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Chinese organosilicon (silicone) materials producer, part of the Dongyue Group, making silicone rubber and related products.
Chinese organosilicon (silicone) materials producer, part of the Dongyue Group, making silicone rubber and related products.
Moat: narrow (scale, process know-how). Integrated organosilicon production scale within the broader Dongyue chemical group.
Headquarters: Zibo, China · Employees: 1,209
Size Shandong Dongyue Silicone Material (300821.SZ) is a China Materials company (Chemicals: Specialty) with a market value of $2.43B, the 1057th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥13.49 on 6 Nov 2026.
Performance Over six months the shares fell 11.1%, against -13.2% for the median peer and -16.4% for the China market (cap-weighted) — 10th highest of 21 in its peer set.
Growth Revenue grew 13.5% over the last twelve months (peer median +6.4%); the operating margin is 12.5% (peer median 8.6%).
Valuation It trades at 3.2× enterprise value to sales against a peer median of 1.6× (5th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +9%, so the hurdle is +12 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.8 points above its cost of capital (13.0% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥4.71B | CN¥3.77B | CN¥5.15B | CN¥4.80B | CN¥6.73B |
| Revenue growth | — | -27% | +7% | -29% | — |
| Gross profit | CN¥1.13B | CN¥152M | CN¥283M | CN¥11.5M | CN¥921M |
| EBITDA | n/a | CN¥359M | CN¥445M | CN¥13.2M | CN¥756M |
| Net income | CN¥535M | -CN¥19.3M | CN¥56.8M | -CN¥271M | CN¥511M |
| Free cash flow | CN¥275M | CN¥195M | CN¥202M | -CN¥366M | -CN¥437M |
| Capital expenditure | CN¥40.5M | CN¥21.4M | CN¥16.7M | CN¥234M | CN¥573M |
| Total debt | CN¥0 | CN¥0 | CN¥0 | CN¥0 | CN¥741,252 |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Shandong Dongyue Silicone Material 300821.SZ | $2.43B | -11% | +13% | 13% | 3.2× | 20.7% |
| Wacker Chemie WCH.DE | $4.42B | -24% | -5% | -1% | 0.9× | n/a |
| Hoshine Silicon Industry 603260.SS | $5.32B | -33% | -7% | -6% | 3.1× | 22.5% |
| Shin-etsu Chemical 4063.T | $66.5B | -27% | +5% | 25% | 3.4× | 8.9% |
| Elkem ELK.OL | $1.18B | +7% | -12% | 3% | 1.2× | 17.0% |
| Dow DOW | $22.7B | -14% | +4% | 5% | 0.9× | 4.3% |
| Zhejiang Xinan Chemical Industrial 600596.SS | $1.75B | -31% | +5% | 2% | 1.0× | 12.4% |
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 | 300821.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -5.6% | -5.6% | 11th highest of 21 |
| 6-month return | -11.1% | -13.2% | 10th highest of 21 |
| Distance from 52-week high | -56.5% | -33.3% | 3rd lowest of 21 |
| Revenue growth (TTM) | +13.5% | +6.4% | 8th highest of 21 |
| Operating margin | 12.5% | 8.6% | 7th highest of 20 |
| EV / Sales | 3.2× | 1.6× | 5th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 20.7% | 6.1% | 2nd most demanding of 12 |
| Growth delivered (Del g) | +8.6% | +6.6% | 4th highest of 12 |
| Hurdle (Req g minus delivered) | +12.2 pp | +1.3 pp | 3rd most demanding of 12 |
| ROIC minus cost of capital | +2.8 pp | -2.3 pp | 5th highest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shandong Dongyue Silicone Material 300821.SZ | China | $2.43B | -11% | +13% | 13% | 3.2× | 20.7% | +8.6% |
| Shanghai Huayi 600623.SS | China | $2.41B | -24% | +5% | n/a | 0.8× | -11.1% | +10.3% |
| Daicel 4202.T | Japan | $2.48B | +24% | +2% | 7% | 1.1× | 6.1% | +8.1% |
| Bloomage Biotechnology 688363.SS | China | $2.49B | -16% | -22% | 5% | 4.4× | 20.8% | +9.8% |
| Kemira KEMIRA.HE | Finland | $2.55B | -8% | -3% | 8% | 1.1× | 3.9% | +2.6% |
| Hubei Zhenhua Chemical 603067.SS | China | $2.56B | -35% | +31% | 11% | 3.2× | n/a | n/a |
| Kaneka 4118.T | Japan | $2.30B | +23% | +4% | 5% | 0.7× | 4.9% | +7.0% |
| Quaker Houghton KWR | United States | $2.58B | +2% | +9% | 9% | 1.7× | 16.3% | +5.9% |
| Sinochem International 600500.SS | China | $2.27B | -7% | -5% | -1% | 1.0× | 11.9% | -2.7% |
| China Petroleum Engineering 600339.SS | China | $2.60B | -24% | +8% | 1% | n/a | n/a | n/a |
| Nifco 7988.T | Japan | $2.62B | +6% | +4% | 14% | 0.9× | -3.5% | +6.6% |
| Guizhou Chanhen Chemical 002895.SZ | China | $2.64B | -20% | +15% | 18% | 2.3× | 2.4% | +36.1% |
| Tinergy Chemical 002145.SZ | China | $2.23B | -15% | +17% | 9% | 1.6× | n/a | n/a |
| Deepak Nitrite DEEPAKNTR.NS | India | $2.22B | -17% | +25% | 14% | 2.3× | n/a | n/a |
| K+s SDF.DE | Germany | $2.68B | -13% | +6% | 34% | 0.6× | n/a | n/a |
| Epoxy Base Electronic Material 603002.SS | China | $2.19B | -7% | +73% | 7% | 3.4× | n/a | n/a |
| Rogers ROG | United States | $2.17B | -13% | +7% | 10% | 2.3× | 10.3% | +0.2% |
| Zhejiang Yonghe Refrigerant 605020.SS | China | $2.17B | +5% | +25% | 18% | 2.5× | n/a | n/a |
| SKC 011790.KS | South Korea | $2.14B | -46% | +24% | -9% | 1.3× | n/a | n/a |
| PI Industries PIIND.NS | India | $2.79B | -44% | -15% | 13% | 3.6× | n/a | n/a |
| Shaanxi Beiyuan Chemical Industry 601568.SS | China | $2.11B | -9% | -8% | -4% | 1.2× | 11.8% | -1.8% |