Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300842.SZ
HOLDREMOVEWuxi DK Electronic Materials Co.,Ltd. · Industrials · China · $1.8B · Avg Vol: $91M/d
Wuxi DK Electronic Materials produces silver paste for solar cells. While aligned with green energy, the domestic Chinese solar supply chain is plagued by severe overcapacity and destructive price wars.
COMPANY DESCRIPTION
Wuxi DK Electronic Materials Co., Ltd. is a leading developer and manufacturer of electronic materials, specializing in conductive silver pastes for photovoltaic (PV) solar cells. The company's competitive moat is defined by its advanced formulation chemistry and rapid R&D cycle, which allow it to lead in high-efficiency cell technologies like TOPCon and HJT. It is a critical upstream supplier in the global solar energy supply chain, capturing significant domestic market share.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 557M | 1.4B | 2.3B | 2.7B | 68.6% |
| EPS | -0.02 | 0.41 | 0.38 | -0.28 | -6.9% |
| Shares | 140M | 140M | 141M | 145M | +3.8% |
| Debt | 231M | 396M | 333M | 472M | 26.9% |
| Equity | 136M | 196M | 247M | 233M | 19.7% |
| Op CF | -29M | -155M | 139M | 99M | -28.9% |
| Inv CF | -6M | -12M | -21M | -219M | — |
| Fin CF | 41M | 165M | -86M | 132M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300842.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300842.SZ | Wuxi DK Electronic Materials Co.,Ltd.(you) | $1.8B | 44 | HOLD |
| 301571.SZ | Teemsun Technology Co.,Ltd | $1.6B | 44 | HOLD |
| 300843.SZ | Shenglan Technology Co., Ltd. | $2.2B | 43 | HOLD |
| 603556.SS | Hexing Electrical Co.,Ltd. | $1.9B | 40 | HOLD |
| 601096.SS | Hsino Tower Group Co., Ltd. | $2.0B | 40 | HOLD |
| 002730.SZ | Dianguang Explosion-proof Technology Co.,Ltd. | $1.6B | 40 | HOLD |
| 002706.SZ | Shanghai Liangxin Electrical Co.,LTD. | $2.4B | 43 | HOLD |
| 301150.SZ | Hubei Zhongyi Technology Inc. | $2.3B | 48 | HOLD |
| 300617.SZ | Jiangsu Ankura Intelligent Electric Co., Ltd. | $1.7B | 50 | HOLD |
| 600353.SS | Chengdu Xuguang Electronics Co., Ltd. | $2.7B | 42 | HOLD |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%