Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600352.SS
BUYREMOVEZhejiang Longsheng Group Co.,Ltd · Basic Materials · China · $5.4B · Avg Vol: $84M/d
Zhejiang Longsheng is a chemical producer specializing in dyestuffs. It is a highly cyclical, energy-intensive business that is vulnerable to environmental regulations and lacks the structural moat of a quality compounder.
COMPANY DESCRIPTION
Zhejiang Longsheng Group Co., Ltd. is a global leader in the production of dyestuffs, chemical intermediates, and specialty chemicals. The company commands a dominant global market share in dyestuffs, supported by a highly integrated supply chain and proprietary green manufacturing technologies. It operates as a specialty chemical multinational with strong pricing power in the global textile supply chain.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.1B | 2.3B | 2.3B | 2.0B | -14.4% |
| EPS | 0.14 | 0.07 | 0.09 | 0.08 | -15.9% |
| Shares | 3.3B | 3.3B | 3.3B | 3.3B | 0.0% |
| Debt | 2.9B | 2.8B | 2.1B | 2.2B | -9.0% |
| Equity | 4.8B | 5.3B | 5.5B | 4.9B | 0.7% |
| Op CF | 141M | 407M | 1.4B | 863M | 82.8% |
| Inv CF | -224M | -286M | -468M | -475M | — |
| Fin CF | 57M | 55M | -660M | -715M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600352.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600352.SS | Zhejiang Longsheng Group Co.,Ltd(you) | $5.4B | 74 | BUY |
| 688300.SS | Novoray Corporation | $6.0B | 74 | BUY |
| 300346.SZ | Jiangsu Nata Opto-electronic Material Co., Ltd. | $5.3B | 68 | BUY |
| 002271.SZ | Beijing Oriental Yuhong Waterproof Technology Co., Ltd. | $4.8B | 69 | BUY |
| 300037.SZ | Shenzhen Capchem Technology Co., Ltd. | $8.2B | 74 | BUY |
| 000703.SZ | Hengyi Petrochemical Co., Ltd. | $7.3B | 71 | BUY |
| 300285.SZ | Shandong Sinocera Functional Material Co., Ltd. | $7.5B | 70 | BUY |
| 603663.SS | Sanxiang Advanced Materials Co., Ltd. | $3.7B | 77 | BUY |
| 688625.SS | GCH Technology Co., Ltd. | $2.9B | 74 | BUY |
| 300054.SZ | Hubei Dinglong CO.,Ltd. | $9.4B | 76 | BUY |
Peer medians: ROE 6.2% · P/E 33.7x · Gross margin 17.5%