What is Hubei Dinglong CO.,Ltd.'s (300054.SZ) StockRank?

MoatMap's StockRank for Hubei Dinglong CO.,Ltd. (300054.SZ) is 76/100, with a Buy signal. This is a composite score combining Quality (70), Value (12), and Momentum (81) factor ranks across MoatMap's 20,000+ stock universe.

Does Hubei Dinglong CO.,Ltd. have an economic moat?

Hubei Dinglong CO.,Ltd. (300054.SZ) has a Quality factor score of 70/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Hubei Dinglong CO.,Ltd. a buy, hold, or sell?

MoatMap's current signal for Hubei Dinglong CO.,Ltd. (300054.SZ) is Buy, based on a StockRank of 76/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.

What sector is Hubei Dinglong CO.,Ltd. in?

Hubei Dinglong CO.,Ltd. (300054.SZ) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (China).

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300054.SZ

BUYAPPROVE

Hubei Dinglong CO.,Ltd. · Basic Materials · China · $9.4B · Avg Vol: $590M/d

StockRank

P/E (TTM)

98.2x

ROE

16.2%

D/E

0.4x

Dividend %

0.1%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Hubei Dinglong is a leading domestic Chinese supplier of CMP pads and advanced semiconductor packaging materials (such as PSPI). With China aggressively localizing its semiconductor supply chain and building out domestic advanced packaging capacity to bypass Western export controls, Dinglong enjoys a dual tailwind. It possesses high pricing power and a strong regulatory/qualification moat as the primary domestic alternative to global giants.

COMPANY DESCRIPTION

Hubei Dinglong Co., Ltd. manufactures advanced materials, specializing in semiconductor CMP pads, slurry, and photoresist materials, alongside its legacy printing consumables business. The company serves as a critical import-substitution player in China's semiconductor supply chain, holding a near-monopoly among domestic suppliers for high-end CMP pads. Its deep R&D pipeline and established qualification with major domestic foundries establish a formidable competitive moat.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR
Revenue	402M	394M	493M	541M	10.4%
EPS	0.06	0.04	0.08	0.11	22.4%
Shares	948M	945M	938M	947M	-0.1%
Debt	49M	138M	204M	351M	92.6%
Equity	623M	660M	666M	769M	7.3%
Op CF	83M	79M	122M	171M	27.1%
Inv CF	-81M	-162M	-158M	-245M	—
Fin CF	747,736	92M	24M	151M	—

PRICE (1M)+30.0%

SMA 50SMA 200

$12.42

RSI (14)

61.1

52W High

$13.09

From 52W High

0.9%

SCORE BREAKDOWN

Quality

ROIC

12.2%81.4

ROE

16.2%86.0

GP/Assets

22.3%76.6

Op. Margin

30.7%88.8

FCF/Assets

-2.6%42.0

Piotroski

—81.4

Int. Cover

17.1x72.4

D/E Ratio

0.43x37.2

Current Ratio

2.79x63.9

Value

P/E (TTM)

98.2x12.6

EV/EBITDA

59.2x5.8

P/FCF

—N/A

P/B

14.8x5.0

P/S

21.1x9.5

Div Yield

0.1%8.0

Momentum

52W High %

95%91.4

RS 6M

131%95.1

SMA 50/200

1.44x93.0

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

+61%47.6

Q Growth

78%67.1

FUNDAMENTALS

Market Cap

$9.4B

P/E (Forward)

61.0x

Gross Margin

52.2%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300054.SZ are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
300054.SZ	Hubei Dinglong CO.,Ltd.(you)	$9.4B	76	BUY
300037.SZ	Shenzhen Capchem Technology Co., Ltd.	$8.2B	74	BUY
002064.SZ	Huafon Chemical Co.,Ltd	$7.4B	81	STRONG BUY
000703.SZ	Hengyi Petrochemical Co., Ltd.	$7.3B	71	BUY
300285.SZ	Shandong Sinocera Functional Material Co., Ltd.	$7.5B	70	BUY
688300.SS	Novoray Corporation	$6.0B	74	BUY
600352.SS	Zhejiang Longsheng Group Co.,Ltd	$5.4B	74	BUY
603659.SS	Shanghai Putailai New Energy Technology Group Co.,Ltd.	$9.7B	60	HOLD
300395.SZ	Hubei Feilihua Quartz Glass Co., Ltd.	$10.3B	62	HOLD
002466.SZ	Tianqi Lithium Corporation	$15.9B	70	BUY

Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%

Hubei Dinglong CO.,Ltd. (300054.SZ) — Stock Score Summary

Hubei Dinglong CO.,Ltd. (300054.SZ) has a MoatMap StockRank of 76/100 based on Quality (70/100), Value (12/100), and Momentum (81/100) factor scores. The current signal is BUY. Hubei Dinglong is a leading domestic Chinese supplier of CMP pads and advanced semiconductor packaging materials (such as PSPI). With China aggressively localizing its semiconductor supply chain and building out domestic advanced packaging capacity to bypass Western export controls, Dinglong enjoys a dual tailwind. It possesses high pricing power and a strong regulatory/qualification moat as the primary domestic alternative to global giants.

Key Financial Metrics

Price	$12.42
Market Cap	$9.4B
P/E (TTM)	98.21
P/E (Forward)	61.03
Price/Book	14.79
Return on Equity	16.2%
Return on Invested Capital	12.2%
Debt/Equity	43.45
Gross Margin	52.2%
Operating Margin	30.7%
Revenue Growth	23.8%
Dividend Yield	0.1%
Free Cash Flow	$-5M

Hubei Dinglong CO.,Ltd. operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Hubei Dinglong CO.,Ltd.’s (300054.SZ) StockRank?: MoatMap’s StockRank for Hubei Dinglong CO.,Ltd. (300054.SZ) is 76/100, with a Buy signal. It is a composite of Quality (70), Value (12), and Momentum (81) factor ranks across MoatMap’s 20,000+ stock universe.
Does Hubei Dinglong CO.,Ltd. have an economic moat?: Hubei Dinglong CO.,Ltd. (300054.SZ) has a Quality factor score of 70/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Hubei Dinglong CO.,Ltd. a buy, hold, or sell?: MoatMap’s current signal for Hubei Dinglong CO.,Ltd. (300054.SZ) is Buy, based on a StockRank of 76/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Hubei Dinglong CO.,Ltd. in?: Hubei Dinglong CO.,Ltd. (300054.SZ) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (China).