Jiangsu SOPO Chemical Co (600746) Fair Value & Analysis

Basic Materials · CN · Market cap 7.8B CNY

Below-average quality, and screening another 78% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case (¥1.90). The favourable scenario is already priced in.
• Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
• A fairly wide model range (¥0.9600 to ¥1.90) 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 ¥4.87 – ¥22.37 · fair‑value band ¥0.9600 – ¥1.90 · the ¥6.70 price screens above the ¥1.46 fair value. Dashed = 300-day average. As of Aug 9, 2026.

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Analysis

Jiangsu SOPO Chemical Co (600746) currently trades at ¥6.70, while our model-based Fair Value estimate is ¥1.46, implying the stock looks roughly 78.2% overvalued today. The Quality Score stands at 49/100 (below-average 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, Jiangsu SOPO Chemical Co generated revenue of 5.8B CNY at a net margin of 1.1%. Revenue declined 6.2% year over year. It earns a return on equity of 1.2%. The balance sheet holds a net cash position of 849M CNY. Fundamentals as of Aug 9, 2026

Our scenario range runs from ¥0.9600 (bear case) to ¥1.90 (bull case); at ¥6.70, 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 38% below its 52-week high and 14% 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 -78%, 600746 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: Asset-Based (¥3.11) versus Economic Profit (¥0.5800). Highest evidence: Residual Income (76).

Key figures & financial health

Quality Score breakdown

About the company

Jiangsu SOPO Chemical Co. Ltd., together with its subsidiaries, engages in the manufacture and sale of chemical products in China and internationally.

Full company description

Jiangsu SOPO Chemical Co. Ltd., together with its subsidiaries, engages in the manufacture and sale of chemical products in China and internationally. The company offers glacial acetic acid and acetic acid, ethyl acetate, sulfuric acid, ADC foaming agent, chlor-alkali, chlorobenzene, fatty alcohols, and chloroacetic acid; industrial synthetic hydrochloric acid, industrial sodium hydroxide, p-dichlorobenzene, o-dichlorobenzene, and chlorobenzene; and downstream products, ion-exchange membranes, polyols, dichlorobenzene, and air separation products. It is also involved in the manufacture of special equipment for sulfuric acid production; provision of installation, maintenance, repair, and project construction services; technology development and application, project contracting and management, and chemical design and consulting businesses; and scientific and technological research and development activities. In addition, the company provides industrial software services, as well as intelligent manufacturing-related solutions and technical services. The company was founded in 1996 and is based in Zhenjiang, China. Jiangsu SOPO Chemical Co. Ltd. operates as a subsidiary of Jiangsu SOPO (Group) Co., Ltd.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Jiangsu SOPO Chemical Co reported revenue of ¥5.9B in FY2025 versus ¥8.0B in FY2021, a compound −7.5%/yr. Reported net income was ¥88.4M in FY2025, compounding −56.2%/yr from FY2021.

600746 screens 78% 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.