Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600378.SS
BUYREMOVEHaohua Chemical Science & Technology Corp., Ltd. · Basic Materials · China · $7.4B · Avg Vol: $527M/d
Haohua Chemical is a state-owned chemical manufacturer exposed to volatile commodity inputs and lacks the clear pricing power of our preferred compounders.
COMPANY DESCRIPTION
Haohua Chemical Science & Technology Corp., Ltd. develops and produces specialty fluorochemicals, electronic gases, and aviation chemical materials. The company possesses high technical barriers in semiconductor-grade electronic gases and holds sole-supplier status for specific military aviation materials. Operating under Sinochem, it is a critical player in China's domestic import-substitution strategy for advanced materials.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.3B | 2.1B | 2.1B | 2.5B | 22.6% |
| EPS | 0.19 | 0.16 | 0.14 | 0.17 | -4.5% |
| Shares | 911M | 911M | 1.1B | 1.3B | +41.5% |
| Debt | 324M | 590M | 532M | 522M | 17.2% |
| Equity | 1.2B | 1.7B | 2.5B | 2.7B | 30.5% |
| Op CF | 147M | 157M | 109M | 284M | 24.6% |
| Inv CF | -232M | -174M | -294M | -198M | — |
| Fin CF | 105M | -39M | 547M | -52M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600378.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600378.SS | Haohua Chemical Science & Technology Corp., Ltd.(you) | $7.4B | 67 | BUY |
| 605589.SS | Jinan Shengquan Group Share Holding Co., Ltd. | $5.8B | 69 | BUY |
| 605376.SS | Jiangsu Boqian New Materials Stock Co., Ltd. | $6.9B | 59 | HOLD |
| 600426.SS | Shandong Hualu-Hengsheng Chemical Co., Ltd. | $9.2B | 61 | HOLD |
| 601216.SS | Inner Mongolia Junzheng Energy & Chemical Group Co.,Ltd. | $6.4B | 78 | BUY |
| 000683.SZ | Inner Mongolia Berun Chemical Company Limited | $4.0B | 65 | BUY |
| 600160.SS | Zhejiang Juhua Co., Ltd. | $13.2B | 71 | BUY |
| 601208.SS | Sichuan Em Technology Co., Ltd. | $7.5B | 50 | HOLD |
| 002192.SZ | YOUNGY Co., Ltd. | $3.1B | 67 | BUY |
| 688150.SS | Shaanxi Lighte Optoelectronics Material Co.,Ltd | $3.2B | 73 | BUY |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%