Anhui Jinyan Kaolin New Materials Co., Ltd. Class H

Anhui Jinyan Kaolin New Materials Co., Ltd. Class H

HHKEX:2693
2.72
HKD
-0.08
(-2.86%)
442.23MMarket Cap
Anhui Jinyan Kaolin New Materials Co., Ltd. Class H
HKEX:2693
(Hong Kong Exchange)

Recent

price

2.72

P/E

ratio

- -

div

yld

- -

ROIC.AI

2022
2023
2024
2025
TTM
CNY
1.96
2.11
2.75
3.64
- -
Revenue per Share
0.25
0.45
0.54
0.52
- -
Basic EPS, GAAP
-1.22
-1.99
-0.34
0.25
- -
Free Cash Flow per Basic Share
- -
0.57
- -
- -
- -
Dividend per Share
3.64
4.19
4.74
6.26
6.26
Book Value per Share
2.21
2.81
3.41
5
5
Tangible Book Value per Share
97
97
97
75
85
Basic Weighted Avg Shares
190
205
267
272
- -
Sales/Revenue/Turnover
13.13
24.76
23.67
18.76
- -
Operating Margin (%)
19
25
36
54
- -
Depreciation Expense
24
44
53
39
- -
Net Income, GAAP
8.19
12.77
11.58
12.58
- -
Effective Tax Rate (%)
12.83
21.31
19.69
14.27
- -
Profit Margin (%)
-23
-12
53
183
183
Working Capital
- -
153
258
251
251
LT Debt
354
408
460
608
608
Total Equity
- -
9.25
8.48
5.53
- -
Return on Invested Capital (%)
- -
9.48
8.54
5.57
- -
Return on Capital (%)
- -
11.46
12.12
7.27
- -
Return on Common Equity (%)

Capital Structure

CNY

•

in mil. unless spec.
Jun'25
Dec'25
ST Debt
9
15
LT Borrowings
253
251
LT Finance Leases
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
Shares Outstanding
97
97
Market Capitalization
- -
397

Working Capital

CNY

•

in mil. unless spec.
Jun'25
Dec'25
Total Current Assets
226
339
Cash, Cash Equivalents & STI
82
218
Accounts Receivable, Net
9
12
Inventories
68
70
Total Current Liabilities
135
156
Payables & Accruals
- -
- -
ST Debt
9
15
Deferred Revenue
- -
- -

Growth Rates

CNY

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
- -
32.14%
Free Cash Flow
- -
- -
-156.79%
Net Income, GAAP
- -
- -
-26.18%
Sales/Revenue/Turnover
- -
- -
1.85%
Total Cash Common Dividend
- -
- -
- -

Semi-annual Revenue

CNY

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
205
2024
- -
- -
267
2025
- -
- -
272

Semi-annual Earnings Per Share

CNY

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
0.45
2024
- -
- -
0.54
2025
- -
- -
0.52

Semi-annual Dividends Per Share

CNY

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
0.57
2024
- -
- -
- -
2025
- -
- -
- -
Business
Anhui Jinyan Kaolin New Materials Co., Ltd. engages in mining, processing, and sale of coal-measure kaolin and derived mullite-based products, with integrated R&D capabilities to support its downstream applications in precision casting, refractories, and related high-performance materials. The company operates an end-to-end value chain from mining and deep processing to production and marketing, leveraging its focus on coal-series kaolin to supply customized mullite sands, mullite powders, refractory materials, and related kaolin-based intermediates to customers in high-temperature and precision-casting sectors. Main products and services - Kaolin mining and extraction from coal-measure deposits; processing and refining of kaolin into high-purity grades - Mullite-based products for precision casting and refractory applications, including precision casting mullite sand and precision casting mullite powder - Refractory materials and related products, including mullite-based refractories and high-temperature ceramic components - Kaolin fine powders and related finishing materials used in ceramic, fiberglass, and derived industries - Raw coke and raw powder supplied to customers for downstream processing - R&D services focused on coal-measure kaolin technologies, purification methods, and tailored material formulations - Sales and distribution across multiple regional and domestic markets with a growing international footprint Latest major company changes - Strategic expansion in processing capacity and calcination capabilities aimed at upgrading product quality and throughput, including new processing lines and equipment to increase mullite and fine kaolin powder production - Establishment of enhanced R&D relationships and potential industry collaborations to advance high-end refractory materials and ceramic fiber applications - Ongoing optimization of production facilities, with reported capacity improvements and modernization initiatives to support higher-grade product offerings and broader market access - Reorganization and corporate communications updates to reflect expanded product scope and downstream market focus Industry context and business segments - Industry: non-metallic minerals and materials, coal-measure kaolin, mullite-related materials, refractories - Segments: kaolin mining and processing; mullite and refractory product manufacturing; kaolin fine powders; sales and distribution of refined materials - Target markets: foundries and precision casting facilities; refractory manufacturers; ceramic and fiberglass industries; industrial customers requiring high-temperature resistant materials Geographic operations - Headquarters: Anhui Province, China - Operations and markets primarily in Mainland China with channels and supply relationships extending to international customers - Jinyan Kaolin maintains a regional footprint in key industrial hubs to serve domestic manufacturing and export-oriented clients Corporate structure and affiliations - Founding year: 2012 (as 安徽金岩高岭土科技有限公司) - Headquarters location: Shuoli Town, Duji District, Huaibei City, Anhui Province, China - Subsidiaries and affiliations: core company with integrated value chain; potential collaborations and partnerships within the kaolin and refractories ecosystem Notes - The company emphasizes its integrated approach from mining to end-user applications, positioning itself as a supplier of specialized kaolin-based materials for high-end industrial uses - Public disclosures indicate ongoing capacity expansion and product-line development to support high-performance applications in casting and refractory markets - Company disclosure emphasizes a long-term strategy of scaling capabilities to meet rising demand for high-purity kaolin derivatives and mullite-based materials