Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300537.SZ
SELLFLAGJiangsu Kuangshun Photosensitivity New-Material Stock Co., Ltd. · Basic Materials · China · $835M · Avg Vol: $105M/d
Jiangsu Kuangshun Photosensitive is a high-quality manufacturer of PCB photosensitive materials with a solid domestic market share. It is a direct beneficiary of China's domestic semiconductor supply chain localization, but intense domestic competition warrants a cautious approach.
COMPANY DESCRIPTION
Jiangsu Kuangshun Photosensitivity New-Material Stock Co., Ltd. researches and manufactures photosensitive chemical materials, primarily PCB photoresists and liquid photoimageable solder masks. The company holds a leading position in China's printed circuit board (PCB) chemical supply chain, protected by proprietary chemical formulations and strict quality certifications. It serves as a critical import-substitution player in the semiconductor and electronics manufacturing sectors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 74M | 75M | 77M | 71M | -1.1% |
| EPS | -0.03 | 0.01 | -0.02 | 0.01 | 38.5% |
| Shares | 193M | 200M | 200M | 208M | +7.7% |
| Debt | 29M | 29M | 24M | 15M | -19.7% |
| Equity | 97M | 115M | 111M | 133M | 10.9% |
| Op CF | 12M | 4M | -6M | 9M | -8.3% |
| Inv CF | -16M | -11M | -9M | -6M | — |
| Fin CF | 4M | 15M | -6M | 13M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300537.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300537.SZ | Jiangsu Kuangshun Photosensitivity New-Material Stock Co., Ltd.(you) | $835M | 32 | SELL |
| 002562.SZ | Brother Enterprises Holding Co.,Ltd. | $851M | 31 | SELL |
| 300192.SZ | Suzhou Kingswood Education Technology Co., Ltd. | $818M | 35 | SELL |
| 603310.SS | Zhejiang Weihua New Material Co., Ltd. | $822M | 29 | SELL |
| 688219.SS | Orinko Advanced Plastics Co.,LTD | $902M | 35 | HOLD |
| 688356.SS | Jenkem Technology Co., Ltd. | $678M | 31 | SELL |
| 002201.SZ | Jiangsu Jiuding New Material Co., Ltd. | $1.1B | 31 | SELL |
| 603212.SS | Cybrid Technologies Inc. | $936M | 37 | HOLD |
| 301190.SZ | Jiujiang Shanshui Technology Co.,Ltd | $710M | 28 | SELL |
| 002386.SZ | Yibin Tianyuan Group Co., Ltd. | $1.1B | 30 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%