Shanxi Lu'an Chemical Technology Co (600691) Fair Value & Analysis
Basic Materials · CN · Market cap 5.8B CNY
Fair value as of: Aug 9, 2026
From 4 valuation models · updated yesterday
Fair value updated Aug 9, 2026, revised from ¥1.80 to ¥3.60 (+100.0%) since Jul 11, 2026. Share price +11.9% over the past month.
Below-average quality, screening 47% undervalued on our models.
What matters now
- The large discount to fair value meets weak quality (41/100). That raises the risk this is a value trap rather than a bargain.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- A fairly wide model range (¥1.75 to ¥3.60) 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 Aug 9, 2026.
How to read this chart
60‑month range ¥1.41 – ¥7.86 · fair‑value band ¥1.75 – ¥3.60 · the ¥2.45 price screens below the ¥3.60 fair value. Dashed = 300-day average. As of Aug 9, 2026.
Analysis
Shanxi Lu'an Chemical Technology Co (600691) currently trades at ¥2.45, while our model-based Fair Value estimate is ¥3.60, implying the stock looks roughly 46.9% undervalued today. The Quality Score stands at 41/100 (below-average quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: low), always confirm before acting.
Over the trailing twelve months, Shanxi Lu'an Chemical Technology Co generated revenue of 9.8B CNY at a net margin of -7.5%. Revenue declined 1.8% year over year. It earns a return on equity of -23.0%. Net debt stands at 3.9B CNY. Fundamentals as of Aug 9, 2026
Our scenario range runs from ¥1.75 (bear case) to ¥3.60 (bull case); at ¥2.45, 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 50% below its 52-week high and 6% 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 47%, 600691 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.
All 4 models by family
Widest divergence: Multiples (¥1.95) versus Asset-Based (¥0.8900). Highest evidence: Gordon GGM (70).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 9, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 38 · Market factors (momentum, volatility) 29
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Shanxi Lu'an Chemical Technology Co., Ltd., together with its subsidiaries, produces and sells coal chemical products and chemical equipment in China.
Full company description
Shanxi Lu'an Chemical Technology Co., Ltd., together with its subsidiaries, produces and sells coal chemical products and chemical equipment in China. The company offers urea, polyvinyl chloride, propylene, ion membrane caustic soda, phosphorus trichloride, and hydrogen peroxide for the agriculture and chemical industries, as well as fertilizers, LNG, liquid ammonia, and hydrogen. It is also involved in the design, manufacture, production, and sale of chemical machinery and equipment; engineering survey and design; hydrogen energy technology consulting services; and the assembly, production, and sale of intelligent systems and components for new energy vehicles. The company was formerly known as Yangmei Chemical Co.,Ltd. and changed its name to Shanxi Lu'an Chemical Technology Co., Ltd. in June 2025. Shanxi Lu'an Chemical Technology Co., Ltd. was founded in 1970 and is based in Taiyuan, China.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Shanxi Lu'an Chemical Technology Co reported revenue of ¥9.8B in FY2025 versus ¥18.7B in FY2021, a compound −14.9%/yr. Reported net income was −¥825M in FY2025.
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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.
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.
Similar stocks
10 more Chemicals stocks, each showing price versus our Fair Value estimate (as of Aug 9, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| BASF SE BASN | 1,034 MXN | 532.13 MXN | -49% |
| Ningxia Baofeng Energy Group 600989 | ¥20.32 | ¥20.17 | -1% |
| Zhejiang Juhua Co 600160 | ¥42.85 | ¥23.35 | -46% |
| PT Barito Pacific Tbk, BRPT | 1,690 IDR | 1,628 IDR | -4% |
| LG Chem, Ltd 051910 | 260,500 KRW | 587,755 KRW | +126% |
| Formosa Chemicals & Fibre Corporation 1326 | 66.10 TWD | 6.79 TWD | -90% |
| PTT Global Chemical Public Company PTTGC | 35.50 THB | 18.21 THB | -49% |
| 542812 542812 | ₹4,369 | ₹791.05 | -82% |
| Indorama Ventures Public Company IVL | 24.50 THB | 17.95 THB | -27% |
| Navin Fluorine International Limited NAVINFLUOR | ₹8,650 | ₹2,146 | -75% |
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Frequently asked questions
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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.
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