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← CockpitCompetitor Analysis › 600955.SS Lihuayi Weiyuan Chemical Co. Ltd. Class AOpen in the cockpit ↗

Lihuayi Weiyuan Chemical Co. Ltd. Class A600955.SSCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Specialty

Part of Shandong's Lihuayi petrochemical group; makes propylene oxide, polyether polyols and related petrochemicals.

Momentum weak 29
Mkt cap
$978M
US dollars, full cap
Free float
70%
of shares outstanding
$/day
$4.95M
20-day average traded
P/B
0.87×
price to book
ROE
-11.2%
delivered
Implied ROE
8.6%
what the price asks
Close · CNYCN¥11.85
1D-0.7%
1W+4.3%
1M-5.9%
3M-7.0%
6M-39.0%
YTD-26.9%
1Y-17.6%
ATR %2.8%
52w lowhigh46.1% off high

What Lihuayi Weiyuan Chemical does

Part of Shandong's Lihuayi petrochemical group; makes propylene oxide, polyether polyols and related petrochemicals.

Sells polyols and propylene oxide to foam makers on spot and contract terms, so profit depends on the gap between propylene feedstock cost and product prices. It is a unit of Shandong's Lihuayi petrochemical group.

Products and services

  • Propylene oxide
  • Polyether polyols

Customers

  • Polyurethane/foam makers

Where it sits in the supply chain

  • Materials
  • Petrochemicals
  • Propylene oxide / polyols

What could go right

  • Polyurethane/foam industry demand

What could go wrong

  • Propylene feedstock and oil-price swings

Moat: none (scale). Propylene oxide and polyols are scale-driven petrochemical commodities.

Headquarters: Binzhou, Shandong, China · Employees: 1,450

Named competitors

Lihuayi Weiyuan Chemical at a glance

Size Lihuayi Weiyuan Chemical (600955.SS) is a China Materials company (Chemicals: Specialty) with a market value of $978M, the 2337th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥11.85 on 6 Nov 2026.

Performance Over six months the shares fell 39.0%, against -18.0% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 20 in its peer set.

Growth Revenue grew 17.6% over the last twelve months (peer median +6.9%); the operating margin is -8.4% (peer median 9.1%).

Valuation It trades at 0.87× book value against a peer median of 2.60× (3rd cheapest of 21).

Price implies The share price implies a return on equity of about 8.6%; Lihuayi Weiyuan Chemical delivers -11.2%, so the price asks more than the business earns today.

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 78600955.SS 62
Six months, rebased to 100: Lihuayi Weiyuan Chemical against the median of its 20 peers (local-currency closes).

Lihuayi Weiyuan Chemical financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥10.7BCN¥8.77BCN¥9.52BCN¥7.05BCN¥7.79B
Revenue growth—-8%+35%-10%—
Gross profitCN¥804M-CN¥155MCN¥131MCN¥209MCN¥779M
EBITDAn/aCN¥691MCN¥810MCN¥504MCN¥1.08B
Net income-CN¥891M-CN¥992MCN¥56.6MCN¥98.6MCN¥608M
Free cash flown/aCN¥1.38M-CN¥549M-CN¥3.75B-CN¥1.86B
Capital expendituren/aCN¥590MCN¥1.47BCN¥4.38BCN¥3.04B
Total debtCN¥2.15BCN¥3.07BCN¥3.26BCN¥2.55BCN¥405M

Quarterly statements and history in the cockpit →

Lihuayi Weiyuan Chemical 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%-20%0%301190000818CMP002386301373402360321330083440991409600078GPRE605183603125300429605008002886600955.SS6-month return →1-month return →
Up and to the right = strong over both horizons. Lihuayi Weiyuan Chemical is the large dot.

Fundamentals: return on equity against price-to-book

-10%0%10%20%20×40×301190000818301686CMP002386301373402360321330083440991409600078GPRE605183603125300429605008000859301683002886600955.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. Lihuayi Weiyuan Chemical is the large dot.

Capital: ROE delivered against the ROE the price implies

0%20%40%60%0%20%40%60%301190000818CMP002386301373402360321330083440991409600078GPRE603125300429605008600955.SSROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Lihuayi Weiyuan Chemical is the large dot.

