Zhejiang Unifull Industrial Fibre Co Ltd

Zhejiang Unifull Industrial Fibre Co Ltd is a China-based company primarily engaged in the research, development production and sales of chemical fibers. The Company operates its business through two segment. The Polyester Industrial Yarn segment is primarily engaged in the research, development, production and sales of polyester industrial yarn. The Industrial Textiles segment is primarily engaged in the research, development, production and sales of industrial textiles such as dipped tire cord fabric, dipped rope, rubber hose yarn, special engineering canvas and ceiling films. The Company primarily distributes its products within the domestic market and to overseas markets.

• Feedstock spread (price - input cost) (leading)
• Plant utilization rate (coincident)
• End-market demand (auto, construction, agri) (leading)
• Inventory destocking/restocking cycles (coincident)
• Specialty volume growth (trend)

• Energy/feedstock cost (Russia gas, Middle East oil) · exposure: high
• Trade tariffs on chemical exports/imports · exposure: medium-high
• Environmental regulation (EU REACH, US EPA) · exposure: high
• Agricultural policy (subsidies, fertilizer demand) · exposure: medium for agri-chem

• EBITDA margin % — 5-15% commodity; 15-25% specialty
• Capex/sales % — watch trough vs peak
• Plant utilization % — 82-92% healthy; <80% pressure
• ROIC — 10%+ specialty; 6-10% commodity through cycle
• Net debt / EBITDA — below 3.0x healthy; cyclical buffer

Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.