Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002125.SZ
HOLDREMOVEXiangtan Electrochemical Scientific Co.,Ltd · Basic Materials · China · $1.4B · Avg Vol: $147M/d
Xiangtan Electrochemical produces manganese-based battery materials, which are highly cyclical and subject to rapid technological obsolescence in the EV battery supply chain.
COMPANY DESCRIPTION
Xiangtan Electrochemical Scientific Co., Ltd. is a leading global manufacturer of electrolytic manganese dioxide (EMD), a critical raw material for dry batteries and lithium-ion batteries. The company holds a dominant market share in the global EMD industry, supported by its proprietary manganese ore resources and advanced purification technologies. Its competitive moat is reinforced by its strong R&D in manganese-based cathode materials for the electric vehicle sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 310M | 320M | 283M | 284M | -2.9% |
| EPS | 0.09 | 0.08 | 0.07 | 0.05 | -17.0% |
| Shares | 629M | 629M | 629M | 629M | +0.0% |
| Debt | 230M | 216M | 190M | 195M | -5.4% |
| Equity | 349M | 411M | 443M | 466M | 10.1% |
| Op CF | 36M | 63M | 60M | 30M | -6.0% |
| Inv CF | -27M | 14M | -14M | -2M | — |
| Fin CF | -9M | -37M | -47M | -7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002125.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002125.SZ | Xiangtan Electrochemical Scientific Co.,Ltd(you) | $1.4B | 54 | HOLD |
| 688035.SS | Darbond Technology Co., Ltd | $1.6B | 53 | HOLD |
| 603299.SS | Jiang Su Suyan Jingshen Co.,Ltd | $1.4B | 50 | HOLD |
| 002167.SZ | Guangdong Orient Zirconic Ind Sci & Tech Co.,Ltd | $1.5B | 56 | HOLD |
| 600367.SS | Guizhou RedStar Developing Co.,Ltd. | $1.6B | 57 | HOLD |
| 002246.SZ | North Chemical Industries Co., Ltd. | $1.8B | 57 | HOLD |
| 605183.SS | Quechen Silicon Chemical Co., Ltd. | $993M | 56 | HOLD |
| 688758.SS | Suzhou Sepax Technologies Co., Ltd. | $1.1B | 58 | HOLD |
| 603938.SS | Tangshan Sunfar Silicon Industries Co.,Ltd. | $2.6B | 54 | HOLD |
| 603931.SS | Hangzhou Greenda Electronic Materials Co., Ltd. | $1.9B | 60 | HOLD |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%