Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002290.SZ
HOLDREMOVESuzhou Hesheng Special Material Co., Ltd. · Basic Materials · China · $3.3B · Avg Vol: $161M/d
Suzhou Hesheng produces specialized chemical materials but lacks the pricing power or structural scale economics of a global leader. It is highly vulnerable to domestic industrial overcapacity in China.
COMPANY DESCRIPTION
Suzhou Hesheng Special Material Co., Ltd. manufactures pre-coated metal (PCM) and laminated metal (VCM) sheets primarily used in the exterior panels of high-end home appliances. The company maintains a strong market position through its advanced coating technologies and customized product development for global appliance giants like Haier, Midea, and Samsung. It operates as a specialized materials supplier with high customer stickiness and strict quality control barriers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 315M | 346M | 373M | 378M | 6.2% |
| EPS | 0.04 | 0.05 | 0.06 | 0.10 | 34.7% |
| Shares | 248M | 248M | 248M | 248M | 0.0% |
| Debt | 61M | 44M | 18M | 22M | -28.2% |
| Equity | 91M | 104M | 119M | 143M | 16.4% |
| Op CF | 28M | 35M | 29M | 24M | -5.0% |
| Inv CF | -4M | -4M | -2M | -4M | — |
| Fin CF | -26M | -19M | -27M | 4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002290.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002290.SZ | Suzhou Hesheng Special Material Co., Ltd.(you) | $3.3B | 57 | HOLD |
| 002895.SZ | Guizhou Chanhen Chemical Corporation | $3.1B | 62 | HOLD |
| 603067.SS | Hubei Zhenhua Chemical Co.,Ltd. | $3.9B | 52 | HOLD |
| 603938.SS | Tangshan Sunfar Silicon Industries Co.,Ltd. | $2.6B | 54 | HOLD |
| 000155.SZ | Sichuan New Energy Power Company Limited | $3.9B | 49 | HOLD |
| 002192.SZ | YOUNGY Co., Ltd. | $3.1B | 67 | BUY |
| 000683.SZ | Inner Mongolia Berun Chemical Company Limited | $4.0B | 65 | BUY |
| 002246.SZ | North Chemical Industries Co., Ltd. | $1.8B | 57 | HOLD |
| 603931.SS | Hangzhou Greenda Electronic Materials Co., Ltd. | $1.9B | 60 | HOLD |
| 600367.SS | Guizhou RedStar Developing Co.,Ltd. | $1.6B | 57 | HOLD |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%