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603379.SS

STRONG BUYFLAG

Zhejiang Sanmei Chemical Industry Co.,Ltd. · Basic Materials · China · $5.2B · Avg Vol: $131M/d

84
StockRank
Q
86
V
34
M
51
P/E (TTM)
18.9x
ROE
27.3%
D/E
0.1x
Dividend %
2.4%
AI CONVICTION THESIS

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)

Year2022202320242025CAGR
Revenue705M493M597M865M7.0%
EPS0.120.070.190.5062.0%
Shares610M610M610M610M0.0%
Debt101,309140,93010M92M867.4%
Equity844M871M952M1.2B12.3%
Op CF93M72M105M319M50.9%
Inv CF184M-106M-148M-353M
Fin CF-3M-22M-29M22M
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PRICE (1M)+3.7%
8.138.659.169.6810.19May 8May 29Jun 18
SMA 50SMA 200
Close
$9.69
RSI (14)
66.7
52W High
$11.35
From 52W High
0.9%

SCORE BREAKDOWN

Quality
86
ROIC
29.1%97.3
ROE
27.3%94.7
GP/Assets
32.1%87.7
Op. Margin
44.4%93.2
FCF/Assets
4.5%73.3
Piotroski
81.2
Int. Cover
50.0x93.3
D/E Ratio
0.08x71.0
Current Ratio
5.08x79.4
Value
34
P/E (TTM)
18.9x52.9
EV/EBITDA
12.8x30.3
P/FCF
540.6x13.3
P/B
4.8x20.1
P/S
6.8x19.4
Div Yield
2.4%64.1
Momentum
51
52W High %
85%73.5
RS 6M
11%67.5
SMA 50/200
1.02x43.3
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
-53%4.5
Q Growth
26%50.1

FUNDAMENTALS

Market Cap
$5.2B
P/E (Forward)
40.1x
Gross Margin
52.0%

SECTOR PEERS

Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 603379.SS are excluded.

TickerCompanyMkt CapStockRankSignal
603379.SSZhejiang Sanmei Chemical Industry Co.,Ltd.(you)$5.2B84STRONG BUY
601216.SSInner Mongolia Junzheng Energy & Chemical Group Co.,Ltd.$6.4B78BUY
605589.SSJinan Shengquan Group Share Holding Co., Ltd.$5.8B69BUY
688150.SSShaanxi Lighte Optoelectronics Material Co.,Ltd$3.2B73BUY
688690.SSSuzhou Nanomicro Technology Co., Ltd.$2.3B78BUY
605020.SSZhejiang Yonghe Refrigerant Co., Ltd.$2.5B76BUY
0189.HKDongyue Group Limited$3.6B99STRONG BUY
600378.SSHaohua Chemical Science & Technology Corp., Ltd.$7.4B67BUY
000683.SZInner Mongolia Berun Chemical Company Limited$4.0B65BUY
002192.SZYOUNGY Co., Ltd.$3.1B67BUY

Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%

Zhejiang Sanmei Chemical Industry Co.,Ltd. (603379.SS) — Stock Score Summary

Zhejiang Sanmei Chemical Industry Co.,Ltd. (603379.SS) has a MoatMap StockRank of 84/100 based on Quality (86/100), Value (34/100), and Momentum (51/100) factor scores. The current signal is STRONG BUY. 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.

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.

Key Financial Metrics

Price$9.69
Market Cap$5.2B
P/E (TTM)18.94
P/E (Forward)40.13
Price/Book4.77
Return on Equity27.3%
Return on Invested Capital29.1%
Debt/Equity8.14
Gross Margin52.0%
Operating Margin44.4%
Revenue Growth15.4%
Dividend Yield2.4%
Free Cash Flow$10M

Zhejiang Sanmei Chemical Industry Co.,Ltd. operates in the Chemicals industry, part of the Basic Materials sector (China).

Frequently Asked Questions

What is Zhejiang Sanmei Chemical Industry Co.,Ltd.’s (603379.SS) StockRank?
MoatMap’s StockRank for Zhejiang Sanmei Chemical Industry Co.,Ltd. (603379.SS) is 84/100, with a Strong Buy signal. It is a composite of Quality (86), Value (34), and Momentum (51) factor ranks across MoatMap’s 20,000+ stock universe.
Does Zhejiang Sanmei Chemical Industry Co.,Ltd. have an economic moat?
Zhejiang Sanmei Chemical Industry Co.,Ltd. (603379.SS) has a Quality factor score of 86/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Zhejiang Sanmei Chemical Industry Co.,Ltd. a buy, hold, or sell?
MoatMap’s current signal for Zhejiang Sanmei Chemical Industry Co.,Ltd. (603379.SS) is Strong Buy, based on a StockRank of 84/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Zhejiang Sanmei Chemical Industry Co.,Ltd. in?
Zhejiang Sanmei Chemical Industry Co.,Ltd. (603379.SS) operates in the Basic Materials sector, specifically the Chemicals industry (China).