Gansu Dunhuang Seed Group (600354) Fair Value & Analysis
Consumer Defensive · CN · Market cap 3.3B CNY
Fair value as of: Aug 9, 2026
From 23 valuation models · updated 2 days ago
Share price +26.3% over the past month.
A solid business, but screening 70% overvalued on our models.
What matters now
- A high-quality business (quality 73/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case (¥2.35). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 9, 2026.
How to read this chart
60‑month range ¥3.89 – ¥8.88 · fair‑value band ¥1.41 – ¥2.35 · the ¥6.25 price screens above the ¥1.88 fair value. Dashed = 300-day average. As of Aug 9, 2026.
Analysis
Gansu Dunhuang Seed Group (600354) currently trades at ¥6.25, while our model-based Fair Value estimate is ¥1.88, implying the stock looks roughly 69.9% overvalued today. The Quality Score stands at 73/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).
Over the trailing twelve months, Gansu Dunhuang Seed Group generated revenue of 1.2B CNY at a net margin of 2.6%. Revenue grew 5.1% year over year. It earns a return on equity of 16.3%. The balance sheet holds a net cash position of 534M CNY. Fundamentals as of Aug 9, 2026
Our scenario range runs from ¥1.41 (bear case) to ¥2.35 (bull case); at ¥6.25, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 25% below its 52-week high and 21% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at 102% fair-value upside, at -70%, 600354 screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 23 models by family
Widest divergence: DCF Models (¥7.86) versus Asset-Based (¥0.8900). Highest evidence: Growth DCF (80).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 9, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 71 · Market factors (momentum, volatility) 42
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Gansu Dunhuang Seed Group Co.,Ltd., together with its subsidiaries, engages in the seed, cotton, and food processing businesses in China and internationally.
Full company description
Gansu Dunhuang Seed Group Co.,Ltd., together with its subsidiaries, engages in the seed, cotton, and food processing businesses in China and internationally. The company is involved in the selection, production, processing, and sale crop seeds, such as pasture, sugar beets, oilseeds, cotton, rice, corn, wheat, cotton, and other crop seeds, as well as vegetables, fruits, and flower seeds; fertilizers and films; acquisition, processing, wholesale, and retail of agricultural and sideline products. It also provides agricultural base construction and management services; leasing and sale of agricultural machinery and equipment; imports crop seeds; produces, process, and sells tomato powder. In addition, the company offers horticultural design and construction activities; and designs, develops, produces, and sells plastic packaging products. Further, it provides lint, cotton linters, cottonseed, and other products; short velvet, cotton hull, and cotton yarn; and oysters, pastures, edible oils, sunflower seeds, gourd seeds, peppers, cumin, onions, dates, alfalfa, and dried fruits. Additionally, the company is involved in the cotton business agency, goods warehousing, and cargo transportation services; and cultivating, processing, and selling various condiments, food, food ingredients, and related products, including fruits and vegetables, edible plants, and seeds. Gansu Dunhuang Seed Group Co.,Ltd. was founded in 1998 and is based in Jiuquan, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Gansu Dunhuang Seed Group reported revenue of ¥1.2B in FY2025 versus ¥922M in FY2021, a compound +5.9%/yr. Reported net income was ¥47.3M in FY2025, compounding +51.2%/yr from FY2021.
600354 screens 70% overvalued. Compare with Muyuan Foods Group →
Peer Group
Farm Products · 288 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Farm Products median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Farm Products stocks, each showing price versus our Fair Value estimate (as of Aug 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Muyuan Foods Group 002714 | ¥40.90 | ¥48.19 | +18% |
| Wens Foodstuff Group 300498 | ¥14.51 | ¥12.08 | -17% |
| Mowi ASA MOWI | kr 188.40 | kr 262.59 | +39% |
| PT Charoen Pokphand Indonesia Tbk, CPIN | 3,120 IDR | 7,076 IDR | +127% |
| Charoen Pokphand Foods Public Company CPF | 22.00 THB | 55.71 THB | +153% |
| PT Triputra Agro Persada Tbk TAPG | 1,540 IDR | 3,105 IDR | +102% |
| PT FAP Agri Tbk FAPA | 7,300 IDR | 7,463 IDR | +2% |
| PT Japfa Comfeed Indonesia Tbk JPFA | 2,070 IDR | 7,231 IDR | +249% |
| Thaifoods Group TFGR | 10.60 THB | 23.53 THB | +122% |
| PT Jhonlin Agro Raya Tbk JARR | 1,845 IDR | 610.80 IDR | -67% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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