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600305.SS
SELLREMOVEJiangsu Hengshun Vinegar-Industry Co.,Ltd · Consumer Defensive · China · $1.1B · Avg Vol: $7M/d
Jiangsu Hengshun Vinegar is a traditional consumer defensive company. While it has a stable brand, it lacks the high reinvestment runway and explosive growth required for our concentrated portfolio.
COMPANY DESCRIPTION
Jiangsu Hengshun Vinegar-Industry Co., Ltd. manufactures and sells high-quality vinegar, soy sauce, and other condiments. The company possesses a formidable competitive moat as China's largest producer of traditional Zhenjiang aromatic vinegar, protected by national geographical indication status and centuries of brand heritage. It is a premium consumer staple leader with strong pricing power and a growing national footprint.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 316.1M | 311.3M | 324.5M | 337.9M | 2.2% |
| EPS | — | 0.02 | 0.01 | 0.02 | 0.02 | -2.2% |
| Shares | — | 1.0B | 1.1B | 1.1B | 1.1B | +10.3% |
| Debt | 15.5M | 7.2M | 0.6M | 0.4M | 0.4M | -59.5% |
| Equity | — | 324.4M | 487.9M | 490.3M | 496.7M | 15.3% |
| Op CF | — | 28.3M | 36.7M | 73.0M | 36.4M | 8.7% |
| Inv CF | — | 17.6M | -144.7M | -61.0M | -29.5M | — |
| Fin CF | — | -40.6M | 142.8M | -8.8M | -18.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 600305.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600305.SS | Jiangsu Hengshun Vinegar-Industry Co.,Ltd(you) | $1.1B | 26 | SELL |
| 002100.SZ | TECON BIOLOGY Co.LTD | $1.2B | 24 | SELL |
| 600597.SS | Bright Dairy & Food Co.,Ltd | $1.3B | 27 | SELL |
| 600962.SS | SDIC Zhonglu Fruit Juice Co.,Ltd. | $987M | 22 | SELL |
| 000019.SZ | Shenzhen Cereals Holdings Co.,Ltd. | $1.0B | 20 | STRONG SELL |
| 603027.SS | Qianhe Condiment and Food Co., Ltd. | $1.5B | 28 | SELL |
| 600251.SS | Xinjiang Guannong Co.,Ltd. | $1.1B | 36 | HOLD |
| 001313.SZ | Guangdong Yuehai Feeds Group Co.,Ltd. | $782M | 30 | SELL |
| 300783.SZ | Three Squirrels Inc. | $982M | 18 | STRONG SELL |
| 601065.SS | Jiangxi Salt Industry Group Co., Ltd | $678M | 25 | SELL |
Peer medians: ROE 8.5% · P/E 20.9x · Gross margin 33.3%