Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600230.SS
HOLDREMOVECangzhou Dahua Co., Ltd. · Basic Materials · China · $899M · Avg Vol: $25M/d
Cangzhou Dahua is a basic materials producer highly vulnerable to rising petrochemical feedstock costs, making it a clear casualty of the current energy risk environment.
COMPANY DESCRIPTION
Cangzhou Dahua Co., Ltd. manufactures chemical products, specializing in toluene diisocyanate (TDI), caustic soda, and polyurethane raw materials. The company holds a leading position in the domestic TDI market, supported by large-scale production facilities and advanced synthesis technology. It operates as a key industrial chemical supplier with significant cost advantages and exposure to global polyurethane demand.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 726M | 719M | 749M | 674M | -2.4% |
| EPS | 0.15 | 0.07 | 0.01 | 0.01 | -59.1% |
| Shares | 418M | 416M | 414M | 414M | -1.1% |
| Debt | 181M | 83M | 53M | 56M | -32.2% |
| Equity | 582M | 591M | 589M | 592M | 0.6% |
| Op CF | 78M | 126M | 61M | 21M | -35.8% |
| Inv CF | -59M | -8M | 18M | -30M | — |
| Fin CF | -19M | -124M | -42M | 731,486 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600230.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600230.SS | Cangzhou Dahua Co., Ltd.(you) | $899M | 52 | HOLD |
| 002556.SZ | Anhui Huilong Agricultural Means of Production Co.,Ltd. | $723M | 47 | HOLD |
| 002215.SZ | Shenzhen Noposion Crop Science Co., Ltd. | $1.3B | 50 | HOLD |
| 603599.SS | Anhui Guangxin Agrochemical Co., Ltd. | $1.5B | 50 | HOLD |
| 300505.SZ | Kunming Chuan Jin Nuo Chemical Co., Ltd. | $856M | 39 | HOLD |
| 301665.SZ | CAC Nantong Chemical Co., Ltd. | $1.6B | 55 | HOLD |
| 002258.SZ | Lier Chemical Co.,LTD. | $1.5B | 57 | HOLD |
| 603639.SS | Hailir Pesticides and Chemicals Group Co.,Ltd. | $570M | 60 | HOLD |
| 600389.SS | Nantong Jiangshan Agrochemical & Chemicals Co.,Ltd. | $1.6B | 43 | HOLD |
| 002274.SZ | Jiangsu Huachang Chemical Co., Ltd | $783M | 35 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%