Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300576.SZ
HOLDAPPROVEShenzhen RongDa Photosensitive Science & Technology Co., Ltd. · Basic Materials · China · $2.4B · Avg Vol: $278M/d
RongDa is a leading Chinese manufacturer of photoresists, which are critical chemical inputs for semiconductor lithography and advanced packaging. As US export controls accelerate China's domestic substitution drive, RongDa is capturing significant market share in localized supply chains. Its high quality score (70) reflects strong technical capability and pricing power in a highly consolidated niche, creating an asymmetric growth runway as local foundries scale up advanced packaging capacity.
COMPANY DESCRIPTION
Shenzhen RongDa Photosensitive Science & Technology Co., Ltd. develops and manufactures photosensitive chemical materials, including PCB photoresists, display photoresists, and semiconductor-grade photoresists. The company's competitive moat lies in its proprietary chemical formulations and advanced synthesis technologies, which facilitate the localization of critical electronic chemicals. It is a key player in China's semiconductor and electronics supply chain, benefiting from import-substitution policies.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 109M | 118M | 140M | 158M | 13.3% |
| EPS | 0.02 | 0.04 | 0.05 | 0.05 | 26.1% |
| Shares | 338M | 355M | 355M | 366M | +8.4% |
| Debt | 966,982 | 2M | 2M | 1M | 1.7% |
| Equity | 113M | 184M | 201M | 253M | 30.7% |
| Op CF | 14M | 3M | 18M | 16M | 3.9% |
| Inv CF | -5M | -43M | -33M | -39M | — |
| Fin CF | -2M | 58M | -3M | 33M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300576.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300576.SZ | Shenzhen RongDa Photosensitive Science & Technology Co., Ltd.(you) | $2.4B | 55 | HOLD |
| 688268.SS | Guangdong Huate Gas Co., Ltd | $2.6B | 55 | HOLD |
| 002838.SZ | Shandong Dawn Polymer Co.,Ltd. | $2.4B | 59 | HOLD |
| 301216.SZ | Wankai New Materials Co., Ltd. | $2.1B | 52 | HOLD |
| 0546.HK | Fufeng Group Limited | $1.9B | 57 | HOLD |
| 300446.SZ | Aerospace Intelligent Manufacturing Technology Co., Ltd. | $2.0B | 59 | HOLD |
| 688359.SS | Guangzhou Sanfu New Materials Technology Co.,Ltd | $2.0B | 53 | HOLD |
| 300905.SZ | Poly Plastic Masterbatch (SuZhou) Co.,Ltd | $1.8B | 57 | HOLD |
| 002096.SZ | Explosive Co., Ltd. | $1.9B | 58 | HOLD |
| 300910.SZ | Xinxiang Richful Lube Additive Co.,Ltd. | $1.9B | 60 | HOLD |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%