Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603002.SS
SELLREMOVEEpoxy Base Electronic Material Corporation Limited · Basic Materials · China · $2.8B · Avg Vol: $318M/d
Epoxy Base Electronic Material produces epoxy resins but lacks the high-end advanced packaging validation required to benefit from the CoWoS bottleneck.
COMPANY DESCRIPTION
Epoxy Base Electronic Material Corporation Limited specializes in the research, development, and production of high-performance epoxy resins and electronic materials. The company's products are critical components in copper clad laminates (CCL), printed circuit boards (PCBs), and wind turbine blades. It operates as a key niche supplier in the electronics supply chain, benefiting from the domestic demand for high-frequency, high-speed electronic materials.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 447M | 331M | 317M | 455M | 0.6% |
| EPS | 0.09 | 0.01 | 0.01 | 0.00 | -63.6% |
| Shares | 904M | 1.1B | 1.1B | 1.1B | +25.5% |
| Debt | 18M | 52M | 33M | 74M | 60.0% |
| Equity | 363M | 510M | 509M | 511M | 12.1% |
| Op CF | 7M | 42M | 10M | 3M | -27.9% |
| Inv CF | -2M | -90M | -50M | -42M | — |
| Fin CF | -30M | 178M | -23M | 24M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603002.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603002.SS | Epoxy Base Electronic Material Corporation Limited(you) | $2.8B | 26 | SELL |
| 300769.SZ | Shenzhen Dynanonic Co., Ltd | $2.7B | 25 | SELL |
| 600589.SS | Dawei Technology (Guangdong) Group Co., Ltd. | $2.4B | 25 | SELL |
| 002145.SZ | Tinergy Chemical Co., Ltd. | $2.4B | 29 | SELL |
| 688353.SS | Jiangsu HSC New Energy Materials Co.,LTD. | $2.0B | 27 | SELL |
| 001369.SZ | Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. | $2.5B | 21 | SELL |
| 603077.SS | Sichuan Hebang Biotechnology Corporation Limited | $3.2B | 31 | SELL |
| 300568.SZ | Shenzhen Senior Technology Material Co., Ltd. | $3.1B | 20 | SELL |
| 603026.SS | Shida Shinghwa Advanced Material Group Co., Ltd. | $3.0B | 18 | STRONG SELL |
| 300777.SZ | Sinofibers Technology Co., Ltd. | $2.2B | 30 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%