Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600746.SS
STRONG SELLREMOVEJiangsu SOPO Chemical Co. Ltd. · Basic Materials · China · $1.1B · Avg Vol: $11M/d
As a commodity chemical manufacturer, the business is highly energy-intensive and suffers from volatile feedstock costs, making it a structural casualty of elevated energy prices.
COMPANY DESCRIPTION
Jiangsu SOPO Chemical Co., Ltd. is a leading chemical manufacturer specializing in glacial acetic acid, ethyl acetate, and related chemical derivatives. The company commands a dominant domestic market share, utilizing advanced carbonylation technology and large-scale, integrated production facilities in Jiangsu province. Its competitive moat is defined by its low-cost production capabilities, strategic location near major chemical consumption hubs, and strong supply chain integration.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 1.1B | 792M | 946M | 866M | -6.5% |
| EPS | — | 0.06 | 0.00 | 0.03 | 0.01 | -43.8% |
| Shares | — | 1.2B | 1.2B | 1.2B | 1.2B | 0.0% |
| Debt | 22M | 106M | 54M | 49M | 108M | 48.8% |
| Equity | — | 810M | 780M | 796M | 800M | -0.4% |
| Op CF | — | 112M | 96M | 145M | 113M | 0.3% |
| Inv CF | — | 39M | -133M | -159M | -117M | — |
| Fin CF | — | -194M | 12M | -23M | 50M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600746.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600746.SS | Jiangsu SOPO Chemical Co. Ltd.(you) | $1.1B | 14 | STRONG SELL |
| 688707.SS | Guizhou Zhenhua E-chem Inc. | $1.1B | 17 | STRONG SELL |
| 600075.SS | Xinjiang Tianye Co.,Ltd. | $1.3B | 15 | STRONG SELL |
| 601015.SS | Shaanxi Heimao Coking Co., Ltd. | $1.1B | 9 | STRONG SELL |
| 600328.SS | CNSIG Inner Mongolia Chemical Industry Co.,Ltd. | $1.5B | 12 | STRONG SELL |
| 600935.SS | Anhui Hwasu Co.,Ltd. | $1.3B | 10 | STRONG SELL |
| 600610.SS | Guizhou Zhongyida Co., Ltd | $1.2B | 8 | STRONG SELL |
| 000936.SZ | Jiangsu Huaxicun Co.,Ltd. | $834M | 11 | STRONG SELL |
| 002971.SZ | Hubei Heyuan Gas Co.,Ltd. | $1.1B | 23 | SELL |
| 301069.SZ | Shandong Kaisheng New Materials Co.,Ltd. | $1.3B | 20 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%