---
title: "传化智联股份有限公司 (002010.SZ)"
type: "quote"
locale: "en"
url: "https://longbridge.com/en/quote/002010.SZ.md"
symbol: "002010.SZ"
name: "传化智联股份有限公司"
industry: "特种化学品"
---

# 传化智联股份有限公司 (002010.SZ)

| Item | Detail |
|------|--------|
| Industry | 特种化学品 |
| Location | 沪深市场 |
| Website | [www.transfarzl.com](https://www.transfarzl.com) |

## Company Profile

公司是传化集团旗下 A 股上市公司。公司是 “公路港” 模式的开创者，拥有全国规模最大的公路港基础设施网络，多年来坚持以 “持续帮助企业供应链物流降本增效” 为使命，聚焦产业端，依托于全国化的基础设施网络资源优势与场景优势，为生产制造商、贸易流通商提供高效的平台化物流服务。公司致力于成为全球领先的功能化学和新材料科技公司。公司主要业务有智能物流服务平台、化学业务。主要产品有纺织化学品、纤维化学品、功能聚合物、涂料、合成橡胶、聚酯树脂等。企业荣誉:2016 年荣获 “中国十佳物流企业奖” 2015 年 “公路港” 被国家发改委列为物流信息平台工程的重点工程 2015 年被交通运输部授予全国道路货...

## Financial Score

> *Longbridge Financial Score™ — Proprietary multi-factor rating model by [Longbridge](https://longbridge.com). This score is independently calculated by Longbridge and is not affiliated with any third-party rating agency.*
> Updated: 2026-03-03T04:30:11.000Z

**Overall: C (0.49)**

**Industry**: Specialty Chemicals

| Metric | Value |
|--------|-------|
| Industry Ranking | 68 / 154 |
| Industry Median | C |
| Industry Average | C |

- **Style**: Value - Stocks where the company's main business is in a mature stage.
- **Scale**: Mid - The company has stable operation of a large-cap stock and the high return of a small-cap stock.

### Score Analysis

**Style Score**: 

#### Growth Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | -3.95% |  |
| Net Profit YoY | 69.13% |  |

#### Value Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| P/B Ratio | 1.02 |  |
| Dividend Ratio | 2.28% |  |


**Size Score**: 

#### Market Cap Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Market Cap | 18.25B |  |

#### Revenue Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue | 26.28B |  |


**Multi Score**: C

#### Profit Score: C

| Indicator | Value | Rating |
|-----------|-------|--------|
| ROE | 3.11% | C |
| Profit Margin | 2.11% | C |
| Gross Margin | 14.69% | D |

#### Growth Score: C

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | -3.95% | D |
| Net Profit YoY | 69.13% | A |
| Total Assets YoY | -8.55% | E |
| Net Assets YoY | 1.66% | C |

#### Cash Score: B

| Indicator | Value | Rating |
|-----------|-------|--------|
| Cash Flow Margin | 4749.25% | A |
| OCF YoY | -3.95% | D |

#### Operating Score: B

| Indicator | Value | Rating |
|-----------|-------|--------|
| Turnover | 0.65 | B |

#### Debt Score: C

| Indicator | Value | Rating |
|-----------|-------|--------|
| Gearing Ratio | 50.24% | C |


```chart-data:radar
{
  "title": "Longbridge Financial Score - 传化智联股份有限公司",
  "chart_type": "radar",
  "dimensions": [
    {
      "name": "Profit",
      "grade": "C",
      "indicators": [
        {
          "name": "ROE",
          "value": "3.11%",
          "rating": "C"
        },
        {
          "name": "Profit Margin",
          "value": "2.11%",
          "rating": "C"
        },
        {
          "name": "Gross Margin",
          "value": "14.69%",
          "rating": "D"
        }
      ]
    },
    {
      "name": "Growth",
      "grade": "C",
      "indicators": [
        {
          "name": "Revenue YoY",
          "value": "-3.95%",
          "rating": "D"
        },
        {
          "name": "Net Profit YoY",
          "value": "69.13%",
          "rating": "A"
        },
        {
          "name": "Total Assets YoY",
          "value": "-8.55%",
          "rating": "E"
        },
        {
          "name": "Net Assets YoY",
          "value": "1.66%",
          "rating": "C"
        }
      ]
    },
    {
      "name": "Cash",
      "grade": "B",
      "indicators": [
        {
          "name": "Cash Flow Margin",
          "value": "4749.25%",
          "rating": "A"
        },
        {
          "name": "OCF YoY",
          "value": "-3.95%",
          "rating": "D"
        }
      ]
    },
    {
      "name": "Operating",
      "grade": "B",
      "indicators": [
        {
          "name": "Turnover",
          "value": "0.65",
          "rating": "B"
        }
      ]
    },
    {
      "name": "Security",
      "grade": "C",
      "indicators": [
        {
          "name": "Gearing Ratio",
          "value": "50.24%",
          "rating": "C"
        }
      ]
    }
  ]
}
```

### Peer Comparison

| Rank | Name | Profit | Growth | Operation | Security | Cash | Rating |
|------|------|--------|--------|-----------|----------|------|--------|
| 01 | 新和成 (SZ.002001) | A | B | C | B | C | B |
| 02 | 昊华科技 (SH.600378) | B | A | B | B | B | B |
| 03 | 鼎龙股份 (SZ.300054) | B | B | C | C | B | B |
| 04 | 新宙邦 (SZ.300037) | B | B | E | A | B | B |
| 05 | 凯赛生物 (SH.688065) | C | A | D | A | B | B |

## Valuation Analysis

| Metric | Current | Industry Ranking | High | Median | Low |
|--------|---------|-----------------|------|--------|-----|
| PE (TTM) | 32.99 | 26/157 | 85.41 | 47.11 | 32.14 |
| PB | 1.02 | 1/157 | 0.99 | 0.91 | 0.85 |
| PS (TTM) | 0.69 | 2/157 | 0.68 | 0.63 | 0.57 |
| Dividend Yield | 2.28% | 8/157 | 2.42% | 1.87% | 1.61% |

## Institutional View

### Analyst Rating Distribution

> As of 2026-01-21T16:00:00.000Z

Total Analysts: **2**

| Rating | Count | Percentage |
|--------|-------|-----------|
| Buy | 1 | 50% |
| Overweight | 1 | 50% |
| Hold | 0 | 0% |
| Underweight | 0 | 0% |
| Sell | 0 | 0% |

### Target Price Forecast

| Metric | Price |
|--------|-------|
| Current Price | 6.36 |
| Highest Target | 6.95 |
| Lowest Target | 6.95 |

## References

- [Company Overview](https://longbridge.com/en/quote/002010.SZ/overview.md) - Shareholders, executives, business segments
- [Financials](https://longbridge.com/en/quote/002010.SZ/norm.md) - Income statement, balance sheet, cash flow, distribution plan
- [Topics & Discussions](https://longbridge.com/en/quote/002010.SZ/topics.md) - Community topics and discussions

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.