Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600160.SS
BUYFLAGZhejiang Juhua Co., Ltd. · Basic Materials · China · $13.2B · Avg Vol: $529M/d
Zhejiang Juhua is China's largest fluorochemical producer, supplying critical high-purity wet chemicals and fluoropolymers used in semiconductor manufacturing. While it benefits from localized semiconductor supply chains, it remains largely a cyclical chemical company with exposure to volatile raw material costs.
COMPANY DESCRIPTION
Zhejiang Juhua is China's leading manufacturer of fluorochemicals, specializing in refrigerants, fluoropolymers, and chlorine-alkali chemicals. The company boasts a fully integrated industrial chain and holds the largest domestic market share in third-generation (HFC) refrigerants. Its advanced R&D in fourth-generation refrigerants and electronic wet chemicals positions it for high-value growth.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.2B | 3.1B | 3.6B | 4.0B | 7.9% |
| EPS | 0.13 | 0.05 | 0.11 | 0.21 | 16.7% |
| Shares | 2.7B | 2.7B | 2.7B | 2.7B | 0.0% |
| Debt | 258M | 411M | 649M | 897M | 51.5% |
| Equity | 2.3B | 2.4B | 2.6B | 3.0B | 9.7% |
| Op CF | 490M | 325M | 407M | 925M | 23.6% |
| Inv CF | -526M | -402M | -392M | -973M | — |
| Fin CF | 105M | 31M | 84M | 292M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600160.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600160.SS | Zhejiang Juhua Co., Ltd.(you) | $13.2B | 71 | BUY |
| 000408.SZ | Zangge Mining Company Limited | $17.9B | 74 | BUY |
| 600378.SS | Haohua Chemical Science & Technology Corp., Ltd. | $7.4B | 67 | BUY |
| 600346.SS | Hengli Petrochemical Co.,Ltd. | $17.9B | 61 | HOLD |
| 600426.SS | Shandong Hualu-Hengsheng Chemical Co., Ltd. | $9.2B | 61 | HOLD |
| 002080.SZ | Sinoma Science & Technology Co.,Ltd. | $17.6B | 59 | HOLD |
| 605589.SS | Jinan Shengquan Group Share Holding Co., Ltd. | $5.8B | 69 | BUY |
| 601216.SS | Inner Mongolia Junzheng Energy & Chemical Group Co.,Ltd. | $6.4B | 78 | BUY |
| 600989.SS | Ningxia Baofeng Energy Group Co., Ltd. | $26.0B | 81 | STRONG BUY |
| 605376.SS | Jiangsu Boqian New Materials Stock Co., Ltd. | $6.9B | 59 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%