Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603225.SS
HOLDREMOVEXinfengming Group Co., Ltd. · Basic Materials · China · $4.2B · Avg Vol: $82M/d
Xinfengming Group is a polyester filament producer heavily exposed to petrochemical cycles. It lacks pricing power and has high capital intensity, violating our quality criteria.
COMPANY DESCRIPTION
Xinfengming Group Co., Ltd. is a leading manufacturer of polyester filament yarns, including POY, FDY, and DTY, used extensively in the textile industry. The company is highly vertically integrated, operating large-scale purified terephthalic acid (PTA) production facilities to secure its raw material supply. Its competitive moat is characterized by massive economies of scale, advanced automated production lines, and industry-leading cost control.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 7.5B | 9.1B | 9.9B | 10.6B | 12.1% |
| EPS | -0.02 | 0.11 | 0.11 | 0.10 | -2.1% |
| Shares | 1.5B | 1.5B | 1.5B | 1.5B | -0.3% |
| Debt | 3.0B | 3.2B | 3.8B | 4.1B | 11.9% |
| Equity | 2.3B | 2.5B | 2.6B | 2.7B | 4.6% |
| Op CF | 471M | 541M | 1.0B | 697M | 14.0% |
| Inv CF | -801M | -506M | -1.0B | -1.2B | — |
| Fin CF | 445M | 83M | 280M | 377M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603225.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603225.SS | Xinfengming Group Co., Ltd.(you) | $4.2B | 42 | HOLD |
| 000155.SZ | Sichuan New Energy Power Company Limited | $3.9B | 49 | HOLD |
| 003022.SZ | Levima Advanced Materials Corporation | $4.9B | 35 | HOLD |
| 600141.SS | Hubei Xingfa Chemicals Group Co., Ltd. | $5.6B | 48 | HOLD |
| 603067.SS | Hubei Zhenhua Chemical Co.,Ltd. | $3.9B | 52 | HOLD |
| 600623.SS | Shanghai Huayi Group Corporation Limited | $2.7B | 45 | HOLD |
| 601568.SS | Shaanxi Beiyuan Chemical Industry Group Co., Ltd. | $2.2B | 40 | HOLD |
| 688065.SS | Cathay Biotech Inc. | $4.3B | 27 | SELL |
| 000973.SZ | FSPG Hi-Tech CO., Ltd. | $5.4B | 31 | SELL |
| 603077.SS | Sichuan Hebang Biotechnology Corporation Limited | $3.2B | 31 | SELL |
Peer medians: ROE 6.2% · P/E 33.7x · Gross margin 17.5%