Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688196.SS
STRONG SELLFLAGLongyan Zhuoyue New Energy Co., Ltd. · Basic Materials · China · $788M · Avg Vol: $8M/d
Longyan Zhuoyue is a leading Chinese exporter of biodiesel. While it stands to benefit from a geopolitical energy risk premium driving up alternative fuel prices, it faces severe headwinds from EU anti-dumping investigations, making the near-term risk-reward highly uncertain.
COMPANY DESCRIPTION
Longyan Zhuoyue New Energy Co., Ltd. produces and exports biodiesel and bio-based plasticizers derived from waste cooking oil. Its competitive moat is anchored by its position as the largest biodiesel exporter in China, supported by advanced waste oil pre-treatment and esterification technologies. The company is a leading green energy player deeply integrated into the European biofuel supply chain under strict ISCC certification.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 642M | 416M | 527M | 425M | -12.8% |
| EPS | 0.56 | 0.10 | 0.18 | 0.19 | -30.2% |
| Shares | 120M | 120M | 120M | 127M | +6.0% |
| Debt | 17M | 48M | 100M | 96M | 77.7% |
| Equity | 411M | 396M | 413M | 471M | 4.6% |
| Op CF | 117M | -48M | 18M | -13M | -61.3% |
| Inv CF | -35M | -12M | -65M | 937,103 | — |
| Fin CF | -15M | -942,341 | 42M | 22M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 688196.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688196.SS | Longyan Zhuoyue New Energy Co., Ltd.(you) | $788M | 16 | STRONG SELL |
| 300758.SZ | Anshan Hifichem Co., Ltd. | $754M | 15 | STRONG SELL |
| 001279.SZ | Anhui Strong State New Materials Co., Ltd. | $709M | 14 | STRONG SELL |
| 301256.SZ | Huarong Chemical Co., Ltd. | $823M | 13 | STRONG SELL |
| 300952.SZ | Jiangsu Hanvo Safety Product Co., Ltd. | $876M | 14 | STRONG SELL |
| 688299.SS | Ningbo Solartron Technology Co.,Ltd. | $704M | 19 | STRONG SELL |
| 300067.SZ | Shanghai Anoky Group Co., Ltd | $984M | 15 | STRONG SELL |
| 600810.SS | Shenma Industry Co.Ltd | $959M | 18 | STRONG SELL |
| 002455.SZ | Jiangsu Baichuan High-Tech New Materials Co., Ltd | $921M | 12 | STRONG SELL |
| 300107.SZ | Hebei Jianxin Chemical Co., Ltd. | $536M | 16 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%