Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603212.SS
HOLDREMOVECybrid Technologies Inc. · Basic Materials · China · $936M · Avg Vol: $62M/d
Cybrid Technologies manufactures polymer materials primarily for solar backsheets. This is a highly cyclical, low-margin commodity business facing severe domestic overcapacity in China, failing our Terry Smith quality filter.
COMPANY DESCRIPTION
Cybrid Technologies Inc. develops and manufactures functional polymer materials, specializing in solar backsheets, encapsulants, and adhesive films for the photovoltaic industry. The company is a global leader in the solar packaging materials market, benefiting from the rapid expansion of renewable energy capacity. Its competitive advantage is driven by continuous innovation in weather-resistant materials, cost-efficient large-scale production, and a highly diversified global customer base of solar module manufacturers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 608M | 616M | 444M | 387M | -14.0% |
| EPS | 0.06 | 0.04 | -0.10 | -0.09 | -41.5% |
| Shares | 440M | 440M | 437M | 437M | -0.7% |
| Debt | 175M | 177M | 140M | 122M | -11.4% |
| Equity | 439M | 443M | 395M | 355M | -6.8% |
| Op CF | -12M | 4M | 54M | 10M | 65.6% |
| Inv CF | -25M | -10M | -32M | -9M | — |
| Fin CF | 13M | -16M | -52M | -20M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603212.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603212.SS | Cybrid Technologies Inc.(you) | $936M | 37 | HOLD |
| 002068.SZ | Jiangxi Black Cat Carbon Black Inc.,Ltd | $1.0B | 37 | HOLD |
| 688219.SS | Orinko Advanced Plastics Co.,LTD | $902M | 35 | HOLD |
| 300192.SZ | Suzhou Kingswood Education Technology Co., Ltd. | $818M | 35 | SELL |
| 300063.SZ | Guangdong Tloong Technology Group Co.,Ltd | $1.2B | 35 | SELL |
| 300537.SZ | Jiangsu Kuangshun Photosensitivity New-Material Stock Co., Ltd. | $835M | 32 | SELL |
| 688598.SS | KBC Corporation, Ltd. | $957M | 43 | HOLD |
| 002562.SZ | Brother Enterprises Holding Co.,Ltd. | $851M | 31 | SELL |
| 603977.SS | Jiangxi Guotai Group Co.,Ltd. | $1.4B | 36 | HOLD |
| 002632.SZ | Daoming Optics&Chemical Co.,Ltd | $939M | 45 | HOLD |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%