Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300919.SZ
HOLDREMOVECNGR Advanced Material Co., Ltd. · Basic Materials · China · $8.1B · Avg Vol: $119M/d
CNGR Advanced Material produces cathode precursors for lithium-ion batteries. Despite volume growth, it is a highly capital-intensive business with low pricing power, operating in a commoditized segment of the EV supply chain.
COMPANY DESCRIPTION
CNGR Advanced Material Co., Ltd. is a leading global manufacturer of cathode precursors for lithium-ion batteries, specializing in ternary precursors (NCM/NCA) and cobalt tetroxide. The company commands a dominant global market share, serving tier-1 battery manufacturers and automotive OEMs including CATL, BYD, and Tesla. Its competitive moat is secured by massive scale, global supply chain integration, and advanced metallurgical recycling capabilities.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 4.5B | 5.1B | 5.9B | 7.1B | 16.6% |
| EPS | 0.27 | 0.31 | 0.23 | 0.24 | -2.9% |
| Shares | 939M | 938M | 937M | 1.0B | +11.0% |
| Debt | 3.2B | 3.3B | 4.2B | 4.1B | 8.9% |
| Equity | 2.4B | 2.9B | 3.0B | 3.6B | 13.5% |
| Op CF | -732M | 648M | 583M | 203M | -44.0% |
| Inv CF | -1.7B | -1.4B | -1.5B | -798M | — |
| Fin CF | 3.5B | 372M | 821M | 410M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300919.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300919.SZ | CNGR Advanced Material Co., Ltd.(you) | $8.1B | 51 | HOLD |
| 000831.SZ | China Rare Earth Resources And Technology Co., Ltd. | $7.7B | 57 | HOLD |
| 600985.SS | Huaibei Mining Holdings Co.,Ltd. | $5.9B | 55 | HOLD |
| 688548.SS | Guangzhou Guanggang Gases & Energy Co.,Ltd. | $5.4B | 55 | HOLD |
| 603659.SS | Shanghai Putailai New Energy Technology Group Co.,Ltd. | $9.7B | 60 | HOLD |
| 600143.SS | Kingfa Sci. & Tech. Co., Ltd. | $6.6B | 42 | HOLD |
| 002859.SZ | Zhejiang Jiemei Electronic And Technology Co., Ltd. | $4.4B | 50 | HOLD |
| 688146.SS | Peric Special Gases Co., Ltd. | $13.7B | 54 | HOLD |
| 600884.SS | Ningbo Shanshan Co.,Ltd. | $4.9B | 55 | HOLD |
| 600299.SS | Bluestar Adisseo Company | $5.0B | 56 | HOLD |
Peer medians: ROE 6.1% · P/E 33.8x · Gross margin 17.6%