Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603004.SS
HOLDREMOVEZhejiang Dragon Technology Co., Ltd. · Basic Materials · China · $659M · Avg Vol: $11M/d
Despite a high quality score, this specialty chemical manufacturer is highly exposed to rising energy and petrochemical feedstock costs, making it a casualty of the Geopolitical Energy Risk Premium.
COMPANY DESCRIPTION
Zhejiang Dragon Technology Co., Ltd. is a specialty chemical manufacturer focusing on the research, development, and production of organic pigments, dye intermediates, and agricultural chemicals. The company's products are widely used in inks, coatings, plastics, and crop protection. It maintains a strong market position through proprietary synthesis technologies and compliance with stringent environmental standards.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 123M | 110M | 103M | 104M | -5.4% |
| EPS | 0.13 | 0.15 | 0.10 | 0.09 | -9.5% |
| Shares | 177M | 236M | 236M | 236M | +33.3% |
| Debt | 8M | 9M | 3M | 6M | -11.4% |
| Equity | 126M | 280M | 295M | 310M | 35.0% |
| Op CF | 24M | 30M | 30M | 37M | 16.2% |
| Inv CF | -10M | -18M | -97M | -41M | — |
| Fin CF | -9M | 128M | -20M | -6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603004.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603004.SS | Zhejiang Dragon Technology Co., Ltd.(you) | $659M | 49 | HOLD |
| 300121.SZ | Shandong Yanggu Huatai Chemical Co., Ltd. | $726M | 49 | HOLD |
| 2198.HK | China Sanjiang Fine Chemicals Company Limited | $497M | 51 | HOLD |
| 002637.SZ | Zanyu Technology Group Co., Ltd. | $754M | 43 | HOLD |
| 603155.SS | Xinyaqiang Silicon Chemistry Co.,Ltd | $833M | 42 | HOLD |
| 300233.SZ | Shandong Jincheng Pharmaceutical Group Co., Ltd | $745M | 60 | HOLD |
| 605183.SS | Quechen Silicon Chemical Co., Ltd. | $993M | 56 | HOLD |
| 605077.SS | Zhejiang Huakang Pharmaceutical Co., Ltd. | $788M | 36 | HOLD |
| 300801.SZ | Shandong Taihe Technologies Co., Ltd. | $871M | 37 | HOLD |
| 603299.SS | Jiang Su Suyan Jingshen Co.,Ltd | $1.4B | 50 | HOLD |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%