What is Changzhou Tronly New Electronic Materials Co., Ltd.'s (300429.SZ) StockRank?

MoatMap's StockRank for Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) is 19/100, with a Strong Sell signal. This is a composite score combining Quality (28), Value (20), and Momentum (61) factor ranks across MoatMap's 20,000+ stock universe.

Does Changzhou Tronly New Electronic Materials Co., Ltd. have an economic moat?

Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) has a Quality factor score of 28/100. 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 Changzhou Tronly New Electronic Materials Co., Ltd. a buy, hold, or sell?

MoatMap's current signal for Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) is Strong Sell, based on a StockRank of 19/100. 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 Changzhou Tronly New Electronic Materials Co., Ltd. in?

Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (China).

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

300429.SZ

STRONG SELLFLAG

Changzhou Tronly New Electronic Materials Co., Ltd. · Basic Materials · China · $1.1B · Avg Vol: $84M/d

StockRank

P/E (TTM)

—

ROE

-8.1%

D/E

0.6x

Dividend %

—

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Changzhou Tronly produces critical raw materials for semiconductor photoresists. While localized supply chains in China provide a tailwind, it lacks global scale and faces intense domestic competition, keeping it as a watch-list candidate.

COMPANY DESCRIPTION

Changzhou Tronly New Electronic Materials Co., Ltd. specializes in the R&D and manufacture of photoinitiators, photoresist resins, and other specialty electronic chemicals. The company is a dominant global supplier of photoinitiators used in printed circuit board (PCB) and flat-panel display photoresists. Its strong intellectual property portfolio and high-purity chemical synthesis capabilities establish a robust competitive moat in the electronic materials supply chain.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR
Revenue	132M	118M	137M	146M	3.5%
EPS	-0.03	-0.01	-0.05	-0.04	—
Shares	515M	515M	536M	536M	+4.1%
Debt	196M	209M	165M	172M	-4.3%
Equity	284M	277M	278M	265M	-2.3%
Op CF	21M	16M	3M	7M	-30.1%
Inv CF	-85M	-20M	21M	7M	—
Fin CF	49M	885,251	-29M	4M	—

PRICE (1M)+4.0%

SMA 50SMA 200

$2.30

RSI (14)

67.6

52W High

$2.66

From 52W High

0.9%

SCORE BREAKDOWN

Quality

ROIC

-2.6%32.7

ROE

-8.1%26.1

GP/Assets

6.3%28.4

Op. Margin

0.2%36.8

FCF/Assets

-4.4%35.7

Piotroski

—26.7

Int. Cover

-1.0x27.2

D/E Ratio

0.63x26.1

Current Ratio

0.85x9.9

Value

P/E (TTM)

—N/A

EV/EBITDA

61.7x5.4

P/FCF

—N/A

P/B

4.7x20.6

P/S

8.2x17.0

Div Yield

—N/A

Momentum

52W High %

87%76.4

RS 6M

4%62.6

SMA 50/200

1.02x42.7

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—90.7

Q Growth

—N/A

FUNDAMENTALS

Market Cap

$1.1B

P/E (Forward)

19.0x

Gross Margin

20.4%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300429.SZ are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
300429.SZ	Changzhou Tronly New Electronic Materials Co., Ltd.(you)	$1.1B	19	STRONG SELL
600810.SS	Shenma Industry Co.Ltd	$959M	18	STRONG SELL
600586.SS	Shandong Jinjing Science & Technology Stock Co.,Ltd	$1.1B	14	STRONG SELL
300067.SZ	Shanghai Anoky Group Co., Ltd	$984M	15	STRONG SELL
300741.SZ	Huabao Flavours & Fragrances Co., Ltd.	$1.3B	16	STRONG SELL
6616.HK	Global New Material International Holdings Limited	$1.2B	12	STRONG SELL
300072.SZ	Beijing Haixin Energy Technology Co.,Ltd.	$1.3B	23	SELL
688299.SS	Ningbo Solartron Technology Co.,Ltd.	$704M	19	STRONG SELL
300082.SZ	Liaoning Oxiranchem,Inc.	$974M	12	STRONG SELL
000859.SZ	Anhui Guofeng New Materials Co., Ltd.	$1.4B	15	STRONG SELL

Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%

Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) — Stock Score Summary

Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) has a MoatMap StockRank of 19/100 based on Quality (28/100), Value (20/100), and Momentum (61/100) factor scores. The current signal is STRONG SELL. Changzhou Tronly produces critical raw materials for semiconductor photoresists. While localized supply chains in China provide a tailwind, it lacks global scale and faces intense domestic competition, keeping it as a watch-list candidate.

Key Financial Metrics

Price	$2.30
Market Cap	$1.1B
P/E (Forward)	18.99
Price/Book	4.66
Return on Equity	-8.1%
Return on Invested Capital	-2.6%
Debt/Equity	63.14
Gross Margin	20.4%
Operating Margin	0.2%
Revenue Growth	15.2%
Free Cash Flow	$-3M

Changzhou Tronly New Electronic Materials Co., Ltd. operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Changzhou Tronly New Electronic Materials Co., Ltd.’s (300429.SZ) StockRank?: MoatMap’s StockRank for Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) is 19/100, with a Strong Sell signal. It is a composite of Quality (28), Value (20), and Momentum (61) factor ranks across MoatMap’s 20,000+ stock universe.
Does Changzhou Tronly New Electronic Materials Co., Ltd. have an economic moat?: Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) has a Quality factor score of 28/100. 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 Changzhou Tronly New Electronic Materials Co., Ltd. a buy, hold, or sell?: MoatMap’s current signal for Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) is Strong Sell, based on a StockRank of 19/100. 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 Changzhou Tronly New Electronic Materials Co., Ltd. in?: Changzhou Tronly New Electronic Materials Co., Ltd. (300429.SZ) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (China).