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Guoen Co., Ltd. Wins Modified Material Procurement Project, Brokerages Optimistic Collectively

xclstudy 2025-09-30 10:04:35

On September 29, the news that Guoen Co., Ltd. won the bid for the modified material procurement project of Aucma (Fuyang) Yingtian Intelligent Technology sparked market discussions. As of that day, the company's stock price was 49.15 yuan, rising sharply by 6.16% against the trend, and this wave of market activity coincided with the company's impressive semi-annual report performance.

Three major business sectors synergize efforts, with the petrochemical segment becoming a growth engine.

As a leading domestic polymer materials company, Guoen Co., Ltd. has established a business structure of "one core and two wings." In the first half of 2025, the performance of each segment is noteworthy.

Organic polymer modified materials (accounting for 50% of revenue): achieved revenue of 4.914 billion yuan, a slight increase of 0.62% year-on-year, with a gross margin improvement of 2.63 percentage points to 11.73%. The product range includes modified plastics for home appliances and lightweight materials for automobiles, leveraging core technologies such as flame retardancy and reinforcement to penetrate the supply chains of leading companies like Aucma and Haier.

Green petrochemical materials and new materials (accounting for 20%): With a revenue of 1.962 billion yuan, achieving a high-speed growth of 26.23%, it has become the core driving force of performance. Relying on the "monomer-resin-modification" vertical integration chain, the 250,000-ton PS project in Hong Kong Petrochemical forms a synergy with the Dongming base, which not only meets internal raw material needs but also supplies high-end petrochemical products externally.

Organic polymer composite materials (accounting for 18%): Revenue of 1.727 billion yuan, with a gross profit margin of 11.81%. Its carbon fiber reinforced materials have been applied to new energy vehicle battery housings, demonstrating significant technical barriers.

Impressive half-year report: Net profit increased by 26%, Q2 doubled compared to Q1.

The semi-annual report data for 2025 shows that the company achieved a revenue of 9.754 billion yuan (+4.58%) and a net profit attributable to the parent company of 346 million yuan (+25.94%), with a basic earnings per share of 1.31 yuan (+29.70%). More noteworthy is the explosive growth in Q2: quarterly revenue reached 5.342 billion yuan, up 21% sequentially, and net profit attributable to the parent company soared 111% sequentially to 235 million yuan. The gross profit margin improved by 2.4 percentage points from Q1 to 11.21%, highlighting the effectiveness of cost control and product mix optimization.

Brokerages are collectively optimistic.

In the past six months, Western Securities and Galaxy Securities have given a "Buy" rating, while Shenwan Hongyuan and Hualong Securities have assigned an "Overweight" rating. The core logic is concentrated on three points:

The advantages of integration are prominent: the petrochemical sector's gross profit increased by 51% year-on-year, significantly boosting profits.

High-end layout: Zhejiang Guoen Chemical's 1000-ton PEEK project has been implemented, targeting high value-added fields such as robotics and aerospace.

Valuation Advantage: Hualong Securities predicts a net profit of 840 million yuan in 2025, corresponding to a PE ratio of only 15.6 times, which is below the industry average.

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Guoen Co., Ltd. Wins Modified Material Procurement Project, Brokerages Optimistic Collectively

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