Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
001359.SZ
BUYFLAGPamica Technology Corporation · Basic Materials · China · $2.7B · Avg Vol: $53M/d
Pamica Technology is a leading producer of synthetic mica and insulation materials critical for new energy vehicles and power batteries. It benefits from the localization of supply chains for critical materials, but we lack sufficient local intelligence to build a high-conviction position at this stage.
COMPANY DESCRIPTION
Pamica Technology Corporation is a leading manufacturer of mica-based insulation materials, serving the power generation, electric vehicle, and home appliance sectors. The company's high-performance mica sheets and tapes are critical for thermal runaway protection in EV battery packs, establishing a high-growth niche. Its competitive moat is defined by its vertically integrated mica processing chain, proprietary synthetic mica technology, and global safety certifications.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 124M | 137M | 156M | 176M | 12.2% |
| EPS | 0.14 | 0.18 | 0.18 | 0.19 | 11.1% |
| Shares | 139M | 139M | 186M | 186M | +33.3% |
| Debt | 22M | 11M | 1M | 6M | -34.3% |
| Equity | 121M | 139M | 272M | 297M | 35.0% |
| Op CF | 23M | 19M | 10M | 23M | -0.1% |
| Inv CF | -8M | -8M | -32M | -69M | — |
| Fin CF | -10M | -19M | 91M | 6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 001359.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 001359.SZ | Pamica Technology Corporation(you) | $2.7B | 75 | BUY |
| 688625.SS | GCH Technology Co., Ltd. | $2.9B | 74 | BUY |
| 002768.SZ | Qingdao Gon Technology Co., Ltd. | $2.8B | 73 | BUY |
| 603663.SS | Sanxiang Advanced Materials Co., Ltd. | $3.7B | 77 | BUY |
| 300821.SZ | Shandong Dongyue Organosilicon Materials Co., Ltd. | $2.8B | 67 | BUY |
| 300398.SZ | PhiChem Corporation | $3.1B | 69 | BUY |
| 688603.SS | Shanghai Skychem Technology Co., Ltd. | $3.0B | 64 | HOLD |
| 600352.SS | Zhejiang Longsheng Group Co.,Ltd | $5.4B | 74 | BUY |
| 002250.SZ | Lianhe Chemical Technology Co.,Ltd. | $1.9B | 66 | BUY |
| 603125.SS | Jiangsu Evergreen New Material Technology Incorporated Company | $1.4B | 71 | BUY |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%