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 18:00:00 2024-04-28 EDT			5-day change	1st Jan Change
6.85 ^CNY	+9.95%		+10.48%	+25.46%

04-26	GEM Co., Ltd. Reports Earnings Results for the First Quarter Ended March 31, 2024	CI
04-26	GEM Co., Ltd. Reports Earnings Results for the Full Year Ended December 31, 2023	CI

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: 10,253

CNY in Million	2022	Weight	2023	Weight	Delta
Ternary Precursor 57.6 %	16,147	54.9 %	17,582	57.6 %	+8.89%
Nickel Resources 6.6 %	-	-	2,002	6.6 %	-
Trade and Others 6.3 %	1,435	4.9 %	1,924	6.3 %	+34.09%
Cathode Materials 5.8 %	1,647	5.6 %	1,756	5.8 %	+6.64%
Cobalt Recycling (Cobalt Powder, Cobalt Flakes, Etc.) 5.3 %	1,836	6.2 %	1,628	5.3 %	-11.34%
Cobalt Tetraoxide 5.3 %	4,004	13.6 %	1,628	5.3 %	-59.34%
Comprehensive Utilization of Power Batteries 3.7 %	622	2.1 %	1,131	3.7 %	+81.98%
Comprehensive Utilization of Electronic Waste 3.4 %	2,131	7.3 %	1,027	3.4 %	-51.83%
Tungsten Resource Recycling (Ammonium Paratungstate, Tungsten Carbide Powder, Etc.) 3.3 %	919	3.1 %	1,013	3.3 %	+10.20%
Nickel Plate 1.3 %	-	-	400	1.3 %	-
Comprehensive Utilization of Scrapped Vehicles 1.2 %	584	2.0 %	370	1.2 %	-36.67%
Environmental Services (including Solid Waste Disposal, Sewage Treatment, River Treatment, Etc.) 0.2 %	67	0.2 %	66	0.2 %	-0.51%

CNY in Million	2022	Weight	2023	Weight	Delta
China 70.3 %	19,456	66.2 %	21,474	70.3 %	+10.37%
Overseas 29.7 %	9,936	33.8 %	9,055	29.7 %	-8.87%

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

HOLD

Number of Analysts

Last Close Price

6.85 CNY

Average target price

5.943 CNY

Spread / Average Target

-13.24%

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.	+25.46%	4.4B
WASTE MANAGEMENT, INC.	+18.45%	84.27B
REPUBLIC SERVICES, INC.	+17.28%	60.45B
VERALTO CORPORATION	+15.35%	23.23B
CLEAN HARBORS, INC.	+10.67%	10.46B
TETRA TECH, INC.	+15.74%	10.29B
FOMENTO DE CONSTRUCCIONES Y CONTRATAS, S.A.	-12.77%	5.87B
KURITA WATER INDUSTRIES LTD.	+12.26%	4.42B
CECEP ENVIRONMENTAL PROTECTION CO., LTD.	-5.97%	2.9B
BEIJING ORIGINWATER TECHNOLOGY CO., LTD.	-1.00%	2.43B

Other Environmental Services & Equipment