Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600063.SS
HOLDREMOVEAnhui Wanwei Updated High-Tech Material Industry Co.,Ltd · Basic Materials · China · $2.1B · Avg Vol: $154M/d
Anhui Wanwei Updated High is a commodity-exposed chemical producer. It does not possess the asset-light, high-ROIC profile required by our Terry Smith lens, nor does it benefit from our identified macro tailwinds.
COMPANY DESCRIPTION
Anhui Wanwei Updated High-Tech Material Industry Co.,Ltd is a leading chemical materials manufacturer in China, specializing in polyvinyl alcohol (PVA) and its downstream derivatives, including high-strength PVA fibers and PVB films. The company is the largest PVA producer in China, benefiting from a vertically integrated coal-to-chemical production chain that optimizes manufacturing costs. Its strong R&D focus on high-end functional films positions it as a key import-substitution player.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 1.5B | 1.2B | 1.2B | 1.2B | -6.9% |
| EPS | — | 0.10 | 0.02 | 0.03 | 0.03 | -32.4% |
| Shares | — | 2.2B | 2.2B | 2.1B | 2.1B | -4.2% |
| Debt | 47M | 390M | 564M | 634M | 743M | 99.1% |
| Equity | — | 1.1B | 1.2B | 1.2B | 1.2B | 2.7% |
| Op CF | — | 339M | 23M | 55M | 49M | -47.3% |
| Inv CF | — | -257M | -217M | -88M | -81M | — |
| Fin CF | — | -56M | 149M | 48M | 79M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600063.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600063.SS | Anhui Wanwei Updated High-Tech Material Industry Co.,Ltd(you) | $2.1B | 46 | HOLD |
| 600623.SS | Shanghai Huayi Group Corporation Limited | $2.7B | 45 | HOLD |
| 601568.SS | Shaanxi Beiyuan Chemical Industry Group Co., Ltd. | $2.2B | 40 | HOLD |
| 002597.SZ | Anhui Jinhe Industrial Co.,Ltd. | $1.8B | 39 | HOLD |
| 002254.SZ | Tayho Advanced Materials Group Co., Ltd. | $1.7B | 39 | HOLD |
| 603938.SS | Tangshan Sunfar Silicon Industries Co.,Ltd. | $2.6B | 54 | HOLD |
| 603299.SS | Jiang Su Suyan Jingshen Co.,Ltd | $1.4B | 50 | HOLD |
| 688035.SS | Darbond Technology Co., Ltd | $1.6B | 53 | HOLD |
| 002246.SZ | North Chemical Industries Co., Ltd. | $1.8B | 57 | HOLD |
| 000155.SZ | Sichuan New Energy Power Company Limited | $3.9B | 49 | HOLD |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%