Guangzhou Tinci Materials Technology Co., Ltd. (002709.SZ) has a MoatMap StockRank of 72/100 based on Quality (71/100), Value (22/100), and Momentum (63/100) factor scores. The current signal is BUY. Guangzhou Tinci Materials is a major lithium battery electrolyte producer, but it is heavily exposed to severe overcapacity in the Chinese battery supply chain and lacks pricing power, violating the Terry Smith lens.
Guangzhou Tinci Materials Technology Co., Ltd. manufactures lithium-ion battery materials, primarily electrolytes, alongside personal care specialty chemicals. The company is the world's largest producer of lithium battery electrolytes, holding a dominant market share driven by its vertically integrated production of key raw materials like LiPF6. It serves as a critical supplier to major global battery manufacturers, benefiting directly from the expansion of the electric vehicle industry.
| Price | $7.15 |
| Market Cap | $15.7B |
| P/E (TTM) | 33.72 |
| P/E (Forward) | 12.35 |
| Price/Book | 5.13 |
| Return on Equity | 17.4% |
| Return on Invested Capital | 8.9% |
| Debt/Equity | 15.32 |
| Gross Margin | 27.4% |
| Operating Margin | 28.8% |
| Revenue Growth | 91.3% |
| Dividend Yield | 0.3% |
| Free Cash Flow | $51M |
Guangzhou Tinci Materials Technology Co., Ltd. operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).