Jiangsu chunlan refrigerating equipment stock co.,ltd., (600854) Fair Value & Analysis
Consumer Cyclical · CN · Market cap 2.3B CNY
Fair value as of: Aug 9, 2026
From 18 valuation models · updated yesterday
Fair value updated Aug 9, 2026, revised from ¥3.86 to ¥3.73 (−3.4%) since Jul 11, 2026. Share price +8.1% over the past month.
A solid business, but screening 18% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (¥3.73). The favourable scenario is already priced in.
- Solid but not exceptional quality (63/100) and above fair value, neither a clear bargain nor a standout compounder.
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 ¥3.11 – ¥7.92 · fair‑value band ¥3.13 – ¥3.73 · the ¥4.54 price screens above the ¥3.73 fair value. Dashed = 300-day average. As of Aug 9, 2026.
Analysis
Jiangsu chunlan refrigerating equipment stock co.,ltd., (600854) currently trades at ¥4.54, while our model-based Fair Value estimate is ¥3.73, implying the stock looks roughly 17.8% overvalued today. The Quality Score stands at 63/100 (solid quality), in the Consumer Cyclical 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).
Trailing-twelve-month revenue stands at 103M CNY. Revenue grew 42.1% year over year. It earns a return on equity of 5.4%. The balance sheet holds a net cash position of 1.1B CNY. Fundamentals as of Aug 9, 2026
Our scenario range runs from ¥3.13 (bear case) to ¥3.73 (bull case); at ¥4.54, 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 30% below its 52-week high and 5% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 16% fair-value upside, at -18%, 600854 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 18 models by family
Widest divergence: Growth Earnings (¥4.08) versus Dividend Discount (¥1.15). 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 64 · Market factors (momentum, volatility) 37
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
Jiangsu chunlan refrigerating equipment stock co.,ltd., together with its subsidiaries, engages in the manufacture and sale of refrigeration products in China and internationally.
Full company description
Jiangsu chunlan refrigerating equipment stock co.,ltd., together with its subsidiaries, engages in the manufacture and sale of refrigeration products in China and internationally. The company offers residential air conditioner products, including universal, floor-standing, and window products; Australian MEPS; standard wall split type; and new ErP R410a A++ series. It also provides commercial air conditioners, including light commercial products, multi-connected DC inverter series, and chiller series; Lithium ion battery, Lithium ion battery pack, battery management systems; bagged canister, bagless canister, stick, and wet and dry vacuums; and air purifiers. Jiangsu chunlan refrigerating equipment stock co.,ltd. was founded in 1988 and is based in Taizhou, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Jiangsu chunlan refrigerating equipment stock co.,ltd., reported revenue of ¥94.9M in FY2025 versus ¥236M in FY2021, a compound −20.4%/yr. Reported net income was ¥128M in FY2025, compounding +6.5%/yr from FY2021.
600854 screens 18% overvalued. Compare with Midea Group →
Peer Group
Furnishings, Fixtures & Appliances · 311 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 Furnishings, Fixtures & Appliances 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.
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 Furnishings, Fixtures & Appliances stocks, each showing price versus our Fair Value estimate (as of Aug 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Midea Group 000333 | ¥82.71 | ¥107.22 | +30% |
| Gree Electric Appliances, Inc 000651 | ¥38.25 | ¥88.02 | +130% |
| Haier Smart Home Co 600690 | ¥21.46 | ¥36.04 | +68% |
| King Slide Works Co 2059 | 8,655 TWD | 1,917 TWD | -78% |
| Guangdong Songfa Ceramics Co 603268 | ¥155.59 | ¥38.95 | -75% |
| SharkNinja, Inc SN | $154.53 | $89.07 | -42% |
| Hisense Home Appliances Group 000921 | ¥26.33 | ¥48.03 | +82% |
| Zhejiang Supor Co 002032 | ¥43.85 | ¥44.84 | +2% |
| COWAY Co 021240 | 96,700 KRW | 112,530 KRW | +16% |
| Ecovacs Robotics Co 603486 | ¥50.13 | ¥54.11 | +8% |
Compare Jiangsu chunlan refrigerating equipment stock co.,ltd., with another stock
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Frequently asked questions
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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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