Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603119.SS
SELLZhejiang Rongtai Electric Material Co.,Ltd. · Technology · China · $4.5B · Avg Vol: $118M/d
COMPANY DESCRIPTION
Zhejiang Rongtai Electric Material Co., Ltd. researches, develops, and manufactures high-performance mica-based electrical insulation materials. The company's products are critical safety components used for thermal runaway protection in new energy vehicle (NEV) battery systems and high-voltage electrical equipment. It is a highly specialized niche leader, benefiting from rapid adoption by top-tier global EV manufacturers and battery makers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 98.3M | 117.9M | 167.1M | 202.6M | 27.3% | 218.8M | 292.5M | 428.0M | 45.3% |
| EPS | 0.06 | 0.06 | 0.07 | 0.09 | 16.1% | 0.09 | — | — | — |
| Shares | 354.9M | 473.2M | 472.9M | 472.9M | +33.2% | 472.9M | — | — | — |
| Debt | 29.9M | 6.1M | 3.7M | 83.5M | 40.8% | 86.9M | — | — | — |
| Equity | 78.4M | 244.7M | 269.7M | 300.0M | 56.4% | — | — | — | — |
| Op CF | 12.8M | 32.6M | 30.9M | 41.1M | 47.6% | 46.8M | — | — | — |
| Inv CF | -13.8M | -8.0M | -83.5M | -122.9M | — | — | — | — | — |
| Fin CF | 3.1M | 116.1M | -12.5M | 65.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 603119.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603119.SS | Zhejiang Rongtai Electric Material Co.,Ltd.(you) | $4.5B | 20 | SELL |
| 301389.SZ | Long Young Electronic (Kunshan) Co., Ltd. | $3.9B | 20 | STRONG SELL |
| 600516.SS | FangDa Carbon New Material Co.,Ltd | $3.8B | 21 | SELL |
| 600641.SS | Shanghai Vital Deeptech Co., Ltd. | $5.3B | 21 | SELL |
| 688205.SS | Wuxi Taclink Optoelectronics Technology Co., Ltd. | $4.9B | 17 | STRONG SELL |
| 688143.SS | Yangtze Optical Electronic Co., Ltd. | $4.1B | 16 | STRONG SELL |
| 301123.SZ | YD Electronic Technology Co.,Ltd. | $4.1B | 16 | STRONG SELL |
| 600330.SS | TDG Holding Co., Ltd. | $5.9B | 19 | STRONG SELL |
| 603678.SS | Fujian Torch Electron Technology Co., Ltd. | $5.6B | 24 | SELL |
| 300903.SZ | Guangdong Kingshine Electronic Technology Co.,Ltd. | $6.7B | 20 | SELL |
Peer medians: ROE 3.5% · P/E 68.9x · Gross margin 25.9%