Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002080.SZ
HOLDREMOVESinoma Science & Technology Co.,Ltd. · Basic Materials · China · $17.6B · Avg Vol: $636M/d
Sinoma Science & Technology produces wind blades and fiberglass. It is a highly cyclical industrial materials business that is vulnerable to domestic overcapacity and rising raw material costs.
COMPANY DESCRIPTION
Sinoma Science & Technology Co., Ltd. researches, develops, and manufactures specialty fiber composite materials, focusing on wind power blades, glass fiber, and high-pressure composite cylinders. The company holds a dominant market share in China's wind blade industry and benefits from strong state-backed R&D resources under the China National Building Material (CNBM) Group. Its technological leadership in high-performance fibers serves as a robust barrier to entry.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.8B | 3.8B | 3.5B | 4.5B | 5.4% |
| EPS | 0.31 | 0.20 | 0.08 | 0.16 | -20.2% |
| Shares | 1.7B | 1.7B | 1.7B | 1.7B | 0.0% |
| Debt | 1.8B | 2.2B | 2.4B | 2.4B | 10.3% |
| Equity | 2.7B | 2.8B | 2.7B | 2.9B | 2.8% |
| Op CF | 448M | 713M | 532M | 798M | 21.2% |
| Inv CF | -587M | -1.1B | -666M | -546M | — |
| Fin CF | 575M | 45M | 36M | -197M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002080.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002080.SZ | Sinoma Science & Technology Co.,Ltd.(you) | $17.6B | 59 | HOLD |
| 600346.SS | Hengli Petrochemical Co.,Ltd. | $17.9B | 61 | HOLD |
| 002493.SZ | Rongsheng Petrochemical Co., Ltd. | $16.6B | 46 | HOLD |
| 600426.SS | Shandong Hualu-Hengsheng Chemical Co., Ltd. | $9.2B | 61 | HOLD |
| 000408.SZ | Zangge Mining Company Limited | $17.9B | 74 | BUY |
| 600160.SS | Zhejiang Juhua Co., Ltd. | $13.2B | 71 | BUY |
| 605376.SS | Jiangsu Boqian New Materials Stock Co., Ltd. | $6.9B | 59 | HOLD |
| 1772.HK | Ganfeng Lithium Group Co., Ltd. | $17.1B | 34 | SELL |
| 601208.SS | Sichuan Em Technology Co., Ltd. | $7.5B | 50 | HOLD |
| 600378.SS | Haohua Chemical Science & Technology Corp., Ltd. | $7.4B | 67 | BUY |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%