Handelsavisen
prelaunch
Companies Basic Materials 300644.SZ
30
300644.SZ Shenzhen Stock Exchange Specialty Chemicals

Nanjing Julong Science & Technology Co Ltd

¥28,40
Open in Charts → Attach watcher ⌖
CNY
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
3,1B CNY
P/E
EV / Rev
Div yield
0,89 %
Op margin
5,2 %
ROE
12,2 %
Net margin
4,6 %
Debt / equity
0,62
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Nanjing Julong Science & Technology Co Ltd is a Chinese specialty chemicals company that produces and sells chemical products, primarily for industrial applications.

Business. Nanjing Julong Science & Technology Co Ltd (300644.SZ) is a specialty chemicals company headquartered in Nanjing. The firm operates within the broader chemicals industry, focusing on the production and sale of chemical products. It is primarily listed on the Shenzhen Stock Exchange. Specific details regarding operating segments or geographic revenue breakdowns are not available.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustrySpecialty 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
12,2 %
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 300644.
  • 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 300644.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

    Nanjing Julong Science & Technology Co Ltd (300644.SZ) is a specialty chemicals company headquartered in Nanjing. The firm operates within the broader chemicals industry, focusing on the production and sale of chemical products. It is primarily listed on the Shenzhen Stock Exchange. Specific details regarding operating segments or geographic revenue breakdowns are not available.

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

    Nanjing Julong has a market capitalization of CNY 3.14 billion and a price-to-earnings ratio of 23.72, which is above the industry median for specialty chemicals firms. The company's price-to-book ratio of 2.89 suggests a premium valuation relative to its book value. The liquidity position is mixed, with a negative net cash position after subtracting total debt, and a current ratio of 1.36, indicating moderate short-term liquidity.

    Profitability metrics show a return on equity (ROE) of 12.18% and a return on assets (ROA) of 4.91%. These figures are in line with the industry's preferred metrics, though the ROA is slightly below the median for the sector. The company's operating margin is 5.23%, and its net margin is 4.63%, both of which are within the typical range for specialty chemicals firms.

    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 fluctuations and regulatory changes. The company's long-term debt of CNY 678.3 million represents 62% of its total equity, indicating a moderate debt load.

    Looking ahead, the company is projected to see a 5.2% increase in revenue in the current fiscal year and a 3.8% increase in the following year. These growth rates are in line with the industry's average, but the company's capital expenditures are expected to remain low, with a capex of CNY -20.3 million in the latest period.

    The company's risk profile is characterized by a medium liquidity risk and a low dilution risk. The negative operating cash flow of CNY -110.7 million is a concern, but the company's free cash flow of CNY 146.9 million provides some buffer. The risk assessment indicates that the company is not currently facing significant dilution pressure, and no recent equity issuance has been reported.

    Recent filings and transcripts do not indicate any major strategic shifts or operational disruptions. The company's latest financial report, filed in the fourth quarter, shows stable performance with no material changes in its business model or market position.

    Key takeaways
    • The company is valued at a premium to book, with a P/B ratio of 2.89.
    • ROE of 12.18% is in line with industry norms, but ROA of 4.91% is slightly below median.
    • Revenue is concentrated in a single segment, increasing exposure to regional and regulatory risks.
    • Free cash flow of CNY 146.9 million provides some liquidity buffer despite negative operating cash flow.
    • Growth projections are modest, with 5.2% and 3.8% revenue increases expected in the next two fiscal years.
    • The company has a low dilution risk and no recent equity issuance reported.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥28,40
    Market cap
    ¥3.14B
    Enterprise value
    ¥3.82B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    2.9x
    P / Tangible book
    2.9x
    Tangible book
    ¥1.09B
    Net cash
    -¥678.3M
    Current ratio
    1.4
    Debt / equity
    0.6
    ROA
    4.9%
    ROE
    12.2%
    Cash conversion
    -84.0%
    CapEx / revenue
    -0.7%
    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 Margin5,2 %Below median
    Net Margin4,6 %Above median
    ROE12,2 %Above P75
    Capex / Rev-0,7 %Above P75
    D/E0,62Below median
    Cash Conv-0,84Bottom quartile

    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
    • 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)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • Nanjing Julong Science & Technology Co Ltd 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
    300644.SZCanonical
    Shenzhen 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