Company Deep Dive
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600307.SS
STRONG SELLREMOVEGansu Jiu Steel Group Hongxing Iron & Steel Co.,Ltd. · Basic Materials · China · $1.4B · Avg Vol: $12M/d
Gansu Jiu Steel is a highly cyclical, asset-heavy steel manufacturer. It fails the Terry Smith lens completely as a low-ROIC commodity cyclical with no pricing power and high capital intensity.
COMPANY DESCRIPTION
Gansu Jiu Steel Group Hongxing Iron & Steel Co., Ltd. manufactures carbon steel, stainless steel, and specialty steel products. As the largest integrated steel producer in Northwest China, the company enjoys a strong regional monopoly and benefits from captive iron ore resources and local energy advantages. It is a major industrial player with a highly diversified product portfolio catering to infrastructure and manufacturing sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 6.6B | 5.8B | 5.1B | 4.5B | -11.8% |
| EPS | -0.06 | -0.02 | -0.06 | -0.05 | — |
| Shares | 6.3B | 6.3B | 6.3B | 6.3B | 0.0% |
| Debt | 2.3B | 2.8B | 3.3B | 4.0B | 19.4% |
| Equity | 1.7B | 1.5B | 1.1B | 807.9M | -21.2% |
| Op CF | 228.1M | 74.4M | 15.9M | -63.6M | -73.6% |
| Inv CF | -310.0M | -475.1M | -750.5M | -685.6M | — |
| Fin CF | 27.0M | 450.6M | 485.9M | 679.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600307.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600307.SS | Gansu Jiu Steel Group Hongxing Iron & Steel Co.,Ltd.(you) | $1.4B | 11 | STRONG SELL |
| 0347.HK | Angang Steel Company Limited | $1.4B | 14 | STRONG SELL |
| 600399.SS | Fushun Special Steel Co.,LTD. | $1.3B | 8 | STRONG SELL |
| 000761.SZ | Bengang Steel Plates Co., Ltd. | $1.4B | 6 | STRONG SELL |
| 1053.HK | Chongqing Iron & Steel Company Limited | $1.1B | 16 | STRONG SELL |
| 600117.SS | Xining Special Steel.Co.,Ltd | $1.1B | 16 | STRONG SELL |
| 300421.SZ | Jiangsu LiXing General Steel Ball Co.,Ltd. | $860M | 10 | STRONG SELL |
| 600231.SS | Lingyuan Iron & Steel Co., Ltd. | $755M | 15 | STRONG SELL |
| 002110.SZ | Sansteel MinGuang Co.,Ltd.,Fujian | $1.1B | 23 | SELL |
| 002075.SZ | Jiangsu Shagang Co., Ltd. | $1.2B | 27 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.6%