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002226.SZ

HOLDFLAG

Anhui Jiangnan Chemical Industry Co.,Ltd. · Basic Materials · China · $2.0B · Avg Vol: $31M/d

44
StockRank
Q
59
V
48
M
28
P/E (TTM)
17.5x
ROE
8.9%
D/E
0.6x
Dividend %
1.8%
AI CONVICTION THESIS

Anhui Jiangnan Chemical produces civil explosives, a critical input for the mining sector. As copper and other mining activities ramp up globally, demand for explosives is structurally rising. However, state-owned enterprise governance risks in China limit our conviction.

COMPANY DESCRIPTION

Anhui Jiangnan Chemical Industry Co.,Ltd. manufactures industrial explosives and detonators, and provides civil blasting services for mining and infrastructure. It operates under strict state-licensed barriers to entry, holding a dominant market share in China's civil explosives industry. The company is a highly regulated, leading civil blasting service provider with expanding international operations.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue1.2B1.3B1.5B1.5B8.5%
EPS0.030.040.050.0416.5%
Shares2.6B2.6B2.6B2.6B0.0%
Debt579M675M742M1.0B21.5%
Equity1.3B1.3B1.4B1.4B1.9%
Op CF225M169M167M175M-8.0%
Inv CF-99M-101M-128M-293M
Fin CF-81M-135M-35M140M
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PRICE (1M)-9.9%
0.710.770.830.890.95May 8May 29Jun 18
SMA 50SMA 200
Close
$0.73
RSI (14)
42.4
52W High
$1.12
From 52W High
0.6%

SCORE BREAKDOWN

Quality
59
ROIC
8.5%69.7
ROE
8.9%69.4
GP/Assets
13.7%53.4
Op. Margin
8.9%63.1
FCF/Assets
1.2%57.7
Piotroski
81.2
Int. Cover
10.6x64.6
D/E Ratio
0.64x25.8
Current Ratio
2.32x55.4
Value
48
P/E (TTM)
17.5x57.4
EV/EBITDA
9.6x41.2
P/FCF
348.8x24.4
P/B
1.3x63.9
P/S
1.3x57.3
Div Yield
1.8%54.0
Momentum
28
52W High %
65%35.5
RS 6M
-29%26.3
SMA 50/200
0.90x15.3
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
35.7
Q Growth
-14%25.1

FUNDAMENTALS

Market Cap
$2.0B
P/E (Forward)
12.6x
Gross Margin
29.5%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002226.SZ are excluded.

TickerCompanyMkt CapStockRankSignal
002226.SZAnhui Jiangnan Chemical Industry Co.,Ltd.(you)$2.0B44HOLD
301489.SZGuangDong Suqun New Material Co.,Ltd.$2.6B44HOLD
002741.SZGuangdong Guanghua Sci-Tech Co., Ltd.$2.0B38HOLD
301238.SZJiangsu Ruitai New Energy Materials Co., Ltd.$2.8B44HOLD
300409.SZGuangdong Dowstone Technology Co., Ltd.$2.6B42HOLD
0546.HKFufeng Group Limited$1.9B51HOLD
301216.SZWankai New Materials Co., Ltd.$2.1B51HOLD
688106.SSJinhong Gas Co.,Ltd.$2.0B34SELL
002010.SZTransfar Zhilian Co., Ltd.$2.2B36HOLD
603826.SSFujian Kuncai Material Technology Co., Ltd.$3.1B43HOLD

Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%

Anhui Jiangnan Chemical Industry Co.,Ltd. (002226.SZ) — Stock Score Summary

Anhui Jiangnan Chemical Industry Co.,Ltd. (002226.SZ) has a MoatMap StockRank of 44/100 based on Quality (59/100), Value (48/100), and Momentum (28/100) factor scores. The current signal is HOLD. Anhui Jiangnan Chemical produces civil explosives, a critical input for the mining sector. As copper and other mining activities ramp up globally, demand for explosives is structurally rising. However, state-owned enterprise governance risks in China limit our conviction.

Anhui Jiangnan Chemical Industry Co.,Ltd. manufactures industrial explosives and detonators, and provides civil blasting services for mining and infrastructure. It operates under strict state-licensed barriers to entry, holding a dominant market share in China's civil explosives industry. The company is a highly regulated, leading civil blasting service provider with expanding international operations.

Key Financial Metrics

Price$0.73
Market Cap$2.0B
P/E (TTM)17.50
P/E (Forward)12.56
Price/Book1.34
Return on Equity8.9%
Return on Invested Capital8.5%
Debt/Equity63.76
Gross Margin29.5%
Operating Margin8.9%
Revenue Growth2.6%
Dividend Yield1.8%
Free Cash Flow$6M

Anhui Jiangnan Chemical Industry Co.,Ltd. operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Anhui Jiangnan Chemical Industry Co.,Ltd.’s (002226.SZ) StockRank?
MoatMap’s StockRank for Anhui Jiangnan Chemical Industry Co.,Ltd. (002226.SZ) is 44/100, with a Hold signal. It is a composite of Quality (59), Value (48), and Momentum (28) factor ranks across MoatMap’s 20,000+ stock universe.
Does Anhui Jiangnan Chemical Industry Co.,Ltd. have an economic moat?
Anhui Jiangnan Chemical Industry Co.,Ltd. (002226.SZ) has a Quality factor score of 59/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Anhui Jiangnan Chemical Industry Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Anhui Jiangnan Chemical Industry Co.,Ltd. (002226.SZ) is Hold, based on a StockRank of 44/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Anhui Jiangnan Chemical Industry Co.,Ltd. in?
Anhui Jiangnan Chemical Industry Co.,Ltd. (002226.SZ) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (China).