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, 11 May 2026	CN¥2.4t	CN¥764.7b	CN¥46.6b	59.8x	50.9x	3.1x
Wed, 08 Apr 2026	CN¥2.1t	CN¥736.7b	CN¥43.8b	56.7x	49x	2.9x
Fri, 06 Mar 2026	CN¥2.2t	CN¥702.8b	CN¥35.7b	58x	61x	3.1x
Sun, 01 Feb 2026	CN¥2.2t	CN¥701.4b	CN¥35.8b	57.5x	60.4x	3.1x
Tue, 30 Dec 2025	CN¥2.0t	CN¥701.4b	CN¥35.8b	50.1x	55.2x	2.8x
Thu, 27 Nov 2025	CN¥1.9t	CN¥701.9b	CN¥35.7b	49.9x	51.8x	2.6x
Sat, 25 Oct 2025	CN¥1.8t	CN¥698.6b	CN¥32.5b	50.5x	56.1x	2.6x
Mon, 22 Sep 2025	CN¥1.8t	CN¥697.3b	CN¥32.2b	49.6x	56.1x	2.6x
Wed, 20 Aug 2025	CN¥1.7t	CN¥702.9b	CN¥31.2b	49.8x	55.7x	2.5x
Fri, 18 Jul 2025	CN¥1.5t	CN¥707.1b	CN¥32.1b	45.5x	48.2x	2.2x
Sun, 15 Jun 2025	CN¥1.5t	CN¥707.1b	CN¥32.1b	42.3x	45.8x	2.1x
Tue, 13 May 2025	CN¥1.5t	CN¥707.3b	CN¥31.6b	40.9x	46.5x	2.1x
Thu, 10 Apr 2025	CN¥1.4t	CN¥694.8b	CN¥23.6b	38.8x	57.4x	1.9x
Sat, 08 Mar 2025	CN¥1.5t	CN¥710.0b	CN¥27.7b	45.3x	54.4x	2.1x
Mon, 03 Feb 2025	CN¥1.4t	CN¥709.4b	CN¥28.2b	40.8x	49.2x	2x
Wed, 01 Jan 2025	CN¥1.4t	CN¥709.4b	CN¥28.2b	41.2x	50.6x	2x
Fri, 29 Nov 2024	CN¥1.5t	CN¥708.1b	CN¥28.0b	41.9x	54x	2.1x
Sun, 27 Oct 2024	CN¥1.6t	CN¥753.4b	CN¥34.8b	42x	44.6x	2.1x
Tue, 24 Sep 2024	CN¥1.2t	CN¥752.6b	CN¥33.1b	33.5x	36.3x	1.6x
Thu, 22 Aug 2024	CN¥1.2t	CN¥761.4b	CN¥39.6b	31.5x	30.5x	1.6x
Sat, 20 Jul 2024	CN¥1.3t	CN¥755.3b	CN¥39.9b	33x	32.9x	1.7x
Mon, 17 Jun 2024	CN¥1.4t	CN¥752.3b	CN¥39.5b	34.3x	35x	1.8x
Wed, 15 May 2024	CN¥1.4t	CN¥708.1b	CN¥33.9b	38.4x	41.1x	2x
Fri, 12 Apr 2024	CN¥1.4t	CN¥735.5b	CN¥54.7b	33.2x	25.4x	1.9x
Sun, 10 Mar 2024	CN¥1.3t	CN¥754.6b	CN¥72.9b	29.2x	18.2x	1.8x
Tue, 06 Feb 2024	CN¥1.1t	CN¥751.4b	CN¥73.0b	24.6x	15.4x	1.5x
Thu, 04 Jan 2024	CN¥1.5t	CN¥743.5b	CN¥71.5b	37.1x	20.9x	2x
Sat, 02 Dec 2023	CN¥1.5t	CN¥743.1b	CN¥71.3b	37.2x	21.1x	2x
Mon, 30 Oct 2023	CN¥1.5t	CN¥752.0b	CN¥82.6b	35.2x	18.7x	2.1x
Wed, 27 Sep 2023	CN¥1.6t	CN¥750.9b	CN¥86.9b	36x	18.1x	2.1x
Fri, 25 Aug 2023	CN¥1.6t	CN¥761.6b	CN¥101.3b	33.4x	15.9x	2.1x
Sun, 23 Jul 2023	CN¥1.7t	CN¥762.9b	CN¥102.3b	34.7x	16.9x	2.3x
Tue, 20 Jun 2023	CN¥1.7t	CN¥761.3b	CN¥102.1b	34.1x	16.9x	2.3x
Thu, 18 May 2023	CN¥1.8t	CN¥761.4b	CN¥102.2b	35.5x	17.2x	2.3x

