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001269.SZ
STRONG SELLREMOVEInner Mongolia OJing Science & Technology Co., Ltd. · Technology · China · $663M · Avg Vol: $30M/d
Inner Mongolia OJing Science & Technology produces quartz crucibles primarily for the solar silicon industry, which is currently suffering from severe domestic overcapacity and price wars.
COMPANY DESCRIPTION
Inner Mongolia OJing Science & Technology Co., Ltd. manufactures high-purity quartz crucibles and provides supporting services for the monocrystalline silicon industry. The company occupies a critical niche in the solar PV and semiconductor supply chains, where its high-quality crucibles are essential for growing silicon ingots. Its strong R&D capabilities and strategic partnerships with major silicon wafer manufacturers establish it as a leading domestic supplier with high technical barriers to entry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 211.9M | 462.4M | 139.9M | 71.6M | -30.4% |
| EPS | 0.21 | 0.50 | -0.41 | -0.21 | 137.6% |
| Shares | 192.4M | 192.4M | 192.4M | 192.4M | +0.0% |
| Debt | 14.5M | 84.3M | 115.3M | 109.7M | 96.1% |
| Equity | 168.7M | 267.6M | 157.0M | 114.2M | -12.2% |
| Op CF | 0.4M | 25.8M | 12.4M | -4.8M | 426.2% |
| Inv CF | -19.1M | -37.2M | -110.3M | 21.6M | — |
| Fin CF | 69.2M | 71.2M | -8.0M | -11.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 001269.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 001269.SZ | Inner Mongolia OJing Science & Technology Co., Ltd.(you) | $663M | 3 | STRONG SELL |
| 3625.HK | Shanghai FourSemi Semiconductor Co., Ltd. | $1.5B | 3 | STRONG SELL |
| DQ | Daqo New Energy Corp. | $943M | 14 | STRONG SELL |
| 300046.SZ | Tech Semiconductors Co., Ltd. | $1.1B | 21 | SELL |
| 688595.SS | Chipsea Technologies (Shenzhen) Corp., Ltd. | $845M | 26 | SELL |
| 688721.SS | Shenzhen Longtu Photomask Co., Ltd. | $1.0B | 22 | SELL |
| 601908.SS | Beijing Jingyuntong Technology Co., Ltd. | $1.1B | 27 | SELL |
| 2658.HK | Guangdong Tianyu Semiconductor Co., Ltd. | $2.6B | 12 | STRONG SELL |
| 301629.SZ | Sidea Semiconductor Equipment (Shenzhen) Co., Ltd. | $2.4B | 25 | SELL |
| 688757.SS | Wintech Nano (Suzhou) Co., Ltd. | $4.4B | 21 | SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 26.0%