Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
001369.SZ
SELLREMOVEInner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. · Basic Materials · China · $2.5B · Avg Vol: $43M/d
Inner Mongolia Shuangxin Environment is a basic materials and chemical company. It lacks a clear competitive moat, operates in a highly cyclical industry, and does not align with our high-conviction macro themes.
COMPANY DESCRIPTION
Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. produces polyvinyl alcohol (PVA), calcium carbide, and high-tech environmental protection materials. The company leverages Inner Mongolia's abundant coal and limestone resources to operate a highly cost-effective, vertically integrated circular economy industrial chain. Its scale, low-cost energy access, and focus on high-value PVA derivatives establish it as a highly competitive player in the global chemical materials market.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 748M | 559M | 515M | 530M | -10.9% |
| EPS | — | 0.14 | 0.10 | 0.09 | 0.09 | -13.0% |
| Shares | — | 860M | 860M | 860M | 1.1B | +33.4% |
| Debt | 30M | 19M | 999,314 | 16M | 60M | 18.6% |
| Equity | — | 519M | 601M | 678M | 1.0B | 25.5% |
| Op CF | — | 128M | 52M | 74M | 62M | -21.6% |
| Inv CF | — | -33M | -47M | -81M | -154M | — |
| Fin CF | — | -104M | -12M | 23M | 323M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 001369.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 001369.SZ | Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd.(you) | $2.5B | 21 | SELL |
| 600589.SS | Dawei Technology (Guangdong) Group Co., Ltd. | $2.4B | 25 | SELL |
| 300568.SZ | Shenzhen Senior Technology Material Co., Ltd. | $3.1B | 20 | SELL |
| 002312.SZ | Sichuan Development Lomon Co.,Ltd. | $2.5B | 15 | STRONG SELL |
| 603026.SS | Shida Shinghwa Advanced Material Group Co., Ltd. | $3.0B | 18 | STRONG SELL |
| 300769.SZ | Shenzhen Dynanonic Co., Ltd | $2.7B | 25 | SELL |
| 603002.SS | Epoxy Base Electronic Material Corporation Limited | $2.8B | 26 | SELL |
| 002324.SZ | Shanghai Pret Composites Co., Ltd. | $2.0B | 17 | STRONG SELL |
| 002326.SZ | Zhejiang Yongtai Technology Co.,Ltd. | $2.8B | 15 | STRONG SELL |
| 002145.SZ | Tinergy Chemical Co., Ltd. | $2.4B | 29 | SELL |
Peer medians: ROE 6.2% · P/E 33.7x · Gross margin 17.5%