Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002250.SZ
BUYREMOVELianhe Chemical Technology Co.,Ltd. · Basic Materials · China · $1.9B · Avg Vol: $35M/d
Lianhe Chemical operates as a fine chemical and CDMO partner for crop protection and pharma. While the CDMO theme is attractive, crop protection chemicals are highly cyclical and currently suffering from global destocking, leading to compressed margins and low asset utilization that fail our quality filters.
COMPANY DESCRIPTION
Lianhe Chemical Technology Co.,Ltd. provides contract development and manufacturing organization (CDMO) services for crop protection, pharmaceuticals, and functional chemicals. It serves as a key strategic partner to global multinational life science companies, leveraging advanced chemical synthesis and strict IP protection. The company is a leading Chinese CDMO player with a highly integrated global chemical supply chain.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.2B | 952M | 839M | 950M | -6.5% |
| EPS | 0.11 | -0.07 | 0.02 | 0.06 | -19.1% |
| Shares | 923M | 923M | 911M | 900M | -2.5% |
| Debt | 522M | 601M | 597M | 444M | -5.3% |
| Equity | 1.0B | 952M | 957M | 993M | -1.1% |
| Op CF | 94M | 159M | 183M | 168M | 21.1% |
| Inv CF | -256M | -159M | -91M | -58M | — |
| Fin CF | 155M | 19M | -38M | -194M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002250.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002250.SZ | Lianhe Chemical Technology Co.,Ltd.(you) | $1.9B | 66 | BUY |
| 601678.SS | Befar Group Co.,Ltd | $1.6B | 66 | BUY |
| 603823.SS | Lily Group Co., Ltd. | $1.6B | 66 | BUY |
| 688378.SS | Jilin OLED Material Tech Co., Ltd. | $1.6B | 68 | BUY |
| 300910.SZ | Xinxiang Richful Lube Additive Co.,Ltd. | $1.9B | 60 | HOLD |
| 002096.SZ | Explosive Co., Ltd. | $1.9B | 58 | HOLD |
| 301090.SZ | China Resources Chemical Innovative Materials Co., Ltd. | $1.6B | 62 | HOLD |
| 300821.SZ | Shandong Dongyue Organosilicon Materials Co., Ltd. | $2.8B | 67 | BUY |
| 300446.SZ | Aerospace Intelligent Manufacturing Technology Co., Ltd. | $2.0B | 59 | HOLD |
| 0546.HK | Fufeng Group Limited | $1.9B | 57 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%