Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000525.SZ
STRONG SELLREMOVENanjing Red Sun Co.,Ltd. · Basic Materials · China · $932M · Avg Vol: $14M/d
Nanjing Red Sun is a major Chinese agrochemical producer. While agricultural inputs are supported by the commodity supercycle, the company has faced severe financial distress, regulatory scrutiny, and high debt, violating our quality guidelines.
COMPANY DESCRIPTION
Nanjing Red Sun is a major Chinese agrochemical company specializing in the research, development, and manufacture of eco-friendly pesticides, herbicides, and fertilizers. The company possesses a highly competitive, vertically integrated industrial chain for pyridine-based chemicals, which serves as a significant cost and supply barrier to competitors. It is a key supplier to both domestic agricultural markets and international crop protection distributors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 952M | 478M | 444M | 455M | -21.8% |
| EPS | 0.12 | -0.10 | 0.04 | -0.04 | -40.4% |
| Shares | 868M | 868M | 1.3B | 1.3B | +50.2% |
| Debt | 673M | 658M | 179M | 179M | -35.7% |
| Equity | 188M | 130M | 423M | 365M | 24.8% |
| Op CF | 169M | 79M | 51M | 26M | -46.3% |
| Inv CF | -65M | -7M | -11M | -21M | — |
| Fin CF | -90M | -85M | -47M | -3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000525.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000525.SZ | Nanjing Red Sun Co.,Ltd.(you) | $932M | 3 | STRONG SELL |
| 603395.SS | CNSIG Anhui Hongsifang Fertilizer Co., Ltd. | $916M | 9 | STRONG SELL |
| 000912.SZ | Sichuan Lutianhua Company Limited By Shares | $874M | 10 | STRONG SELL |
| 002470.SZ | Kingenta Ecological Engineering Group Co., Ltd. | $1.1B | 20 | SELL |
| 600796.SS | Zhejiang Qianjiang Biochemical Co., Ltd | $685M | 32 | SELL |
| 002274.SZ | Jiangsu Huachang Chemical Co., Ltd | $783M | 35 | SELL |
| 300505.SZ | Kunming Chuan Jin Nuo Chemical Co., Ltd. | $856M | 39 | HOLD |
| 002556.SZ | Anhui Huilong Agricultural Means of Production Co.,Ltd. | $723M | 47 | HOLD |
| 600230.SS | Cangzhou Dahua Co., Ltd. | $899M | 52 | HOLD |
| 600389.SS | Nantong Jiangshan Agrochemical & Chemicals Co.,Ltd. | $1.6B | 43 | HOLD |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%