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← CockpitCompetitor Analysis › 600160.SS Zhejiang Juhua Co., Ltd. Class AOpen in the cockpit ↗

Zhejiang Juhua Co., Ltd. Class A600160.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty

Chinese fluorochemical producer making refrigerants (HFCs), fluoropolymers (like PTFE) and other fluorine-based specialty chemicals.

≈ China's Chemours, focused on refrigerants and fluoropolymersMomentum neutral 51
Mkt cap
$13.1B
US dollars, full cap
Free float
46%
of shares outstanding
$/day
$114M
20-day average traded
Fwd P/E
18.2×
forward earnings
ROIC−WACC
+2.7 pp
WACC 10.5%
Hurdle
n/a
no reverse DCF
Next earnings
161 days
16 Apr 2027
Close · CNYCN¥32.32
1D-2.8%
1W+12.4%
1M+0.1%
3M-18.9%
6M-11.8%
YTD-15.9%
1Y-9.3%
ATR %4.1%
52w lowhigh44.3% off high

What Zhejiang Juhua does

Chinese fluorochemical producer making refrigerants (HFCs), fluoropolymers (like PTFE) and other fluorine-based specialty chemicals.

Sells refrigerant gases and fluoropolymers; refrigerants are made under national quotas that limit how much each producer can supply and so help set price, while polymers are priced in the open market. It is based in Quzhou, Zhejiang, and is controlled by a state-owned parent.

In one line: China's Chemours, focused on refrigerants and fluoropolymers.

Products and services

  • Refrigerants (HFCs)
  • Fluoropolymers (PTFE)
  • Fluorinated fine chemicals
  • Basic/petrochemical materials

Customers

  • Air conditioning/refrigeration makers
  • Industrial/chemical processing customers

Where it sits in the supply chain

  • Materials
  • Specialty chemicals
  • Fluorochemical production…

What could go right

  • Refrigerant quota-driven pricing recovery
  • Fluoropolymer demand (EV, semiconductors)

What could go wrong

  • Refrigerant/chemical price cyclicality
  • Environmental regulation on HFCs

Moat: narrow (regulatory licence, scale). Benefits from China's refrigerant production quota system, which caps industry supply and supports pricing.

Headquarters: Quzhou, Zhejiang, China · Founded: 1958 · Employees: 9,093

Named competitors

Zhejiang Juhua at a glance

Size Zhejiang Juhua (600160.SS) is a China Materials company (Chemicals: Specialty) with a market value of $13.1B, the 183rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥32.32 on 6 Nov 2026.

Performance Over six months the shares fell 11.8%, against -25.3% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue fell 4.5% over the last twelve months (peer median +3.2%); the operating margin is 20.4% (peer median 10.6%).

Valuation It trades at 18.2× forward earnings against a peer median of 13.6× (7th most expensive of 19).

Capital Return on invested capital runs 2.7 points above its cost of capital (10.5% WACC).

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

Relative performance

7510012515011 May 202611 Aug 20266 Nov 2026600160.SS 87Peer median 74
Six months, rebased to 100: Zhejiang Juhua against the median of its 20 peers (local-currency closes).

Zhejiang Juhua financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥25.7BCN¥26.9BCN¥24.4BCN¥20.6BCN¥21.4B
Revenue growth—+10%+18%-4%—
Gross profitCN¥8.81BCN¥7.36BCN¥4.08BCN¥2.58BCN¥3.95B
EBITDAn/aCN¥6.82BCN¥3.80BCN¥1.86BCN¥3.06B
Net incomeCN¥3.96BCN¥3.78BCN¥1.95BCN¥944MCN¥2.38B
Free cash flow-CN¥2.20BCN¥696MCN¥452M-CN¥762M-CN¥143M
Capital expenditureCN¥8.08BCN¥5.62BCN¥2.33BCN¥2.99BCN¥3.49B
Total debtCN¥11.1BCN¥8.25BCN¥5.18BCN¥3.97BCN¥3.40B

Quarterly statements and history in the cockpit →

Zhejiang Juhua 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

-60%-40%-20%0%+20%-10%0%+10%05191040040026481COV1301ALBSY140911326688585SQM1772600346002466600111002709LYB600426DOW600160.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Zhejiang Juhua is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×100×200×40040026481COV1301ALBSQM1772600346002466600111002709WLK600160.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Zhejiang Juhua is the large dot.

