Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002361.SZ
STRONG SELLREMOVEAnhui Shenjian New Materials Co.,Ltd · Basic Materials · China · $2.1B · Avg Vol: $390M/d
Anhui Shenjian New Materials is a chemical manufacturer of polyester resins, operating in a highly cyclical and low-margin industry. It lacks a durable moat and is highly sensitive to volatile petrochemical feedstock costs.
COMPANY DESCRIPTION
Anhui Shenjian New Materials Co., Ltd. specializes in the research, development, and production of polyester resins used in eco-friendly powder coatings. The company holds the leading market share in China's polyester resin industry, leveraging its massive production capacity, cost advantages, and strong R&D in green chemical materials. It is a dominant niche leader in the specialty chemicals sector, serving major global coating manufacturers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 372M | 380M | 357M | 357M | -1.3% |
| EPS | 0.00 | 0.00 | 0.01 | 0.00 | -20.9% |
| Shares | 951M | 951M | 951M | 951M | 0.0% |
| Debt | 214M | 228M | 193M | 210M | -0.6% |
| Equity | 349M | 339M | 330M | 325M | -2.4% |
| Op CF | -17M | 34M | 30M | 20M | -22.9% |
| Inv CF | 20M | -34M | -10M | -5M | — |
| Fin CF | 22M | -11M | -66M | 1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002361.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002361.SZ | Anhui Shenjian New Materials Co.,Ltd(you) | $2.1B | 18 | STRONG SELL |
| 603360.SS | Dalian BIO-CHEM Company Limited | $2.2B | 18 | STRONG SELL |
| 688116.SS | Jiangsu Cnano Technology Co., Ltd. | $2.4B | 18 | STRONG SELL |
| 300655.SZ | Crystal Clear Electronic Material Co.,Ltd | $2.4B | 18 | STRONG SELL |
| 600409.SS | Tangshan Sanyou Chemical Industries Co.,Ltd | $1.9B | 18 | STRONG SELL |
| 002408.SZ | Zibo Qixiang Tengda Chemical Co., Ltd | $2.1B | 24 | SELL |
| 301565.SZ | Sinolong New Materials Co., Ltd. | $1.7B | 17 | STRONG SELL |
| 688363.SS | Bloomage BioTechnology Corporation Limited | $2.6B | 24 | SELL |
| 000859.SZ | Anhui Guofeng New Materials Co., Ltd. | $1.4B | 15 | STRONG SELL |
| 300741.SZ | Huabao Flavours & Fragrances Co., Ltd. | $1.3B | 16 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%