Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002409.SZ
HOLDAPPROVEJiangsu Yoke Technology Co., Ltd. · Technology · China · $11.6B · Avg Vol: $931M/d
Jiangsu Yoke is a critical supplier of advanced semiconductor precursors and materials, notably supplying SK Hynix for HBM (High Bandwidth Memory) production. As HBM and advanced packaging remain the primary bottlenecks in AI hardware, Yoke's high-barrier chemical formulations enjoy immense pricing power and structural demand tailwinds that are not fully priced in by global investors.
COMPANY DESCRIPTION
Jiangsu Yoke Technology Co., Ltd. manufactures high-end electronic materials, including semiconductor precursors, photoresists, and electronic gases, alongside its legacy flame retardant business. Through strategic acquisitions of international materials companies, Yoke has established itself as a critical supplier to leading global and domestic semiconductor foundries. Its advanced R&D capabilities and localized supply chain position it as a key beneficiary of China's semiconductor self-sufficiency drive.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 629.4M | 700.1M | 1.0B | 1.3B | 26.4% |
| EPS | 0.16 | 0.18 | 0.27 | 0.31 | 24.0% |
| Shares | 475.9M | 475.9M | 475.9M | 475.9M | 0.0% |
| Debt | 174.9M | 300.0M | 513.9M | 655.4M | 55.3% |
| Equity | 959.6M | 1.0B | 1.1B | 1.2B | 6.6% |
| Op CF | 99.9M | 87.1M | 89.2M | 152.4M | 15.1% |
| Inv CF | -233.9M | -284.5M | -315.5M | -175.6M | — |
| Fin CF | 319.1M | 104.2M | 129.1M | 194.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002409.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002409.SZ | Jiangsu Yoke Technology Co., Ltd.(you) | $11.6B | 61 | HOLD |
| 688313.SS | Henan Shijia Photons Technology Co., Ltd. | $12.2B | 65 | BUY |
| 688120.SS | Hwatsing Technology Co., Ltd. | $17.2B | 59 | HOLD |
| 600667.SS | Wuxi Taiji Industry Limited Corporation | $7.0B | 60 | HOLD |
| 688019.SS | Anji Microelectronics Technology (Shanghai) Co., Ltd. | $8.6B | 67 | BUY |
| 688536.SS | 3Peak Incorporated | $7.0B | 59 | HOLD |
| 688200.SS | Beijing Huafeng Test & Control Technology Co.,Ltd. | $12.1B | 75 | BUY |
| 300604.SZ | Hangzhou Changchuan Technology Co.,Ltd | $25.2B | 64 | HOLD |
| 603806.SS | Hangzhou First Applied Material Co., Ltd. | $6.7B | 70 | BUY |
| 300623.SZ | Jiangsu JieJie Microelectronics Co., Ltd. | $4.7B | 57 | HOLD |
Peer medians: ROE 3.9% · P/E 78.3x · Gross margin 25.9%