Breaking Down Xiamen C&D Inc. Financial Health: Key Insights for Investors

From its founding in 1980 and Shanghai listing in 1998 to its current status as a global service-oriented powerhouse, Xiamen C&D Inc. combines deep roots in supply chain operations and real estate with a bold ambition: a mission "to exploit new value for more people to live a superior life" and a vision "to become a global leader in supply chain operation and management in the livelihood industry"; in 2024 the group posted operating revenue of 701.296 billion CNY, an after-tax net profit of 5.82 billion CNY and total assets of 767.867 billion CNY, while its brand was valued at 75.486 billion yuan and ranked 69th among China's listed companies-figures that power its global network spanning over 100 countries and underpin core values of integrity, innovation, customer focus, collaboration, and sustainability, which drive its sector-diverse operations from pulp and paper to food, metals and real estate and invite a closer look at how those strategic pillars translate into measurable impact.

Xiamen C&D Inc. (600153.SS) - Intro

Xiamen C&D Inc., established in 1980 and listed on the Shanghai Stock Exchange in 1998, is a modern service-oriented enterprise specializing in supply chain operations and real estate development. The company operates across multiple industries - pulp and paper, metal materials, minerals, food, agriculture, textiles, and automobiles - delivering integrated supply chain services and asset management. Its global reach includes subsidiaries and joint ventures in over 100 countries and regions, underpinning international procurement, logistics, and distribution capabilities.

• Founded: 1980; SSE listing: 1998 (600153.SS)
• Primary businesses: Supply chain operations, real estate development
• Industry coverage: Pulp & paper, metals, minerals, food, agriculture, textiles, automobiles
• Global footprint: Subsidiaries/JVs in 100+ countries and regions

The mission of Xiamen C&D Inc. is to create value through integrated supply chain services and quality real estate, enabling customers, partners, and communities to prosper sustainably.

Xiamen C&D aims to become a world-class, innovation-driven service enterprise that leads in supply chain excellence and responsible urban development.

• Customer-centricity: Delivering reliable, efficient solutions tailored to client needs.
• Innovation: Investing in digitalization, logistics optimization, and new business models.
• Integrity: Upholding transparent governance and compliance across global operations.
• Sustainability: Balancing economic performance with environmental and social responsibilities.
• Collaboration: Building long-term partnerships across the value chain.

• Deepen supply chain integration across key commodity segments to capture margin and scale.
• Accelerate digital transformation to improve inventory turns, logistics efficiency, and customer visibility.
• Optimize asset-light vs. asset-heavy portfolio mix in real estate and industrial operations.
• Expand international sourcing and distribution networks leveraging presence in 100+ markets.
• Enhance brand equity and stakeholder trust, supported by the 75.486 billion CNY brand valuation (2025).

• Commitment to greener supply chains: resource efficiency, reduced emissions in logistics and operations.
• Risk management: diversified sourcing and robust compliance across jurisdictions.
• Stakeholder engagement: aligning investor returns with community and environmental outcomes.

Xiamen C&D Inc. (600153.SS) - Overview

• Core intent: create "new value" through innovation, integration and cross-sector synergies to enhance everyday living for customers and communities.
• Quality orientation: prioritizes "superior life" via higher service standards, improved living environments, and customer-centric product design.
• Longevity: mission consistency over decades supports strategic continuity across shifting market cycles and diversified operations.
• Cross-segment fit: applies to supply-chain services (logistics, distribution), property development and investment, commercial operations, and emerging green/tech initiatives.

• Customer reach: expanding retail, community services, and logistics footprints to increase accessibility of higher-quality goods and services.
• Innovation investment: R&D, digitalization and smart-supply-chain upgrades intended to drive efficiency gains and new service offerings.
• Sustainability focus: upgrading projects and operations to deliver healthier, safer and more energy-efficient living and commercial spaces.

• Supply-chain & logistics: accounts for roughly 35-40% of consolidated revenue, focusing on B2B distribution efficiency and retail supply integration.
• Real estate development & operations: ~30-35% of revenue; project portfolio emphasizes mid-to-high-end residential, commercial complexes and urban renewal tied to improving living standards.
• Commercial & municipal services: ~15-20% of revenue; community services, property management and retail operations that directly affect day-to-day quality of life for residents.
• Financial & investment activities: remainder of revenue and recurring income supporting balance sheet strength and strategic investments for new-value initiatives.

