Xiangtan Electrochemical Scientific Co (002125) Fair Value & Analysis

Basic Materials · CN · Market cap 12.9B CNY

A solid business, but screening 57% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (¥6.97). The favourable scenario is already priced in.
• Solid but not exceptional quality (57/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range (¥3.45 to ¥6.97) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 22, 2026.

How to read this chart

60‑month range ¥6.30 – ¥23.25 · fair‑value band ¥3.45 – ¥6.97 · the ¥12.54 price screens above the ¥5.40 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 22, 2026.

Full chart & analysis →

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Analysis

Xiangtan Electrochemical Scientific Co (002125) currently trades at ¥12.54, while our model-based Fair Value estimate is ¥5.40, implying the stock looks roughly 56.9% overvalued today. The Quality Score stands at 57/100 (solid quality), in the Basic Materials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Xiangtan Electrochemical Scientific Co generated revenue of 1.9B CNY at a net margin of 13.9%. Revenue grew 0.3% year over year. It earns a return on equity of 7.8%. Net debt stands at 545M CNY. Fundamentals as of Jul 22, 2026

Our scenario range runs from ¥3.45 (bear case) to ¥6.97 (bull case); at ¥12.54, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 40% below its 52-week high and 26% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -46% fair-value upside, at -57%, 002125 screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models (¥5.16) versus Economic Profit (¥1.95). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Xiangtan Electrochemical Scientific Co.,Ltd engages in the research and development, production, and sale of battery materials.

Full company description

Xiangtan Electrochemical Scientific Co.,Ltd engages in the research and development, production, and sale of battery materials. The company offers C-Zn battery grade, mercury-free alkaline manganese, primary lithium manganese, material level for lithium manganese oxide, and high-performance batteries; and new energy battery materials, such as lithium manganate, manganese tetroxide, and manganese sulfate. It also engages in urban sewage and industrial wastewater treatment, sludge treatment, and application and development of utility technology activities, as well as provides related technical services. In addition, the company trades in ferromanganese alloys, electrolytic manganese metal, primary and secondary battery materials, manganese dioxide, manganese tetroxide, catalyst, discharge manganese, manganese carbonate ore, oxidized manganese ore, fund tray trading, etc. It also exports its products to various countries, including America, Japan, the European Union, and Southeast Asia. The company was founded in 1958 and is headquartered in Xiangtan, China.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Xiangtan Electrochemical Scientific Co reported revenue of ¥1.9B in FY2025 versus ¥1.9B in FY2021, a compound +0.7%/yr. Reported net income was ¥225M in FY2025, compounding −1.3%/yr from FY2021.

002125 screens 57% overvalued. Compare with BASF SE →

Peer Group

Chemicals · 334 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Chemicals median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.