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600884.SS

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Ningbo Shanshan Co.,Ltd. · Basic Materials · China · $4.9B · Avg Vol: $204M/d

55
StockRank
Q
46
V
34
M
64
P/E (TTM)
39.1x
ROE
3.5%
D/E
0.7x
Dividend %
—
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

Ningbo Shanshan is a lithium-ion battery material producer. Despite the electrification trend, severe industry overcapacity in China has crushed margins, failing our Terry Smith quality compounder lens.

COMPANY DESCRIPTION

Ningbo Shanshan is a global leader in the production of lithium-ion battery materials, specifically anode materials, and LCD polarizers. The company's competitive moat lies in its large-scale production capacity, advanced synthetic graphite technology, and the acquisition of LG Chem's polarizer business. It operates as a vertically integrated, dual-core technology leader serving major global battery and display manufacturers.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue3.2B2.8B2.8B3.2B-0.2%
EPS0.180.05-0.030.03-44.5%
Shares2.3B2.3B2.3B2.2B-0.6%
Debt1.6B2.8B2.5B2.4B13.2%
Equity3.4B3.4B3.2B3.2B-1.6%
Op CF75M-29M275M334M64.6%
Inv CF-731M-663M-276M-84M—
Fin CF-49M710M-321M-271M—
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PRICE (1M)-20.6%
1.932.102.272.442.61May 6May 27Jun 16
SMA 50SMA 200
Close
$2.08
RSI (14)
40.6
52W High
$2.67
From 52W High
0.8%

SCORE BREAKDOWN

Quality
46
ROIC
4.1%50.8
ROE
3.5%49.2
GP/Assets
8.5%36.2
Op. Margin
10.3%66.9
FCF/Assets
1.0%56.4
Piotroski
—81.2
Int. Cover
2.0x39.0
D/E Ratio
0.69x23.0
Current Ratio
1.18x19.6
Value
34
P/E (TTM)
39.1x26.4
EV/EBITDA
12.0x32.4
P/FCF
520.2x16.9
P/B
1.3x64.9
P/S
1.4x54.6
Div Yield
—N/A
Momentum
64
52W High %
78%59.6
RS 6M
-3%52.3
SMA 50/200
1.07x55.7
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—75.5
Q Growth
899%95.6

FUNDAMENTALS

Market Cap
$4.9B
P/E (Forward)
15.0x
Gross Margin
17.2%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600884.SS are excluded.

TickerCompanyMkt CapStockRankSignal
600884.SSNingbo Shanshan Co.,Ltd.(you)$4.9B55HOLD
300487.SZSunresin New Materials Co.,Ltd$4.5B55HOLD
600299.SSBluestar Adisseo Company$5.0B58HOLD
2579.HKCNGR Advanced Material Co., Ltd.$4.4B57HOLD
600985.SSHuaibei Mining Holdings Co.,Ltd.$5.9B56HOLD
600873.SSMeiHua Holdings Group Co.,Ltd$3.9B55HOLD
603688.SSJiangsu Pacific Quartz Co., Ltd$5.4B60HOLD
688548.SSGuangzhou Guanggang Gases & Energy Co.,Ltd.$5.4B50HOLD
688545.SSHubei Sinophorus Electronic Materials Co.,Ltd.$4.0B59HOLD
000831.SZChina Rare Earth Resources And Technology Co., Ltd.$7.7B54HOLD

Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%

Ningbo Shanshan Co.,Ltd. (600884.SS) — Stock Score Summary

Ningbo Shanshan Co.,Ltd. (600884.SS) has a MoatMap StockRank of 55/100 based on Quality (46/100), Value (34/100), and Momentum (64/100) factor scores. The current signal is HOLD. Ningbo Shanshan is a lithium-ion battery material producer. Despite the electrification trend, severe industry overcapacity in China has crushed margins, failing our Terry Smith quality compounder lens.

Ningbo Shanshan is a global leader in the production of lithium-ion battery materials, specifically anode materials, and LCD polarizers. The company's competitive moat lies in its large-scale production capacity, advanced synthetic graphite technology, and the acquisition of LG Chem's polarizer business. It operates as a vertically integrated, dual-core technology leader serving major global battery and display manufacturers.

Key Financial Metrics

Price$2.08
Market Cap$4.9B
P/E (TTM)39.09
P/E (Forward)15.03
Price/Book1.31
Return on Equity3.5%
Return on Invested Capital4.1%
Debt/Equity69.24
Gross Margin17.2%
Operating Margin10.3%
Revenue Growth12.0%
Free Cash Flow$9M

Ningbo Shanshan Co.,Ltd. operates in the Specialty Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Ningbo Shanshan Co.,Ltd.’s (600884.SS) StockRank?
MoatMap’s StockRank for Ningbo Shanshan Co.,Ltd. (600884.SS) is 55/100, with a Hold signal. It is a composite of Quality (46), Value (34), and Momentum (64) factor ranks across MoatMap’s 20,000+ stock universe.
Does Ningbo Shanshan Co.,Ltd. have an economic moat?
Ningbo Shanshan Co.,Ltd. (600884.SS) has a Quality factor score of 46/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Ningbo Shanshan Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Ningbo Shanshan Co.,Ltd. (600884.SS) is Hold, based on a StockRank of 55/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Ningbo Shanshan Co.,Ltd. in?
Ningbo Shanshan Co.,Ltd. (600884.SS) operates in the Basic Materials sector, specifically the Specialty Chemicals industry (China).
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