Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603260.SS
STRONG SELLREMOVEHoshine Silicon Industry Co., Ltd. · Basic Materials · China · $6.7B · Avg Vol: $113M/d
Hoshine Silicon is a major silicon producer that, despite commodity exposure, faces severe domestic overcapacity in China and geopolitical/sanctions risks that impair its long-term compounding potential.
COMPANY DESCRIPTION
Hoshine Silicon Industry is a vertically integrated manufacturer of industrial silicon and silicone products, serving the solar PV, electronics, and chemical sectors. The company holds a dominant market-leading position in China, supported by massive scale economies and low-cost production facilities located near raw material sources. Its extensive product portfolio and cost leadership establish it as a critical upstream supplier in the global renewable energy supply chain.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.5B | 3.9B | 3.9B | 3.0B | -4.7% |
| EPS | 0.71 | 0.33 | 0.22 | -0.38 | -44.4% |
| Shares | 1.1B | 1.2B | 1.2B | 1.2B | +10.1% |
| Debt | 2.7B | 4.7B | 4.8B | 4.1B | 14.9% |
| Equity | 3.5B | 4.8B | 4.9B | 4.3B | 7.1% |
| Op CF | -93M | -117M | 668M | 593M | -11.2% |
| Inv CF | -1.8B | -2.7B | -656M | -204M | — |
| Fin CF | 2.0B | 2.7B | -52M | -434M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603260.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603260.SS | Hoshine Silicon Industry Co., Ltd.(you) | $6.7B | 15 | STRONG SELL |
| 002326.SZ | Zhejiang Yongtai Technology Co.,Ltd. | $2.8B | 15 | STRONG SELL |
| 002407.SZ | Do-Fluoride New Materials Co., Ltd. | $5.9B | 32 | SELL |
| 603026.SS | Shida Shinghwa Advanced Material Group Co., Ltd. | $3.0B | 18 | STRONG SELL |
| 002312.SZ | Sichuan Development Lomon Co.,Ltd. | $2.5B | 15 | STRONG SELL |
| 000973.SZ | FSPG Hi-Tech CO., Ltd. | $5.4B | 31 | SELL |
| 300568.SZ | Shenzhen Senior Technology Material Co., Ltd. | $3.1B | 20 | SELL |
| 688065.SS | Cathay Biotech Inc. | $4.3B | 27 | SELL |
| 301292.SZ | Shandong Hi-tech Spring Material Technology Co., Ltd. | $2.3B | 13 | STRONG SELL |
| 001369.SZ | Inner Mongolia Shuangxin Environmental Protection Materials Co., Ltd. | $2.5B | 21 | SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%