Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600409.SS
STRONG SELLREMOVETangshan Sanyou Chemical Industries Co.,Ltd · Basic Materials · China · $1.9B · Avg Vol: $38M/d
Tangshan Sanyou Chemical is a highly energy-intensive chemical manufacturer, making it a structural casualty of the geopolitical energy risk premium theme.
COMPANY DESCRIPTION
Tangshan Sanyou Chemical Industries is a leading Chinese producer of soda ash, viscose staple fiber, and organic silicon. The company benefits from a vertically integrated circular economy model, linking its chemical production with salt and power generation to optimize costs. It maintains a dominant market share in the domestic soda ash and viscose fiber industries, serving as a critical supplier to the glass and textile sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.5B | 3.2B | 3.2B | 2.8B | -7.4% |
| EPS | 0.07 | 0.04 | 0.04 | 0.01 | -55.1% |
| Shares | 2.1B | 2.1B | 2.1B | 2.1B | 0.0% |
| Debt | 1.1B | 816M | 834M | 951M | -5.1% |
| Equity | 2.0B | 2.0B | 2.1B | 2.0B | 1.5% |
| Op CF | 356M | 248M | 267M | 125M | -29.5% |
| Inv CF | -59M | -48M | -160M | -226M | — |
| Fin CF | -67M | -424M | -40M | 120M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600409.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600409.SS | Tangshan Sanyou Chemical Industries Co.,Ltd(you) | $1.9B | 18 | STRONG SELL |
| 002361.SZ | Anhui Shenjian New Materials Co.,Ltd | $2.1B | 18 | STRONG SELL |
| 301565.SZ | Sinolong New Materials Co., Ltd. | $1.7B | 17 | STRONG SELL |
| 603360.SS | Dalian BIO-CHEM Company Limited | $2.2B | 18 | STRONG SELL |
| 688116.SS | Jiangsu Cnano Technology Co., Ltd. | $2.4B | 18 | STRONG SELL |
| 300655.SZ | Crystal Clear Electronic Material Co.,Ltd | $2.4B | 18 | STRONG SELL |
| 002408.SZ | Zibo Qixiang Tengda Chemical Co., Ltd | $2.1B | 24 | SELL |
| 000859.SZ | Anhui Guofeng New Materials Co., Ltd. | $1.4B | 15 | STRONG SELL |
| 300741.SZ | Huabao Flavours & Fragrances Co., Ltd. | $1.3B | 16 | STRONG SELL |
| 605488.SS | Zhejiang Fulai New Material Co.,Ltd. | $1.5B | 13 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%