Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002840.SZ
STRONG SELLREMOVEZhejiang Huatong Meat Products Co., Ltd. · Consumer Defensive · China · $928M · Avg Vol: $29M/d
Zhejiang Huatong Meat Products is a pork processing company. It is a low-margin commodity business highly vulnerable to swine flu cycles and feed cost volatility, lacking any durable economic moat or pricing power.
COMPANY DESCRIPTION
Zhejiang Huatong Meat Products Co., Ltd. operates a fully integrated pork supply chain, encompassing animal feed production, hog breeding, slaughtering, and meat processing. The company is a leading meat supplier in Zhejiang Province, benefiting from a highly controlled, traceable production process that ensures food safety. Its competitive moat is established through regional distribution dominance, cold-chain logistics capabilities, and a vertically integrated business model.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.4B | 1.3B | 1.3B | 1.2B | -5.1% |
| EPS | 0.03 | -0.15 | 0.02 | -0.03 | -20.5% |
| Shares | 606.3M | 614.6M | 646.5M | 802.2M | +32.3% |
| Debt | 607.7M | 696.8M | 747.9M | 646.5M | 2.1% |
| Equity | 395.1M | 306.3M | 359.3M | 567.0M | 12.8% |
| Op CF | 55.3M | 77.7M | 77.7M | 77.6M | 11.9% |
| Inv CF | -168.3M | -164.2M | -129.8M | -91.2M | — |
| Fin CF | 183.7M | 31.2M | 33.9M | 78.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 002840.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002840.SZ | Zhejiang Huatong Meat Products Co., Ltd.(you) | $928M | 8 | STRONG SELL |
| 600429.SS | Beijing Sanyuan Foods Co., Ltd. | $952M | 12 | STRONG SELL |
| 605179.SS | Zhejiang Yiming Food Co., Ltd. | $801M | 5 | STRONG SELL |
| 300791.SZ | Sirio Pharma Co., Ltd. | $768M | 10 | STRONG SELL |
| 002570.SZ | Beingmate Co., Ltd. | $734M | 11 | STRONG SELL |
| 600073.SS | Shanghai Bright Meat Group Co., Ltd. | $671M | 7 | STRONG SELL |
| 002891.SZ | Yantai China Pet Foods Co., Ltd. | $1.3B | 10 | STRONG SELL |
| 605339.SS | Namchow Food Group (Shanghai) Co., Ltd. | $788M | 2 | STRONG SELL |
| 600882.SS | Shanghai Milkground Food Tech Co., Ltd | $1.4B | 9 | STRONG SELL |
| 002695.SZ | Jiangxi Huangshanghuang Group Food Co., Ltd. | $913M | 18 | STRONG SELL |
Peer medians: ROE 8.5% · P/E 21.3x · Gross margin 33.3%