What is Jiangyin Jianghua Microelectronics Materials Co., Ltd's (603078.SS) StockRank?

MoatMap's StockRank for Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) is 48/100, with a Hold signal. This is a composite score combining Quality (54), Value (13), and Momentum (71) factor ranks across MoatMap's 20,000+ stock universe.

Does Jiangyin Jianghua Microelectronics Materials Co., Ltd have an economic moat?

Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) has a Quality factor score of 54/100. 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 financial characteristics of a moated business.

Is Jiangyin Jianghua Microelectronics Materials Co., Ltd a buy, hold, or sell?

MoatMap's current signal for Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) is Hold, based on a StockRank of 48/100. 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 Jiangyin Jianghua Microelectronics Materials Co., Ltd in?

Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) operates in the Technology sector, specifically the Semiconductor Equipment & Materials industry (China).

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

603078.SS

HOLDFLAG

Jiangyin Jianghua Microelectronics Materials Co., Ltd · Technology · China · $2.6B · Avg Vol: $311M/d

StockRank

P/E (TTM)

152.8x

ROE

5.5%

D/E

0.2x

Dividend %

0.2%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Jianghua Microelectronics is a key domestic supplier of ultra-pure wet electronic chemicals in China, critical for advanced semiconductor nodes and packaging processes. As China aggressively localizes its semiconductor supply chain to bypass Western sanctions, Jianghua is positioned to capture market share from foreign incumbents. The structural shift toward domestic sourcing provides a powerful macro tailwind, though the company must continuously upgrade its purity levels to match global leaders.

COMPANY DESCRIPTION

Jiangyin Jianghua Microelectronics Materials Co., Ltd. develops and manufactures ultra-clean, high-purity wet electronic chemicals used in semiconductor, flat panel display, and solar cell manufacturing. The company's competitive moat is established through its advanced purification technologies and stringent quality control systems that meet global semiconductor standards. It is a leading domestic player in the import substitution of critical electronic chemicals in China.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR
Revenue	138.8M	152.2M	162.4M	182.3M	9.5%
EPS	0.05	0.04	0.04	0.04	-4.8%
Shares	385.6M	385.6M	385.6M	385.6M	0.0%
Debt	69.1M	89.1M	71.7M	65.6M	-1.7%
Equity	242.2M	241.7M	279.7M	290.2M	6.2%
Op CF	18.1M	21.5M	15.7M	26.9M	14.1%
Inv CF	-4.0M	-12.6M	-50.2M	5.5M	—
Fin CF	100.7M	-32.1M	-29.2M	-13.0M	—

PRICE (1Y)+65.5%

SMA 50SMA 200

$6.73

RSI (14)

66.0

52W High

$7.30

From 52W High

0.9%

SCORE BREAKDOWN

Quality

ROIC

5.2%43.4

ROE

5.5%43.9

GP/Assets

13.3%32.3

Op. Margin

11.1%64.8

FCF/Assets

1.0%45.3

Piotroski

891.6

Int. Cover

20.8x59.2

D/E Ratio

0.23x49.6

Current Ratio

4.37x84.4

Value

P/E (TTM)

152.8x11.9

EV/EBITDA

66.6x16.0

P/FCF

4296.8x3.3

P/B

8.3x18.5

P/S

12.9x16.1

Div Yield

0.2%13.8

Momentum

52W High %

92%84.2

RS 6M

144%92.6

SMA 50/200

1.39x80.4

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—41.2

Q Growth

7%39.0

FUNDAMENTALS

Market Cap

$2.6B

P/E (Forward)

93.0x

Gross Margin

27.7%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 603078.SS are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
603078.SS	Jiangyin Jianghua Microelectronics Materials Co., Ltd(you)	$2.6B	48	HOLD
601133.SS	Both Engineering Technology Co.,Ltd.	$2.3B	47	HOLD
688516.SS	Wuxi Autowell Technology Co.,Ltd.	$2.7B	38	HOLD
688401.SS	Shenzhen Newway Photomask Making Co., Ltd	$2.3B	56	HOLD
688652.SS	Beijing Jingyi Automation Equipment Co., Ltd.	$3.8B	42	HOLD
301297.SZ	Ferrotec (An Hui) Technology Development Co.,LTD	$5.6B	48	HOLD
688432.SS	GRINM Semiconductor Materials Co., Ltd.	$4.7B	44	HOLD
3277.HK	GPIXEL	$5.6B	49	HOLD
688535.SS	Jiangsu HHCK Advanced Materials Co., Ltd.	$3.2B	36	HOLD
688584.SS	Wafer Works (Shanghai) Co., Ltd.	$3.0B	33	SELL

Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%

Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) — Stock Score Summary

Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) has a MoatMap StockRank of 48/100 based on Quality (54/100), Value (13/100), and Momentum (71/100) factor scores. The current signal is HOLD. Jianghua Microelectronics is a key domestic supplier of ultra-pure wet electronic chemicals in China, critical for advanced semiconductor nodes and packaging processes. As China aggressively localizes its semiconductor supply chain to bypass Western sanctions, Jianghua is positioned to capture market share from foreign incumbents. The structural shift toward domestic sourcing provides a powerful macro tailwind, though the company must continuously upgrade its purity levels to match global leaders.

Key Financial Metrics

Price	$6.73
Market Cap	$2.6B
P/E (TTM)	152.79
P/E (Forward)	93.00
Price/Book	8.27
Return on Equity	5.5%
Return on Invested Capital	5.2%
Debt/Equity	23.14
Gross Margin	27.7%
Operating Margin	11.1%
Revenue Growth	16.9%
Dividend Yield	0.2%
Free Cash Flow	$608K

Jiangyin Jianghua Microelectronics Materials Co., Ltd operates in the Semiconductor Equipment & Materials industry, part of the Technology sector (China).

Frequently Asked Questions

What is Jiangyin Jianghua Microelectronics Materials Co., Ltd’s (603078.SS) StockRank?: MoatMap’s StockRank for Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) is 48/100, with a Hold signal. It is a composite of Quality (54), Value (13), and Momentum (71) factor ranks across MoatMap’s 20,000+ stock universe.
Does Jiangyin Jianghua Microelectronics Materials Co., Ltd have an economic moat?: Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) has a Quality factor score of 54/100. 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 Jiangyin Jianghua Microelectronics Materials Co., Ltd a buy, hold, or sell?: MoatMap’s current signal for Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) is Hold, based on a StockRank of 48/100. 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 Jiangyin Jianghua Microelectronics Materials Co., Ltd in?: Jiangyin Jianghua Microelectronics Materials Co., Ltd (603078.SS) operates in the Technology sector, specifically the Semiconductor Equipment & Materials industry (China).