Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600110.SS
SELLREMOVENuode New Materials Co.,Ltd. · Industrials · China · $3.2B · Avg Vol: $383M/d
Nuode New Materials produces copper foil for lithium batteries. It has extremely low quality metrics (Q-score of 14) and is highly vulnerable to domestic overcapacity and raw material price volatility.
COMPANY DESCRIPTION
Nuode New Materials Co.,Ltd. is a leading global manufacturer of high-quality electrolytic copper foil, a critical component used in lithium-ion batteries for electric vehicles. The company possesses a strong technological moat in producing ultra-thin copper foils (down to 4.5 microns), which are essential for increasing battery energy density. It is a key supplier to top-tier global battery manufacturers, including CATL and BYD.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 696M | 676M | 780M | 1.1B | 15.9% |
| EPS | 0.03 | 0.00 | -0.03 | -0.03 | -92.1% |
| Shares | 1.7B | 1.7B | 1.7B | 1.7B | -0.6% |
| Debt | 726M | 828M | 939M | 1.2B | 18.7% |
| Equity | 927M | 904M | 840M | 833M | -3.5% |
| Op CF | 117M | -158M | 91M | -68M | -11.9% |
| Inv CF | -234M | -167M | -111M | -107M | — |
| Fin CF | 603M | 80M | -59M | 207M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600110.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600110.SS | Nuode New Materials Co.,Ltd.(you) | $3.2B | 27 | SELL |
| 601567.SS | Ningbo Sanxing Medical Electric Co.,Ltd. | $3.4B | 28 | SELL |
| 600550.SS | Baoding Tianwei Baobian Electric Co.,Ltd. | $3.6B | 27 | SELL |
| 688005.SS | Ningbo Ronbay New Energy Technology Co.,Ltd. | $3.3B | 24 | SELL |
| 300827.SZ | Sineng Electric Co.,Ltd. | $2.7B | 26 | SELL |
| 603662.SS | Keli Sensing Technology (Ningbo) Co.,Ltd. | $2.5B | 28 | SELL |
| 605196.SS | Hebei Huatong Wires and Cables Group Co., Ltd. | $3.0B | 22 | SELL |
| 002176.SZ | Jiangxi Special Electric Motor Co.,Ltd | $3.0B | 22 | SELL |
| 603618.SS | Hangzhou Cable Co., Ltd. | $4.4B | 29 | SELL |
| 002617.SZ | Roshow Technology Co., Ltd. | $2.6B | 23 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%