Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002859.SZ
HOLDREMOVEZhejiang Jiemei Electronic And Technology Co., Ltd. · Basic Materials · China · $4.4B · Avg Vol: $353M/d
Zhejiang Jiemei produces electronic packaging materials; while it has a solid market share, it is highly cyclical and lacks the high-margin, un-copyable moat we seek.
COMPANY DESCRIPTION
Zhejiang Jiemei Electronic And Technology Co., Ltd. is a global market leader in the production of electronic packaging materials, specializing in paper carrier tapes, plastic carrier tapes, and release films. The company's products are critical for the automated surface mounting of passive electronic components like MLCCs. Its competitive moat is established through vertical integration into raw paper manufacturing, high technical barriers in precision punching, and a dominant global market share.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 192M | 232M | 269M | 310M | 17.3% |
| EPS | 0.06 | 0.09 | 0.07 | 0.08 | 7.5% |
| Shares | 410M | 433M | 431M | 431M | +5.1% |
| Debt | 241M | 247M | 415M | 528M | 29.8% |
| Equity | 411M | 440M | 435M | 461M | 3.9% |
| Op CF | 52M | 35M | 38M | 48M | -2.5% |
| Inv CF | -82M | -99M | -154M | -128M | — |
| Fin CF | 83M | -14M | 112M | 88M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002859.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002859.SZ | Zhejiang Jiemei Electronic And Technology Co., Ltd.(you) | $4.4B | 50 | HOLD |
| 300487.SZ | Sunresin New Materials Co.,Ltd | $4.5B | 55 | HOLD |
| 2579.HK | CNGR Advanced Material Co., Ltd. | $4.4B | 56 | HOLD |
| 600873.SS | MeiHua Holdings Group Co.,Ltd | $3.9B | 54 | HOLD |
| 600884.SS | Ningbo Shanshan Co.,Ltd. | $4.9B | 55 | HOLD |
| 600299.SS | Bluestar Adisseo Company | $5.0B | 56 | HOLD |
| 688548.SS | Guangzhou Guanggang Gases & Energy Co.,Ltd. | $5.4B | 55 | HOLD |
| 300806.SZ | Jiangsu Sidike New Materials Science & Technology Co., Ltd. | $5.1B | 43 | HOLD |
| 603650.SS | Red Avenue New Materials Group Co., Ltd. | $4.8B | 42 | HOLD |
| 600985.SS | Huaibei Mining Holdings Co.,Ltd. | $5.9B | 55 | HOLD |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%