Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300835.SZ
HOLDFLAGSinomag Technology Co., Ltd. · Industrials · China · $3.2B · Avg Vol: $195M/d
Sinomag Technology produces magnetic materials critical for industrial automation and electric motors. As supply chains regionalize, local sourcing of high-performance magnets provides a structural tailwind, though the company's moderate quality metrics prevent a high-conviction buy.
COMPANY DESCRIPTION
Sinomag Technology Co., Ltd. specializes in the research, development, and manufacture of wet-molded ferrite magnets and other permanent magnet materials. The company's competitive moat lies in its advanced material formulations and high-precision manufacturing, making it a preferred supplier for global automotive motor and home appliance giants. It is a dominant niche player in the magnetic materials industry, benefiting from the electrification of automotive components.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 137M | 158M | 173M | 191M | 11.6% |
| EPS | 0.13 | 0.09 | 0.14 | 0.21 | 17.8% |
| Shares | 120M | 120M | 119M | 119M | -0.7% |
| Debt | 46M | 64M | 113M | 132M | 42.1% |
| Equity | 147M | 155M | 157M | 181M | 7.2% |
| Op CF | 2M | 5M | 29M | 16M | 93.6% |
| Inv CF | -46M | -26M | -19M | -32M | — |
| Fin CF | 35M | 29M | -3M | 10M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300835.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300835.SZ | Sinomag Technology Co., Ltd.(you) | $3.2B | 36 | HOLD |
| 688800.SS | Suzhou Recodeal Interconnect System Co.,Ltd | $3.6B | 37 | HOLD |
| 002922.SZ | Eaglerise Electric & Electronic (China) Co., Ltd | $2.7B | 37 | HOLD |
| 002498.SZ | Qingdao Hanhe Cable Co.,Ltd | $4.0B | 39 | HOLD |
| 300073.SZ | Beijing Easpring Material Technology CO.,LTD. | $4.5B | 35 | HOLD |
| 300593.SZ | Beijing Relpow Technology Co., Ltd | $2.8B | 42 | HOLD |
| 301291.SZ | Guangdong Mingyang Electric Co.,Ltd. | $2.7B | 42 | HOLD |
| 600353.SS | Chengdu Xuguang Electronics Co., Ltd. | $2.7B | 42 | HOLD |
| 300913.SZ | Zhejiang Zhaolong Interconnect Technology Co.,Ltd. | $3.0B | 44 | HOLD |
| 601567.SS | Ningbo Sanxing Medical Electric Co.,Ltd. | $3.4B | 28 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%