31B | -21% | +4% | 4% | 6.9× | -1.3% |
| Toyota Boshoku 3116.T | $2.28B | -9% | +8% | 2% | 7.7× | -7.3% |
| Forvia FRVIA.PA | $1.93B | -20% | -32% | 5% | n/a | -8.3% |
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 | 603730.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.0% | -2.2% | 9th lowest of 21 |
| 6-month return | -17.7% | -10.3% | 7th lowest of 21 |
| Distance from 52-week high | -37.7% | -27.5% | 7th lowest of 21 |
| Revenue growth (TTM) | -2.2% | +8.9% | 2nd lowest of 21 |
| Operating margin | 13.0% | 7.6% | 3rd highest of 21 |
| Forward P/E | 22.7× | 20.6× | 8th most expensive of 19 |
| Growth the price implies (Req g, 7 yrs) | 13.0% | 3.8% | 7th most demanding of 16 |
| Growth delivered (Del g) | +10.3% | +11.4% | 7th lowest of 16 |
| Hurdle (Req g minus delivered) | +2.8 pp | -2.2 pp | 7th most demanding of 16 |
| ROIC minus cost of capital | +6.4 pp | -1.0 pp | 2nd highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shanghai Daimay Automotive Interior 603730.SS | China | $2.90B | -18% | -2% | 13% | 22.7× | 13.0% | +10.3% |
| WuHu Foresight Technology 301529.SZ | China | $2.89B | +66% | +4% | 9% | 113.6× | 55.9% | +29.9% |
| Changzhou Xingyu Automotive Lighting Systems 601799.SS | China | $2.92B | -45% | +2% | 9% | 13.4× | -0.6% | +15.8% |
| NSK 6471.T | Japan | $2.87B | -27% | +26% | 5% | 12.9× | 1.9% | +4.0% |
| Sansera Engineering SANSERA.NS | India | $2.86B | +70% | +23% | 13% | 61.5× | n/a | n/a |
| Escorts Kubota ESCORTS.NS | India | $2.84B | -27% | +19% | 9% | 21.8× | 21.0% | +10.7% |
| Valeo FR.PA | France | $3.00B | -15% | -2% | 4% | 7.3× | -8.2% | +4.9% |
| TVS TVSHLTD.NS | India | $2.78B | -10% | +35% | 14% | n/a | n/a | n/a |
| ZF Commercial Vehicle Control Systems India ZFCVINDIA.NS | India | $2.76B | -5% | +9% | 13% | 44.2× | 31.9% | +17.3% |
| Motherson Sumi Wiring India MSUMI.NS | India | $2.75B | -9% | +36% | 7% | 32.1× | 30.0% | +23.8% |
| NHK Spring 5991.T | Japan | $3.18B | -14% | +3% | 6% | 9.8× | 5.2% | +7.4% |
| Shanghai Beite Technology 603009.SS | China | $2.64B | +11% | +9% | 7% | 114.7× | n/a | n/a |
| Zhejiang Wanfeng Auto Wheel 002085.SZ | China | $2.64B | -36% | -2% | 7% | 19.5× | 3.7% | +8.4% |
| Exide Industries EXIDEIND.NS | India | $3.20B | -2% | +13% | 8% | 21.7× | 27.5% | +11.7% |
| Feilong Auto Components 002536.SZ | China | $2.60B | -20% | +5% | 4% | 35.4× | n/a | n/a |
| Gabriel India GABRIEL.NS | India | $2.58B | +22% | +24% | 7% | 47.7× | 55.1% | +22.5% |
| Anhui Zhongding Sealing Parts 000887.SZ | China | $3.32B | -3% | +9% | 8% | 15.1× | 3.8% | +11.4% |
| Sensteed Hi-Tech 000981.SZ | China | $3.36B | -42% | -15% | -39% | n/a | n/a | n/a |
| PHINIA PHIN | United States | $2.48B | -14% | +6% | 9% | 10.1× | 0.4% | +27.5% |
| CIE Automotive CIE.MC | Spain | $3.46B | -11% | +4% | 14% | 8.5× | -6.7% | +6.5% |
| Stanley Electric 6923.T | Japan | $2.41B | +1% | +11% | 7% | 9.9× | 1.3% | +7.6% |