Company Deep Dive
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601065.SS
SELLREMOVEJiangxi Salt Industry Group Co., Ltd · Consumer Defensive · China · $678M · Avg Vol: $4M/d
Jiangxi Salt is a basic commodity producer. It lacks pricing power, has no structural growth runway, and does not align with any of our high-conviction macro themes.
COMPANY DESCRIPTION
Jiangxi Salt Industry Group Co., Ltd is a state-owned enterprise engaged in the extraction, production, and sale of edible salt, industrial salt, and chlor-alkali chemical products. The company holds a dominant regional market position in Jiangxi Province, supported by rich rock salt reserves and a state-authorized salt production monopoly. It is a leading regional producer, leveraging its integrated salt-chemical value chain to optimize profitability.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 433.9M | 426.7M | 396.4M | 334.1M | -8.3% |
| EPS | 0.13 | 0.12 | 0.11 | 0.06 | -23.5% |
| Shares | 482.8M | 642.8M | 642.8M | 642.8M | +33.1% |
| Debt | 113.9M | 41.2M | 4.1M | 2.7M | -71.2% |
| Equity | 312.4M | 608.3M | 646.4M | 661.5M | 28.4% |
| Op CF | 113.1M | 155.1M | 80.2M | 86.8M | -8.4% |
| Inv CF | -38.6M | -89.0M | -69.1M | -56.7M | — |
| Fin CF | -62.3M | 139.2M | -71.5M | -24.2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 601065.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601065.SS | Jiangxi Salt Industry Group Co., Ltd(you) | $678M | 25 | SELL |
| 300973.SZ | Ligao Foods Co.,Ltd. | $639M | 24 | SELL |
| 001313.SZ | Guangdong Yuehai Feeds Group Co.,Ltd. | $782M | 30 | SELL |
| 605337.SS | Zhe Jiang Li Zi Yuan Food Co.,Ltd. | $502M | 24 | SELL |
| 603719.SS | Bestore Co.,Ltd | $536M | 22 | SELL |
| 002567.SZ | Tangrenshen Group Co., Ltd | $688M | 17 | STRONG SELL |
| 600305.SS | Jiangsu Hengshun Vinegar-Industry Co.,Ltd | $1.1B | 26 | SELL |
| 603711.SS | XIANGPIAOPIAO Food Co.,Ltd | $743M | 35 | SELL |
| 600962.SS | SDIC Zhonglu Fruit Juice Co.,Ltd. | $987M | 22 | SELL |
| 002100.SZ | TECON BIOLOGY Co.LTD | $1.2B | 24 | SELL |
Peer medians: ROE 8.5% · P/E 20.9x · Gross margin 33.3%