Lihuayi Weiyuan Chemical competitors and peer comparison

Head to head with its named competitors (600955.SS vs 600309.SS)
CompanyMarket cap6M returnRevenue growthROEPrice / bookImplied ROE
Lihuayi Weiyuan Chemical 600955.SS$978M-39%+18%-11%0.87×8.6%
Wanhua Chemical 600309.SS$34.1B-19%+37%17%1.96×18.1%

How Lihuayi Weiyuan Chemical 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.

Lihuayi Weiyuan Chemical against its 20 peers (data as of 6 Nov 2026)
Measure600955.SSPeer medianRank in peer set
1-month return-5.9%-12.8%6th highest of 21
6-month return-39.0%-18.0%lowest of 20
Return on equity-11.2%6.4%lowest of 21
Price / book0.87×2.60×3rd cheapest of 21
ROE the price implies8.6%24.9%3rd least demanding of 21
ROE delivered-11.2%5.0%lowest of 19

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Lihuayi Weiyuan Chemical 600955.SSChina$978M-39%+18%-11%0.87×8.6%-11.2%
Jiujiang Shanshui Technology 301190.SZChina$983M+32%+54%6%3.07×19.8%5.8%
Hangjin Technology 000818.SZChina$988M-35%-29%-5%3.00×29.7%-4.7%
Guangdong Sinoplast Adv Matl 301686.SZChina$962Mn/a+7%24%5.03×69.1%n/a
Compass Minerals International CMPUnited States$962M-18%+5%7%3.65×33.0%7.0%
Yibin Tianyuan 002386.SZChina$1,000M-27%+14%4%0.85×9.0%4.2%
Guangzhou Lingwe Technology 301373.SZChina$1.01B-37%+15%8%4.64×56.1%8.0%
Kureha 4023.TJapan$1.02B+7%+7%-5%0.95×6.9%-5.0%
Zhejiang Oceanking Development 603213.SSChina$938M+1%-17%-1%3.44×29.7%-0.9%
Rastar Environmental Protection Materials 300834.SZChina$933M-9%-23%2%2.21×15.5%2.4%
Shikoku Kasei 4099.TJapan$1.03B-26%+20%12%1.58×15.4%12.1%
Shinkong Synthetic Fibers 1409.TWTaiwan$1.03B+23%-7%8%0.71×4.1%8.3%
Jiangsu Chengxing Phosph-Chemicals 600078.SSChina$928M-29%+27%13%3.18×28.7%13.3%
Green Plains GPREUnited States$927M-27%-22%15%1.07×10.9%15.4%
Quechen Silicon Chemical 605183.SSChina$926M-12%+7%10%1.64×12.0%9.7%
Jiangsu Evergreen New Material Technology 603125.SSChina$1.03B-23%+38%9%2.64×26.0%9.2%
Changzhou Tronly New Electronic Materials 300429.SZChina$923M-37%+14%-11%2.56×28.6%-10.6%
Ningbo Changhong Polymer Scientific & Technical 605008.SSChina$1.04B-11%-12%-4%3.58×23.7%-4.5%
Anhui Guofeng New Materials 000859.SZChina$1.04B-14%+6%0%2.55×18.6%-0.5%
Guangzhou Human New Material Science & Technology 301683.SZChina$918M-25%+20%19%2.53×28.3%n/a
Shenzhen Wote Advanced Materials 002886.SZChina$906M-15%+10%4%2.67×33.5%4.1%

Questions

Who are Lihuayi Weiyuan Chemical's main competitors?
Named competitors: Wanhua Chemical (600309.SS). The cockpit's measured peer set (industry) also includes Jiujiang Shanshui Technology (301190.SZ), Hangjin Technology (000818.SZ), Guangdong Sinoplast Adv Matl (301686.SZ), Compass Minerals International (CMP), Yibin Tianyuan (002386.SZ), Guangzhou Lingwe Technology (301373.SZ).
Is Lihuayi Weiyuan Chemical expensive compared with its peers?
On price / book it trades at 0.87× against a peer median of 2.60×, 3rd cheapest of 21 in its peer set. The share price implies a return on equity of about 8.6%; Lihuayi Weiyuan Chemical delivers -11.2%, so the price asks more than the business earns today.
How has Lihuayi Weiyuan Chemical stock performed?
Over six months to 6 Nov 2026 the shares returned -39.0% against -18.0% for the median peer; over one year -17.6%.

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.