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603124.SS

HOLDFLAG

Jiangxi Jiangnan New Material Technology Co., Ltd. · Basic Materials · China · $3.0B · Avg Vol: $123M/d

53
StockRank
Q
49
V
13
M
80
P/E (TTM)
108.8x
ROE
14.3%
D/E
0.8x
Dividend %
0.0%
AI CONVICTION THESIS

Jiangxi Jiangnan New Material produces copper anode materials for PCBs. It has solid quality metrics (Q-score of 50) and stands to benefit from the electrification and AI hardware buildout. However, domestic Chinese market competition remains a key risk.

COMPANY DESCRIPTION

Jiangxi Jiangnan New Material Technology Co., Ltd. manufactures high-precision copper anodes, copper balls, and copper oxide powders primarily used in printed circuit board (PCB) electroplating. The company's competitive moat is driven by its advanced copper purification and grain refinement technologies, ensuring high-quality plating for high-density interconnect PCBs. It is a leading specialized supplier to the global electronics and semiconductor packaging industries.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue921M1.0B1.3B1.5B18.4%
EPS0.140.190.240.2418.6%
Shares109M109M109M146M+33.3%
Debt63M88M135M169M38.8%
Equity152M174M200M274M21.5%
Op CF-86M-121M-127M-131M
Inv CF-9M-9M-22M-99M
Fin CF93M138M138M233M
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PRICE (1M)+56.6%
17.4220.8724.3227.7831.23May 8May 29Jun 18
SMA 50SMA 200
Close
$31.23
RSI (14)
76.7
52W High
$31.23
From 52W High
1.0%

SCORE BREAKDOWN

Quality
49
ROIC
14.9%86.3
ROE
14.3%82.0
GP/Assets
10.6%43.0
Op. Margin
3.6%46.4
FCF/Assets
-8.9%26.6
Piotroski
26.7
Int. Cover
7.6x59.1
D/E Ratio
0.76x20.2
Current Ratio
1.63x38.4
Value
13
P/E (TTM)
108.8x11.5
EV/EBITDA
67.6x5.0
P/FCF
N/A
P/B
15.7x4.6
P/S
2.5x39.4
Div Yield
0.0%2.6
Momentum
80
52W High %
100%99.6
RS 6M
177%96.7
SMA 50/200
1.38x90.7
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
114%75.1

FUNDAMENTALS

Market Cap
$3.0B
P/E (Forward)
Gross Margin
4.2%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603124.SS are excluded.

TickerCompanyMkt CapStockRankSignal
603124.SSJiangxi Jiangnan New Material Technology Co., Ltd.(you)$3.0B53HOLD
601609.SSNingbo Jintian Copper (Group) Co., Ltd.$3.2B43HOLD
600490.SSPengxin International Mining Co.,Ltd$2.4B36HOLD
002203.SZZhejiang Hailiang Co., Ltd.$6.9B57HOLD
688388.SSGuangdong Jiayuan Technology Co.,Ltd.$3.3B34SELL
000737.SZNorth Copper Co., Ltd.$3.9B36HOLD
688102.SSShaanxi Sirui Advanced Materials Co., Ltd.$4.0B34SELL
601137.SSNingbo Boway Alloy Material Company Limited$2.7B26SELL
300697.SZJiangyin Electrical Alloy Co.,Ltd$1.1B42HOLD
301511.SZJiujiang Defu Technology Co., Limited$11.7B46HOLD

Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%

Jiangxi Jiangnan New Material Technology Co., Ltd. (603124.SS) — Stock Score Summary

Jiangxi Jiangnan New Material Technology Co., Ltd. (603124.SS) has a MoatMap StockRank of 53/100 based on Quality (49/100), Value (13/100), and Momentum (80/100) factor scores. The current signal is HOLD. Jiangxi Jiangnan New Material produces copper anode materials for PCBs. It has solid quality metrics (Q-score of 50) and stands to benefit from the electrification and AI hardware buildout. However, domestic Chinese market competition remains a key risk.

Jiangxi Jiangnan New Material Technology Co., Ltd. manufactures high-precision copper anodes, copper balls, and copper oxide powders primarily used in printed circuit board (PCB) electroplating. The company's competitive moat is driven by its advanced copper purification and grain refinement technologies, ensuring high-quality plating for high-density interconnect PCBs. It is a leading specialized supplier to the global electronics and semiconductor packaging industries.

Key Financial Metrics

Price$31.23
Market Cap$3.0B
P/E (TTM)108.78
Price/Book15.66
Return on Equity14.3%
Return on Invested Capital14.9%
Debt/Equity75.64
Gross Margin4.2%
Operating Margin3.6%
Revenue Growth39.7%
Dividend Yield0.0%
Free Cash Flow$-9M

Jiangxi Jiangnan New Material Technology Co., Ltd. operates in the Copper industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Jiangxi Jiangnan New Material Technology Co., Ltd.’s (603124.SS) StockRank?
MoatMap’s StockRank for Jiangxi Jiangnan New Material Technology Co., Ltd. (603124.SS) is 53/100, with a Hold signal. It is a composite of Quality (49), Value (13), and Momentum (80) factor ranks across MoatMap’s 20,000+ stock universe.
Does Jiangxi Jiangnan New Material Technology Co., Ltd. have an economic moat?
Jiangxi Jiangnan New Material Technology Co., Ltd. (603124.SS) has a Quality factor score of 49/100. 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 Jiangxi Jiangnan New Material Technology Co., Ltd. a buy, hold, or sell?
MoatMap’s current signal for Jiangxi Jiangnan New Material Technology Co., Ltd. (603124.SS) is Hold, based on a StockRank of 53/100. 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 Jiangxi Jiangnan New Material Technology Co., Ltd. in?
Jiangxi Jiangnan New Material Technology Co., Ltd. (603124.SS) operates in the Basic Materials sector, specifically the Copper industry (China).