Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300777.SZ
SELLFLAGSinofibers Technology Co., Ltd. · Basic Materials · China · $2.2B · Avg Vol: $68M/d
Sinofibers Technology is a high-quality (Q-score of 68) producer of high-performance carbon fibers. It is uniquely positioned to benefit from China's domestic aerospace and defense localization efforts, though valuation and export restrictions remain key hurdles.
COMPANY DESCRIPTION
Sinofibers Technology Co., Ltd. researches, develops, and manufactures high-performance carbon fibers and carbon fiber fabrics. The company is a key supplier of military-grade carbon fibers (such as the ZT7 series) used in China's aerospace, aviation, and defense sectors. It is characterized by extremely high technical and regulatory entry barriers, high profit margins, and stable revenue streams secured by long-term military procurement contracts.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 118M | 83M | 120M | 125M | 2.0% |
| EPS | 0.21 | 0.10 | 0.12 | 0.11 | -19.7% |
| Shares | 440M | 440M | 440M | 440M | +0.0% |
| Debt | 93M | 48M | 41M | 11M | -50.8% |
| Equity | 575M | 603M | 644M | 674M | 5.4% |
| Op CF | 17M | 124M | 29M | 130M | 97.7% |
| Inv CF | -302M | -47M | -16M | -76M | — |
| Fin CF | 289M | -16M | -12M | -8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300777.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300777.SZ | Sinofibers Technology Co., Ltd.(you) | $2.2B | 30 | SELL |
| 002145.SZ | Tinergy Chemical Co., Ltd. | $2.4B | 29 | SELL |
| 600618.SS | Shanghai Chlor-Alkali Chemical Co., Ltd. | $1.8B | 31 | SELL |
| 688353.SS | Jiangsu HSC New Energy Materials Co.,LTD. | $2.0B | 27 | SELL |
| 600589.SS | Dawei Technology (Guangdong) Group Co., Ltd. | $2.4B | 25 | SELL |
| 603077.SS | Sichuan Hebang Biotechnology Corporation Limited | $3.2B | 31 | SELL |
| 603002.SS | Epoxy Base Electronic Material Corporation Limited | $2.8B | 26 | SELL |
| 601568.SS | Shaanxi Beiyuan Chemical Industry Group Co., Ltd. | $2.2B | 40 | HOLD |
| 300769.SZ | Shenzhen Dynanonic Co., Ltd | $2.7B | 25 | SELL |
| 603612.SS | Sunstone Development Co., Ltd. | $1.5B | 35 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%