What is Shanghai Sinyang Semiconductor Materials Co., Ltd.'s (300236.SZ) StockRank?

MoatMap's StockRank for Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) is 53/100, with a Hold signal. This is a composite score combining Quality (53), Value (22), and Momentum (68) factor ranks across MoatMap's 20,000+ stock universe.

Does Shanghai Sinyang Semiconductor Materials Co., Ltd. have an economic moat?

Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) has a Quality factor score of 53/100. 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 Shanghai Sinyang Semiconductor Materials Co., Ltd. a buy, hold, or sell?

MoatMap's current signal for Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) is Hold, based on a StockRank of 53/100. 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 Shanghai Sinyang Semiconductor Materials Co., Ltd. in?

Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) operates in the Technology sector, specifically the Semiconductor Equipment & Materials industry (China).

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300236.SZ

HOLDAPPROVE

Shanghai Sinyang Semiconductor Materials Co., Ltd. · Technology · China · $5.1B · Avg Vol: $278M/d

StockRank

P/E (TTM)

88.7x

ROE

7.5%

D/E

0.1x

Dividend %

0.5%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Shanghai Sinyang is a premier developer of ultra-pure electroplating chemicals and photoresists critical for advanced semiconductor packaging (TSV, copper pillar bumping) and wafer fabrication. As China aggressively builds out domestic advanced packaging capacity (CoWoS-equivalent) to bypass US lithography restrictions, Sinyang's products are experiencing rapid qualification and volume ramp. This creates a powerful asymmetric growth runway backed by state-mandated localization and structural packaging bottlenecks, offering high ROIC potential as scale economics kick in.

COMPANY DESCRIPTION

Shanghai Sinyang Semiconductor Materials Co., Ltd. is a leading developer and manufacturer of electronic chemicals and materials for the semiconductor and display industries. The company specializes in ultra-high purity electroplating chemicals, photoresist ancillary materials, and advanced packaging chemicals. Its competitive moat is built on proprietary chemical formulations, stringent quality control, and its critical role as a domestic supplier in China's semiconductor import-substitution drive.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR
Revenue	176.7M	179.2M	218.0M	286.2M	17.4%
EPS	0.03	0.08	0.08	0.14	78.1%
Shares	313.4M	313.4M	313.4M	313.4M	0.0%
Debt	102.6M	82.7M	56.0M	96.9M	-1.9%
Equity	607.9M	619.0M	670.4M	761.6M	7.8%
Op CF	-5.7M	22.4M	33.2M	70.2M	77.2%
Inv CF	-37.2M	28.5M	-24.3M	-31.2M	—
Fin CF	-11.6M	-33.9M	-31.7M	24.3M	—

PRICE (1Y)+17.6%

SMA 50SMA 200

$16.62

RSI (14)

66.5

52W High

$17.09

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC

5.8%45.4

ROE

7.5%51.5

GP/Assets

12.3%29.1

Op. Margin

20.9%83.8

FCF/Assets

-2.5%28.9

Piotroski

891.6

Int. Cover

26.1x62.2

D/E Ratio

0.13x61.4

Current Ratio

1.92x47.8

Value

P/E (TTM)

88.7x22.3

EV/EBITDA

64.6x16.7

P/FCF

—N/A

P/B

6.5x25.2

P/S

15.1x13.4

Div Yield

0.5%27.2

Momentum

52W High %

97%82.1

RS 6M

78%82.7

SMA 50/200

1.30x76.2

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

-27%7.2

Q Growth

103%78.7

FUNDAMENTALS

Market Cap

$5.1B

P/E (Forward)

122.2x

Gross Margin

41.1%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300236.SZ are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
300236.SZ	Shanghai Sinyang Semiconductor Materials Co., Ltd.(you)	$5.1B	53	HOLD
600206.SS	Grinm Advanced Materials Co., Ltd.	$5.8B	52	HOLD
300623.SZ	Jiangsu JieJie Microelectronics Co., Ltd.	$4.7B	57	HOLD
3277.HK	GPIXEL	$5.6B	49	HOLD
301297.SZ	Ferrotec (An Hui) Technology Development Co.,LTD	$5.6B	48	HOLD
688432.SS	GRINM Semiconductor Materials Co., Ltd.	$4.7B	44	HOLD
688536.SS	3Peak Incorporated	$7.0B	59	HOLD
600667.SS	Wuxi Taiji Industry Limited Corporation	$7.0B	60	HOLD
603290.SS	StarPower Semiconductor Ltd.	$4.8B	39	HOLD
688167.SS	Focuslight Technologies Inc	$7.2B	45	HOLD

Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%

Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) — Stock Score Summary

Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) has a MoatMap StockRank of 53/100 based on Quality (53/100), Value (22/100), and Momentum (68/100) factor scores. The current signal is HOLD. Shanghai Sinyang is a premier developer of ultra-pure electroplating chemicals and photoresists critical for advanced semiconductor packaging (TSV, copper pillar bumping) and wafer fabrication. As China aggressively builds out domestic advanced packaging capacity (CoWoS-equivalent) to bypass US lithography restrictions, Sinyang's products are experiencing rapid qualification and volume ramp. This creates a powerful asymmetric growth runway backed by state-mandated localization and structural packaging bottlenecks, offering high ROIC potential as scale economics kick in.

Key Financial Metrics

Price	$16.62
Market Cap	$5.1B
P/E (TTM)	88.67
P/E (Forward)	122.20
Price/Book	6.50
Return on Equity	7.5%
Return on Invested Capital	5.8%
Debt/Equity	13.46
Gross Margin	41.1%
Operating Margin	20.9%
Revenue Growth	33.0%
Dividend Yield	0.5%
Free Cash Flow	$-4M

Shanghai Sinyang Semiconductor Materials Co., Ltd. operates in the Semiconductor Equipment & Materials industry, part of the Technology sector (China).

Frequently Asked Questions

What is Shanghai Sinyang Semiconductor Materials Co., Ltd.’s (300236.SZ) StockRank?: MoatMap’s StockRank for Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) is 53/100, with a Hold signal. It is a composite of Quality (53), Value (22), and Momentum (68) factor ranks across MoatMap’s 20,000+ stock universe.
Does Shanghai Sinyang Semiconductor Materials Co., Ltd. have an economic moat?: Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) has a Quality factor score of 53/100. 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 Shanghai Sinyang Semiconductor Materials Co., Ltd. a buy, hold, or sell?: MoatMap’s current signal for Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) is Hold, based on a StockRank of 53/100. 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 Shanghai Sinyang Semiconductor Materials Co., Ltd. in?: Shanghai Sinyang Semiconductor Materials Co., Ltd. (300236.SZ) operates in the Technology sector, specifically the Semiconductor Equipment & Materials industry (China).