Chinese (SSE) Specialty Chemicals Industry Analysis

Industry Valuation and Performance

Has the Chinese Specialty Chemicals Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Mon, 10 Aug 2026	CN¥2.0t	CN¥736.9b	CN¥46.7b	53.7x	43.8x	2.8x
Wed, 08 Jul 2026	CN¥2.3t	CN¥735.2b	CN¥46.5b	62.9x	49.4x	3.1x
Fri, 05 Jun 2026	CN¥2.2t	CN¥735.1b	CN¥46.6b	59.4x	47.7x	3x
Sun, 03 May 2026	CN¥2.4t	CN¥763.5b	CN¥46.5b	63x	50.8x	3.1x
Tue, 31 Mar 2026	CN¥2.1t	CN¥730.8b	CN¥40.9b	56.3x	52.5x	2.9x
Thu, 26 Feb 2026	CN¥2.3t	CN¥702.4b	CN¥35.8b	57.3x	63.5x	3.2x
Sat, 24 Jan 2026	CN¥2.3t	CN¥701.4b	CN¥35.8b	60.9x	62.8x	3.2x
Mon, 22 Dec 2025	CN¥1.9t	CN¥701.4b	CN¥35.8b	50.6x	53.3x	2.7x
Wed, 19 Nov 2025	CN¥2.0t	CN¥701.9b	CN¥35.7b	51.3x	55.1x	2.8x
Fri, 17 Oct 2025	CN¥1.8t	CN¥698.7b	CN¥32.5b	49.8x	55.8x	2.6x
Sun, 14 Sep 2025	CN¥1.8t	CN¥697.3b	CN¥32.2b	49.4x	56.7x	2.6x
Tue, 12 Aug 2025	CN¥1.7t	CN¥706.8b	CN¥32.0b	48.3x	52.8x	2.4x
Thu, 10 Jul 2025	CN¥1.5t	CN¥707.1b	CN¥32.1b	44x	47.5x	2.2x
Sat, 07 Jun 2025	CN¥1.5t	CN¥707.1b	CN¥32.1b	41x	45.6x	2.1x
Mon, 05 May 2025	CN¥1.4t	CN¥705.8b	CN¥31.0b	41x	46x	2x
Wed, 02 Apr 2025	CN¥1.5t	CN¥692.5b	CN¥23.3b	39.7x	63.7x	2.1x
Fri, 28 Feb 2025	CN¥1.5t	CN¥709.7b	CN¥28.2b	43.9x	53.4x	2.1x
Sun, 26 Jan 2025	CN¥1.4t	CN¥709.4b	CN¥28.2b	41.7x	49.6x	2x
Tue, 24 Dec 2024	CN¥1.5t	CN¥709.4b	CN¥28.2b	41.9x	52.3x	2.1x
Thu, 21 Nov 2024	CN¥1.6t	CN¥708.1b	CN¥28.0b	42.8x	56x	2.2x
Sat, 19 Oct 2024	CN¥1.5t	CN¥753.6b	CN¥33.8b	43.6x	43.7x	2x
Mon, 16 Sep 2024	CN¥1.2t	CN¥752.6b	CN¥33.1b	33.4x	35.9x	1.6x
Wed, 14 Aug 2024	CN¥1.3t	CN¥761.1b	CN¥39.7b	33.2x	31.6x	1.7x
Fri, 12 Jul 2024	CN¥1.3t	CN¥753.0b	CN¥39.7b	32.8x	33.3x	1.8x
Sun, 09 Jun 2024	CN¥1.4t	CN¥752.3b	CN¥39.5b	33.2x	35.1x	1.8x
Tue, 07 May 2024	CN¥1.4t	CN¥708.0b	CN¥33.7b	38.4x	42.3x	2x
Thu, 04 Apr 2024	CN¥1.4t	CN¥735.3b	CN¥54.6b	33.6x	25.8x	1.9x
Sat, 02 Mar 2024	CN¥1.4t	CN¥754.6b	CN¥72.9b	29.8x	18.7x	1.8x
Mon, 29 Jan 2024	CN¥1.4t	CN¥743.5b	CN¥71.5b	32x	18.9x	1.8x
Wed, 27 Dec 2023	CN¥1.5t	CN¥743.5b	CN¥71.5b	36x	20.4x	2x
Fri, 24 Nov 2023	CN¥1.5t	CN¥743.1b	CN¥71.3b	38.7x	21.7x	2.1x
Sun, 22 Oct 2023	CN¥1.5t	CN¥754.8b	CN¥87.6b	34x	17.2x	2x
Tue, 19 Sep 2023	CN¥1.6t	CN¥750.9b	CN¥86.9b	37.6x	18.7x	2.2x
Thu, 17 Aug 2023	CN¥1.7t	CN¥762.9b	CN¥101.7b	35.3x	16.3x	2.2x

Current Industry PE

Investors are relatively neutral on the Chinese Specialty Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.

The industry is trading close to its 3-year average PE ratio of 42.3x.

The 3-year average PS ratio of 2.3x is lower than the industry's current PS ratio of 2.8x.

Past Earnings Growth

The earnings for companies in the Specialty Chemicals industry have declined 23% per year over the last three years.
Meanwhile revenues have remained mostly flat.
This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does Chinese Specialty Chemicals compare with similar industries?


