Company Deep Dive
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002312.SZ
STRONG SELLAPPROVESichuan Development Lomon Co.,Ltd. · Basic Materials · China · $2.5B · Avg Vol: $37M/d
Sichuan Development Lomon is a dominant phosphorus chemical and fertilizer producer. Phosphorus is a critical, supply-constrained mineral essential for both agricultural fertilizers and lithium iron phosphate (LFP) batteries. Lomon's access to low-cost domestic phosphate rock feedstocks provides a massive structural cost advantage over global peers who are suffering from high energy and raw material costs, creating an asymmetric pricing power opportunity.
COMPANY DESCRIPTION
Sichuan Development Lomon Co., Ltd. manufactures phosphate chemical products, including feed-grade calcium hydrogen phosphate and industrial-grade monoammonium phosphate, while expanding into lithium iron phosphate (LFP) battery materials. The company's competitive moat is anchored by its extensive upstream phosphate rock reserves and low-cost, vertically integrated production processes. It is a market leader in the agricultural and industrial phosphate sectors, transitioning into the new energy materials market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.5B | 1.1B | 1.2B | 1.5B | -0.2% |
| EPS | 0.09 | 0.03 | 0.04 | 0.03 | -28.0% |
| Shares | 1.9B | 1.9B | 1.9B | 1.9B | -0.3% |
| Debt | 399M | 664M | 814M | 1.1B | 38.2% |
| Equity | 1.3B | 1.3B | 1.4B | 1.4B | 1.9% |
| Op CF | 197M | 120M | 108M | 76M | -27.2% |
| Inv CF | -380M | -154M | -261M | -251M | — |
| Fin CF | 307M | 181M | 119M | 135M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002312.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002312.SZ | Sichuan Development Lomon Co.,Ltd.(you) | $2.5B | 15 | STRONG SELL |
| 002326.SZ | Zhejiang Yongtai Technology Co.,Ltd. | $2.8B | 15 | STRONG SELL |
| 301292.SZ | Shandong Hi-tech Spring Material Technology Co., Ltd. | $2.3B | 13 | STRONG SELL |
| 001369.SZ | Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. | $2.5B | 21 | SELL |
| 002324.SZ | Shanghai Pret Composites Co., Ltd. | $2.0B | 17 | STRONG SELL |
| 603026.SS | Shida Shinghwa Advanced Material Group Co., Ltd. | $3.0B | 18 | STRONG SELL |
| 002759.SZ | Tonze New Energy Technology Co.,Ltd. | $2.1B | 11 | STRONG SELL |
| 002092.SZ | Xinjiang Zhongtai Chemical Co., Ltd. | $1.8B | 16 | STRONG SELL |
| 300568.SZ | Shenzhen Senior Technology Material Co., Ltd. | $3.1B | 20 | SELL |
| 600589.SS | Dawei Technology (Guangdong) Group Co., Ltd. | $2.4B | 25 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%