Loading…
← CockpitCompetitor Analysis › 600075.SS Xinjiang Tianye Co., Ltd. Class AOpen in the cockpit ↗

Xinjiang Tianye Co., Ltd. Class A600075.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Industrial Specialties

Xinjiang state-linked chemical group making PVC, caustic soda, cement and agricultural drip-irrigation pipe.

Momentum laggard 15
Mkt cap
$1.04B
US dollars, full cap
Free float
44%
of shares outstanding
$/day
$10.5M
20-day average traded
P/B
0.77×
price to book
ROE
-3.1%
delivered
Implied ROE
5.9%
what the price asks
Next earnings
161 days
16 Apr 2027
Close · CNYCN¥4.07
1D+0.5%
1W+4.6%
1M-12.5%
3M-12.5%
6M-40.7%
YTD-17.8%
1Y-14.3%
ATR %3.5%
52w lowhigh49.9% off high

What Xinjiang Tianye does

Xinjiang state-linked chemical group making PVC, caustic soda, cement and agricultural drip-irrigation pipe.

PVC prices and the cost of coal and power decide its earnings, since caustic soda comes out of the same salt electrolysis. Waste from the carbide process is reused to make cement, which keeps disposal costs down. Output is sold mainly in China, with freight to eastern provinces a cost for a Xinjiang producer.

Products and services

  • PVC resin
  • Caustic soda
  • Cement
  • Drip-irrigation pipe

Customers

  • Construction/pipe manufacturers
  • Cotton-farming agriculture
  • Industrial buyers

Where it sits in the supply chain

  • Materials
  • Chemicals
  • Coal-to-chemicals & building materials

What could go right

  • Xinjiang cotton-farming irrigation demand
  • Coal-feedstock cost edge

What could go wrong

  • PVC/caustic soda price cycles
  • Regional concentration

Moat: narrow (scale, distribution). Large integrated Xinjiang producer tied to regional farm-irrigation and construction demand.

Headquarters: Shihezi, Xinjiang, China · Employees: 9,206

Named competitors

Xinjiang Tianye at a glance

Size Xinjiang Tianye (600075.SS) is a China Materials company (Industrial Specialties) with a market value of $1.04B, the 2220th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.07 on 6 Nov 2026.

Performance Over six months the shares fell 40.7%, against -13.7% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.

Growth Revenue fell 10.3% over the last twelve months (peer median +7.7%); the operating margin is -2.8% (peer median 9.3%).

Valuation It trades at 0.77× book value against a peer median of 1.90× (cheapest of 21).

Price implies The share price implies a return on equity of about 5.9%; Xinjiang Tianye delivers -3.1%, so the price asks more than the business earns today.

Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 85600075.SS 61
Six months, rebased to 100: Xinjiang Tianye against the median of its 20 peers (local-currency closes).

Xinjiang Tianye financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥10.1BCN¥10.4BCN¥11.1BCN¥11.4BCN¥14.2B
Revenue growth—-6%-3%-20%—
Gross profitCN¥1.78BCN¥1.22BCN¥1.16BCN¥655MCN¥2.64B
EBITDAn/aCN¥1.20BCN¥1.10BCN¥352MCN¥2.13B
Net income-CN¥286M-CN¥57.1MCN¥68.4M-CN¥775MCN¥904M
Free cash flow-CN¥149M-CN¥311MCN¥324M-CN¥113MCN¥1.23B
Capital expenditureCN¥1.07BCN¥1.10BCN¥1.03BCN¥2.00BCN¥650M
Total debtCN¥9.07BCN¥7.50BCN¥7.23BCN¥8.42BCN¥9.41B

Quarterly statements and history in the cockpit →

Xinjiang Tianye competitor charts

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.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-20%0%462851864617688087603071ELANTASMGAM603227300063PCBL603977000928002163MATR46344095343353840022561785600075.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Xinjiang Tianye is the large dot.

Fundamentals: return on equity against price-to-book

0%5%10%15%2.50×50×7.50×100×462851864617688087603071ELANTASMGAM603227300063PCBL603977000928002163MATR4634343353840022561785600075.SSReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Xinjiang Tianye is the large dot.

Capital: ROE delivered against the ROE the price implies

-25%0%25%50%75%0%50%462851864617MGAM300063PCBL603977002163343353840022561785600075.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Xinjiang Tianye is the large dot.

