Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600691.SS
STRONG SELLREMOVEYangmei Chemical Co.,Ltd · Basic Materials · China · $948M · Avg Vol: $13M/d
Yangmei Chemical is a commodity chemical producer. It is highly sensitive to coal and natural gas feedstock costs, making it a structural casualty of the geopolitical energy risk premium theme.
COMPANY DESCRIPTION
Yangmei Chemical Co., Ltd. manufactures and distributes coal chemical products, including urea, ammonia, methanol, and specialized chemical equipment. The company leverages its strategic location in Shanxi province to secure stable, low-cost coal feedstocks, establishing a strong cost-competitive position. It serves as a key supplier to China's agricultural and industrial sectors, utilizing advanced gasification technologies to optimize production efficiency.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.5B | 2.0B | 1.6B | 1.5B | -16.7% |
| EPS | 0.00 | -0.08 | -0.04 | -0.05 | — |
| Shares | 2.4B | 2.4B | 2.4B | 2.4B | 0.0% |
| Debt | 1.8B | 1.7B | 1.4B | 1.2B | -13.2% |
| Equity | 888M | 687M | 587M | 466M | -19.3% |
| Op CF | 254M | 215M | -16M | 88M | -29.7% |
| Inv CF | -43M | -56M | -51M | -105M | — |
| Fin CF | -211M | -175M | 52M | -202M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600691.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600691.SS | Yangmei Chemical Co.,Ltd(you) | $948M | 3 | STRONG SELL |
| 000819.SZ | Yueyang Xingchang Petro-Chemical Co., Ltd. | $810M | 4 | STRONG SELL |
| 002165.SZ | Hongbaoli Group Corporation, Ltd. | $741M | 4 | STRONG SELL |
| 601015.SS | Shaanxi Heimao Coking Co., Ltd. | $1.1B | 9 | STRONG SELL |
| 300180.SZ | Huafon Microfibre (Shanghai) Co., Ltd. | $1.3B | 7 | STRONG SELL |
| 300261.SZ | ABA Chemicals Corporation | $725M | 8 | STRONG SELL |
| 600610.SS | Guizhou Zhongyida Co., Ltd | $1.2B | 8 | STRONG SELL |
| 000936.SZ | Jiangsu Huaxicun Co.,Ltd. | $834M | 11 | STRONG SELL |
| 000818.SZ | Hangjin Technology Co., Ltd. | $1.4B | 8 | STRONG SELL |
| 600935.SS | Anhui Hwasu Co.,Ltd. | $1.3B | 10 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%