Loading…
← CockpitCompetitor Analysis › 600256.SS Guanghui Energy Co., Ltd. Class AOpen in the cockpit ↗

Guanghui Energy Co., Ltd. Class A600256.SSCompetitor analysis, valuation and peers

China · CNY·Energy›Integrated Oil

Xinjiang-based diversified energy group producing coal, coalbed methane and LNG, with logistics and trading operations.

Momentum leader 93
Mkt cap
$6.47B
US dollars, full cap
Free float
64%
of shares outstanding
$/day
$162M
20-day average traded
Fwd P/E
10.1×
forward earnings
ROIC−WACC
+9.9 pp
WACC 5.0%
Hurdle
-26 pp
Req g minus delivered
Next earnings
154 days
9 Apr 2027
Close · CNYCN¥6.74
1D+3.1%
1W-4.1%
1M-0.9%
3M+24.6%
6M-0.1%
YTD+37.0%
1Y+26.0%
ATR %4.4%
52w lowhigh14.1% off high

What Guanghui Energy does

Xinjiang-based diversified energy group producing coal, coalbed methane and LNG, with logistics and trading operations.

Mixes coal mining in Xinjiang with LNG processing, trading and logistics, so results follow coal prices, gas prices and the margin between gas bought and sold. Sales are mainly in China, where energy demand and government price rules shape them. Founder Sun Guangxin's group holds the controlling stake.

Products and services

  • Coal mining
  • Coalbed methane/natural gas
  • LNG processing & trading
  • Logistics/transport

Customers

  • Chinese industrial and power-generation buyers

Where it sits in the supply chain

  • Energy
  • Diversified energy production
  • Coal mining, coalbed methane, LNG

What could go right

  • Chinese energy demand growth
  • Rising coal/gas prices

What could go wrong

  • Commodity price cyclicality
  • High leverage/capex intensity

Moat: none (scale). Resource-based energy producer with regional scale but limited pricing power over commodity cycles.

Headquarters: Urumqi, Xinjiang, China · Founded: 1994 · Employees: 6,622

Named competitors

Guanghui Energy at a glance

Size Guanghui Energy (600256.SS) is a China Energy company (Integrated Oil) with a market value of $6.47B, the 383rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.74 on 6 Nov 2026.

Performance Over six months the shares fell 0.1%, against -7.2% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 21 in its peer set.

Growth Revenue fell 4.9% over the last twelve months (peer median +12.2%); the operating margin is 18.1% (peer median 34.0%).

Valuation It trades at 10.1× forward earnings against a peer median of 8.8× (9th most expensive of 20).

Price implies For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -26 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 9.9 points above its cost of capital (5.0% WACC).

Next results Next results expected around 9 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026600256.SS 101Peer median 95
Six months, rebased to 100: Guanghui Energy against the median of its 20 peers (local-currency closes).

Guanghui Energy financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥31.0BCN¥30.2BCN¥36.2BCN¥61.3BCN¥59.3B
Revenue growth—-17%-41%+4%—
Gross profitCN¥10.2BCN¥5.63BCN¥7.18BCN¥9.75BCN¥16.7B
EBITDAn/aCN¥5.58BCN¥6.73BCN¥10.0BCN¥16.4B
Net incomeCN¥3.11BCN¥1.35BCN¥2.95BCN¥5.16BCN¥11.3B
Free cash flowCN¥4.22BCN¥4.25BCN¥3.01BCN¥5.30BCN¥8.19B
Capital expenditureCN¥1.36BCN¥645MCN¥2.67BCN¥1.52BCN¥1.96B
Total debtCN¥16.3BCN¥18.5BCN¥22.8BCN¥23.7BCN¥25.5B

Quarterly statements and history in the cockpit →

Guanghui Energy 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

-20%-10%0%-15%-10%-5%0%600968MTDRHESMNFGSMCHRDSCRITHOILCRGYCRC600777ATHTVEPEYPOUVARWCPAPA600256.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Guanghui Energy is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%5×10×600968MTDRHESMNFGSMCHRDSCRITHOILCRGYCRCATHPEYPOUVARBTEWCP600256.SSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Guanghui Energy is the large dot.

Capital: growth delivered against growth the price implies

0%+50%+100%0%50%100%600968HESMNFGSMCHRDSCROILCRGY600777TVEVARBTE600256.SSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Guanghui Energy is the large dot.