Zhejiang Juhua competitors and peer comparison

Head to head with its named competitors (600160.SS vs 603379.SS vs CC vs 6367.T)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Zhejiang Juhua 600160.SS$13.1B-12%-5%20%18.2×n/a
Zhejiang Sanmei Chemical Industry 603379.SS$4.64B-22%+24%41%13.5×5.4%
Chemours CC$1.92B-45%-1%3%8.2×16.1%
Daikin Industries 6367.T$40.4B-1%+11%8%21.8×7.4%

How Zhejiang Juhua 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.

Zhejiang Juhua against its 20 peers (data as of 6 Nov 2026)
Measure600160.SSPeer medianRank in peer set
1-month return+0.1%-2.0%10th highest of 21
6-month return-11.8%-25.3%7th highest of 21
Distance from 52-week high-44.3%-39.9%8th lowest of 21
Revenue growth (TTM)-4.5%+3.2%5th lowest of 21
Operating margin20.4%10.6%4th highest of 21
Forward P/E18.2×13.6×7th most expensive of 19
ROIC minus cost of capital+2.7 pp-1.1 pp7th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Zhejiang Juhua 600160.SSChina$13.1B-12%-5%20%18.2×n/an/a
Lgchem 051910.KSSouth Korea$12.6B-42%0%0%n/an/an/a
Resonac 4004.TJapan$12.6B-26%+1%8%18.0×26.7%+6.7%
Satellite Chemical 002648.SZChina$12.4B-17%+20%23%7.2×-13.2%+33.8%
Covestro 1COV.DEGermany$14.0B0%-9%-3%200.3×n/an/a
Formosa Plastics 1301.TWTaiwan$12.1B+22%-11%-2%21.4×n/an/a
Albemarle ALBUnited States$11.7B-51%+18%14%11.3×10.9%+10.4%
Symrise SY1.DEGermany$15.1B+30%-1%12%24.8×8.1%+7.0%
Nippon Sanso 4091.TJapan$15.3B+1%+10%15%16.9×7.8%+10.7%
Formosa Chemicals & Fibre 1326.TWTaiwan$11.1B+21%-5%1%21.0×26.2%+2.5%
Swancor Advanced Materials 688585.SSChina$10.9B+50%+3%-25%n/an/an/a
Sociedad Quimica y Minera de Chile S.A. Sponsored ADR Pfd Series B SQMUnited States$16.0B-37%+59%39%7.3×-4.8%+20.1%
Ganfeng Lithium 1772.HKHong Kong$9.76B-72%+123%18%6.4×9.0%+32.0%
Hengli Petrochemical 600346.SSChina$17.5B-25%-8%8%9.2×-8.0%+5.1%
Tianqi Lithium 002466.SZChina$8.97B-54%+104%57%9.0×-1.2%+26.2%
China Northern Rare Earth (Group) High-Tech 600111.SSChina$19.6B-31%+29%11%28.5×24.6%+14.2%
Guangzhou Tinci Materials Technology 002709.SZChina$8.73B-53%+102%19%10.3×9.3%+32.3%
LyondellBasell LYBUnited States$19.6B-15%-2%10%9.5×-10.3%+1.7%
Shandong Hualu-Hengsheng Chemical 600426.SSChina$8.27B-32%+3%16%12.3×-2.5%+18.7%
Westlake WLKUnited States$8.11B-32%0%1%38.6×37.4%+8.3%
Dow DOWUnited States$22.7B-14%+4%5%14.8×4.3%+0.7%

Questions

Who are Zhejiang Juhua's main competitors?
Named competitors: Zhejiang Sanmei Chemical (603379.SS), Chemours (CC), Daikin Industries (6367.T). The cockpit's measured peer set (industry) also includes Lgchem (051910.KS), Resonac (4004.T), Satellite Chemical (002648.SZ), Covestro (1COV.DE), Formosa Plastics (1301.TW), Albemarle (ALB).
Is Zhejiang Juhua expensive compared with its peers?
On forward p/e it trades at 18.2× against a peer median of 13.6×, 7th most expensive of 19 in its peer set.
How has Zhejiang Juhua stock performed?
Over six months to 6 Nov 2026 the shares returned -11.8% against -25.3% for the median peer; over one year -9.3%.

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.