Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300041.SZ
BUYREMOVEHubei Huitian New Materials Co., Ltd. · Basic Materials · China · $1.2B · Avg Vol: $93M/d
Hubei Huitian New Materials is an adhesive manufacturer with decent quality metrics, but it lacks a strong global moat or direct alignment with our high-conviction themes.
COMPANY DESCRIPTION
Hubei Huitian New Materials Co., Ltd. manufactures engineering adhesives and new materials, including silicone, polyurethane, acrylic, and epoxy adhesives. The company is China's largest domestic supplier of industrial adhesives, serving the photovoltaic, automotive, electronics, and high-speed rail sectors. Its continuous R&D focus on high-end import substitution allows it to capture market share from multinational chemical giants.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 549M | 577M | 589M | 656M | 6.1% |
| EPS | 0.08 | 0.08 | 0.03 | 0.06 | -8.7% |
| Shares | 560M | 559M | 559M | 559M | -0.1% |
| Debt | 208M | 249M | 277M | 278M | 10.1% |
| Equity | 402M | 426M | 414M | 454M | 4.1% |
| Op CF | 20M | 99M | 27M | 45M | 31.7% |
| Inv CF | -98M | -127M | -41M | 3M | — |
| Fin CF | 166M | -31M | 3M | -22M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300041.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300041.SZ | Hubei Huitian New Materials Co., Ltd.(you) | $1.2B | 73 | BUY |
| 688550.SS | Xi'an Manareco New Materials Co.,Ltd | $1.2B | 70 | BUY |
| 603125.SS | Jiangsu Evergreen New Material Technology Incorporated Company | $1.4B | 70 | BUY |
| 002810.SZ | Shandong Head Group Co.,Ltd. | $1.2B | 80 | BUY |
| 603181.SS | Zhejiang Huangma Technology Co.,Ltd | $1.2B | 65 | HOLD |
| 688378.SS | Jilin OLED Material Tech Co., Ltd. | $1.6B | 68 | BUY |
| 603823.SS | Lily Group Co., Ltd. | $1.6B | 65 | BUY |
| 603227.SS | Xinjiang Xuefeng Sci-Tech(Group)Co.,Ltd | $1.4B | 63 | HOLD |
| 9936.HK | Ximei Resources Holding Limited | $966M | 64 | HOLD |
| 601678.SS | Befar Group Co.,Ltd | $1.6B | 65 | BUY |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%