Business description: Dongyue Group Limited

Dongyue Group Ltd is an investment holding company mainly engaged in the production of fluorosilicon chemical materials. The Company operates five segments. The Fluoropolymers Segment is engaged in the production of polymers products such as Polytetrafluoroethylene (PTFE) and Hexafluoropropylene (HFP). The Organic Silicon segment is engaged in the production and sales of dimethyl carbonate (DMC), 107 Silicon Rubber, Raw Vulcanizate and Gross Rubber, and other by-products and other highend downstream products. The Refrigerants segment is engaged in the production of R22 and R142b. The Dichloromethane and Liquid Alkali segment is engaged in the production of dichloromethane and liquid alkali. Liquid alkali is a basic chemical product from the production of methane chloride. Methane chloride includes dichloromethane, which is mainly used to produce antibiotics and as a foaming mode for polyurethane. The Other Operations segment is engaged in the production and sales of side-products.

Number of employees: 6,377

Sales by Activity: Dongyue Group Limited

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

Refrigerants

5.8B 7.4B 5.48B 5.52B 7.18B

Polymers

4.83B 6.49B 4.55B 3.82B 3.93B

Organic Silicon

4.18B 6.65B 4.86B 5.21B 3.82B

Other Operations

1.64B 2.14B 2.21B 2.01B 1.79B

Dichloromethane and liquid alkali

1.55B 1.64B 1.21B 1.13B 1.25B

Eliminations

-3.62B -4.28B -3.82B -3.52B -3.62B

Property Development

1.45B - - - -

Geographical breakdown of sales: Dongyue Group Limited

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

PRC

13.33B 16.56B 12.3B 11.87B 12.29B

Oversea

- - - - 2.07B

Oceania

- - - 5.55M -

Asia (except Prc)

- - - 1.52B -

Finland

- 18.94M - - -

Argentina

- 4.16M 255K - -

Canada

- 6.18M 4.86M - -

Panama

- 3.2M 3.29M - -

Mexico

- 15.76M 10.3M - -

Iraq

- 5.66M - - -

Bangladesh

- 5.29M 1.62M - -

Poland

5.02M 17.16M 7.34M - -

Belgium

11.15M 99.87M 87.55M - -

Israel

325K 2.11M 1.34M - -

Indonesia

13.21M 30.17M 26.78M - -

Saudi Arabia

895K 605K 543K - -

Kuwait

15.63M 18.4M 12.05M - -

Turkey

29.51M 125M 69.54M - -

Vietnam

29.9M 56.15M 51.5M - -

Philippines

6.08M 5.42M 13.85M - -

Russia

14.63M 31.66M 6.29M - -

England

10.18M 19.42M 16.22M - -

Other Africa

5.77M 4.45M 373K - -

Nigeria

21.51M 45.64M 51.69M - -

Egypt

1.48M 5.59M 9.59M - -

South Africa

26.71M 21.72M 18.09M - -

Other Europe

142M 7.76M 128K - -

France

12.43M 39.97M 38.32M - -

Germany

40.57M 122M 84.8M - -

Spain

11.85M 19.41M 4.58M - -

Italy

160M 212M 146M - -

Other America

164M 7.19M 20.46M - -

Chile

- 2.36M 289K - -

Brazil

45.39M 137M 110M - -

United States of America

240M 600M 213M - -

Other Asia (Except PRC)

150M 16.89M 15.05M - -

Pakistan

19.29M 60.33M 48.64M - -

United Arab Emirates

94.34M 183M 173M - -

Thailand

23.61M 28.95M 39.38M - -

Singapore

33.18M 32.36M 33.52M - -

Other Countries/Regions

13.71M 11.17M 10.31M - -

Malaysia

40.33M 69.44M 42.11M - -

South Korea

521M 521M 341M - -

Japan

528M 676M 317M - -

India

86.25M 178M 167M - -

Europe

- - - 381M -

America

- - - 317M -

Africa

- - - 85.76M -

Executive Committee: Dongyue Group Limited

Manager TitleAgeSince
Chief Executive Officer 66 30/06/2006
President 62 -
Director of Finance/CFO 52 01/05/2017
Corporate Secretary 44 19/03/2015

Composition of the Board of Directors: Dongyue Group Limited

Director TitleAgeSince
Director/Board Member 72 15/11/2007
Chairman 66 30/06/2006
Director/Board Member 62 10/03/2021
Director/Board Member 70 13/08/2014
Director/Board Member 44 26/03/2024
Director/Board Member 52 01/05/2017
Director/Board Member 63 10/03/2021

Shareholders: Dongyue Group Limited

NameStocks%Valuation
E Fund Management Co., Ltd.
4.94 %
85,591,000 4.94 % 178 M $
Zhong Ou Asset Management Co., Ltd
1.365 %
23,646,000 1.365 % 49 M $
Cinda Fund Management Co. Ltd.
1.022 %
17,701,250 1.022 % 37 M $
Aegon-Industrial Fund Management Co., Ltd.
0.8001 %
13,864,145 0.8001 % 29 M $
Cinda Securities Co., Ltd. (Investment Management)
0.7879 %
13,652,366 0.7879 % 28 M $

Holdings: Dongyue Group Limited

NameStocks%Valuation
15,000,00011.4% 31 M $

Company details: Dongyue Group Limited

Dongyue Group Ltd.

Dongyue International Fluoro

255000, Zibo City

+86 53 3851 0072

http://www.dongyuechem.com/en/index.html
address Dongyue Group Limited(189)

Other Specialty Chemicals

Change 5-day change 1-year change 3-year change Capi.($)
-2.18%-21.37%+29.52%+84.52% 3.04B
+0.47%-3.19%+2.75%+46.86% 77.2B
-0.41%-0.93%-9.33%+14.30% 39.27B
-1.23%-6.56%-21.03%-34.89% 32.36B
-0.56%-1.55%+19.08%+30.73% 26.33B
-1.21%+0.67%+94.50%-8.71% 20.91B
+2.80%+6.22%+15.96%+6.15% 20.68B
-0.08%-3.74%-40.53%-38.19% 18.18B
-1.85%-7.02%+77.59%-48.22% 14.87B
-0.18%-1.38%-0.76%-8.25% 13.94B
Average -0.35%-4.67%+16.77%+4.43% 26.68B
Weighted average by Cap. -0.10%-2.99%+9.26%+9.50%
Trader
Investor
Global
Quality
ESG MSCI
CCC
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
4
Last Close Price
13.77HKD
Average target price
20.27HKD
Spread / Average Target
+47.17%

Annual profits - Rate of surprise

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