Current Industry PE

Investors are optimistic on the Chinese Specialty Chemicals industry, and appear confident in long term growth rates.

The industry is trading at a PE ratio of 50.9x which is higher than its 3-year average PE of 39.7x.

The 3-year average PS ratio of 2.2x is lower than the industry's current PS ratio of 3.1x.

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	3.17%
Materials	2.32%
Chemicals	0.25%
Specialty Chemicals	0.034%
Commodity Chemicals	1.92%
Fertilizers and Agricultural Chemicals	-2.80%
Industrial Gases	-3.68%
Diversified Chemicals	-9.07%

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
300395 Hubei Feilihua Quartz Glass	CN¥131.45	20.6% +CN¥11.7b	173.7%	PE142x
300054 Hubei DinglongLtd	CN¥67.97	9.0% +CN¥5.3b	137.8%	PE77.6x
300398 PhiChem	CN¥38.11	25.3% +CN¥4.4b	94.8%	PE55.3x
300346 Jiangsu Nata Opto-electronic Material	CN¥56.53	9.7% +CN¥3.5b	73.9%	PE112.1x
688603 Shanghai Skychem Technology	CN¥121.18	30.0% +CN¥3.5b	150.5%	PE153.4x

Company

Last Price

Valuation

300395 Hubei Feilihua Quartz Glass

CN¥131.45

20.6%
+CN¥11.7b

173.7%

PE142x

300054 Hubei DinglongLtd

CN¥67.97

9.0%
+CN¥5.3b

137.8%

PE77.6x

300398 PhiChem

CN¥38.11

25.3%
+CN¥4.4b

94.8%

PE55.3x

300346 Jiangsu Nata Opto-electronic Material

CN¥56.53

9.7%
+CN¥3.5b

73.9%

PE112.1x

688603 Shanghai Skychem Technology

CN¥121.18

30.0%
+CN¥3.5b

150.5%

PE153.4x

New minor risk - Earnings quality

The company has large one-off items impacting its financial results. One-off items were 29% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (56% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.7% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin).

Chinese (SSE) Specialty Chemicals Industry Analysis

Industry Valuation and Performance

Industry Comparison

Top Stock Gainers and Losers

Latest News

Price target increased by 7.0% to CN¥71.60

New minor risk - Share price stability

Insufficient new directors

New minor risk - Share price stability

Consensus revenue estimates increase by 19%

New major risk - Share price stability

Consensus EPS estimates increase by 13%

New minor risk - Earnings quality

Shanghai Skychem Technology Co., Ltd., Annual General Meeting, May 20, 2026

First quarter 2026 earnings released: EPS: CN¥0.26 (vs CN¥0.15 in 1Q 2025)

Hubei Feilihua Quartz Glass Co., Ltd. announced that it expects to receive CNY 300 million in funding

Price target increased by 13% to CN¥35.63

Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind

Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind

Full year 2025 earnings released: EPS: CN¥1.27 (vs CN¥1.24 in FY 2024)

Jiangsu Nata Opto-electronic Material Co., Ltd., Annual General Meeting, May 07, 2026