Anhui Jiangnan Chemical Industry Co (002226) Fair Value & Analysis

Basic Materials · CN · Market cap 13.3B CNY

A solid business, currently priced close to our fair value.

What matters now

• The price sits close to our fair value, market and models broadly agree here, little valuation tension.
• Our model range runs from ¥3.65 (bear) to ¥6.08 (bull), base ¥4.86. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 55/100 (solid quality) with medium evidence: read the verdict with care.

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 ¥3.59 – ¥7.16 · fair‑value band ¥3.65 – ¥6.08 · the ¥5.07 price screens above the ¥4.86 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

Anhui Jiangnan Chemical Industry Co (002226) currently trades at ¥5.07, while our model-based Fair Value estimate is ¥4.86, implying the stock looks roughly 4.1% fairly valued today. The Quality Score stands at 55/100 (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: medium).

Over the trailing twelve months, Anhui Jiangnan Chemical Industry Co generated revenue of 10.0B CNY at a net margin of 7.3%. Revenue grew 2.6% year over year. It earns a return on equity of 8.9%. Net debt stands at 4.0B CNY. Fundamentals as of Jul 22, 2026

Our scenario range runs from ¥3.65 (bear case) to ¥6.08 (bull case); at ¥5.07, the current price sits within 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 33% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -58% fair-value upside, at -4%, 002226 screens cheaper 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: Growth Earnings (¥7.49) versus Dividend Discount (¥2.03). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Anhui Jiangnan Chemical Industry Co.,Ltd. researches, develops, produces, and sells civil explosives in China and internationally.

Full company description

Anhui Jiangnan Chemical Industry Co.,Ltd. researches, develops, produces, and sells civil explosives in China and internationally. The company offers gel-like emulsion explosives, powdered emulsion explosives, expanded explosives, seismic source charges, detonating charges, industrial detonating cords, electronic detonators, ignition charges for airbags, and gas-generating charges for airbags. It also provides blasting engineering design, assessment, supervision, testing, drilling, blasting, excavation, and transportation services; and tunnel engineering, water conservancy and hydropower engineering, building demolition engineering, road and bridge infrastructure engineering, mine repair/management engineering, mining and aggregate processing, and other engineering construction services. In addition, the company engages in the development, construction, and operation wind power generation, photovoltaic power generation projects, wind farms and photovoltaic power stations; and focuses on mining, processing, and mining of sand and gravel aggregates. The company was founded in 1985 and is based in Hefei, China.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Anhui Jiangnan Chemical Industry Co reported revenue of ¥10.0B in FY2025 versus ¥6.5B in FY2021, a compound +11.4%/yr. Reported net income was ¥758M in FY2025, compounding −7.9%/yr from FY2021.

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Peer Group

Specialty Chemicals · 676 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 Specialty 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.

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.