Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603379.SS
STRONG BUYFLAGZhejiang Sanmei Chemical Industry Co.,Ltd. · Basic Materials · China · $5.2B · Avg Vol: $131M/d
Zhejiang Sanmei benefits from quota-driven pricing power in third-generation fluorochemical refrigerants. However, its energy-intensive manufacturing process makes it vulnerable to rising power costs.
COMPANY DESCRIPTION
Zhejiang Sanmei Chemical Industry is a leading manufacturer of fluorine chemical products, primarily producing inorganic fluorine products and eco-friendly refrigerants like HFCs. The company benefits from a strong market position in the global refrigerant supply chain, backed by advanced production technology and cost advantages in raw material sourcing. It is a key player in the transition toward next-generation, low-GWP (Global Warming Potential) chemical agents.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 705M | 493M | 597M | 865M | 7.0% |
| EPS | 0.12 | 0.07 | 0.19 | 0.50 | 62.0% |
| Shares | 610M | 610M | 610M | 610M | 0.0% |
| Debt | 101,309 | 140,930 | 10M | 92M | 867.4% |
| Equity | 844M | 871M | 952M | 1.2B | 12.3% |
| Op CF | 93M | 72M | 105M | 319M | 50.9% |
| Inv CF | 184M | -106M | -148M | -353M | — |
| Fin CF | -3M | -22M | -29M | 22M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603379.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603379.SS | Zhejiang Sanmei Chemical Industry Co.,Ltd.(you) | $5.2B | 84 | STRONG BUY |
| 601216.SS | Inner Mongolia Junzheng Energy & Chemical Group Co.,Ltd. | $6.4B | 78 | BUY |
| 605589.SS | Jinan Shengquan Group Share Holding Co., Ltd. | $5.8B | 69 | BUY |
| 688150.SS | Shaanxi Lighte Optoelectronics Material Co.,Ltd | $3.2B | 73 | BUY |
| 688690.SS | Suzhou Nanomicro Technology Co., Ltd. | $2.3B | 78 | BUY |
| 605020.SS | Zhejiang Yonghe Refrigerant Co., Ltd. | $2.5B | 76 | BUY |
| 0189.HK | Dongyue Group Limited | $3.6B | 99 | STRONG BUY |
| 600378.SS | Haohua Chemical Science & Technology Corp., Ltd. | $7.4B | 67 | BUY |
| 000683.SZ | Inner Mongolia Berun Chemical Company Limited | $4.0B | 65 | BUY |
| 002192.SZ | YOUNGY Co., Ltd. | $3.1B | 67 | BUY |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%