Guanghui Energy competitors and peer comparison

Head to head with its named competitors (600256.SS vs 601088.SS vs 600803.SS vs 601225.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Guanghui Energy 600256.SS$6.47B0%-5%18%10.1×-11.4%
China Shenhua Energy 601088.SS$151B+1%-13%24%16.9×n/a
ENN Natural Gas 600803.SS$9.83B+5%-1%n/a11.8×-6.1%
Shaanxi Coal Industry 601225.SS$37.6B-1%-8%22%11.1×-15.1%
China Coal Energy 601898.SS$22.6B-31%-4%18%9.2×-17.0%
Yankuang Energy 600188.SS$20.4B-27%+21%15%10.3×-0.7%
KunLun Energy 0135.HK$8.35B+1%+6%5%9.5×-13.0%

How Guanghui Energy 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.

Guanghui Energy against its 20 peers (data as of 6 Nov 2026)
Measure600256.SSPeer medianRank in peer set
1-month return-0.9%-7.1%4th highest of 21
6-month return-0.1%-7.2%8th highest of 21
Distance from 52-week high-14.1%-24.5%3rd highest of 21
Revenue growth (TTM)-4.9%+12.2%6th lowest of 21
Operating margin18.1%34.0%5th lowest of 21
Forward P/E10.1×8.8×9th most expensive of 20
Growth the price implies (Req g, 7 yrs)-11.4%-7.7%7th least demanding of 19
Growth delivered (Del g)+14.9%+19.5%8th lowest of 19
Hurdle (Req g minus delivered)-26.3 pp-26.8 pp10th least demanding of 19
ROIC minus cost of capital+9.9 pp+6.8 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
Guanghui Energy 600256.SSChina$6.47B0%-5%18%10.1×-11.4%+14.9%
CNOOC Energy Technology & Services 600968.SSChina$6.25B-7%-1%9%9.7×-14.2%+8.7%
Matador Resources MTDRUnited States$6.24B-9%+13%39%5.0×n/an/a
Hess Midstream LP HESMUnited States$6.18B-22%-1%63%10.3×-16.3%+8.2%
National Fuel Gas NFGUnited States$6.98B-8%+13%37%10.2×-6.2%+9.1%
SM Energy SMUnited States$7.12B+2%+100%38%3.5×-13.6%+22.9%
Chord Energy CHRDUnited States$7.47B0%+19%19%6.3×-13.4%+38.6%
Strathcona Resources SCR.TOCanada$5.56B-14%-9%26%6.5×-2.7%+95.6%
Ithaca Energy ITH.LUnited Kingdom$5.52B-9%+28%41%12.1×-7.0%+1.4%
Oil India OIL.NSIndia$7.60B-2%+20%29%7.7×-1.1%+13.7%
Crescent Energy CRGYUnited States$4.74B-10%+34%30%4.1×-9.4%+36.5%
California Resources CRCUnited States$4.15B-20%+12%24%10.9×-8.3%+16.2%
Shandong Xinchao Energy 600777.SSChina$3.97B-33%-15%13%n/a-10.0%+13.1%
Athabasca Oil ATH.TOCanada$3.92B+1%+3%31%13.7×-5.3%+23.4%
Tamarack Valley Energy TVE.TOCanada$3.83B-7%+11%48%10.7×-5.6%+46.8%
Peyto Exploration & Development PEY.TOCanada$3.54B-5%+26%40%12.6×-2.1%+22.8%
Paramount Resources POU.TOCanada$3.26B+6%-28%10%12.4×n/an/a
Var Energi VAR.OLNorway$13.3B+7%+48%55%6.9×-19.6%+26.6%
Baytex Energy BTE.TOCanada$2.95B-11%-8%15%7.5×4.7%+12.8%
Whitecap Resources WCP.TOCanada$14.4B+6%+73%38%8.8×-7.1%+44.8%
APA APAUnited States$15.6B+26%-12%41%7.5×-20.0%+15.0%

Questions

Who are Guanghui Energy's main competitors?
Named competitors: China Shenhua Energy (601088.SS), ENN Natural Gas (600803.SS), Shaanxi Coal Industry (601225.SS), China Coal Energy (601898.SS), Yankuang Energy (600188.SS), Kunlun Energy (0135.HK). The cockpit's measured peer set (industry) also includes CNOOC Energy Technology & Services (600968.SS), Matador Resources (MTDR), Hess Midstream LP (HESM), National Fuel Gas (NFG), SM Energy (SM), Chord Energy (CHRD).
Is Guanghui Energy expensive compared with its peers?
On forward p/e it trades at 10.1× against a peer median of 8.8×, 9th most expensive of 20 in its peer set. For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -26 pp: the price already allows for a slowdown.
How has Guanghui Energy stock performed?
Over six months to 6 Nov 2026 the shares returned -0.1% against -7.2% for the median peer; over one year +26.0%.

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.