Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300706.SZ
SELLREMOVEFujian Acetron New Materials Co., Ltd. · Basic Materials · China · $1.1B · Avg Vol: $238M/d
A specialty materials supplier with high exposure to cyclical consumer electronics and display markets, lacking the deep technical moat required for advanced semiconductor packaging nodes.
COMPANY DESCRIPTION
Fujian Acetron New Materials Co., Ltd. manufactures high-purity vacuum coating materials, including evaporation materials and sputtering targets used in optical, flat panel display, and semiconductor coatings. The company's competitive moat lies in its advanced purification and powder metallurgy technologies, which allow it to replace expensive imported materials for high-end optical applications. It is a highly specialized niche leader in the domestic thin-film deposition materials market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 103M | 142M | 175M | 211M | 27.1% |
| EPS | 0.01 | 0.01 | -0.03 | -0.05 | 0.0% |
| Shares | 153M | 153M | 153M | 153M | +0.3% |
| Debt | 74M | 100M | 117M | 131M | 20.9% |
| Equity | 110M | 112M | 107M | 100M | -3.1% |
| Op CF | -1M | -2M | 9M | 2M | -78.7% |
| Inv CF | -21M | -18M | -7M | -12M | — |
| Fin CF | 12M | 19M | 10M | 15M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300706.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300706.SZ | Fujian Acetron New Materials Co., Ltd.(you) | $1.1B | 32 | SELL |
| 603213.SS | Zhejiang Oceanking Development Co., Ltd. | $960M | 32 | SELL |
| 000059.SZ | North Huajin Chemical Industries Co.,Ltd | $1.0B | 27 | SELL |
| 300856.SZ | Nanjing COSMOS Chemical Co., Ltd. | $894M | 30 | SELL |
| 301617.SZ | Shandong Boyuan Pharmaceutical & Chemical Co., Ltd. | $1.3B | 29 | SELL |
| 600929.SS | Snowsky Salt Industry Group CO.,LTD | $1.3B | 28 | SELL |
| 603612.SS | Sunstone Development Co., Ltd. | $1.5B | 35 | SELL |
| 002971.SZ | Hubei Heyuan Gas Co.,Ltd. | $1.1B | 23 | SELL |
| 300801.SZ | Shandong Taihe Technologies Co., Ltd. | $871M | 37 | HOLD |
| 600618.SS | Shanghai Chlor-Alkali Chemical Co., Ltd. | $1.8B | 31 | SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%