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Companies Consumer Cyclicals 603049.SS
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603049.SS Shanghai Stock Exchange Tires & Rubber Products

603049.Ss

¥46,58
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Mcap
40,7B CNY
P/E
EV / Rev
Div yield
2,66 %
Op margin
9,6 %
ROE
16,7 %
Net margin
9,2 %
Debt / equity
0,58
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
TR 1Y
About

The company is engaged in the production and sale of tires and rubber products, primarily serving the automobile industry.

Business. The company is engaged in the production and sale of tires and rubber products, primarily serving the automobile industry.

Classification92 %
SectorConsumer Cyclicals
Business sectorAutomobiles & Auto Parts
IndustryTires & Rubber Products
ActivityAutomobiles
Generated · model-assisted
Sell-side consensus
BUY3 analysts
3 buy0 hold0 sell
Avg 12m price target57,70

Analyst recommendations

3 analysts · consensus Buy
Buy3
Hold0
Sell0
12-month price target
57,70
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
3 analysts · indicative
Ownership
not yet wired
Profitability
16,7 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 603049.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 603049.SS. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company is engaged in the production and sale of tires and rubber products, primarily serving the automobile industry.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorAutomobiles & Auto Parts
    IndustryTires & Rubber Products
    ActivityAutomobiles
    AI synthesis
    GENERATED

    The company maintains a market price of 48.24 CNY, with a market capitalization of 42,185,185,247.52 CNY. Its price-to-earnings ratio is 10.17, and its price-to-book ratio is 1.7, indicating a moderate valuation relative to its book value. The company's debt-to-equity ratio is 0.58, suggesting a balanced capital structure with a moderate level of leverage. The current ratio of 1.08 indicates that the company has sufficient current assets to cover its current liabilities, though it is operating near the threshold of liquidity comfort.

    In terms of profitability, the company's return on equity is 16.72%, and its return on assets is 7.94%, both of which are strong indicators of efficient use of equity and assets. The company's gross profit margin is 19.48%, and its operating margin is 9.55%, which are both in line with industry norms for the Tires & Rubber Products sector. The company's net income of 4,147,466,450 CNY reflects a healthy bottom-line performance.

    The company's revenue is primarily concentrated in the automobile industry, with a significant portion derived from the production and sale of tires and rubber products. There is no detailed breakdown of geographic exposure or segment performance provided in the available data.

    The company's revenue for the latest period is 44,956,230,270 CNY, and its outlook for the current fiscal year is positive, with a projected growth rate that aligns with the industry's median performance. The company's capital expenditure of -3,505,963,650 CNY indicates a reduction in investment, which may be a strategic move to preserve cash or a reflection of a mature business cycle.

    The company's risk assessment indicates a medium level of liquidity risk and a low level of dilution risk. The key flag of negative net cash after subtracting total debt suggests that the company may need to manage its cash flow carefully to maintain its liquidity position. The company's dilution potential is low, and there are no significant adjustments applied to its valuation metrics.

    Recent events and filings do not provide specific details on the company's operations or strategic initiatives. The company's analyst estimates suggest a mean price target of 57.70 CNY, with a mean recommendation of 1.67, indicating a generally positive outlook from analysts.

    Key takeaways
    • The company has a balanced capital structure with a debt-to-equity ratio of 0.58.
    • The company's return on equity of 16.72% and return on assets of 7.94% indicate strong profitability.
    • The company's liquidity position is moderate, with a current ratio of 1.08.
    • Analysts have a generally positive outlook, with a mean price target of 57.70 CNY.
    • The company's revenue is primarily concentrated in the automobile industry.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥46,58
    Market cap
    ¥42.19B
    Enterprise value
    ¥56.57B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    29.0x
    P / B
    1.7x
    P / Tangible book
    1.7x
    Tangible book
    ¥24.81B
    Net cash
    -¥14.39B
    Current ratio
    1.1
    Debt / equity
    0.6
    ROA
    7.9%
    ROE
    16.7%
    Cash conversion
    47.0%
    CapEx / revenue
    -7.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    4,97
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-06 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate4,97
    Revenueno estimateno estimate50,6B CNY
    Operating incomeno estimateno estimate4,7B CNY
    Full-year consensus mean (period as reported by source) · consensus in CNY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution3 analysts
    Strong buy1
    Buy2
    Hold0
    Sell0
    Strong sell0
    12-month price target¥57,70 · Median ¥57,70
    Low ¥57,70High ¥57,70
    Operating income · consensus4,7B CNY
    EPS surprise
    −0,4 %
    reported vs consensus · miss
    Revenue surprise
    −11,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥57,70
    Mean¥57,70
    Median¥57,70
    High¥57,70
    Spot¥46,58
    +23.9 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin9,6 %Above median
    Net Margin9,2 %Above median
    ROE16,7 %Best in class
    Capex / Rev-7,8 %Below median
    D/E0,58Below median
    Cash Conv0,47Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 603049.SS Market data — financials · 2026-05-27
    • Zhongce Rubber Group Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    603049.SSCanonical
    Shanghai Stock Exchange · CNY

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage