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Inner Mongolia coal, PVC and caustic-soda chemical group integrating coal mining with chlor-alkali chemical production.
Inner Mongolia coal, PVC and caustic-soda chemical group integrating coal mining with chlor-alkali chemical production.
In one line: A coal-to-chlor-alkali integrated Chinese producer.
Moat: narrow (cost advantage, scale). Captive coal and power integration lowers input costs for chlor-alkali production.
Headquarters: Ordos, China · Founded: 1999 · Employees: 8,261
Size Inner Mongolia Junzheng Energy & Chemical (601216.SS) is a China Materials company (Chemicals: Specialty) with a market value of $5.92B, the 423rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥4.68 on 6 Nov 2026.
Performance Over six months the shares fell 16.3%, against -8.4% for the median peer and -16.4% for the China market (cap-weighted) — 7th lowest of 21 in its peer set.
Growth Revenue grew 3.1% over the last twelve months (peer median +10.6%); the operating margin is 11.2% (peer median 15.1%).
Valuation It trades at 12.0× forward earnings against a peer median of 22.1× (7th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 4.3 points above its cost of capital (6.4% WACC).
Next results Next results expected around 23 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥26.3B | CN¥25.2B | CN¥25.0B | CN¥18.9B | CN¥21.3B |
| Revenue growth | — | +1% | +32% | -11% | — |
| Gross profit | CN¥6.84B | CN¥5.08B | CN¥4.45B | CN¥4.19B | CN¥5.13B |
| EBITDA | n/a | CN¥5.89B | CN¥5.15B | CN¥4.51B | CN¥6.01B |
| Net income | CN¥2.89B | CN¥3.32B | CN¥2.80B | CN¥2.72B | CN¥4.16B |
| Free cash flow | CN¥1.92B | CN¥4.27B | -CN¥193M | -CN¥976M | CN¥3.39B |
| Capital expenditure | CN¥3.16B | CN¥1.04B | CN¥2.87B | CN¥2.17B | CN¥951M |
| Total debt | CN¥8.34B | CN¥6.51B | CN¥8.07B | CN¥5.72B | CN¥6.03B |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Inner Mongolia Junzheng Energy & Chemical 601216.SS | $5.92B | -16% | +3% | 11% | 12.0× | -3.4% |
| Wanhua Chemical 600309.SS | $34.1B | -19% | +37% | 11% | 11.3× | -2.6% |
| Xinjiang Zhongtai Chemical 002092.SZ | $1.57B | -41% | +7% | 3% | 25.4× | -4.2% |
| Xinjiang Tianye 600075.SS | $1.04B | -41% | -10% | -3% | n/a | n/a |
| Shaanxi Beiyuan Chemical Industry 601568.SS | $2.11B | -9% | -8% | -4% | 11.8× | 11.8% |
| Tangshan Sanyou Chemical Industries 600409.SS | $1.72B | -28% | +1% | 1% | 24.0× | 4.5% |
| Shanghai Chlor-Alkali Chemical 600618.SS | $1.24B | -29% | +2% | 6% | n/a | -0.4% |
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.
| Measure | 601216.SS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -1.9% | +1.7% | 10th lowest of 21 |
| 6-month return | -16.3% | -8.4% | 7th lowest of 21 |
| Distance from 52-week high | -30.7% | -28.1% | 9th lowest of 21 |
| Revenue growth (TTM) | +3.1% | +10.6% | 7th lowest of 21 |
| Operating margin | 11.2% | 15.1% | 8th lowest of 21 |
| Forward P/E | 12.0× | 22.1× | 7th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -3.4% | 10.2% | 3rd least demanding of 17 |
| Growth delivered (Del g) | +11.3% | +11.2% | 9th highest of 17 |
| Hurdle (Req g minus delivered) | -14.6 pp | -0.5 pp | 2nd least demanding of 17 |
| ROIC minus cost of capital | +4.3 pp | -0.1 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Inner Mongolia Junzheng Energy & Chemical 601216.SS | China | $5.92B | -16% | +3% | 11% | 12.0× | -3.4% | +11.3% |
| Kingboard 0148.HK | Hong Kong | $5.78B | -17% | +19% | 15% | 5.0× | n/a | n/a |
| Nissan Chemical 4021.T | Japan | $5.72B | 0% | +10% | 23% | 15.9× | 9.3% | +6.0% |
| Zhejiang Longsheng 600352.SS | China | $5.70B | -11% | -1% | 19% | 13.7× | -5.2% | -3.1% |
| Shenzhen Capchem Technology 300037.SZ | China | $6.16B | -21% | +72% | 13% | 19.0× | 19.3% | +26.6% |
| Coromandel International COROMANDEL.NS | India | $5.69B | -7% | +24% | 8% | 27.3× | n/a | n/a |
| Linde India LINDEINDIA.NS | India | $6.20B | -13% | +13% | 22% | 97.2× | 47.9% | +11.5% |
| Canmax Technologies 300390.SZ | China | $5.62B | -64% | +98% | 27% | 7.3× | n/a | n/a |
| Haohua Chemical Science & Technology 600378.SS | China | $6.29B | -9% | +20% | 9% | 22.1× | 11.0% | +25.2% |
| LB Group Co., Ltd. Class A 002601.SZ | China | $5.58B | -8% | +7% | 7% | 22.4× | 5.0% | +12.9% |
| NewMarket NEU | United States | $6.39B | +1% | +1% | 20% | n/a | -0.8% | +6.3% |
| SOL SOL.MI | Italy | $6.39B | +6% | +9% | 14% | 30.5× | 16.9% | +12.8% |
| Gujarat Fluorochemicals FLUOROCHEM.NS | India | $5.42B | +23% | +20% | 17% | 53.0× | n/a | n/a |
| Hoshine Silicon Industry 603260.SS | China | $5.32B | -33% | -7% | -6% | 41.7× | 22.5% | +18.5% |
| Methanex MX.TO | Canada | $5.18B | +12% | +31% | 23% | 6.9× | -9.4% | +7.1% |
| Celanese CE | United States | $5.10B | -19% | +1% | 9% | 7.6× | 5.3% | +11.0% |
| Croda International CRDA.L | United Kingdom | $6.88B | +31% | +3% | 16% | 23.3× | 19.9% | +4.1% |
| Sumitomo Chemical 4005.T | Japan | $4.93B | -7% | -2% | 5% | 6.9× | 1.1% | +0.4% |
| Navin Fluorine International NAVINFLUOR.NS | India | $4.89B | +27% | +46% | 30% | 45.6× | 34.0% | +22.7% |
| Eastman Chemical EMN | United States | $7.37B | -13% | 0% | 10% | 10.2× | 5.1% | +0.7% |
| Dottikon ES DESN.SW | Switzerland | $4.72B | -24% | +11% | 27% | 37.6× | 12.6% | +14.4% |