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Chinese producer of basic organic chemicals such as formic acid, acetic acid and related esters.
Chinese producer of basic organic chemicals such as formic acid, acetic acid and related esters.
Sells bulk organic chemicals by the tonne at prices set by national supply and demand, so profit follows the gap between selling prices and raw-material costs such as methanol, and plant utilisation matters more than brand.
Moat: none (scale). Basic organic chemicals are commodity products priced on national supply/demand.
Headquarters: Jiangsu, China · Employees: 2,058
Size Jiangsu Sopo Chemical (600746.SS) is a China Materials company (Chemicals: Specialty) with a market value of $1.12B, the 2082nd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.40 on 6 Nov 2026.
Performance Over six months the shares fell 22.7%, against -17.9% for the median peer and -16.4% for the China market (cap-weighted) — 9th lowest of 21 in its peer set.
Growth Revenue grew 5.8% over the last twelve months (peer median +10.4%); the operating margin is 4.8% (peer median 12.8%).
Valuation It trades at 1.2× enterprise value to sales against a peer median of 3.8× (3rd cheapest of 21).
Capital Return on invested capital runs 3.1 points above its cost of capital (5.3% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥6.47B | CN¥5.84B | CN¥6.40B | CN¥5.40B | CN¥7.15B |
| Revenue growth | — | -9% | +18% | -24% | — |
| Gross profit | CN¥947M | CN¥263M | CN¥506M | CN¥364M | CN¥1.02B |
| EBITDA | n/a | CN¥618M | CN¥781M | CN¥392M | CN¥936M |
| Net income | CN¥348M | CN¥88.4M | CN¥214M | CN¥18.8M | CN¥505M |
| Free cash flow | -CN¥663M | -CN¥501M | CN¥385M | -CN¥223M | CN¥216M |
| Capital expenditure | CN¥1.22B | CN¥1.27B | CN¥594M | CN¥849M | CN¥554M |
| Total debt | CN¥1.25B | CN¥1.34B | CN¥769M | CN¥454M | CN¥3.95M |
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| Measure | 600746.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -10.9% | -10.6% | 11th highest of 21 |
| 6-month return | -22.7% | -17.9% | 9th lowest of 21 |
| Distance from 52-week high | -40.9% | -44.7% | 9th highest of 21 |
| Revenue growth (TTM) | +5.8% | +10.4% | 9th lowest of 21 |
| Operating margin | 4.8% | 12.8% | 6th lowest of 21 |
| EV / Sales | 1.2× | 3.8× | 3rd cheapest of 21 |
| ROIC minus cost of capital | +3.1 pp | -1.2 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Sopo Chemical 600746.SS | China | $1.12B | -23% | +6% | 5% | 1.2× | n/a | n/a |
| Anhui Hwasu 600935.SS | China | $1.13B | -22% | -10% | -8% | 2.0× | 28.1% | -1.0% |
| Vinati Organics VINATIORGA.NS | India | $1.14B | -26% | +11% | 20% | 4.2× | 24.0% | +18.2% |
| Ecovyst ECVT | United States | $1.15B | -26% | +20% | 12% | 1.9× | 8.0% | +7.8% |
| Shin-Etsu Polymer 7970.T | Japan | $1.15B | +5% | +10% | 13% | 1.0× | -2.9% | +8.4% |
| Hubei Heyuan Gas 002971.SZ | China | $1.09B | +9% | +12% | 7% | 6.4× | n/a | n/a |
| Shandong Boyuan Advanced Materials 301617.SZ | China | $1.15B | -4% | +11% | 12% | 4.6× | 44.7% | +22.5% |
| Hebei Jinniu Chemical Industry 600722.SS | China | $1.16B | -16% | -1% | 18% | 13.8× | 28.1% | +3.0% |
| Jinhong Gas 688106.SS | China | $1.17B | -42% | +15% | 2% | 3.3× | n/a | n/a |
| Hunan Kaimeite Gases 002549.SZ | China | $1.18B | -43% | -7% | -5% | 12.9× | n/a | n/a |
| Chemtrade Logistics Income Fund CHE-UN.TO | Canada | $1.19B | -17% | +12% | 12% | 1.4× | -0.8% | +7.7% |
| Toagosei 4045.T | Japan | $1.19B | +3% | +2% | 9% | 1.2× | n/a | n/a |
| Japan Material 6055.T | Japan | $1.06B | -9% | +11% | 27% | 2.4× | 9.4% | +10.5% |
| ISE Chemicals 4107.T | Japan | $1.20B | -30% | 0% | 22% | 4.6× | 18.6% | +18.4% |
| Anhui Guofeng New Materials 000859.SZ | China | $1.04B | -14% | +6% | -4% | 3.3× | n/a | n/a |
| Ningbo Changhong Polymer Scientific & Technical 605008.SS | China | $1.04B | -11% | -12% | -1% | 2.9× | n/a | n/a |
| Tongyu Advanced Materials (Guangdong) 301630.SZ | China | $1.21B | -19% | +26% | 18% | 5.0× | 35.9% | +26.0% |
| Yunnan Energy Investment 002053.SZ | China | $1.21B | -24% | -24% | 20% | 6.8× | n/a | n/a |
| Jiangsu Evergreen New Material Technology 603125.SS | China | $1.03B | -23% | +38% | 19% | 4.4× | n/a | n/a |
| Shinkong Synthetic Fibers 1409.TW | Taiwan | $1.03B | +23% | -7% | 14% | 2.1× | n/a | n/a |
| Shanghai Skychem Technology 688603.SS | China | $1.22B | -29% | +38% | 19% | 12.4× | n/a | n/a |