Shimeng Supply Chain Management Co., Ltd. Class A

Shimeng Supply Chain Management Co., Ltd. Class A

SSZSE:001220
29.00
CNY
+0.37
(+1.29%)
1.53EPS
18.55P/E
2.61BMarket Cap
Shimeng Supply Chain Management Co., Ltd. Class A
SZSE:001220
(Shenzhen Stock Exchange)

Recent

price

29.00

P/E

ratio

18.55

div

yld

- -

ROIC.AI

2019
2020
2021
2022
2023
2024
2025
TTM
CNY
7.43
7.36
8.49
11.71
12.05
14.87
12.39
8.85
Revenue per Share
1.07
1.05
1.01
1.63
1.92
2.46
2.01
1.53
Basic EPS, GAAP
0.62
1.05
0.56
-0.8
3.89
-0.19
3.21
- -
Free Cash Flow per Basic Share
0.03
0.66
0.39
0.29
- -
- -
- -
- -
Dividend per Share
3.24
4.28
6.12
7.45
9.4
11.91
14.01
16.74
Book Value per Share
3.01
4.07
5.94
7.1
7.83
9.55
11.72
15.05
Tangible Book Value per Share
50
62
67
69
69
69
69
85
Basic Weighted Avg Shares
373
459
572
808
835
1,028
858
752
Sales/Revenue/Turnover
19.87
19.5
15.26
17.86
19.96
21.62
19.88
18.88
Operating Margin (%)
14
14
20
21
19
21
26
- -
Depreciation Expense
54
65
68
112
133
170
139
130
Net Income, GAAP
23.47
22.95
22.18
21.93
22.38
21.27
19.63
11.1
Effective Tax Rate (%)
14.39
14.27
11.89
13.92
15.94
16.54
16.22
17.26
Profit Margin (%)
146
215
373
417
430
380
518
1,068
Working Capital
- -
7
3
6
5
5
3
2
LT Debt
203
268
424
516
651
824
970
1,545
Total Equity
- -
23.9
17.65
22.56
21.74
22.89
15.45
10.55
Return on Invested Capital (%)
- -
26
18.83
23.27
22.09
22.74
15.41
10.62
Return on Capital (%)
- -
27.87
19.68
23.95
22.81
23.06
15.53
10.64
Return on Common Equity (%)

Capital Structure

CNY

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
5
5
5
LT Borrowings
- -
- -
- -
LT Finance Leases
3
2
2
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
69
92
92
Market Capitalization
- -
3,579
2,613

Working Capital

CNY

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
676
1,248
1,207
Cash, Cash Equivalents & STI
330
944
891
Accounts Receivable, Net
270
252
254
Inventories
- -
- -
- -
Total Current Liabilities
158
137
139
Payables & Accruals
- -
- -
- -
ST Debt
5
5
5
Deferred Revenue
- -
- -
- -

Growth Rates

CNY

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
30.02%
17.61%
Free Cash Flow
- -
-548.74%
-1,761.94%
Net Income, GAAP
- -
19.45%
-18.11%
Sales/Revenue/Turnover
- -
15.19%
-16.51%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
289
283
1,028
2025
232
213
216
197
858
2026
168
171
- -
- -
- -

Quarterly Earnings Per Share

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
0.7
0.72
2.46
2025
0.53
0.43
0.62
0.33
2.01
2026
0.24
0.39
- -
- -
- -

Quarterly Dividends Per Share

CNY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
Business
Shimeng Supply Chain Management Co., Ltd. operates as a China-based provider of integrated supply chain and logistics services, with a focus on contract logistics outsourcing, supply chain logistics management, domestic trunk logistics, port logistics, international freight forwarding, and warehousing solutions. The company targets multinational manufacturing enterprises and supports end-to-end supply chain needs across procurement, storage, transportation, and customs-related activities. It conducts business through Shenzhen-listed channels and operates primarily in mainland China with related international trade capabilities. Founding year and headquarters Founded in the mid- to late-2010s, Shimeng is headquartered in Shenzhen, Guangdong, China, positioning it within a leading logistics hub region for cross-border trade and manufacturing supply chains. Main products and services - Contract logistics outsourcing: end-to-end warehousing, inventory management, order fulfillment, and value-added services tailored to manufacturing clients. - Supply chain management services: design, optimization, and governance of supply chains, including network optimization, process reengineering, and KPI-driven performance monitoring. - Domestic trunk logistics: regional transportation solutions for moving goods within China, focusing on reliability and cost efficiency. - Port logistics: handling and coordination of import/export activities at port facilities, including dock operations and container movements. - International freight forwarding: multimodal (air, sea, and rail) freight forwarding with customs clearance and documentation support. - Warehousing services: dedicated and shared warehousing options, cross-docking, pick-and-pack, and related storage solutions. - Customs declaration services: end-to-end import/export clearance, compliance, and tariff optimization support. - Import/export of goods: cross-border trade services enabling manufacturing clients to source materials and distribute finished goods. Latest major company changes - Strategic IPO track: Shimeng initiates an A-share listing process on the Shenzhen Stock Exchange Main Board, signaling a major step in capital formation and liquidity enhancement for the company and its investors. Industry positioning and operating context Shimeng positions itself in the integrated logistics and contract logistics segment, serving multinational manufacturing clients with an emphasis on end-to-end supply chain solutions, warehousing efficiency, and cross-border trade facilitation. Its geographic focus centers on China, with capabilities supporting international freight and import/export activities, aligning with the global footprint typical of scale-oriented logistics providers. Subsidiaries and relationships Shimeng operates as an independent corporate entity under its own corporate umbrella, with strategic ties through its parent or affiliated investment entities to support capital deployment and growth initiatives within the logistics and supply chain services space. The company’s close association with Shoucheng Holdings in prior investment rounds is noted in public disclosures, underscoring its access to strategic capital and investor networks.