Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000420.SZ
STRONG SELLREMOVEGet insider-trade alertsJilin Chemical Fibre Stock Co.,Ltd · Consumer Cyclical · China · $1.5B · Avg Vol: $53M/d
Jilin Chemical Fibre is a consumer cyclical play with low quality metrics (Q: 24) and no alignment with our high-conviction macro themes. It does not possess the pricing power or asset-light model required by our investment philosophy.
COMPANY DESCRIPTION
Jilin Chemical Fibre is a prominent Chinese manufacturer of chemical fibers, specializing in viscose filament yarn, staple fiber, and carbon fiber precursors. The company is one of the world's largest producers of viscose filament, serving global textile and industrial markets. It has increasingly pivoted toward high-value carbon fiber materials to capture growth in the aerospace, wind energy, and automotive sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 540.5M | 550.4M | 572.0M | 799.4M | 13.9% |
| EPS | -0.01 | 0.00 | 0.00 | 0.00 | -16.2% |
| Shares | 2.5B | 2.5B | 2.5B | 2.5B | 0.0% |
| Debt | 498.2M | 570.9M | 678.7M | 787.3M | 16.5% |
| Equity | 637.8M | 642.6M | 646.6M | 650.0M | 0.6% |
| Op CF | 48.4M | 35.8M | 13.3M | 36.5M | -8.9% |
| Inv CF | -56.2M | -75.7M | -63.5M | -76.1M | — |
| Fin CF | 50.2M | 5.4M | 59.5M | 41.6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 000420.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000420.SZ | Jilin Chemical Fibre Stock Co.,Ltd(you) | $1.5B | 20 | STRONG SELL |
| 003041.SZ | Zhejiang Truelove Vogue Co., Ltd. | $934M | 18 | STRONG SELL |
| 000045.SZ | Shenzhen Textile (Holdings) Co., Ltd. | $746M | 19 | STRONG SELL |
| 605006.SS | Shandong Fiberglass Group Co., Ltd | $2.3B | 26 | SELL |
| 600120.SS | Zhejiang Orient Holdings Group Co., Ltd. | $2.2B | 12 | STRONG SELL |
| 002042.SZ | Huafu Fashion Co., Ltd. | $847M | 27 | SELL |
| 603130.SS | Zhejiang Yunzhongma Co.,Ltd. | $805M | 26 | SELL |
| 603055.SS | Zhejiang Taihua New Material Group Co., Ltd. | $1.0B | 34 | SELL |
| 601113.SS | Yiwu Huading Nylon Co.,Ltd. | $674M | 26 | SELL |
| 001390.SZ | Anhui Guqi Down & Feather Textile Incorporated | $541M | 22 | SELL |
Peer medians: ROE 6.6% · P/E 22.7x · Gross margin 21.9%