Double-digit Chemical Stocks Tumble to Daily Limit! Earnings Beat + Low PE Stocks Revealed (List Attached)

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Performance exceeding expectations stocks attract high market attention.

Several popular chemical stocks adjust sharply.

On March 18, the Shanghai Composite Index rose in the afternoon, closing up 0.32%; the ChiNext Index and STAR 50 Index gained 2.02% and 1.36%, respectively. Tech-related themes such as computing power leasing, 6G concepts, digital watermarks, CPO concepts, and cloud computing led the gains.

On the news front, on March 18 at noon, Alibaba Cloud announced price adjustments for AI computing power, storage, and other products. The announcement states that due to global AI demand explosion and supply chain price increases, the costs of core industry hardware procurement have risen significantly. After careful evaluation, the company decided to adjust prices for AI computing power, CPFS (Intelligent Computing Edition), and other services starting April 18, 2026. Among them, computing cards like Pingtou Ge Zhenwu 810E increased by 5%–34%, and the CPFS (Intelligent Computing Edition) storage product increased by 30%.

Many popular chemical stocks experienced significant declines today. Jinniu Chemical (600722), one of the hottest chemical stocks recently, broke through 20 yuan per share during trading on March 17, hitting a new high and surging over 2.3 times this year. The company mainly produces and sells methanol, with an annual capacity of 200,000 tons. Today, the stock opened sharply lower and hit the daily limit down at close.

Lutianhua also opened sharply lower today, closing at the limit down; Liuguo Chemical opened down 4.05%, closing down 9.91%, approaching the limit down; Hongxing Development closed down 9.22%. Other stocks with significant declines include Jinrui Mining, Qingshuiyuan (rights issue), Hongbali, Hongqiang Shares, Luhua Technology (rights issue), Chuanjinnuo, and others.

List of stocks with earnings exceeding expectations announced

Currently, the A-share market is in the peak period for annual report disclosures. Some listed companies have achieved unexpected growth due to significant improvements in operational efficiency, industry prosperity, supply-demand optimization, overseas business expansion, and asset disposals.

According to Securities Times Data Bao, as of March 18, among stocks that have announced 2025 annual reports, earnings briefs, or earnings forecasts, 62 stocks have been explicitly rated as “exceeding expectations” by brokerage research reports. Industry-wise, stocks in power equipment, electronics, pharmaceuticals and biotech, and automotive sectors each have more than five stocks, with power equipment having the most at eight.

In terms of growth rate, Data Bao reports that 21 stocks are expected to see net profit double in 2025 (including turning losses into profits). Stocks that turned profitable include Zhongtai Shares, Sanfu Outdoor, Rongchang Biological, Jifeng Shares, and Jingwei Hengrun-W.

Taking Zhongtai Shares as an example, the company expects net profit of 420 million to 480 million yuan in 2025. During the reporting period, its wholly owned subsidiary Zhongyi Gas has stabilized operations with no signs of continued impairment, and goodwill provisions are not required, so the consolidated performance turns positive. Additionally, due to overseas orders in the manufacturing sector entering delivery cycles in 2025, profits are expected to increase significantly.

Among stocks that did not turn profitable, those with high growth in net profit include Baiwei Storage, Huatu Shanding, Xiandai Intelligent, Wancheng Group, and Century Huatong (rights issue).

For example, Century Huatong expects net profit of 5.55 billion to 6.98 billion yuan in 2025, a year-on-year increase of 357.47% to 475.34%. Its flagship product “Whiteout Survival” has hit new highs three years after launch, ranking first among Chinese mobile games exported abroad; the blockbuster “Kingshot” has created a rapid growth miracle for SLG products, ranking third among Chinese mobile games exported abroad; new products like “Truck Star” and “High Seas Hero” are steadily growing with promising prospects.

Stocks exceeding expectations with strong secondary market performance

The secondary market trend confirms investor recognition of stocks exceeding expectations. Data Bao reports that as of March 18, the 62 stocks with above-expectation earnings have averaged a 16.92% increase this year, significantly outperforming the Shanghai Composite Index during the same period. Baiwei Storage closed today up 9.46%, hitting a new high, with a year-to-date increase of 124.84%, ranking first. Other top gainers include COSCO Shipping, Yaxiang Integration, Gengneng Environment, Runtu Shares, and Rongchang Biological.

Regarding valuation levels, many stocks exceeding expectations have relatively low P/E ratios. As of March 18, 27 of these stocks had trailing P/E ratios below 30.

Qingdao Bank has the lowest at 5.85 times. Its earnings report shows net profit of 5.188 billion yuan in 2025, up 21.66%. According to Jiangsu Securities, Qingdao Bank’s 2025 performance exceeds expectations. Since the new management team took over in 2022, the company has emphasized quality and efficiency improvements. With the three-year strategic plan completed, the compound annual growth rate of total assets from 2023 to 2025 is 15.4%, and profit growth reaches 18.9%, with ROE steadily rising. It is expected that from 2026 onward, the new three-year plan will continue to maintain performance leadership and ROE will gradually increase.

Jianjiao Energy has a trailing P/E of 10.62 times. The company expects net profit of 1.877 billion yuan in 2025, up 253.38%. During the reporting period, the company accurately grasped the phase of coal price decline, continuously optimized coal resource allocation, and strengthened cost control, resulting in increased profits from thermal power operations; it also actively promoted diversified financing strategies to optimize capital structure and reduce financial costs.

Jiansheng Group has a trailing P/E of 11.81 times. It expects net profit of 405 million yuan in 2025, up 24.62%. Compared to historical levels, the company’s net profit has reached a new high for the same period. With high growth, the company plans to distribute a cash dividend of 0.35 yuan per share (tax included), totaling 115 million yuan. Northeast Securities states that the company’s operations are improving quarter by quarter, and they are optimistic about continued order recovery and profitability enhancement.

Editor: Zhou Sha

Proofreader: Zhu Tianting