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Shantou specialty-chemicals maker: PCB process chemicals, lab chemical reagents and high-purity products, and lithium-battery materials.
Shantou specialty-chemicals maker: PCB process chemicals, lab chemical reagents and high-purity products, and lithium-battery materials.
Sells chemicals to electronics and lab customers: process chemicals used in making printed circuit boards, supplied through its Dongshuo subsidiary, and laboratory reagents, its original business dating from 1980. A newer line makes materials for lithium batteries through a Zhuhai subsidiary.
Moat: narrow (customer qualification, process know-how). Long record in electronic chemicals and reagents; PCB makers qualify suppliers slowly. Battery materials remain cyclical.
Headquarters: Shantou, China · Founded: 1980 · Employees: 1,065
Size Guangdong Guanghua Sci-Tech (002741.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $1.40B, the 1742nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥19.85 on 6 Nov 2026.
Performance Over six months the shares fell 8.5%, against -23.1% for the median peer and -16.4% for the China market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 60.8% over the last twelve months (peer median +10.7%); the operating margin is 3.8% (peer median 7.0%).
Valuation It trades at 58.4× forward earnings against a peer median of 19.2× (3rd most expensive of 17).
Capital Return on invested capital runs 5.2 points below its cost of capital (12.0% WACC).
Next results Next results expected around 26 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥4.50B | CN¥2.96B | CN¥2.58B | CN¥2.69B | CN¥3.29B |
| Revenue growth | — | +14% | -4% | -18% | — |
| Gross profit | CN¥645M | CN¥373M | CN¥192M | -CN¥344,148 | CN¥456M |
| EBITDA | n/a | CN¥267M | CN¥146M | -CN¥264M | CN¥223M |
| Net income | CN¥142M | CN¥104M | -CN¥205M | -CN¥431M | CN¥117M |
| Free cash flow | -CN¥405M | -CN¥64.6M | -CN¥84.0M | CN¥22.0M | -CN¥181M |
| Capital expenditure | CN¥72.3M | CN¥92.0M | CN¥53.3M | CN¥105M | CN¥188M |
| Total debt | CN¥1.60B | CN¥1.46B | CN¥1.30B | CN¥1.53B | CN¥1.43B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Guangdong Guanghua Sci-Tech 002741.SZ | $1.40B | -9% | +61% | 4% | 58.4× | n/a |
| Xilong Scientific 002584.SZ | $632M | -11% | +23% | 1% | n/a | n/a |
| PhiChem 300398.SZ | $2.43B | -6% | +15% | 17% | 27.3× | 19.6% |
| Shanghai Skychem Technology 688603.SS | $1.22B | -29% | +38% | 19% | 44.6× | n/a |
| GEM 002340.SZ | $4.43B | -36% | +2% | 7% | 15.7× | 4.2% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 002741.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.4% | -10.9% | 7th lowest of 21 |
| 6-month return | -8.5% | -23.1% | 6th highest of 21 |
| Distance from 52-week high | -52.9% | -42.9% | 6th lowest of 21 |
| Revenue growth (TTM) | +60.8% | +10.7% | 4th highest of 21 |
| Operating margin | 3.8% | 7.0% | 6th lowest of 21 |
| Forward P/E | 58.4× | 19.2× | 3rd most expensive of 17 |
| ROIC minus cost of capital | -5.2 pp | -2.0 pp | 6th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Guangdong Guanghua Sci-Tech 002741.SZ | China | $1.40B | -9% | +61% | 4% | 58.4× | n/a | n/a |
| Shandong Dawn Polymer 002838.SZ | China | $1.40B | -35% | +31% | 6% | 19.3× | n/a | n/a |
| Shenzhen Rongda Photosensitive & Technology 300576.SZ | China | $1.40B | -31% | +14% | 10% | n/a | n/a | n/a |
| GCH Technology 688625.SS | China | $1.38B | -32% | +8% | 18% | 19.2× | 27.6% | +16.3% |
| Anhui Guangxin Agrochemical 603599.SS | China | $1.43B | -29% | -13% | 18% | 13.1× | -3.8% | +0.6% |
| BASF India BASF.NS | India | $1.35B | -23% | +13% | 4% | 17.4× | n/a | n/a |
| Wankai New Materials 301216.SZ | China | $1.35B | -48% | +5% | 4% | 8.3× | n/a | n/a |
| Guangdong Orient Zirconic Industry Science & Technology 002167.SZ | China | $1.44B | +5% | +17% | 14% | 48.5× | 32.4% | +10.1% |
| Jilin OLED Material Tech 688378.SS | China | $1.45B | -17% | +74% | 18% | 28.1× | 46.2% | +15.2% |
| Elementis ELM.L | United Kingdom | $1.45B | +34% | -12% | 20% | 16.9× | 16.9% | -4.8% |
| LOTTE CHEMICAL 011170.KS | South Korea | $1.45B | -59% | +5% | -2% | n/a | n/a | n/a |
| Jiangyin Jianghua Micro-electronics Materials 603078.SS | China | $1.33B | -7% | +18% | 7% | 79.3× | 32.0% | +17.0% |
| COFCO Biotechnology 000930.SZ | China | $1.32B | -21% | -9% | -2% | n/a | n/a | n/a |
| Global New Material International 6616.HK | Hong Kong | $1.32B | -3% | +165% | 0% | 14.1× | n/a | n/a |
| Dawei Technology (Guangdong) 600589.SS | China | $1.32B | -38% | +29% | -10% | n/a | n/a | n/a |
| Shaily Engineering Plastics SHAILY.NS | India | $1.48B | +14% | +18% | 24% | 56.7× | 35.8% | +22.8% |
| Anhui Wanwei Updated High-Tech Material Industry 600063.SS | China | $1.49B | -32% | +3% | 4% | 20.0× | n/a | n/a |
| REX American Resources REX | United States | $1.31B | -21% | +6% | 15% | 26.2× | -3.8% | +11.7% |
| Industrie De Nora DNR.MI | Italy | $1.31B | -23% | -2% | 14% | 16.0× | n/a | n/a |
| Beijing Haixin Energy Technology 300072.SZ | China | $1.30B | -20% | +61% | -9% | 121.7× | n/a | n/a |
| KumhoPetrochem 011780.KS | South Korea | $1.50B | -37% | 0% | 7% | 4.3× | -16.5% | +7.5% |