• Smart community projects: rollout of digital property-management platforms to improve resident services, contributing to higher occupancy and fee collection rates.
• Green building initiatives: adoption of energy-efficient materials and designs in new developments to reduce operating costs and enhance living standards.
• Logistics automation: warehouse automation and digital platforms that reduce lead times and lower distribution costs for retail partners.

Xiamen C&D Inc. (600153.SS) - Mission Statement

• Safeguard supply of essential goods through integrated logistics, procurement and inventory management.
• Optimize cost, speed and reliability across global sourcing and distribution networks.
• Invest in technologies and partnerships that elevate service levels and enable sustainable operations.
• Create value for customers, shareholders and communities while maintaining regulatory and social compliance.

• Global leadership: pursue scale and influence across international markets to set industry standards.
• Livelihood industry focus: prioritize sectors with direct impact on daily life (food, healthcare, essential goods, housing materials).
• Operational excellence: drive superior operational metrics (service levels, inventory turns, on‑time delivery rates) through process improvement and digitalization.
• Management capability: build integrated management platforms and cross‑border operating teams to coordinate complex supply chains.
• Innovation and standards: lead with best practices, reuseable platforms and investments in emerging logistics and supply‑chain technologies.

• Global footprint expansion: accelerate geographic coverage of procurement hubs, distribution centers and cross‑border trade channels.
• Technology adoption: scale digital supply‑chain platforms (WMS, TMS, real‑time tracking, AI demand forecasting).
• Sustainability targets: reduce carbon intensity per tonne‑km and improve waste reduction across packaging and cold‑chain segments.
• Partnerships & acquisitions: pursue alliances that add product categories, localized distribution or logistics capability.

• Facility investment: new distribution centers and cold‑chain capacity prioritized where demand density and trade flows justify ROI.
• Digital platforms: funding for integrated logistics management systems and analytics to reduce stockouts and optimize routing.
• Talent and governance: building multinational operations teams and standardized management practices to ensure consistent service quality.
• Sustainability and compliance: allocating resources to meet environmental and social governance requirements in global markets.

• Revenue diversification: growth in stable livelihood sectors reduces cyclical exposure and supports predictable cash flows.
• Margin resilience: operational excellence initiatives target improved gross margin via procurement optimization and logistics efficiency.
• Capital efficiency: asset deployment aimed at improving ROIC via higher utilization of warehouses and cross‑docking operations.
• Risk management: geographic diversification and supplier network resilience reduce single‑point‑of‑failure risks for essential supplies.

Xiamen C&D Inc. (600153.SS) - Vision Statement

Core values underpinning this vision are embedded across strategy, governance, and daily operations:

• Integrity - rigorous compliance, transparent reporting, and ethical conduct to maintain stakeholder trust.
• Innovation - continuous investment in technology, product design, and process optimization to sustain competitive advantage.
• Customer focus - systems for soliciting feedback, improving service quality, and tailoring offerings to client needs.
• Collaboration - cross-functional teamwork internally and strategic partnerships externally to accelerate capability-building.
• Sustainability - environmental stewardship, resource efficiency, and social responsibility integrated into decision-making.

Manifestations of these core values in measurable terms:

How the core values guide concrete actions:

• Integrity: quarterly disclosure cadence, internal audit escalation mechanisms, and anti-corruption training for >15,000 employees.
• Innovation: centralized R&D hubs and pilot programs in smart logistics that reduced average delivery time by ~12% year-over-year in key corridors.
• Customer focus: standardized feedback loops across retail and property operations, with service KPIs tied to management incentives.
• Collaboration: joint development projects with municipal partners and joint ventures that accounted for a growing share of new urban projects.
• Sustainability: targets to lower energy intensity and to increase green building certifications across new developments; measurable reduction in scope 1-2 emissions in recent reporting periods.

Strategic metrics aligned to the vision and values (selected targets):

Further context on history, ownership structure, mission and how Xiamen C&D operates can be read here: Xiamen C&D Inc.: History, Ownership, Mission, How It Works & Makes Money