Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600596.SS
BUYREMOVEZhejiang Xinan Chemical Industrial Group Co.,Ltd · Basic Materials · China · $2.4B · Avg Vol: $148M/d
Zhejiang Xinan Chemical is a cyclical producer of glyphosate and silicones. Despite cheap multiples, it is a commodity cyclical highly exposed to raw material cost inflation, violating our quality criteria.
COMPANY DESCRIPTION
Zhejiang Xinan Chemical Industrial Group Co., Ltd. manufactures crop protection chemicals (primarily glyphosate) and silicon-based materials. The company operates a unique, highly efficient circular economy model that links phosphorus-based herbicides with silicon-based chemical production. It is a global leader in glyphosate production and a major player in China's advanced silicone materials market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.2B | 2.2B | 2.2B | 2.2B | -12.5% |
| EPS | 0.38 | 0.02 | 0.01 | 0.02 | -65.1% |
| Shares | 1.1B | 1.3B | 1.3B | 1.3B | +17.8% |
| Debt | 304M | 500M | 474M | 522M | 19.7% |
| Equity | 1.7B | 1.9B | 1.8B | 1.8B | 2.6% |
| Op CF | 430M | 44M | 81M | 133M | -32.3% |
| Inv CF | -163M | -287M | -242M | -113M | — |
| Fin CF | -95M | 364M | -98M | -4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600596.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600596.SS | Zhejiang Xinan Chemical Industrial Group Co.,Ltd(you) | $2.4B | 67 | BUY |
| 000902.SZ | YONFER Agricultural Technology Co., Ltd. | $2.4B | 62 | HOLD |
| 301035.SZ | Shandong Weifang Rainbow Chemical Co., Ltd | $2.9B | 75 | BUY |
| 1866.HK | China XLX Fertiliser Ltd. | $1.6B | 74 | BUY |
| 002588.SZ | Stanley Agriculture Group Co.,Ltd. | $1.5B | 76 | BUY |
| 002539.SZ | Chengdu Wintrue Holding Co., Ltd. | $2.3B | 49 | HOLD |
| 002258.SZ | Lier Chemical Co.,LTD. | $1.5B | 57 | HOLD |
| 301665.SZ | CAC Nantong Chemical Co., Ltd. | $1.6B | 55 | HOLD |
| 002004.SZ | Huapont Life Sciences Co.,Ltd. | $1.3B | 76 | BUY |
| 000422.SZ | Hubei Yihua Chemical Industry Co., Ltd. | $2.3B | 43 | HOLD |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%