Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603077.SS
SELLREMOVESichuan Hebang Biotechnology Corporation Limited · Basic Materials · China · $3.2B · Avg Vol: $54M/d
Sichuan Hebang Biotechnology produces chemical products and agricultural inputs. Although it benefits from low-cost natural gas feedstocks in Sichuan, it is fundamentally a commodity cyclical with volatile margins, failing our Terry Smith filter against owning cyclical businesses.
COMPANY DESCRIPTION
Sichuan Hebang Biotechnology Corporation Limited manufactures chemical products, including soda ash, ammonium chloride, glyphosate, and methionine. The company benefits from a highly integrated circular economy model, utilizing local salt and phosphate reserves to achieve industry-leading cost efficiencies. It is a major low-cost producer in China's basic chemical and agricultural input sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.9B | 1.3B | 1.3B | 1.1B | -18.0% |
| EPS | 0.06 | 0.02 | 0.00 | -0.01 | -90.7% |
| Shares | 8.8B | 8.8B | 8.8B | 8.8B | +0.0% |
| Debt | 269M | 291M | 1.2B | 1.3B | 68.6% |
| Equity | 2.8B | 2.9B | 2.8B | 2.6B | -2.2% |
| Op CF | 391M | 12M | 69M | 159M | -25.9% |
| Inv CF | -119M | -116M | -205M | -199M | — |
| Fin CF | 149M | -139M | 716M | 21M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603077.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603077.SS | Sichuan Hebang Biotechnology Corporation Limited(you) | $3.2B | 31 | SELL |
| 002145.SZ | Tinergy Chemical Co., Ltd. | $2.4B | 29 | SELL |
| 603002.SS | Epoxy Base Electronic Material Corporation Limited | $2.8B | 26 | SELL |
| 300777.SZ | Sinofibers Technology Co., Ltd. | $2.2B | 30 | SELL |
| 300769.SZ | Shenzhen Dynanonic Co., Ltd | $2.7B | 25 | SELL |
| 688065.SS | Cathay Biotech Inc. | $4.3B | 27 | SELL |
| 000973.SZ | FSPG Hi-Tech CO., Ltd. | $5.4B | 31 | SELL |
| 300568.SZ | Shenzhen Senior Technology Material Co., Ltd. | $3.1B | 20 | SELL |
| 600618.SS | Shanghai Chlor-Alkali Chemical Co., Ltd. | $1.8B | 31 | SELL |
| 600589.SS | Dawei Technology (Guangdong) Group Co., Ltd. | $2.4B | 25 | SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%