Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
605183.SS
HOLDAPPROVEQuechen Silicon Chemical Co., Ltd. · Basic Materials · China · $993M · Avg Vol: $5M/d
Quechen is the world's leading producer of precipitated silica used in green, low-rolling-resistance tires. With a dominant global market share, high ROIC (Q-score: 76), and localized production facilities in Europe and Asia, it is a high-moat compounder benefiting from structural environmental regulations and supply chain localization.
COMPANY DESCRIPTION
Quechen Silicon Chemical is a leading global manufacturer of precipitated silica, which is primarily used as a reinforcing agent in energy-saving 'green tires' and animal feed. The company is vertically integrated, producing its own raw materials (sodium silicate) and operating a complete circular economy production model. Its competitive moat is anchored by its dominant global market share, advanced low-dispersion silica technology, and long-term supply relationships with top-tier global tire manufacturers.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 258M | 268M | 325M | 328M | 8.3% |
| EPS | — | 0.14 | 0.15 | 0.20 | 0.18 | 9.6% |
| Shares | — | 417M | 417M | 416M | 416M | -0.4% |
| Debt | 591,174 | 3M | 12M | 11M | 10M | 102.3% |
| Equity | — | 393M | 440M | 493M | 551M | 12.0% |
| Op CF | — | 61M | 58M | 87M | 84M | 11.2% |
| Inv CF | — | -56M | -71M | -7M | -76M | — |
| Fin CF | — | -44M | -7M | -33M | -16M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 605183.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 605183.SS | Quechen Silicon Chemical Co., Ltd.(you) | $993M | 56 | HOLD |
| 688758.SS | Suzhou Sepax Technologies Co., Ltd. | $1.1B | 58 | HOLD |
| 002125.SZ | Xiangtan Electrochemical Scientific Co.,Ltd | $1.4B | 54 | HOLD |
| 002167.SZ | Guangdong Orient Zirconic Ind Sci & Tech Co.,Ltd | $1.5B | 56 | HOLD |
| 300233.SZ | Shandong Jincheng Pharmaceutical Group Co., Ltd | $745M | 60 | HOLD |
| 600367.SS | Guizhou RedStar Developing Co.,Ltd. | $1.6B | 57 | HOLD |
| 688035.SS | Darbond Technology Co., Ltd | $1.6B | 53 | HOLD |
| 002246.SZ | North Chemical Industries Co., Ltd. | $1.8B | 57 | HOLD |
| 603299.SS | Jiang Su Suyan Jingshen Co.,Ltd | $1.4B | 50 | HOLD |
| 300121.SZ | Shandong Yanggu Huatai Chemical Co., Ltd. | $726M | 49 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%