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300073.SZ
HOLDREMOVEBeijing Easpring Material Technology CO.,LTD. · Industrials · China · $4.5B · Avg Vol: $139M/d
Beijing Easpring is a battery material producer. While it touches the electrification theme, it is highly exposed to Chinese domestic overcapacity and faces severe geopolitical headwinds as Western supply chains localize away from Chinese cathode suppliers.
COMPANY DESCRIPTION
Beijing Easpring Material Technology Co., Ltd. develops and manufactures cathode materials for lithium-ion batteries, specializing in high-nickel ternary materials and lithium cobalt oxide. The company is a premier supplier to global tier-1 battery manufacturers and automotive OEMs, benefiting from rigorous product validation cycles that create high entry barriers. Its strong R&D capabilities and early-mover advantage in solid-state battery materials secure its position as a market leader in the EV supply chain.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.1B | 2.2B | 1.1B | 1.5B | -21.3% |
| EPS | 0.66 | 0.56 | 0.14 | 0.18 | -35.2% |
| Shares | 507M | 507M | 507M | 544M | +7.5% |
| Debt | 10M | 54M | 92M | 73M | 96.0% |
| Equity | 1.7B | 1.9B | 1.9B | 2.2B | 8.5% |
| Op CF | 172M | 181M | 236M | 170M | -0.3% |
| Inv CF | -40M | -96M | -118M | -419M | — |
| Fin CF | -32M | -29M | -8M | 182M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300073.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300073.SZ | Beijing Easpring Material Technology CO.,LTD.(you) | $4.5B | 35 | HOLD |
| 002491.SZ | Tongding Interconnection Information Co., Ltd. | $4.4B | 33 | SELL |
| 002130.SZ | ShenZhen Woer Heat-Shrinkable Material Co.,Ltd. | $4.5B | 33 | SELL |
| 002364.SZ | Hangzhou Zhongheng Electric Co., Ltd | $4.7B | 32 | SELL |
| 002498.SZ | Qingdao Hanhe Cable Co.,Ltd | $4.0B | 39 | HOLD |
| 301626.SZ | Suzhou Tianmai Thermal Technology Co., Ltd. | $5.7B | 35 | SELL |
| 688800.SS | Suzhou Recodeal Interconnect System Co.,Ltd | $3.6B | 37 | HOLD |
| 002335.SZ | Kehua Data Co., Ltd. | $4.3B | 41 | HOLD |
| 603618.SS | Hangzhou Cable Co., Ltd. | $4.4B | 29 | SELL |
| 300870.SZ | Shenzhen Honor Electronic Co., Ltd. | $6.2B | 36 | HOLD |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%