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Companies Basic Materials 600230.SS
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600230.SS Shanghai Stock Exchange Commodity Chemicals

Cangzhou Dahua Co Ltd

¥15,80
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Mcap
6,5B CNY
P/E
EV / Rev
Div yield
0,11 %
Op margin
0,8 %
ROE
0,8 %
Net margin
0,7 %
Debt / equity
0,16
Beta
52w range
Volume
Day range
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Open
Next earnings
Ex-dividend
TR 1Y
About

Cangzhou Dahua Co Ltd is a Chinese chemicals company that produces and sells commodity chemicals, primarily serving industrial and manufacturing sectors.

Business. Cangzhou Dahua Co Ltd (600230.SS) is a Chinese chemical manufacturer operating in the commodity chemicals industry within the broader basic materials sector. The company is headquartered in Cangzhou and is primarily listed on the Shanghai Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

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
0,8 %
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 600230.
  • 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 600230.SS. 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

    Cangzhou Dahua Co Ltd (600230.SS) is a Chinese chemical manufacturer operating in the commodity chemicals industry within the broader basic materials sector. The company is headquartered in Cangzhou and is primarily listed on the Shanghai Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

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

    Cangzhou Dahua maintains a conservative capital structure with a debt-to-equity ratio of 0.16, indicating limited leverage relative to its equity base. The company's liquidity position is assessed as medium, with a current ratio of 0.67, suggesting potential short-term liquidity constraints. Despite a market price of 15.77, the company trades at a high price-to-earnings ratio of 211.59, reflecting either market optimism or earnings compression.

    Profitability metrics for Cangzhou Dahua are weak compared to industry norms. The company's return on equity (ROE) is 0.77%, and return on assets (ROA) is 0.52%, both significantly below the typical performance of firms in the Commodity Chemicals industry. Gross profit of 333.64 million CNY represents 7.3% of revenue, indicating thin margins in a highly competitive sector.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic shifts and regulatory changes in China. No material revenue is attributed to international markets, and the company does not report segment-specific performance data.

    Growth prospects for Cangzhou Dahua appear muted. The company's operating cash flow of 139.59 million CNY and free cash flow of 296.26 million CNY suggest limited capacity for reinvestment or shareholder returns. Capital expenditures of -203.30 million CNY indicate a reduction in investment, which may signal a defensive posture or operational constraints. No significant revenue growth is projected for the current or next fiscal year.

    The company faces moderate risk from liquidity constraints and a high price-to-earnings ratio, which may not be sustainable in a low-margin industry. The risk assessment indicates low dilution potential, with no recent or disclosed share issuance activity. However, the negative net cash position after subtracting total debt raises concerns about short-term financial flexibility.

    No recent filings or transcripts have been disclosed that would indicate material changes in the company's operations or strategy. The absence of public commentary on strategic initiatives or market expansion efforts suggests a stable but unambitious business trajectory.

    Key takeaways
    • Cangzhou Dahua operates in a low-margin commodity chemicals industry with weak profitability metrics.
    • The company's high price-to-earnings ratio suggests market optimism that is not supported by current earnings performance.
    • Liquidity constraints and a negative net cash position after debt raise concerns about short-term financial flexibility.
    • The company lacks geographic and segment diversification, increasing exposure to regional economic and regulatory risks.
    • Growth prospects are limited, with no significant capital expenditures or revenue expansion expected in the near term.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥15,80
    Market cap
    ¥6.53B
    Enterprise value
    ¥7.17B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    51.3x
    P / B
    1.6x
    P / Tangible book
    1.6x
    Tangible book
    ¥4.01B
    Net cash
    -¥638.9M
    Current ratio
    0.7
    Debt / equity
    0.2
    ROA
    0.5%
    ROE
    0.8%
    Cash conversion
    452.0%
    CapEx / revenue
    -4.5%
    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 Margin0,8 %Below median
    Net Margin0,7 %Below median
    ROE0,8 %Below median
    Capex / Rev-4,5 %Above median
    D/E0,16Above median
    Cash Conv4,52Best in class

    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
    • Cangzhou Dahua Co Ltd Market data — financials · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    600230.SSCanonical
    Shanghai Stock Exchange · CNY

    Intel & risk

    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