Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002493.SZ
HOLDFLAGRongsheng Petrochemical Co., Ltd. · Basic Materials · China · $16.6B · Avg Vol: $90M/d
Massive Chinese petrochemical refiner with a strategic Saudi Aramco partnership securing crude supply. However, the business is highly capital-intensive and cyclical, violating our quality compounder criteria.
COMPANY DESCRIPTION
Rongsheng Petrochemical is one of China's largest petrochemical conglomerates, operating a fully integrated value chain from crude oil refining to aromatics, PTA, and polyester filaments. The company's competitive moat is anchored by its controlling stake in the Zhejiang Petroleum & Chemical (ZPC) project, one of the world's largest single-site refining and chemical complexes. It stands as a dominant market leader, leveraging massive economies of scale and advanced refining technologies to maintain global cost competitiveness.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 42.7B | 48.0B | 48.3B | 45.6B | 2.2% |
| EPS | 0.05 | 0.02 | 0.01 | 0.01 | -35.2% |
| Shares | 10.1B | 10.1B | 10.1B | 10.0B | -1.3% |
| Debt | 26.6B | 29.6B | 29.9B | 30.8B | 4.9% |
| Equity | 7.0B | 6.6B | 6.5B | 6.4B | -2.7% |
| Op CF | 2.8B | 4.1B | 5.1B | 6.7B | 33.6% |
| Inv CF | -4.3B | -4.8B | -4.6B | -6.2B | — |
| Fin CF | 1.7B | 178M | -250M | -485M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002493.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002493.SZ | Rongsheng Petrochemical Co., Ltd.(you) | $16.6B | 46 | HOLD |
| 1772.HK | Ganfeng Lithium Group Co., Ltd. | $17.1B | 34 | SELL |
| 002080.SZ | Sinoma Science & Technology Co.,Ltd. | $17.6B | 59 | HOLD |
| 000301.SZ | Jiangsu Eastern Shenghong Co.,Ltd. | $11.8B | 39 | HOLD |
| 600346.SS | Hengli Petrochemical Co.,Ltd. | $17.9B | 61 | HOLD |
| 601208.SS | Sichuan Em Technology Co., Ltd. | $7.5B | 50 | HOLD |
| 600141.SS | Hubei Xingfa Chemicals Group Co., Ltd. | $5.6B | 48 | HOLD |
| 600426.SS | Shandong Hualu-Hengsheng Chemical Co., Ltd. | $9.2B | 61 | HOLD |
| 000408.SZ | Zangge Mining Company Limited | $17.9B | 74 | BUY |
| 600160.SS | Zhejiang Juhua Co., Ltd. | $13.2B | 71 | BUY |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%