Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300180.SZ
STRONG SELLREMOVEHuafon Microfibre (Shanghai) Co., Ltd. · Basic Materials · China · $1.3B · Avg Vol: $23M/d
Huafon Microfibre produces synthetic leather materials. This is a capital-intensive, low-margin manufacturing business with high exposure to volatile petrochemical raw material costs, failing both Buffett and Terry Smith quality criteria.
COMPANY DESCRIPTION
Huafon Microfibre (Shanghai) Co., Ltd. is a leading developer and manufacturer of microfiber synthetic leather materials in China. The company's high-performance materials are widely used in footwear, apparel, automotive interiors, and furniture. Its competitive moat is established through large-scale, cost-efficient production capabilities, advanced polymer chemistry R&D, and long-term supply relationships with global consumer and automotive brands.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 626M | 678M | 677M | 591M | -1.9% |
| EPS | — | -0.03 | -0.02 | 0.01 | 0.01 | -6.0% |
| Shares | — | 1.8B | 1.8B | 1.8B | 1.8B | 0.0% |
| Debt | 69M | 261M | 222M | 169M | 68M | -0.1% |
| Equity | — | 703M | 673M | 684M | 692M | -0.5% |
| Op CF | — | 22M | 48M | 133M | 95M | 63.8% |
| Inv CF | — | -51M | -27M | -7M | -954,368 | — |
| Fin CF | — | 6M | -23M | -133M | -116M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300180.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300180.SZ | Huafon Microfibre (Shanghai) Co., Ltd.(you) | $1.3B | 7 | STRONG SELL |
| 600610.SS | Guizhou Zhongyida Co., Ltd | $1.2B | 8 | STRONG SELL |
| 000818.SZ | Hangjin Technology Co., Ltd. | $1.4B | 8 | STRONG SELL |
| 600935.SS | Anhui Hwasu Co.,Ltd. | $1.3B | 10 | STRONG SELL |
| 002549.SZ | Hunan Kaimeite Gases Co., Ltd. | $1.6B | 7 | STRONG SELL |
| 601015.SS | Shaanxi Heimao Coking Co., Ltd. | $1.1B | 9 | STRONG SELL |
| 600075.SS | Xinjiang Tianye Co.,Ltd. | $1.3B | 15 | STRONG SELL |
| 600328.SS | CNSIG Inner Mongolia Chemical Industry Co.,Ltd. | $1.5B | 12 | STRONG SELL |
| 600691.SS | Yangmei Chemical Co.,Ltd | $948M | 3 | STRONG SELL |
| 600746.SS | Jiangsu SOPO Chemical Co. Ltd. | $1.1B | 14 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%