Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002803.SZ
STRONG BUYREMOVEXiamen Jihong Co., Ltd · Consumer Cyclical · China · $1.5B · Avg Vol: $41M/d
Xiamen Jihong is a packaging and cross-border e-commerce player that lacks a durable competitive advantage. The cross-border e-commerce space is highly fragmented and subject to intense regulatory and tariff risks, making it unsuitable for a concentrated quality book.
COMPANY DESCRIPTION
Xiamen Jihong Co., Ltd. operates an integrated business model combining eco-friendly packaging manufacturing with cross-border B2C e-commerce. The company leverages proprietary AI-driven precision marketing systems to target consumers in Southeast Asia, establishing a strong niche market position. It is recognized as a leading, vertically integrated player utilizing digital technology to optimize supply chain and packaging solutions.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 795M | 989M | 817M | 993M | 7.7% |
| EPS | 0.07 | 0.14 | 0.07 | 0.10 | 11.8% |
| Shares | 378M | 385M | 385M | 450M | +19.0% |
| Debt | 58M | 51M | 49M | 94M | 17.8% |
| Equity | 310M | 337M | 325M | 399M | 8.8% |
| Op CF | 58M | 107M | 57M | 39M | -12.6% |
| Inv CF | -27M | -42M | -50M | -31M | — |
| Fin CF | -5M | -35M | -58M | 70M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002803.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002803.SZ | Xiamen Jihong Co., Ltd(you) | $1.5B | 85 | STRONG BUY |
| 600529.SS | Shandong Pharmaceutical Glass Co.Ltd | $1.9B | 69 | BUY |
| 600210.SS | Shanghai Zijiang Enterprise Group Co., Ltd. | $1.5B | 64 | HOLD |
| 002014.SZ | Huangshan Novel Co.,Ltd | $960M | 70 | BUY |
| 002752.SZ | Sunrise Group Company Limited | $957M | 55 | HOLD |
| 301004.SZ | Zhejiang Cayi Vacuum Container Co., Ltd. | $829M | 55 | HOLD |
| 002191.SZ | Shenzhen Jinjia Group Co.,Ltd. | $790M | 52 | HOLD |
| 002701.SZ | ORG Technology Co., Ltd. | $1.9B | 43 | HOLD |
| 002585.SZ | Jiangsu Shuangxing Color Plastic New Materials Co., Ltd. | $1.7B | 41 | HOLD |
| 002303.SZ | MYS Group Co., Ltd. | $745M | 45 | HOLD |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 21.9%