Chinese Materials Healthy potentially undervalued

Qinghai Salt Lake IndustryLtd

Market Cap: CN¥154.8b

Manufactures and sells potash fertilizers in China and internationally.

Anhui Conch Cement

Market Cap: CN¥87.7b

Manufactures, sells, and trades in clinker and cement products in China and internationally.

Baoshan Iron & Steel

Market Cap: CN¥120.8b

Manufactures and sells steel products in China and internationally.

CMOC Group

Market Cap: CN¥374.0b

Engages in the mining, beneficiation, and smelting of base and rare metals in Asia, Africa, South America, and Europe.

Yunnan Aluminium

Market Cap: CN¥79.3b

Produces and sells aluminum primarily in China.

Tianshan Aluminum GroupLtd

Market Cap: CN¥53.3b

Produces and sells primary aluminum, prebaked anodes, high-purity aluminum, alumina, and aluminum foil products in China and internationally.

Yunnan Yuntianhua

Market Cap: CN¥55.2b

Manufactures and sells fertilizers in China and internationally.

Shandong Hualu-Hengsheng Chemical

Market Cap: CN¥55.0b

Shandong Hualu-Hengsheng Chemical Co., Ltd.

Chifeng Jilong Gold Mining Group

Market Cap: CN¥58.0b

Engages in the exploration, mining, beneficiation, and sale of gold in China, Southeast Asia, and West Africa.

Henan Shenhuo Coal Industry and Electricity Power

Market Cap: CN¥50.3b

Henan Shenhuo Coal Industry and Electricity Power Co.

Satellite ChemicalLtd

Market Cap: CN¥82.9b

A low-carbon chemical company, research, development, production, sale, and service of new electronic chemicals and functional materials in China and internationally.

Zijin Mining Group

Market Cap: CN¥739.2b

Engages in exploration and extraction of metals in Mainland China and internationally.

ORG Technology

Market Cap: CN¥11.7b

Provides packaging solutions in China and internationally.

Shanghai Putailai New Energy Technology GroupLtd

Market Cap: CN¥56.9b

Engages in the development and sale of materials of lithium-ion batteries and automation equipment in China and internationally.

ShenZhen YUTO Packaging Technology

Market Cap: CN¥39.4b

Provides packaging solutions in China and internationally.

Wanhua Chemical Group

Market Cap: CN¥222.3b

Engages in the research, development, production, and sale of chemical products in China and internationally.

Ganfeng Lithium Group

Market Cap: CN¥121.2b

Manufactures and sells lithium products in China.

Western MiningLtd

Market Cap: CN¥68.3b

Engages in the mining, beneficiation, smelting, and trading of metals in Mainland China and internationally.

Shandong Nanshan AluminiumLtd

Market Cap: CN¥47.6b

Engages in the aluminum processing business worldwide.

Hangzhou Oxygen Plant Group

Market Cap: CN¥25.6b

Manufactures and sells air separation equipment, cryogenic petrochemical equipment, and various gas products in China and internationally.

Shanjin International Gold

Market Cap: CN¥56.0b

Explores for, mines, and trades in precious and non-ferrous metal ores in China.

Zhejiang NHU

Market Cap: CN¥95.4b

Produces and sells nutritional products, fragrances and flavors, polymer materials, and active pharmaceutical ingredients in China and internationally.

Ningxia Baofeng Energy Group

Market Cap: CN¥153.7b

Produces and sells chemical products in China and internationally.

Shandong Gold Mining

Market Cap: CN¥110.2b

Engages in mining, smelting, processing, and precious metals in the People’s Republic of China.

Zhongjin GoldLtd

Market Cap: CN¥99.9b

Engages in exploration, mining, beneficiation, and smelting of gold and other non-ferrous metals in China.

Shandong Sunpaper

Market Cap: CN¥35.9b

Produces and sells paper products in China and internationally.

Shandong Hongqiao Aluminum Industry Holding

Market Cap: CN¥197.7b

Engages in the research, development, production, and sale of aluminum products in China and internationally.

Hangzhou Huawang New Material TechnologyLtd

Market Cap: CN¥5.4b

Hangzhou Huawang New Material Technology Co.,Ltd.

Zhejiang Juhua

Market Cap: CN¥132.4b

Engages in the research, development, production, and sale of chemical raw materials and products in China, the United Arab Emirates, and Hong Kong.

Asia-potash International Investment (Guangzhou)Co.Ltd

Market Cap: CN¥40.8b

Engages in the processing, production, sale, and marketing of potash fertilizers in China and internationally.

LB Group

Market Cap: CN¥40.0b

Manufactures high-performance titanium dioxide pigments in China and internationally.

Yongxing Special Materials TechnologyLtd

Market Cap: CN¥30.7b

Engages in the development, production, and sale of stainless steel rods and wires, special alloy materials, and lithium battery materials in China and internationally.

SKSHU PaintLtd

Market Cap: CN¥21.9b

Produces and sells architectural coatings, waterproof materials, floor materials, thermal insulation materials and integrated thermal insulation boards, and base materials in China.

Luxi Chemical Group

Market Cap: CN¥24.9b

Manufactures and sells chemical and fertilizer products in China and internationally.

Tianqi Lithium

Market Cap: CN¥95.2b

A new energy materials company, engages in the production, processing, and sales of lithium chemical products in Australia, Chile, and China.