Analysis of Wuhan Tianyuan (301127) Strong Performance: Driven by Strategic Transformation and Policy Dividends

Based on tushare_strong_pool data, Wuhan Tianyuan (301127) entered the strong stock pool mainly due to strategic upgrade (renaming and business diversification), policy dividends in the environmental protection industry, a buy rating from Dongwu Securities (projected 31.7% CAGR in net profit from 2025 to 2027[5]), and relatively undervalued valuation levels (PE ratios of 23/19/15 times[3]).

Wuhan Tianyuan (301127) is an environmental protection company listed on the Shenzhen Stock Exchange[1][2]. In July 2025, the company completed its renaming (from Wuhan Tianyuan Environmental Protection to Wuhan Tianyuan Group), marking a strategic transformation from a single environmental protection business to diversification, adding three new business segments: energy, digital, and equipment[5]. Policy dividends in the environmental protection industry continue to be released, providing a favorable environment for the company’s development[1][2]. Dongwu Securities’ research report gave a buy rating, projecting a 31.7% CAGR in net profit from 2025 to 2027[5]. The company’s valuation is relatively lower than its peers in the same industry; PE ratios of 23/19/15 times have investment attractiveness[3].

The company’s strategic transformation is highly aligned with the trends of national environmental protection policies; new business segments (energy, digital, equipment) are expected to become future growth engines[5]. The combination of valuation advantages and performance growth expectations may attract more institutional attention[3][5].

: Execution risk of new business segments; policy adjustment risk in the environmental protection industry.
: Growth potential of new business segments; valuation repair space; development opportunities brought by the continuous release of policy dividends.

Wuhan Tianyuan’s (301127) strong performance is driven by multiple factors: strategic transformation, policy support, performance expectations, and valuation advantages. The company has shifted from a single environmental protection business to diversified development, and new business segments are expected to open up growth space. Investors can pay attention to its strategic execution progress and changes in industry policies.