Company Deep Dive
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603271.SS
STRONG BUYREMOVEGet insider-trade alertsYong Jie New Material Co.,Ltd. · Basic Materials · China · $1.2B · Avg Vol: $26M/d
While the company has a high quality score, it operates in the highly cyclical aluminum processing sector and lacks a direct connection to our core high-conviction macro themes.
COMPANY DESCRIPTION
Yong Jie New Material specializes in the research, development, and manufacture of high-performance aluminum alloy sheet, strip, and foil, primarily used in lithium-ion batteries, consumer electronics, and automotive lightweighting. The company's competitive moat is established through its advanced processing technologies and certified supplier status with leading global battery manufacturers. It operates as a key niche player in the green energy materials sector, leveraging strong R&D to capture high-growth battery foil markets.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.1B | 957.9M | 1.2B | 1.4B | 10.5% |
| EPS | 0.35 | 0.24 | 0.32 | 0.33 | -2.1% |
| Shares | 147.5M | 147.5M | 147.5M | 196.7M | +33.4% |
| Debt | 160.7M | 94.6M | 93.5M | 4.5M | -69.7% |
| Equity | 165.0M | 199.8M | 246.8M | 430.6M | 37.7% |
| Op CF | 42.0M | 88.6M | 20.1M | 62.0M | 13.9% |
| Inv CF | -7.3M | -13.5M | -8.7M | -61.7M | — |
| Fin CF | -43.9M | -66.3M | -3.9M | 32.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603271.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603271.SS | Yong Jie New Material Co.,Ltd.(you) | $1.2B | 90 | STRONG BUY |
| 000612.SZ | JiaoZuo WanFang Aluminum Manufacturing Co., Ltd | $1.9B | 98 | STRONG BUY |
| 601677.SS | Henan Mingtai Al.Industrial Co.,Ltd. | $3.0B | 92 | STRONG BUY |
| 600595.SS | Henan Zhongfu Industrial Co.,Ltd | $3.3B | 87 | STRONG BUY |
| 601388.SS | Yechiu Metal Recycling (China) Ltd. | $934M | 65 | BUY |
| 002824.SZ | Guangdong Hoshion Industrial Aluminium Co., Ltd. | $1.7B | 64 | HOLD |
| 0098.HK | Xingfa Aluminium Holdings Limited | $349M | 98 | STRONG BUY |
| 600219.SS | Shandong Nanshan Aluminium Co.,Ltd. | $6.9B | 88 | STRONG BUY |
| 2788.HK | Chuangxin Industries Holdings Limited | $3.7B | 75 | BUY |
| 002532.SZ | Tianshan Aluminum Group Co.,Ltd | $7.6B | 92 | STRONG BUY |
Peer medians: ROE 5.7% · P/E 34.3x · Gross margin 17.5%