Company GEM Co., Ltd.

Equities

002340

CNE100000KT4

Environmental Services & Equipment

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Sector

Sales per Business

Sales per region

Ratings for GEM Co., Ltd.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Environmental Services & Equipment

End-of-day quote Shenzhen S.E. Other stock markets 06:00:00 2024-04-18 pm EDT			5-day change	1st Jan Change
6.2 ^CNY	-2.21%		-3.58%	+13.55%

Apr. 02	Tranche Update on GEM Co., Ltd.'s Equity Buyback Plan announced on June 7, 2023.	CI
Mar. 22	GEM, JD.com Tie Up to Develop Digital Recycling Platform	MT

GEM Co., Ltd. specializes in the recycling services for non-ferrous metals and secondary materials. The group provides recovery, treatment and recycling services for used batteries, waste electrical and electronic equipment (computer equipment, televisions, mobile phones, etc.) and special solid waste (cars, scrap metal, etc.). The group's products consist mainly of nickel, tungsten cobalt, and thermoplastic composites.

Number of employees: 10,372

CNY in Million	2021	Weight	2022	Weight	Delta
Ternary Precursor 54.9 %	9,424	48.8 %	16,147	54.9 %	+71.33%
Tricobalt Tetraoxide 13.6 %	2,952	15.3 %	4,004	13.6 %	+35.63%
Utilization of Electronic Waste 7.3 %	1,721	8.9 %	2,131	7.3 %	+23.85%
Cobalt Recycling (Cobalt Powder, Cobalt Flakes, Etc.) 6.2 %	1,729	9.0 %	1,836	6.2 %	+6.19%
Cathode Material 5.6 %	1,354	7.0 %	1,647	5.6 %	+21.65%
Trade and Others 4.9 %	493	2.6 %	1,435	4.9 %	+191.30%
Tungsten Recycling (Ammonium Paratungstate, Tungsten Carbide Powder, Etc.) 3.1 %	710	3.7 %	919	3.1 %	+29.46%
Power Battery 2.1 %	151	0.8 %	622	2.1 %	+312.60%
Utilization of Scrapped Cars 2.0 %	690	3.6 %	584	2.0 %	-15.29%
Environmental Services (including Solid Waste Disposal, Sewage Treatment, River Treatment, Etc.) 0.2 %	78	0.4 %	67	0.2 %	-14.24%

CNY in Million	2021	Weight	2022	Weight	Delta
China 66.2 %	14,511	75.2 %	19,456	66.2 %	+34.07%
Overseas 33.8 %	4,790	24.8 %	9,936	33.8 %	+107.44%

Managers	Title	Age	Since
Kai Hua Xu CEO	Chief Executive Officer	58	01-12-07
Meng Gang Mu DFI	Director of Finance/CFO	43	19-03-19
Bin Zhang Chen BRD	Director/Board Member	61	14-11-08
Wan Xiang Song BRD	Director/Board Member	60	11-12-31
Bo Zhou BRD	Director/Board Member	56	-
Qing Min Cheng IRC	Investor Relations Contact	-	-

Members of the board	Title	Age	Since
Kai Hua Xu CEO	Chief Executive Officer	58	01-12-07
Min Wang BRD	Director/Board Member	65	06-12-10
Bo Zhou BRD	Director/Board Member	56	-
Guangyuan Wu BRD	Director/Board Member	-	22-03-10
Zhong Hua Liu BRD	Director/Board Member	59	19-03-19
Jian Wang BRD	Director/Board Member	61	19-03-19
Wan Xiang Song BRD	Director/Board Member	60	11-12-31
Bin Zhang Chen BRD	Director/Board Member	61	14-11-08
Feng Pan BRD	Director/Board Member	61	20-09-17
Xijin Lu CHM	Chairman	53	22-03-10

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	5,193,094,057	4,596,827,033 ( 88.52 %)	57,507,500 ( 1.107 %)	88.52 %

Name	Equities	%	Valuation
Xu Kai Hua Family 8.529 %	432,840,263	8.529 %	376 M ¥
Fullgoal Fund Management Co., Ltd. 1.009 %	51,208,923	1.009 %	44 M ¥
China Southern Asset Management Co., Ltd. 0.9837 %	49,920,734	0.9837 %	43 M ¥
China Asset Management Co., Ltd. 0.9742 %	49,437,749	0.9742 %	43 M ¥
Beijing Jingneng Tongxin Investment Management Co. Ltd. 0.9405 %	47,730,036	0.9405 %	41 M ¥
China Universal Asset Management Co., Ltd. 0.7110 %	36,083,678	0.7110 %	31 M ¥
GF Fund Management Co., Ltd. 0.5814 %	29,502,390	0.5814 %	26 M ¥
Ai Jun Wang 0.5405 %	27,430,090	0.5405 %	24 M ¥
Guangdong Technology Financial Group Co., Ltd. 0.5266 %	26,723,555	0.5266 %	23 M ¥
Ping An Fund Management Co., Ltd. 0.3299 %	16,742,997	0.3299 %	15 M ¥

Name	Equities	%	Valuation
Min Wang 10.43 %	6,342,866	10.43 %	6 M ¥
Kai Hua Xu 8.395 %	5,104,035	8.395 %	4 M ¥

Name	Equities	%	Valuation
OKE PRECISION CUTTING TOOLS CO., LTD. 14.91%	16,523,500	14.91%	44,878,322 $

GEM Co., Ltd.

20F, Block A, Rongchao Binhai Bldg South of Xinghua Road

518101, Shenzhen

+86 755 3338 6666

http://www.gemchina.com

Trading Rating

Investor Rating

ESG Refinitiv

B+

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

6.2 CNY

Average target price

5.905 CNY

Spread / Average Target

-4.76%

Consensus

Estimates Revisions

Company calendar

Industrials

Industrial & Commercial Services

Professional & Commercial Services

Environmental Services & Equipment

Other Environmental Services & Equipment

	1st Jan change	Capi.
GEM CO., LTD.	+13.55%	4.5B
WASTE MANAGEMENT, INC.	+15.62%	82.36B
REPUBLIC SERVICES, INC.	+15.07%	59.52B
VERALTO CORPORATION	+8.06%	21.92B
CLEAN HARBORS, INC.	+11.00%	10.3B
TETRA TECH, INC.	+10.63%	9.99B
FOMENTO DE CONSTRUCCIONES Y CONTRATAS, S.A.	-14.01%	5.84B
ZHEJIANG WEIMING ENVIRONMENT PROTECTION CO., LTD.	+28.44%	4.78B
KURITA WATER INDUSTRIES LTD.	+5.72%	4.37B
CECEP ENVIRONMENTAL PROTECTION CO., LTD.	-10.31%	2.8B

Other Environmental Services & Equipment