Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600935.SS
STRONG SELLREMOVEAnhui Hwasu Co.,Ltd. · Basic Materials · China · $1.3B · Avg Vol: $8M/d
Anhui Hwasu is a basic materials and chemical producer with a low-quality profile. It is a cyclical commodity business that is highly vulnerable to rising energy feedstocks, making it a structural casualty of our high-conviction Geopolitical Energy Risk theme.
COMPANY DESCRIPTION
Anhui Hwasu is a large-scale chemical enterprise specializing in the production of polyvinyl chloride (PVC), caustic soda, and related chlor-alkali products. The company benefits from a vertically integrated "coal-electricity-salt-chemical" circular economy model, which significantly lowers production costs. It is a key regional player in East China's basic materials sector, serving construction, manufacturing, and chemical industries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 996M | 822M | 756M | 689M | -11.6% |
| EPS | 0.02 | 0.00 | -0.02 | -0.01 | -91.7% |
| Shares | 3.5B | 3.5B | 3.5B | 3.6B | +2.5% |
| Debt | 5M | 43M | 176M | 131M | 197.3% |
| Equity | 958M | 941M | 873M | 879M | -2.8% |
| Op CF | 148M | 86M | 39M | 36M | -37.8% |
| Inv CF | -78M | -100M | -195M | -54M | — |
| Fin CF | -152M | 29M | 128M | -29M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600935.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600935.SS | Anhui Hwasu Co.,Ltd.(you) | $1.3B | 10 | STRONG SELL |
| 600610.SS | Guizhou Zhongyida Co., Ltd | $1.2B | 8 | STRONG SELL |
| 300180.SZ | Huafon Microfibre (Shanghai) Co., Ltd. | $1.3B | 7 | STRONG SELL |
| 000818.SZ | Hangjin Technology Co., Ltd. | $1.4B | 8 | 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 |
| 600075.SS | Xinjiang Tianye Co.,Ltd. | $1.3B | 15 | STRONG SELL |
| 002549.SZ | Hunan Kaimeite Gases Co., Ltd. | $1.6B | 7 | STRONG SELL |
| 600746.SS | Jiangsu SOPO Chemical Co. Ltd. | $1.1B | 14 | STRONG SELL |
| 000936.SZ | Jiangsu Huaxicun Co.,Ltd. | $834M | 11 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%