Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000301.SZ
HOLDREMOVEJiangsu Eastern Shenghong Co.,Ltd. · Basic Materials · China · $11.8B · Avg Vol: $37M/d
Jiangsu Eastern Shenghong is a massive petrochemical producer highly vulnerable to rising crude oil input costs, making it a clear casualty of geopolitical energy risk.
COMPANY DESCRIPTION
Jiangsu Eastern Shenghong Co., Ltd. is a vertically integrated petrochemical giant specializing in polyester fibers, petrochemical refining, and new energy materials. The company operates a massive refining-to-chemical complex and holds a dominant global market position in photovoltaic-grade EVA, a critical material used in solar panel encapsulation. This integration from crude oil processing to high-value green energy materials provides a powerful cost and product moat.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 9.4B | 20.8B | 20.3B | 18.6B | 25.3% |
| EPS | 0.01 | 0.02 | -0.05 | 0.00 | -41.5% |
| Shares | 6.6B | 6.6B | 6.6B | 6.6B | +0.0% |
| Debt | 16.1B | 19.1B | 20.9B | 20.5B | 8.4% |
| Equity | 5.4B | 5.2B | 5.0B | 5.0B | -2.1% |
| Op CF | 257M | 1.2B | 1.5B | 2.4B | 109.7% |
| Inv CF | -4.9B | -3.3B | -1.8B | -1.1B | — |
| Fin CF | 4.7B | 1.5B | 1.1B | -1.4B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000301.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000301.SZ | Jiangsu Eastern Shenghong Co.,Ltd.(you) | $11.8B | 39 | HOLD |
| 1772.HK | Ganfeng Lithium Group Co., Ltd. | $17.1B | 34 | SELL |
| 002493.SZ | Rongsheng Petrochemical Co., Ltd. | $16.6B | 46 | HOLD |
| 601208.SS | Sichuan Em Technology Co., Ltd. | $7.5B | 50 | HOLD |
| 002407.SZ | Do-Fluoride New Materials Co., Ltd. | $5.9B | 32 | SELL |
| 003022.SZ | Levima Advanced Materials Corporation | $4.9B | 35 | HOLD |
| 603225.SS | Xinfengming Group Co., Ltd. | $4.2B | 42 | HOLD |
| 600141.SS | Hubei Xingfa Chemicals Group Co., Ltd. | $5.6B | 48 | HOLD |
| 000973.SZ | FSPG Hi-Tech CO., Ltd. | $5.4B | 31 | SELL |
| 600426.SS | Shandong Hualu-Hengsheng Chemical Co., Ltd. | $9.2B | 61 | HOLD |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%