Jiangsu Nata Opto-electronic Material Co., Ltd. (300346.SZ) has a MoatMap StockRank of 59/100 based on Quality (73/100), Value (12/100), and Momentum (59/100) factor scores. The current signal is HOLD. Jiangsu Nata Opto-electronics is a high-conviction beneficiary of the 'Supply Chain Localization Resilience' and 'The Advanced Packaging Bottleneck' themes. As a critical supplier of high-end photoresists and precursor materials (essential for advanced packaging and high-bandwidth memory), Nata is insulated from global trade restrictions while capturing massive domestic demand. The structural shift toward local supply chains acts as a powerful, non-cyclical tailwind over the next 18 months.
Jiangsu Nata Opto-electronic Material Co., Ltd. develops and manufactures high-purity electronic materials, including Metal Organic (MO) sources, ALD precursors, and photoresists. As a critical player in China's semiconductor localization drive, the company holds a leading domestic market share in MO sources used in LED and IC manufacturing. Its advanced R&D capabilities in ArF photoresists establish a high-barrier competitive moat in the domestic semiconductor supply chain.
| Price | $9.88 |
| Market Cap | $5.3B |
| P/E (TTM) | 114.12 |
| P/E (Forward) | 69.59 |
| Price/Book | 10.95 |
| Return on Equity | 10.7% |
| Return on Invested Capital | 10.4% |
| Debt/Equity | 2.66 |
| Gross Margin | 37.4% |
| Operating Margin | 25.5% |
| Revenue Growth | 5.5% |
| Dividend Yield | 1.1% |
| Free Cash Flow | $3M |
Jiangsu Nata Opto-electronic Material Co., Ltd. operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).