Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002145.SZ
SELLREMOVETinergy Chemical Co., Ltd. · Basic Materials · China · $2.4B · Avg Vol: $39M/d
Tinergy Chemical is a basic materials company. As an energy-intensive chemical manufacturer, it faces severe margin pressure from rising energy costs, making it a casualty of our macro themes.
COMPANY DESCRIPTION
Tinergy Chemical Co., Ltd. specializes in the research, development, and manufacture of specialty chemical products, including rubber dampening materials and track structure vibration reduction systems. The company holds a strong market position in China's urban rail transit and railway construction sectors due to its proprietary technology and high entry barriers. It operates as a leading niche player benefiting from national infrastructure expansion.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 810M | 731M | 1.0B | 1.2B | 12.4% |
| EPS | 0.03 | 0.02 | 0.02 | 0.01 | -23.3% |
| Shares | 3.0B | 3.9B | 3.9B | 3.8B | +27.8% |
| Debt | 239M | 504M | 637M | 552M | 32.2% |
| Equity | 1.0B | 1.8B | 1.8B | 1.8B | 20.1% |
| Op CF | 137M | -50M | 51M | 62M | -23.1% |
| Inv CF | -117M | -286M | -118M | -86M | — |
| Fin CF | -20M | 889M | 44M | -129M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002145.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002145.SZ | Tinergy Chemical Co., Ltd.(you) | $2.4B | 29 | SELL |
| 300777.SZ | Sinofibers Technology Co., Ltd. | $2.2B | 30 | SELL |
| 600589.SS | Dawei Technology (Guangdong) Group Co., Ltd. | $2.4B | 25 | SELL |
| 603002.SS | Epoxy Base Electronic Material Corporation Limited | $2.8B | 26 | SELL |
| 688353.SS | Jiangsu HSC New Energy Materials Co.,LTD. | $2.0B | 27 | SELL |
| 300769.SZ | Shenzhen Dynanonic Co., Ltd | $2.7B | 25 | SELL |
| 603077.SS | Sichuan Hebang Biotechnology Corporation Limited | $3.2B | 31 | SELL |
| 001369.SZ | Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. | $2.5B | 21 | SELL |
| 600618.SS | Shanghai Chlor-Alkali Chemical Co., Ltd. | $1.8B | 31 | SELL |
| 301617.SZ | Shandong Boyuan Pharmaceutical & Chemical Co., Ltd. | $1.3B | 29 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%