Xinjiang Tianye competitors and peer comparison

Head to head with its named competitors (600075.SS vs 603227.SS vs 002092.SZ)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
Xinjiang Tianye 600075.SS$1.04B-41%-10%-3%0.77×5.9%
Xinjiang Xuefeng Sci-Tech (Group) 603227.SS$1.14B-17%-8%9%1.41×7.7%
Xinjiang Zhongtai Chemical 002092.SZ$1.57B-41%+7%0%0.48×4.0%

How Xinjiang Tianye compares with its peers

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.

Xinjiang Tianye against its 20 peers (data as of 6 Nov 2026)
Measure600075.SSPeer medianRank in peer set
1-month return-12.5%-6.4%7th lowest of 21
6-month return-40.7%-13.7%3rd lowest of 21
Return on equity-3.1%7.0%2nd lowest of 21
Price / book0.77×1.90×cheapest of 21
ROE the price implies5.9%14.6%3rd least demanding of 21
ROE delivered-3.1%7.0%2nd lowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Xinjiang Tianye 600075.SSChina$1.04B-41%-10%-3%0.77×5.9%-3.1%
SK Kaken 4628.TJapan$1.04B+2%+9%9%0.82×3.9%8.6%
Nitta 5186.TJapan$1.05B+36%+5%9%0.99×7.3%9.3%
Chugoku Marine Paints,Ltd 4617.TJapan$1.04B+4%+10%14%1.58×15.0%13.7%
Intco Recycling Resources 688087.SSChina$1.01B-25%+29%4%2.26×14.1%3.6%
ZJMI Environmental Energy 603071.SSChina$1.00B-15%-4%12%1.10×6.5%12.1%
ELANTAS Beck India ELANTAS.NSIndia$999M+23%+19%16%9.38×78.4%n/a
Morgan Advanced Materials MGAM.LUnited Kingdom$981M+22%-6%-2%2.29×31.3%-1.7%
Xinjiang Xuefeng Sci-Tech (Group) 603227.SSChina$1.14B-17%-8%9%1.41×7.7%9.2%
Guangdong Tloong Technology 300063.SZChina$946M-26%+21%4%3.52×30.3%4.0%
PCBL Chemical PCBL.NSIndia$1.16B-8%+6%7%2.71×46.8%6.8%
Jiangxi Guotai 603977.SSChina$914M-29%+15%6%1.74×10.6%6.3%
Sinosteel Engineering & Technology 000928.SZChina$1.22B-13%+4%6%0.94×6.5%5.8%
Hainan Development Holdings Nanhai 002163.SZChina$892M-44%-9%-28%11.10×83.5%-27.5%
Mattr MATR.TOCanada$879M+108%+25%4%1.54×6.3%4.0%
artience 4634.TJapan$1.25B+18%+7%7%0.77×5.5%7.0%
Nihon Parkerizing 4095.TJapan$1.26B+16%+5%7%0.88×6.2%7.1%
TOCALO 3433.TJapan$864M-26%+6%16%2.06×20.2%15.9%
Fujimi 5384.TJapan$1.28B-18%+13%13%2.31×27.3%13.1%
ZETTA 002256.SZChina$843M-40%+25%2%4.02×42.4%1.9%
Solar Applied Materials Technology 1785.TWOTaiwan$1.30B-55%+54%27%2.64×20.8%27.4%

Questions

Who are Xinjiang Tianye's main competitors?
Named competitors: Xinjiang Xuefeng Sci-Tech (603227.SS), Zhongtai Chemical (002092.SZ). The cockpit's measured peer set (industry) also includes SK Kaken (4628.T), Nitta (5186.T), Chugoku Marine Paints,Ltd (4617.T), Intco Recycling Resources (688087.SS), ZJMI Environmental Energy (603071.SS), ELANTAS Beck India (ELANTAS.NS).
Is Xinjiang Tianye expensive compared with its peers?
On price / book it trades at 0.77× against a peer median of 1.90×, cheapest of 21 in its peer set. The share price implies a return on equity of about 5.9%; Xinjiang Tianye delivers -3.1%, so the price asks more than the business earns today.
How has Xinjiang Tianye stock performed?
Over six months to 6 Nov 2026 the shares returned -40.7% against -13.7% for the median peer; over one year -14.3%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.