Poly Developments and Holdings Group Co., Ltd. (600048.SS)
Guangzhou, GD, CN
Poly Developments and Holdings Group Co., Ltd. engages in the investment, development, and management of real estate properties in China and internationally. The company develops rental housing, shopping centers, hotels, and office buildings. It also operates exhibition halls and industrial parks. In addition, it provides exhibition, enterprise management, business, information consulting, and property management services. Further, the company is involved in civil engineering, construction, architectural, and architectural design activities; golf course management; venue land rental; and silk business. Poly Developments and Holdings Group Co., Ltd. was founded in 1992 and is headquartered in Guangzhou, China.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.85% | -0.35% | -6.03% | -15.15% | -14.64% | -5.41% | -29.03% | -55.44% | -57.32% | -29.55% | +350.78% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 11 | 0 |
| Buy | 6 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Real Estate - Development: +9.7%-1.1% Q1'26: -15.7% (vs Q1'25)
-
EPS growth Real Estate - Development: +20.5%-78.6% Q1'26: -51.8% (vs Q1'25)
-
FCF margin FCF growth · Real Estate - Development: +16.2%+2.5% Q1'26: +18.9% (vs Q1'25)
-
EBIT margin Real Estate - Development: +19.8%+3.1% Q1'26: +7.0% (vs Q1'25)
-
ROIC Real Estate - Development: +3.2%+1.7% Q1'26: +1.4% (vs Q1'25)
-
Share dilution Real Estate - Development: +0.0%-0.4% ★ Q1'26: -2.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Real Estate - Development: 1.93×36.09× Q1'26: 26.80× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 12 Rev. Ana. 8 EPS Ana. |
Dec 2027 12 Rev. Ana. 9 EPS Ana. |
Dec 2028 9 Rev. Ana. 5 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
123.43B
est: 124.43B (-0.8%)
|
154.75B
est: 152.95B (+1.2%)
|
146.63B
est: 151.60B (-3.3%)
|
194.52B
est: 189.20B (+2.8%)
|
235.94B
est: 235.14B (+0.3%)
|
243.16B
est: 263.05B (-7.6%)
|
284.95B
est: 281.81B (+1.1%)
|
281.06B
est: 288.64B (-2.6%)
|
346.87B
est: 349.11B (-0.6%)
|
311.67B
est: 310.01B (+0.5%)
|
308.26B
est: 296.75B (+3.9%)
|
263.00B
230.88B – 301.30B
-11.4% YoY
|
239.92B
183.36B – 325.37B
-8.8% YoY
|
234.26B
231.11B – 237.41B
-2.4% YoY
|
| EBITDA |
24.51B
est: 16.16B (+51.7%)
|
24.81B
est: 19.86B (+24.9%)
|
26.97B
est: 19.68B (+37.0%)
|
36.19B
est: 24.57B (+47.3%)
|
49.81B
est: 30.53B (+63.2%)
|
50.24B
est: 34.15B (+47.1%)
|
47.93B
est: 36.59B (+31.0%)
|
36.03B
est: 37.48B (-3.9%)
|
28.53B
est: 33.06B (-13.7%)
|
19.93B
est: 29.36B (-32.1%)
|
9.53B
est: 28.10B (-66.1%)
|
24.91B
21.87B – 28.54B
-11.4% YoY
|
22.72B
17.37B – 30.81B
-8.8% YoY
|
22.19B
21.89B – 22.48B
-2.4% YoY
|
| EBIT |
24.06B
est: 15.54B (+54.9%)
|
24.07B
est: 19.10B (+26.0%)
|
26.23B
est: 18.93B (+38.5%)
|
35.26B
est: 23.62B (+49.3%)
|
48.65B
est: 29.36B (+65.7%)
|
49.06B
est: 32.84B (+49.4%)
|
46.54B
est: 35.19B (+32.3%)
|
34.50B
est: 36.04B (-4.3%)
|
26.91B
est: 31.67B (-15.0%)
|
18.37B
est: 28.12B (-34.7%)
|
9.53B
est: 26.92B (-64.6%)
|
23.85B
20.94B – 27.33B
-11.4% YoY
|
21.76B
16.63B – 29.51B
-8.8% YoY
|
21.25B
20.96B – 21.53B
-2.4% YoY
|
| Net Income |
12.35B
est: 14.39B (-14.2%)
|
12.42B
est: 13.67B (-9.1%)
|
15.63B
est: 15.59B (+0.3%)
|
18.90B
est: 19.46B (-2.8%)
|
27.96B
est: 26.09B (+7.2%)
|
28.95B
est: 30.06B (-3.7%)
|
27.39B
est: 27.83B (-1.6%)
|
18.32B
est: 21.27B (-13.9%)
|
12.07B
est: 7.26B (+66.1%)
|
5.00B
est: 5.09B (-1.7%)
|
1.03B
