Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
301626.SZ
SELLFLAGSuzhou Tianmai Thermal Technology Co., Ltd. · Industrials · China · $5.7B · Avg Vol: $107M/d
As a specialist in thermal interface materials and vapor chambers, the company is a second-order beneficiary of the advanced packaging and AI compute boom, where heat dissipation is a critical bottleneck. However, the extremely low value score (V: 7) and quant sell signal warrant caution and a smaller, monitored position.
COMPANY DESCRIPTION
Suzhou Tianmai Thermal Technology Co., Ltd. designs and manufactures thermal interface materials (TIMs), heat pipes, and ultra-thin vapor chambers (VC) for heat dissipation in electronic devices. The company is a key supplier to leading global smartphone, telecommunications, and automotive electronics manufacturers. Its competitive moat is sustained by advanced material formulations, high-volume automated production lines, and the rising thermal management demands of 5G and AI-enabled devices.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 124M | 137M | 139M | 165M | 10.0% |
| EPS | — | 0.20 | 0.26 | 0.30 | 0.20 | -0.1% |
| Shares | — | 87M | 87M | 116M | 116M | +33.3% |
| Debt | 5M | 491,930 | 9M | 590,262 | 830,006 | -35.7% |
| Equity | — | 90M | 113M | 221M | 236M | 37.6% |
| Op CF | — | 14M | 32M | 26M | 27M | 24.9% |
| Inv CF | — | -13M | -27M | -80M | -24M | — |
| Fin CF | — | -14M | 7M | 72M | -9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 301626.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 301626.SZ | Suzhou Tianmai Thermal Technology Co., Ltd.(you) | $5.7B | 35 | SELL |
| 300870.SZ | Shenzhen Honor Electronic Co., Ltd. | $6.2B | 36 | HOLD |
| 3931.HK | CALB Group Co., Ltd. | $6.6B | 37 | HOLD |
| 301018.SZ | Guangdong Shenling Environmental Systems Co., Ltd. | $5.7B | 29 | SELL |
| 300073.SZ | Beijing Easpring Material Technology CO.,LTD. | $4.5B | 35 | HOLD |
| 300438.SZ | Guangzhou Great Power Energy and Technology Co., Ltd | $5.7B | 29 | SELL |
| 300763.SZ | Ginlong Technologies Co., Ltd. | $6.7B | 32 | SELL |
| 002130.SZ | ShenZhen Woer Heat-Shrinkable Material Co.,Ltd. | $4.5B | 33 | SELL |
| 002364.SZ | Hangzhou Zhongheng Electric Co., Ltd | $4.7B | 32 | SELL |
| 002491.SZ | Tongding Interconnection Information Co., Ltd. | $4.4B | 33 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%