Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603733.SS
HOLDREMOVEXianhe Co.,Ltd. · Basic Materials · China · $2.8B · Avg Vol: $52M/d
Xianhe Co. is a manufacturer of specialty paper products. Despite decent domestic market share, it is a capital-intensive business highly sensitive to wood pulp commodity prices, failing our requirement for asset-light business models with strong pricing power.
COMPANY DESCRIPTION
Xianhe is a leading Chinese manufacturer of specialty papers, producing high-performance paper products for food packaging, tobacco, medical, and industrial applications. The company's competitive moat lies in its advanced R&D capabilities, highly flexible production lines, and its leadership in the plastic-to-paper substitution market. It is characterized by its strong pricing power and vertical integration into wood pulp production, which helps stabilize raw material costs.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.1B | 1.3B | 1.5B | 1.8B | 16.8% |
| EPS | 0.15 | 0.14 | 0.21 | 0.21 | 12.3% |
| Shares | 706.0M | 706.0M | 706.0M | 707.7M | +0.2% |
| Debt | 537.1M | 1.2B | 1.6B | 1.9B | 51.2% |
| Equity | 1.0B | 1.1B | 1.2B | 1.3B | 8.3% |
| Op CF | 10.6M | 9.1M | 59.4M | 116.6M | 122.4% |
| Inv CF | -96.2M | -552.6M | -453.7M | -284.3M | — |
| Fin CF | 94.3M | 556.0M | 355.7M | 145.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603733.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603733.SS | Xianhe Co.,Ltd.(you) | $2.8B | 52 | HOLD |
| 002078.SZ | Shandong Sunpaper Co., Ltd. | $5.3B | 49 | HOLD |
| 000815.SZ | MCC Meili Cloud Computing Industry Investment Co., Ltd | $1.8B | 60 | HOLD |
| 2689.HK | Nine Dragons Paper (Holdings) Limited | $4.1B | 71 | BUY |
| 605007.SS | Wuzhou Special Paper Group Co., Ltd. | $892M | 47 | HOLD |
| 603091.SS | Zhejiang Zhongxin Environmental Protection Technology Group Co., Ltd. | $1.0B | 61 | HOLD |
| 600966.SS | Shandong Bohui Paper Industry Co.,Ltd. | $1.0B | 31 | SELL |
| 600567.SS | Shanying International Holdings Co.,Ltd | $1.3B | 26 | SELL |
| 600433.SS | Guangdong Guanhao High-Tech Co., Ltd. | $856M | 30 | SELL |
| 600308.SS | Shandong Huatai Paper Industry Shareholding Co.,Ltd | $715M | 29 | SELL |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.6%