Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002078.SZ
HOLDREMOVEShandong Sunpaper Co., Ltd. · Basic Materials · China · $5.3B · Avg Vol: $42M/d
Shandong Sun Paper is a large Chinese paper manufacturer. It is a highly cyclical, asset-heavy commodity business that is vulnerable to global pulp price fluctuations and domestic economic slowdowns.
COMPANY DESCRIPTION
Shandong Sunpaper Co., Ltd. is a leading integrated paper and pulp manufacturer in China, producing high-grade cultural paper, packaging paper, and dissolving pulp. The company's competitive moat lies in its "forest-pulp-paper" integration strategy, which secures raw material supply and mitigates global pulp price volatility. It is recognized as a market leader with superior cost control and advanced environmental compliance technologies.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.9B | 5.8B | 6.0B | 5.8B | -0.5% |
| EPS | 0.15 | 0.16 | 0.16 | 0.17 | 3.7% |
| Shares | 2.8B | 2.8B | 2.8B | 2.8B | -0.0% |
| Debt | 2.5B | 2.5B | 2.4B | 3.0B | 5.2% |
| Equity | 3.4B | 3.8B | 4.2B | 4.5B | 9.7% |
| Op CF | 565.0M | 977.9M | 1.3B | 732.4M | 9.0% |
| Inv CF | -904.5M | -704.7M | -820.2M | -1.2B | — |
| Fin CF | 266.4M | -272.8M | -381.3M | 367.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002078.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002078.SZ | Shandong Sunpaper Co., Ltd.(you) | $5.3B | 49 | HOLD |
| 603733.SS | Xianhe Co.,Ltd. | $2.8B | 52 | HOLD |
| 2689.HK | Nine Dragons Paper (Holdings) Limited | $4.1B | 71 | BUY |
| 000815.SZ | MCC Meili Cloud Computing Industry Investment Co., Ltd | $1.8B | 60 | HOLD |
| 605007.SS | Wuzhou Special Paper Group Co., Ltd. | $892M | 47 | HOLD |
| 603091.SS | Zhejiang Zhongxin Environmental Protection Technology Group Co., Ltd. | $1.0B | 61 | HOLD |
| 600966.SS | Shandong Bohui Paper Industry Co.,Ltd. | $1.0B | 31 | SELL |
| 600567.SS | Shanying International Holdings Co.,Ltd | $1.3B | 26 | SELL |
| 600433.SS | Guangdong Guanhao High-Tech Co., Ltd. | $856M | 30 | SELL |
| 600308.SS | Shandong Huatai Paper Industry Shareholding Co.,Ltd | $715M | 29 | SELL |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.6%