Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300769.SZ
SELLREMOVEShenzhen Dynanonic Co., Ltd · Basic Materials · China · $2.7B · Avg Vol: $281M/d
Shenzhen Dynanonic produces LFP cathode materials. Despite the electrification tailwind, the industry suffers from severe overcapacity in China, leading to terrible quality metrics (Q-score of 23).
COMPANY DESCRIPTION
Shenzhen Dynanonic Co., Ltd. researches, develops, and manufactures Lithium Iron Phosphate (LFP) and Lithium Manganese Iron Phosphate (LMFP) cathode materials for lithium-ion batteries. The company is a leading supplier in China's EV battery supply chain, maintaining long-term strategic partnerships with industry giants like CATL and BYD. It is characterized by its proprietary liquid-phase synthesis technology, which offers cost and performance advantages over traditional solid-phase manufacturing methods.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.3B | 2.5B | 1.1B | 1.3B | -27.2% |
| EPS | 1.32 | -0.87 | -0.71 | -0.44 | — |
| Shares | 278M | 279M | 280M | 280M | +0.8% |
| Debt | 1.4B | 1.0B | 882M | 858M | -14.1% |
| Equity | 1.3B | 1.1B | 820M | 738M | -17.3% |
| Op CF | -907M | 886M | 21M | -113M | -97.6% |
| Inv CF | -530M | -495M | 155M | -60M | — |
| Fin CF | 1.6B | -427M | -189M | -8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300769.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300769.SZ | Shenzhen Dynanonic Co., Ltd(you) | $2.7B | 25 | SELL |
| 603002.SS | Epoxy Base Electronic Material Corporation Limited | $2.8B | 26 | SELL |
| 600589.SS | Dawei Technology (Guangdong) Group Co., Ltd. | $2.4B | 25 | SELL |
| 002145.SZ | Tinergy Chemical Co., Ltd. | $2.4B | 29 | SELL |
| 001369.SZ | Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. | $2.5B | 21 | SELL |
| 300568.SZ | Shenzhen Senior Technology Material Co., Ltd. | $3.1B | 20 | SELL |
| 688353.SS | Jiangsu HSC New Energy Materials Co.,LTD. | $2.0B | 27 | SELL |
| 603026.SS | Shida Shinghwa Advanced Material Group Co., Ltd. | $3.0B | 18 | STRONG SELL |
| 603077.SS | Sichuan Hebang Biotechnology Corporation Limited | $3.2B | 31 | SELL |
| 300777.SZ | Sinofibers Technology Co., Ltd. | $2.2B | 30 | SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%