Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603181.SS
HOLDREMOVEZhejiang Huangma Technology Co.,Ltd · Basic Materials · China · $1.2B · Avg Vol: $19M/d
Zhejiang Huangma Technology is a high-quality specialty surfactant manufacturer with solid margins. However, it lacks a clear, high-conviction macro thematic catalyst or structural tailwind over our 18-month investment horizon.
COMPANY DESCRIPTION
Zhejiang Huangma Technology Co., Ltd. is a leading manufacturer of specialty surfactants, producing a wide range of customized chemical agents for industrial, agricultural, and consumer applications. The company operates one of the largest surfactant R&D and production bases in China, focusing on high-value, eco-friendly formulations. Its competitive moat is characterized by a highly flexible production system capable of small-batch customization and strong technical barriers in molecular design.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 323M | 280M | 345M | 355M | 3.3% |
| EPS | 0.12 | 0.08 | 0.10 | 0.11 | -2.5% |
| Shares | 589M | 589M | 589M | 589M | 0.0% |
| Debt | 55M | 49M | 59M | 68M | 6.8% |
| Equity | 373M | 408M | 460M | 509M | 10.9% |
| Op CF | 71M | 47M | 14M | 67M | -2.1% |
| Inv CF | -14M | -17M | -36M | -84M | — |
| Fin CF | -43M | -24M | -218,227 | -11M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603181.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603181.SS | Zhejiang Huangma Technology Co.,Ltd(you) | $1.2B | 65 | HOLD |
| 9936.HK | Ximei Resources Holding Limited | $966M | 64 | HOLD |
| 688550.SS | Xi'an Manareco New Materials Co.,Ltd | $1.2B | 70 | BUY |
| 603227.SS | Xinjiang Xuefeng Sci-Tech(Group)Co.,Ltd | $1.4B | 63 | HOLD |
| 603823.SS | Lily Group Co., Ltd. | $1.6B | 65 | BUY |
| 601678.SS | Befar Group Co.,Ltd | $1.6B | 65 | BUY |
| 301538.SZ | Shenzhen Jdd Tech New Material Co., Ltd | $1.1B | 59 | HOLD |
| 300041.SZ | Hubei Huitian New Materials Co., Ltd. | $1.2B | 73 | BUY |
| 301090.SZ | China Resources Chemical Innovative Materials Co., Ltd. | $1.6B | 61 | HOLD |
| 688378.SS | Jilin OLED Material Tech Co., Ltd. | $1.6B | 68 | BUY |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%