Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600075.SS
STRONG SELLREMOVEXinjiang Tianye Co.,Ltd. · Basic Materials · China · $1.3B · Avg Vol: $15M/d
Xinjiang Tianye is a chemical manufacturer heavily dependent on energy-intensive processes like PVC production. Rising structural energy costs globally and localized supply chain frictions make this asset-heavy, low-margin business a clear casualty of the current macro regime.
COMPANY DESCRIPTION
Xinjiang Tianye Co.,Ltd. is a major chemical and agricultural materials manufacturer, specializing in polyvinyl chloride (PVC), caustic soda, and water-saving agricultural irrigation equipment. The company leverages Xinjiang's abundant and low-cost coal and salt resources to operate a highly cost-competitive chlor-alkali chemical chain. It is also a pioneer in domestic drip irrigation technology, holding a leading position in China's dry-land agricultural sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.1B | 1.7B | 1.6B | 1.6B | -9.7% |
| EPS | 0.08 | -0.07 | 0.01 | -0.00 | -72.5% |
| Shares | 1.7B | 1.7B | 1.7B | 1.7B | +0.0% |
| Debt | 1.4B | 1.2B | 1.0B | 1.0B | -8.6% |
| Equity | 1.8B | 1.4B | 1.4B | 1.4B | -8.3% |
| Op CF | 278M | 279M | 202M | 116M | -25.2% |
| Inv CF | -140M | -557M | -99M | -161M | — |
| Fin CF | 333M | -59M | -238M | 12M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600075.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600075.SS | Xinjiang Tianye Co.,Ltd.(you) | $1.3B | 15 | STRONG SELL |
| 600746.SS | Jiangsu SOPO Chemical Co. Ltd. | $1.1B | 14 | STRONG SELL |
| 688707.SS | Guizhou Zhenhua E-chem Inc. | $1.1B | 17 | STRONG SELL |
| 600328.SS | CNSIG Inner Mongolia Chemical Industry Co.,Ltd. | $1.5B | 12 | STRONG SELL |
| 600935.SS | Anhui Hwasu Co.,Ltd. | $1.3B | 10 | STRONG SELL |
| 301069.SZ | Shandong Kaisheng New Materials Co.,Ltd. | $1.3B | 20 | SELL |
| 600610.SS | Guizhou Zhongyida Co., Ltd | $1.2B | 8 | STRONG SELL |
| 300180.SZ | Huafon Microfibre (Shanghai) Co., Ltd. | $1.3B | 7 | STRONG SELL |
| 002092.SZ | Xinjiang Zhongtai Chemical Co., Ltd. | $1.8B | 16 | STRONG SELL |
| 600955.SS | Lihuayi Weiyuan Chemical Co., Ltd. | $1.3B | 22 | SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%