Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603124.SS
HOLDFLAGJiangxi Jiangnan New Material Technology Co., Ltd. · Basic Materials · China · $3.0B · Avg Vol: $123M/d
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)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 921M | 1.0B | 1.3B | 1.5B | 18.4% |
| EPS | 0.14 | 0.19 | 0.24 | 0.24 | 18.6% |
| Shares | 109M | 109M | 109M | 146M | +33.3% |
| Debt | 63M | 88M | 135M | 169M | 38.8% |
| Equity | 152M | 174M | 200M | 274M | 21.5% |
| Op CF | -86M | -121M | -127M | -131M | — |
| Inv CF | -9M | -9M | -22M | -99M | — |
| Fin CF | 93M | 138M | 138M | 233M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603124.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603124.SS | Jiangxi Jiangnan New Material Technology Co., Ltd.(you) | $3.0B | 53 | HOLD |
| 601609.SS | Ningbo Jintian Copper (Group) Co., Ltd. | $3.2B | 43 | HOLD |
| 600490.SS | Pengxin International Mining Co.,Ltd | $2.4B | 36 | HOLD |
| 002203.SZ | Zhejiang Hailiang Co., Ltd. | $6.9B | 57 | HOLD |
| 688388.SS | Guangdong Jiayuan Technology Co.,Ltd. | $3.3B | 34 | SELL |
| 000737.SZ | North Copper Co., Ltd. | $3.9B | 36 | HOLD |
| 688102.SS | Shaanxi Sirui Advanced Materials Co., Ltd. | $4.0B | 34 | SELL |
| 601137.SS | Ningbo Boway Alloy Material Company Limited | $2.7B | 26 | SELL |
| 300697.SZ | Jiangyin Electrical Alloy Co.,Ltd | $1.1B | 42 | HOLD |
| 301511.SZ | Jiujiang Defu Technology Co., Limited | $11.7B | 46 | HOLD |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%