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603027.SS
SELLAPPROVEQianhe Condiment and Food Co., Ltd. · Consumer Defensive · China · $1.5B · Avg Vol: $17M/d
Qianhe Condiment is a high-quality consumer compounder capitalizing on the massive shift toward premium, zero-additive condiments in China. With a high quality score (Q: 65), the company possesses a powerful brand moat and pricing power that protects it from inflationary pressures. As supply chains regionalize and domestic consumer preferences shift heavily toward local, high-quality health-conscious brands, Qianhe's asset-light distribution model and strong regional footprint create an asymmetric growth profile with a long reinvestment runway.
COMPANY DESCRIPTION
Qianhe Condiment and Food Co., Ltd. specializes in the production and sale of high-end soy sauce, vinegar, and other condiments. The company has established a strong premium brand identity by pioneering the "zero-additive" condiment segment in China, appealing to health-conscious consumers. Its competitive moat is built on premium brand equity, proprietary fermentation processes, and a rapidly expanding national distribution network.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 360.0M | 473.9M | 454.2M | 380.1M | 1.8% |
| EPS | 0.05 | 0.08 | 0.06 | 0.04 | -10.0% |
| Shares | 965.5M | 1.0B | 1.0B | 1.3B | +38.1% |
| Debt | 9.7M | 11,341 | 10.4M | 12.8M | 9.7% |
| Equity | 347.7M | 539.7M | 539.1M | 497.3M | 12.7% |
| Op CF | 114.3M | 69.5M | 50.0M | 65.5M | -17.0% |
| Inv CF | -90.6M | 9.3M | -53.1M | -21.0M | — |
| Fin CF | 7.6M | 92.6M | -66.0M | -91.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 603027.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603027.SS | Qianhe Condiment and Food Co., Ltd.(you) | $1.5B | 28 | SELL |
| 603235.SS | JiangXi Tianxin Pharmaceutical Co., Ltd. | $1.5B | 32 | SELL |
| 600597.SS | Bright Dairy & Food Co.,Ltd | $1.3B | 27 | SELL |
| 002100.SZ | TECON BIOLOGY Co.LTD | $1.2B | 24 | SELL |
| 600305.SS | Jiangsu Hengshun Vinegar-Industry Co.,Ltd | $1.1B | 26 | SELL |
| 600251.SS | Xinjiang Guannong Co.,Ltd. | $1.1B | 36 | HOLD |
| 002626.SZ | Xiamen Kingdomway Group Company | $1.3B | 17 | STRONG SELL |
| 001313.SZ | Guangdong Yuehai Feeds Group Co.,Ltd. | $782M | 30 | SELL |
| 002847.SZ | YanKer shop Food Co.,Ltd | $1.9B | 38 | HOLD |
| 600962.SS | SDIC Zhonglu Fruit Juice Co.,Ltd. | $987M | 22 | SELL |
Peer medians: ROE 8.4% · P/E 20.9x · Gross margin 33.2%