Company Deep Dive
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600073.SS
STRONG SELLREMOVEShanghai Bright Meat Group Co., Ltd. · Consumer Defensive · China · $671M · Avg Vol: $5M/d
Shanghai Bright Meat Group is a low-margin meat processing and distribution business. It has no pricing power, is highly vulnerable to agricultural commodity price cycles, and faces rising logistics costs driven by global energy pressures.
COMPANY DESCRIPTION
Shanghai Bright Meat Group Co., Ltd. is a leading food processing company specializing in canned foods, fresh meat distribution, and cold-chain logistics. The company owns iconic domestic brands like 'Maling' and operates a vertically integrated meat supply chain from livestock breeding to retail. It holds a dominant market position in eastern China, supported by strict quality control and a robust distribution network.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.7B | 3.3B | 3.2B | 3.3B | -4.0% |
| EPS | 0.08 | 0.04 | 0.03 | -0.02 | -34.7% |
| Shares | 937.7M | 937.7M | 937.7M | 937.7M | 0.0% |
| Debt | 485.8M | 564.7M | 536.7M | 654.5M | 10.4% |
| Equity | 716.1M | 731.4M | 723.4M | 693.5M | -1.1% |
| Op CF | 292.4M | 56.1M | 116.5M | -27.9M | -36.9% |
| Inv CF | -109.8M | -71.9M | -130.9M | -35.3M | — |
| Fin CF | -109.1M | -46.2M | 7.4M | 90.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 600073.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600073.SS | Shanghai Bright Meat Group Co., Ltd.(you) | $671M | 7 | STRONG SELL |
| 1610.HK | COFCO Joycome Foods Limited | $579M | 7 | STRONG SELL |
| 605179.SS | Zhejiang Yiming Food Co., Ltd. | $801M | 5 | STRONG SELL |
| 002570.SZ | Beingmate Co., Ltd. | $734M | 11 | STRONG SELL |
| 002481.SZ | Yantai Shuangta Food Co., Ltd. | $722M | 2 | STRONG SELL |
| 600127.SS | Jinjian Cereals Industry Co.,Ltd. | $523M | 6 | STRONG SELL |
| 300791.SZ | Sirio Pharma Co., Ltd. | $768M | 10 | STRONG SELL |
| 6683.HK | Star Plus Legend Holdings Limited | $558M | 4 | STRONG SELL |
| 002840.SZ | Zhejiang Huatong Meat Products Co., Ltd. | $928M | 8 | STRONG SELL |
| 002086.SZ | Shandong Oriental Ocean Sci-Tech Co., Ltd. | $507M | 9 | STRONG SELL |
Peer medians: ROE 8.5% · P/E 21.3x · Gross margin 33.3%