CN Market	5.14%
Materials	8.81%
Chemicals	9.00%
Specialty Chemicals	8.35%
Industrial Gases	17.91%
Commodity Chemicals	10.58%
Fertilizers and Agricultural Chemicals	3.05%
Diversified Chemicals	1.70%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
300285 Shandong Sinocera Functional Material	CN¥76.11	31.7% +CN¥17.9b	290.3%	PE117.2x
300054 Hubei DinglongLtd	CN¥78.65	25.0% +CN¥15.0b	176.8%	PE90.3x
600378 Haohua Chemical Science & Technology	CN¥48.83	29.5% +CN¥14.4b	79.7%	PE40.2x
300346 Jiangsu Nata Opto-electronic Material	CN¥59.39	27.4% +CN¥8.8b	84.2%	PE117.8x
600309 Wanhua Chemical Group	CN¥78.01	3.6% +CN¥8.5b	26.9%	PE18.6x

Company

Last Price

Valuation

300285 Shandong Sinocera Functional Material

CN¥76.11

31.7%
+CN¥17.9b

290.3%

PE117.2x

300054 Hubei DinglongLtd

CN¥78.65

25.0%
+CN¥15.0b

176.8%

PE90.3x

600378 Haohua Chemical Science & Technology

CN¥48.83

29.5%
+CN¥14.4b

79.7%

PE40.2x

300346 Jiangsu Nata Opto-electronic Material

CN¥59.39

27.4%
+CN¥8.8b

84.2%

PE117.8x

600309 Wanhua Chemical Group

CN¥78.01

3.6%
+CN¥8.5b

26.9%

PE18.6x

Ganfeng Lithium Group Co., Ltd. Provides Earnings Guidance for the Six Months Ended June 30, 2026

Ganfeng Lithium Group Co., Ltd. provided earnings guidance for the six months ended June 30, 2026. For the period, the company expects the net profit attributable to the shareholders of the Company would be in the range from RMB 3,650,000,000 to RMB 4,600,000,000, representing an increase of approximately 787.07% to 965.90% as compared with the net loss attributable to the shareholders of the Company being RMB 531,239,300 for the corresponding period in 2025; (ii) the net profit after deducting the non-recurring profit or loss would be in the range from RMB 3,000,000,000 to RMB 4,200,000,000, representing an increase of approximately 428.64% to 560.10% as compared with the net loss after deducting the non-recurring profit or loss being RMB 912,845,400 for the corresponding period in 2025; and (iii) the basic earnings per share would be in the range from RMB 1.75 per share to RMB 2.20 per share, as compared with the basic loss per share of RMB 0.27 for the corresponding period in 2025. Based on the information currently available, the unaudited results of the Group under the Chinese Accounting Standards for Business Enterprises for the Reporting Period are expected to increase significantly as compared to the corresponding period in 2025, primarily because during the Reporting Period, (1) benefiting from the rapid development of the global new energy industry and rising demand for lithium salts from downstream customers, the selling prices of the Company's lithium salt products increased significantly year on year. Meanwhile, the gradual capacity ramp-up of lithium resource projects effectively optimized the Company's cost structure. Supported by sustained demand growth in energy storage markets, output and sales volumes of the lithium battery segment registered a notable rise. All the above factors jointly drove a year-on-year increase in the Company's operating performance; (2) to optimize the asset structure and strengthen cash management, the Company disposed of part of its shareholding in PLS Group Ltd. ("PLS") and recognized corresponding investment income. In addition, investment income from associates and joint ventures increased, further boosting the Company's profit for the current period.

Chinese (SSE) Specialty Chemicals Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

Price target increased by 23% to CN¥68.83

Now 29% overvalued after recent price rise

Hubei Dinglong CO.,Ltd. (SZSE:300054) announces an Equity Buyback for CNY 200 million worth of its shares.

Now 21% undervalued after recent price drop

Price target increased by 11% to CN¥52.46

Jiangsu Cnano Technology Co., Ltd. (SHSE:688116) announces an Equity Buyback for CNY 200 million worth of its shares.

New minor risk - Dividend sustainability

Ganfeng Lithium Group Co., Ltd. Provides Earnings Guidance for the Six Months Ended June 30, 2026

Tianqi Lithium Corporation Provides Earnings Guidance for the Six Months Ended 30 June 2026

Jiangsu Nata Opto-electronic Material Co., Ltd. to Report First Half, 2026 Results on Aug 28, 2026

Sinolong New Materials Co., Ltd. to Report First Half, 2026 Results on Aug 25, 2026

Hubei Feilihua Quartz Glass Co., Ltd. to Report First Half, 2026 Results on Aug 21, 2026

Luxi Chemical Group Co., Ltd. to Report First Half, 2026 Results on Aug 29, 2026

Wanhua Chemical Group Co., Ltd. to Report First Half, 2026 Results on Aug 11, 2026

Ningbo Shanshan Co.,Ltd. to Report First Half, 2026 Results on Aug 28, 2026

First quarter 2026 earnings released: CN¥0.065 loss per share (vs CN¥0.026 loss in 1Q 2025)