AI Value Fujian Yuanli Active Carbon Co.,Ltd. (300174.SZ)

• Previous Close: $16.37
• AI Value: $27.38
• Upside potential: +67%

AI Investment Analysis of Fujian Yuanli Active Carbon Co.,Ltd. (300174.SZ) Stock

Strategic Position

Fujian Yuanli Active Carbon Co., Ltd. is a leading manufacturer and supplier of activated carbon products, primarily serving industrial, environmental, and consumer markets. The company is based in China and is publicly traded on the Shenzhen Stock Exchange. Its core products include powdered activated carbon, granular activated carbon, and activated carbon fibers, which are widely used in water purification, air treatment, food and beverage processing, pharmaceuticals, and gold extraction. The company leverages its integrated production capabilities, from raw material sourcing to finished product manufacturing, to maintain cost efficiency and product consistency. Its competitive advantages include economies of scale, technological expertise in activation processes, and a diversified customer base across multiple industries and regions.

Financial Strengths

• Revenue Drivers: Activated carbon products for water treatment, air purification, and industrial applications
• Profitability: NaN
• Partnerships: NaN

Innovation

Focuses on R&D for high-value-added activated carbon products, including specialized grades for VOC removal, mercury control, and catalyst carriers; holds patents related to activation technology and product applications

Key Risks

• Regulatory: Subject to environmental regulations in China and export markets; compliance costs and potential penalties could impact operations
• Competitive: Faces competition from global activated carbon producers such as Cabot Corporation, Haycarb, and Calgon Carbon; price competition and technological advancements by rivals may pressure margins
• Financial: Exposure to raw material price volatility (e.g., coal, coconut shell); foreign exchange risks from international sales
• Operational: Reliance on consistent raw material supply; potential production disruptions due to environmental policies or energy constraints in China

Future Outlook

• Growth Strategies: Expansion into high-growth applications like vehicle emission control, solvent recovery, and supercapacitors; geographic diversification to reduce dependency on domestic market
• Catalysts: Earnings announcements; regulatory developments in environmental standards driving demand for activated carbon
• Long Term Opportunities: Increasing global emphasis on air and water quality; growth in industrial pollution control and renewable energy storage applications

Investment Verdict

Fujian Yuanli Active Carbon is well-positioned to benefit from growing environmental regulations and demand for purification solutions globally. Its integrated production and R&D focus provide competitive advantages, though it faces risks from raw material costs, competition, and regulatory pressures. Investors should monitor execution of diversification strategies and margin stability amid industry cycles.