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Companies Basic Materials 003017.SZ
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003017.SZ Shenzhen Stock Exchange Commodity Chemicals

003017.Sz

¥2 455,00
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Mcap
206,2B CNY
P/E
EV / Rev
Div yield
1,40 %
Op margin
7,9 %
ROE
6,1 %
Net margin
7,0 %
Debt / equity
0,35
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Commodity Chemicals industry, producing and selling chemical products, primarily generating revenue through the sale of these goods to industrial and manufacturing customers.

Business. The company operates in the Commodity Chemicals industry, producing and selling chemical products, primarily generating revenue through the sale of these goods to industrial and manufacturing customers.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustryCommodity Chemicals
ActivityChemicals
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
6,1 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 003017.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 003017.SZ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the Commodity Chemicals industry, producing and selling chemical products, primarily generating revenue through the sale of these goods to industrial and manufacturing customers.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustryCommodity Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    The company maintains a market price of 29.02 CNY per share, with a market capitalization of 2.44 billion CNY. Its price-to-earnings ratio is 38.17, and the price-to-book ratio is 2.32, indicating a relatively high valuation compared to its book value. The company's liquidity position is characterized by a current ratio of 1.22, suggesting moderate short-term liquidity. However, the company's cash and equivalents amount to only 2.75 million CNY, which is significantly lower than its long-term debt of 369.82 million CNY, resulting in a negative net cash position.

    In terms of profitability, the company's return on equity (ROE) is 6.07%, and its return on assets (ROA) is 3.86%. These figures are below the typical thresholds for strong performance in the Commodity Chemicals industry, which often sees ROE and ROA in the double-digit range. The company's gross profit margin is 19.3%, and its operating margin is 7.94%, both of which are in line with the industry median for commodity chemical producers.

    The company's revenue is primarily concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases the company's exposure to regional economic fluctuations and regulatory changes. The company's capital expenditures for the period were -63.45 million CNY, indicating a net outflow of funds for investment in long-term assets.

    Looking ahead, the company's revenue is expected to grow, with a projected increase in the current fiscal year and a further increase in the next fiscal year. However, the exact numeric deltas for these projections are not available in the provided data. The company's risk assessment indicates a medium level of liquidity risk and a low level of dilution risk. The key flag of concern is the negative net cash position after accounting for total debt, which could impact the company's ability to meet short-term obligations.

    Recent events and filings have not been disclosed in the provided data, so no specific recent developments can be cited. However, the company's financial performance and risk profile suggest that it is operating in a competitive and capital-intensive industry, where maintaining liquidity and profitability is crucial for long-term success.

    Key takeaways
    • The company has a high price-to-earnings ratio, indicating a premium valuation relative to its earnings.
    • The company's return on equity and return on assets are below the typical performance benchmarks for the Commodity Chemicals industry.
    • The company's liquidity position is moderate, with a current ratio of 1.22 and a negative net cash position.
    • The company's capital expenditures are negative, suggesting a net outflow of funds for investment in long-term assets.
    • The company's risk assessment indicates a medium level of liquidity risk and a low level of dilution risk.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥2 455,00
    Market cap
    ¥2.44B
    Enterprise value
    ¥2.80B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    42.4x
    P / B
    2.3x
    P / Tangible book
    2.3x
    Tangible book
    ¥1.05B
    Net cash
    -¥367.1M
    Current ratio
    1.2
    Debt / equity
    0.3
    ROA
    3.9%
    ROE
    6.1%
    Cash conversion
    104.0%
    CapEx / revenue
    -7.0%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin7,9 %Above median
    Net Margin7,0 %Above median
    ROE6,1 %Above median
    Capex / Rev-7,0 %Below median
    D/E0,35Below median
    Cash Conv1,04Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 003017.SZ Market data — financials · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    003017.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    What changed

    4 tracked-field change(s) detected vs prior analysis; max severity: medium.

    • Dilution risk— → lowlow
    • Liquidity risk— → mediumlow
    • Activity— → Chemicalsmedium
    • Economic sector— → Basic Materialsmedium
    vs prior analysis today
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage