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Jiangsu-based chemical company; specific product line not established from available knowledge.
Jiangsu-based chemical company; specific product line not established from available knowledge.
Moat: none
Headquarters: Jiangsu, China · Employees: 442
Size Jiangsu Zhengdan Chemical Industry (300641.SZ) is a China Materials company (Chemicals: Major Diversified) with a market value of $981M, the 2332nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥12.53 on 6 Nov 2026.
Performance Over six months the shares fell 28.4%, against -25.3% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue fell 30.1% over the last twelve months (peer median +2.1%); the operating margin is 16.6% (peer median 15.1%).
Valuation It trades at 2.4× enterprise value to sales against a peer median of 3.0× (7th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 9% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.8 points above its cost of capital (10.8% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.94B | CN¥2.27B | CN¥3.46B | CN¥1.54B | CN¥1.92B |
| Revenue growth | — | -34% | +125% | -20% | — |
| Gross profit | CN¥454M | CN¥846M | CN¥1.41B | CN¥51.8M | CN¥109M |
| EBITDA | n/a | CN¥856M | CN¥1.44B | CN¥57.4M | CN¥111M |
| Net income | CN¥307M | CN¥714M | CN¥1.19B | CN¥9.88M | CN¥55.8M |
| Free cash flow | CN¥280M | CN¥1.06B | CN¥804M | CN¥106M | CN¥64.1M |
| Capital expenditure | CN¥40.0M | CN¥66.2M | CN¥99.2M | CN¥65.7M | CN¥52.6M |
| Total debt | CN¥0 | CN¥4.79M | CN¥139M | CN¥578M | CN¥584M |
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.
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 | 300641.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.0% | -14.1% | 6th highest of 21 |
| 6-month return | -28.4% | -25.3% | 10th lowest of 21 |
| Distance from 52-week high | -51.5% | -45.0% | 7th lowest of 21 |
| Revenue growth (TTM) | -30.1% | +2.1% | 2nd lowest of 21 |
| Operating margin | 16.6% | 15.1% | 9th highest of 21 |
| EV / Sales | 2.4× | 3.0× | 7th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 8.8% | 12.6% | 7th least demanding of 15 |
| Growth delivered (Del g) | +11.6% | +6.6% | 7th highest of 15 |
| Hurdle (Req g minus delivered) | -2.8 pp | +0.5 pp | 5th least demanding of 15 |
| ROIC minus cost of capital | +10.8 pp | -1.4 pp | 4th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Zhengdan Chemical Industry 300641.SZ | China | $981M | -28% | -30% | 17% | 2.4× | 8.8% | +11.6% |
| Jubilant Ingrevia JUBLINGREA.NS | India | $966M | -24% | +15% | 10% | 2.0× | 27.3% | +44.9% |
| Caregen 214370.KS | South Korea | $1.01B | -73% | -8% | 24% | 17.9× | 35.2% | +3.8% |
| Zhejiang Huangma Technology 603181.SS | China | $935M | -30% | +7% | 17% | 2.4× | n/a | n/a |
| Victrex VCT.L | United Kingdom | $1.04B | +54% | -1% | 14% | 2.7× | 15.7% | +1.9% |
| Dalian Bio-Chem 603360.SS | China | $1.05B | -55% | 0% | 16% | 5.5× | 9.5% | +18.4% |
| Guangzhou Sanfu Newmaterials Technology 688359.SS | China | $870M | -41% | +8% | -7% | 10.7× | n/a | n/a |
| Suzhou Highfine Biotech 301393.SZ | China | $865M | -8% | +36% | 17% | 6.5× | n/a | n/a |
| Raghav Productivity Enhancers RPEL.NS | India | $864M | +133% | +38% | 28% | 25.8× | n/a | n/a |
| Polyrocks Chemical 688669.SS | China | $831M | +40% | -8% | -6% | 2.2× | 35.9% | +15.2% |
| Sanyo Chemical Industries 4471.T | Japan | $823M | +24% | 0% | 10% | 0.8× | -5.1% | -2.5% |
| Jiangxi Hungpai New Material 605366.SS | China | $821M | -47% | +2% | -11% | 3.8× | n/a | n/a |
| Nippon Soda 4041.T | Japan | $1.19B | -5% | -1% | 10% | 1.4× | 3.5% | +1.8% |
| Hubei Jianghan New Materials 603281.SS | China | $1.20B | -30% | +8% | 17% | 2.5× | 4.8% | +6.3% |
| CNSIG Inner Mongolia Chemical Industry 600328.SS | China | $1.21B | -32% | -20% | -7% | 1.8× | n/a | n/a |
| Xinyaqiang Silicon Chemistry 603155.SS | China | $788M | -6% | +6% | 10% | 5.9× | 31.1% | +3.9% |
| Hubei Chaozhuo Aviation Technology 688237.SS | China | $776M | +6% | -1% | 1% | 12.1× | 45.3% | +26.0% |
| Daxin Materials 5234.TW | Taiwan | $767M | -42% | +10% | 19% | 5.1× | 17.7% | +1.5% |
| Xinxiang Richful Lube Additive 300910.SZ | China | $1.26B | -38% | +12% | 16% | 2.2× | 0.6% | +32.5% |
| Jinan Acetate Chemical 4763.TW | Taiwan | $1.26B | -3% | -36% | 46% | 2.5× | -17.4% | +41.2% |
| JCU 4975.T | Japan | $759M | -26% | +2% | 40% | 3.2× | 6.3% | +7.0% |