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Employees: 2,073
Size Shandong Yanggu Huatai Chemical (300121.SZ) is a China Materials company (Chemicals: Major Diversified) with a market value of $648M, the 3242nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.84 on 6 Nov 2026.
Performance Over six months the shares fell 20.2%, against -22.2% for the median peer and -16.4% for the China market (cap-weighted) — 11th highest of 21 in its peer set.
Growth Revenue grew 11.2% over the last twelve months (peer median +5.1%); the operating margin is 8.3% (peer median 6.4%).
Valuation It trades at 16.1× forward earnings against a peer median of 21.8× (5th cheapest of 11).
Price implies For today's price to make sense, revenue must grow about 3% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -9 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.7 points above its cost of capital (8.8% WACC).
Next results Next results expected around 26 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.85B | CN¥3.43B | CN¥3.42B | CN¥3.44B | CN¥3.50B |
| Revenue growth | — | 0% | -1% | -2% | — |
| Gross profit | CN¥854M | CN¥535M | CN¥570M | CN¥720M | CN¥924M |
| EBITDA | n/a | CN¥489M | CN¥452M | CN¥533M | CN¥727M |
| Net income | CN¥161M | CN¥197M | CN¥192M | CN¥304M | CN¥515M |
| Free cash flow | CN¥60.6M | CN¥64.7M | CN¥21.7M | CN¥11.2M | CN¥167M |
| Capital expenditure | CN¥297M | CN¥334M | CN¥370M | CN¥317M | CN¥172M |
| Total debt | CN¥630M | CN¥547M | CN¥535M | CN¥861M | CN¥381M |
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| Measure | 300121.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.3% | -13.3% | 3rd highest of 21 |
| 6-month return | -20.2% | -22.2% | 11th highest of 21 |
| Distance from 52-week high | -41.1% | -37.4% | 6th lowest of 21 |
| Revenue growth (TTM) | +11.2% | +5.1% | 5th highest of 21 |
| Operating margin | 8.3% | 6.4% | 9th highest of 21 |
| Forward P/E | 16.1× | 21.8× | 5th cheapest of 11 |
| Growth the price implies (Req g, 7 yrs) | 3.2% | 9.7% | 4th least demanding of 12 |
| Growth delivered (Del g) | +12.1% | +8.3% | 5th highest of 12 |
| Hurdle (Req g minus delivered) | -8.9 pp | -0.6 pp | 4th least demanding of 12 |
| ROIC minus cost of capital | +0.7 pp | -1.9 pp | 7th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shandong Yanggu Huatai Chemical 300121.SZ | China | $648M | -20% | +11% | 8% | 16.1× | 3.2% | +12.1% |
| Shandong Jianbang New Material 603285.SS | China | $631M | -40% | +8% | 22% | n/a | n/a | n/a |
| Hunan Xiangtou Goldsky Titanium Industry Technology 688750.SS | China | $629M | -27% | +4% | 6% | n/a | 30.5% | -4.3% |
| Shandong Sanyuan Biotechnology 301206.SZ | China | $676M | -18% | +15% | 4% | n/a | n/a | n/a |
| Hunan Lead Power Technology 300530.SZ | China | $621M | +2% | +16% | -61% | n/a | n/a | n/a |
| Ningxia Zhongke Biotechnology 600165.SS | China | $679M | -19% | +8% | -73% | n/a | n/a | n/a |
| Jiansu Huachang Chemical 002274.SZ | China | $679M | -25% | +9% | -3% | 5.7× | 23.6% | +1.3% |
| Ningbo Bohui Chemical Technology 300839.SZ | China | $606M | -4% | +42% | 4% | 24.6× | 3.2% | +23.1% |
| Zhejiang Dragon Technology 603004.SS | China | $597M | -18% | -11% | 16% | 19.1× | 16.4% | +1.7% |
| Shandong Taihe Technologies 300801.SZ | China | $589M | -41% | -2% | 7% | n/a | 5.3% | +12.9% |
| Liaoning Oxiranchem,Inc 300082.SZ | China | $716M | -39% | +4% | 0% | 35.1× | n/a | n/a |
| China Catalyst 688267.SS | China | $578M | -27% | -3% | 18% | 16.0× | n/a | n/a |
| KH Neochem 4189.T | Japan | $732M | +20% | -11% | 12% | 12.3× | -5.7% | +8.3% |
| Ningxia Yinglite Chemicals 000635.SZ | China | $562M | +17% | -14% | -48% | n/a | n/a | n/a |
| Hubei Kailong Chemical 002783.SZ | China | $554M | -17% | -2% | 8% | n/a | -2.4% | +12.0% |
| JCU 4975.T | Japan | $759M | -26% | +2% | 40% | 13.6× | 6.3% | +7.0% |
| Beijing WBD New Materials 300055.SZ | China | $549M | -59% | +13% | -9% | n/a | n/a | n/a |
| Nanjing Well Pharmaceutical 603351.SS | China | $548M | -1% | +9% | 13% | n/a | 9.7% | +12.7% |
| Daxin Materials 5234.TW | Taiwan | $767M | -42% | +10% | 19% | 25.7× | 17.7% | +1.5% |
| Archean Chemical Industries ACI.NS | India | $544M | -33% | +6% | 12% | 25.5× | n/a | n/a |
| Hubei Chaozhuo Aviation Technology 688237.SS | China | $776M | +6% | -1% | 1% | 41.5× | 45.3% | +26.0% |