What is Jiangsu Zhengdan Chemical Industry Co., Ltd.'s (300641.SZ) StockRank?

MoatMap's StockRank for Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) is 75/100, with a Buy signal. This is a composite score combining Quality (84), Value (46), and Momentum (32) factor ranks across MoatMap's 20,000+ stock universe.

Does Jiangsu Zhengdan Chemical Industry Co., Ltd. have an economic moat?

Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) has a Quality factor score of 84/100. 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 Jiangsu Zhengdan Chemical Industry Co., Ltd. a buy, hold, or sell?

MoatMap's current signal for Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) is Buy, based on a StockRank of 75/100. 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 Jiangsu Zhengdan Chemical Industry Co., Ltd. in?

Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) operates in the Basic Materials sector, specifically the Chemicals industry (China).

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300641.SZ

BUYAPPROVE

Jiangsu Zhengdan Chemical Industry Co., Ltd. · Basic Materials · China · $1.2B · Avg Vol: $33M/d

StockRank

P/E (TTM)

23.8x

ROE

12.1%

D/E

0.0x

Dividend %

4.7%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Jiangsu Zhengdan is a dominant global supplier of Trimellitic Anhydride (TMA), experiencing an unprecedented pricing power cycle due to Western competitor capacity shutdowns. This creates a highly asymmetric cash-generation window, supported by high barriers to entry and inelastic demand from the electronics and high-performance plastics industries.

COMPANY DESCRIPTION

Jiangsu Zhengdan Chemical Industry Co., Ltd. manufactures fine chemical products, specializing in trimellitic anhydride (TMA), trioctyl trimellitate (TOTM), and other high-performance plasticizers. The company holds a dominant global market share in TMA production, utilizing proprietary environmental and synthesis technologies that create high entry barriers for competitors. It operates as a critical, vertically integrated supplier to the global high-end plastics and electrical insulation industries.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR
Revenue	284M	227M	514M	339M	6.0%
EPS	0.02	0.00	0.35	0.20	131.2%
Shares	490M	490M	533M	533M	+8.8%
Debt	82M	67M	19M	665,070	-79.9%
Equity	228M	227M	414M	475M	27.7%
Op CF	15M	25M	132M	164M	120.5%
Inv CF	-67M	34M	24M	-7M	—
Fin CF	-21M	-22M	-39M	-57M	—

PRICE (1M)+3.4%

SMA 50SMA 200

$2.72

RSI (14)

73.1

52W High

$3.72

From 52W High

0.7%

SCORE BREAKDOWN

Quality

ROIC

26.0%96.2

ROE

12.1%77.5

GP/Assets

14.2%55.4

Op. Margin

16.2%77.7

FCF/Assets

15.6%93.7

Piotroski

—81.2

Int. Cover

50.0x93.3

D/E Ratio

0.00x98.0

Current Ratio

23.60x95.3

Value

P/E (TTM)

23.8x43.9

EV/EBITDA

14.3x27.1

P/FCF

103.8x53.8

P/B

2.9x35.3

P/S

4.9x24.5

Div Yield

4.7%89.4

Momentum

52W High %

73%50.7

RS 6M

-7%49.7

SMA 50/200

0.88x11.5

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

-83%2.5

FUNDAMENTALS

Market Cap

$1.2B

P/E (Forward)

—

Gross Margin

25.0%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300641.SZ are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
300641.SZ	Jiangsu Zhengdan Chemical Industry Co., Ltd.(you)	$1.2B	75	BUY
603867.SS	Zhejiang Xinhua Chemical Co.,Ltd	$1.2B	77	BUY
600273.SS	Zhejiang Jiahua Energy Chemical Industry Co.,Ltd.	$1.4B	74	BUY
300737.SZ	Keshun Waterproof Technolgies Co.,Ltd.	$1.2B	71	BUY
300196.SZ	Jiangsu Changhai Composite Materials Co., Ltd	$1.5B	75	BUY
603281.SS	Hubei Jianghan New Materials Co., Ltd.	$1.9B	75	BUY
300481.SZ	Puyang Huicheng Electronic Material Co., Ltd.	$624M	78	BUY
605020.SS	Zhejiang Yonghe Refrigerant Co., Ltd.	$2.5B	76	BUY
688690.SS	Suzhou Nanomicro Technology Co., Ltd.	$2.3B	78	BUY
688758.SS	Suzhou Sepax Technologies Co., Ltd.	$1.1B	58	HOLD

Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%

Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) — Stock Score Summary

Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) has a MoatMap StockRank of 75/100 based on Quality (84/100), Value (46/100), and Momentum (32/100) factor scores. The current signal is BUY. Jiangsu Zhengdan is a dominant global supplier of Trimellitic Anhydride (TMA), experiencing an unprecedented pricing power cycle due to Western competitor capacity shutdowns. This creates a highly asymmetric cash-generation window, supported by high barriers to entry and inelastic demand from the electronics and high-performance plastics industries.

Key Financial Metrics

Price	$2.72
Market Cap	$1.2B
P/E (TTM)	23.83
Price/Book	2.87
Return on Equity	12.1%
Return on Invested Capital	26.0%
Debt/Equity	0.06
Gross Margin	25.0%
Operating Margin	16.2%
Revenue Growth	-46.1%
Dividend Yield	4.7%
Free Cash Flow	$11M

Jiangsu Zhengdan Chemical Industry Co., Ltd. operates in the Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Jiangsu Zhengdan Chemical Industry Co., Ltd.’s (300641.SZ) StockRank?: MoatMap’s StockRank for Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) is 75/100, with a Buy signal. It is a composite of Quality (84), Value (46), and Momentum (32) factor ranks across MoatMap’s 20,000+ stock universe.
Does Jiangsu Zhengdan Chemical Industry Co., Ltd. have an economic moat?: Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) has a Quality factor score of 84/100. 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 Jiangsu Zhengdan Chemical Industry Co., Ltd. a buy, hold, or sell?: MoatMap’s current signal for Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) is Buy, based on a StockRank of 75/100. 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 Jiangsu Zhengdan Chemical Industry Co., Ltd. in?: Jiangsu Zhengdan Chemical Industry Co., Ltd. (300641.SZ) operates in the Basic Materials sector, specifically the Chemicals industry (China).