est: 2.09B (-50.9%)
|
1.59B
596.08M – 2.02B
-23.8% YoY
|
2.20B
617.25M – 4.57B
+38.1% YoY
|
2.44B
2.19B – 2.92B
+11.1% YoY
|
| SGA |
4.31B
est: 5.48B (-21.3%)
|
5.81B
est: 6.73B (-13.7%)
|
6.71B
est: 6.67B (+0.5%)
|
9.41B
est: 8.32B (+13.0%)
|
10.91B
est: 10.35B (+5.5%)
|
11.20B
est: 11.57B (-3.2%)
|
12.82B
est: 12.40B (+3.4%)
|
12.27B
est: 12.70B (-3.4%)
|
14.04B
est: 12.15B (+15.6%)
|
13.97B
est: 10.79B (+29.6%)
|
—
est: 10.32B (-100.0%)
|
9.15B
8.03B – 10.48B
-11.4% YoY
|
8.35B
6.38B – 11.32B
-8.8% YoY
|
8.15B
8.04B – 8.26B
-2.4% YoY
|
| EPS |
1.15
est: 1.21 (-4.8%)
|
1.10
est: 1.15 (-4.1%)
|
1.32
est: 1.31 (+0.8%)
|
1.59
est: 1.63 (-2.7%)
|
2.35
est: 2.19 (+7.3%)
|
2.42
est: 2.52 (-4.1%)
|
2.29
est: 2.34 (-2.0%)
|
1.53
est: 1.79 (-14.3%)
|
1.01
est: 0.61 (+66.0%)
|
0.42
est: 0.41 (+2.5%)
|
0.09
est: 0.17 (-46.5%)
|
0.10
0.05 – 0.17
-37.6% YoY
|
0.16
0.05 – 0.38
+51.3% YoY
|
0.21
0.18 – 0.25
+32.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-28 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-27 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-26 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-25 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-22 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-21 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-20 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-19 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-18 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-15 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-14 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-13 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-12 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-11 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-24 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-23 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-22 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-21 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-20 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 5/5 |
| 2026-04-17 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | HSBC MSCI China A UCITS ETF HMCT.L | 0.25% | 343.0K | 0.30% |
| 2 | KraneShares Bosera MSCI China A 50 Connect Index ETF KBA | 0.21% | 310.2K | 0.79% |
| 3 | Samsung KODEX China CSI300 ETF 283580.KS | 0.14% | 284.7K | 0.12% |
| 4 | Xtrackers Harvest CSI 300 China A-Shares ETF ASHR | 0.14% | 1.88M | 0.65% |
| 5 | Xtrackers Harvest CSI300 UCITS ETF 1D ASHR.L | 0.13% | 397.4K | 0.65% |
| 6 | iShares MSCI China A ETF CNYA | 0.12% | 269.3K | 0.60% |
| 7 | Xtrackers Harvest CSI A500 UCITS ETF 1D AH50.L | 0.11% | 18.6K | 0.65% |
| 8 | iShares MSCI China A UCITS ETF CNYE.MI | 0.11% | 112.6K | 0.45% |
| 9 | iShares MSCI China A UCITS ETF CNYA.L | 0.11% | 3.41M | 0.40% |
| 10 | Xtrackers MSCI China A UCITS ETF 1C XX2D.L | 0.11% | 147.4K | 0.35% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Guanji Bao | Chief Technology Officer | — | male |
| Hai Huang | Secretary of the Board of Directors | — | male |
| Jeffrey Chen | Deputy General Manager | — | male |
| Kuang Zian | Deputy General Manager | — | — |
| Xian Jin Chen | Accounting Supervisor | — | — |
| Xiang Tang | Deputy General Manager | — | male |
| Yanhua Zhang | Deputy General Manager | — | female |
| Yifu Wang | Financial Director | — | male |
| Zhihua Pan | GM & Director | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for 600048.SS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
