Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300487.SZ
HOLDAPPROVESunresin New Materials Co.,Ltd · Basic Materials · China · $4.5B · Avg Vol: $41M/d
Sunresin is a global leader in ion exchange resins and Direct Lithium Extraction (DLE) technology. As the commodity supercycle demands rapid, environmentally friendly scaling of lithium and other critical minerals, Sunresin's proprietary adsorption technology acts as a high-margin, high-moat 'picks and shovels' play. With an ROIC-driven model (Q: 80) and massive global adoption of DLE, it avoids the heavy capex of mining while capturing the structural tailwinds of electrification.
COMPANY DESCRIPTION
Sunresin New Materials Co., Ltd. manufactures special ion exchange and adsorption resins and provides integrated separation and purification solutions. The company is a global pioneer in direct lithium extraction (DLE) technologies from salt lake brines, serving major global mining operations. Its competitive moat is built on its extensive portfolio of proprietary resin formulations and advanced chemical engineering capabilities.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 284M | 368M | 377M | 412M | 13.2% |
| EPS | — | 0.16 | 0.21 | 0.23 | 0.26 | 17.9% |
| Shares | — | 503M | 505M | 507M | 508M | +1.0% |
| Debt | 15M | 5M | 64M | 70M | 75M | 50.5% |
| Equity | — | 402M | 508M | 579M | 649M | 17.3% |
| Op CF | — | 107M | 99M | 108M | 116M | 2.8% |
| Inv CF | — | -26M | -21M | -36M | -6M | — |
| Fin CF | — | -14M | 63M | -58M | -59M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300487.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300487.SZ | Sunresin New Materials Co.,Ltd(you) | $4.5B | 55 | HOLD |
| 600884.SS | Ningbo Shanshan Co.,Ltd. | $4.9B | 55 | HOLD |
| 2579.HK | CNGR Advanced Material Co., Ltd. | $4.4B | 56 | HOLD |
| 600873.SS | MeiHua Holdings Group Co.,Ltd | $3.9B | 54 | HOLD |
| 600299.SS | Bluestar Adisseo Company | $5.0B | 56 | HOLD |
| 688548.SS | Guangzhou Guanggang Gases & Energy Co.,Ltd. | $5.4B | 55 | HOLD |
| 002859.SZ | Zhejiang Jiemei Electronic And Technology Co., Ltd. | $4.4B | 50 | HOLD |
| 600985.SS | Huaibei Mining Holdings Co.,Ltd. | $5.9B | 55 | HOLD |
| 688545.SS | Hubei Sinophorus Electronic Materials Co.,Ltd. | $4.0B | 59 | HOLD |
| 603688.SS | Jiangsu Pacific Quartz Co., Ltd | $5.4B | 61 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%