Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
605376.SS
HOLDREMOVEJiangsu Boqian New Materials Stock Co., Ltd. · Basic Materials · China · $6.9B · Avg Vol: $544M/d
Jiangsu Boqian manufactures metal powders for MLCCs. While it has a decent position in the electronics supply chain, it is highly cyclical and lacks the pricing power or direct thematic tailwinds of our high-conviction themes.
COMPANY DESCRIPTION
Jiangsu Boqian New Materials Stock Co., Ltd. specializes in the R&D and manufacture of ultra-fine metal powders, including nickel, copper, and silver powders. The company is a critical supplier to the global electronics industry, with its ultra-fine nickel powder being a key raw material for Multi-Layer Ceramic Capacitors (MLCCs). Its competitive moat is defined by proprietary physical vapor deposition (PVD) technology, which allows it to break foreign monopolies in high-end electronic materials.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 110M | 102M | 140M | 170M | 15.5% |
| EPS | 0.09 | -0.02 | 0.05 | 0.12 | 12.5% |
| Shares | 262M | 262M | 262M | 262M | 0.0% |
| Debt | 36M | 24M | 15M | 43M | 5.9% |
| Equity | 250M | 233M | 227M | 253M | 0.5% |
| Op CF | -8M | 27M | 44M | 20M | -13.4% |
| Inv CF | -36M | -33M | -15M | -47M | — |
| Fin CF | 7M | -7M | -31M | 19M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 605376.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 605376.SS | Jiangsu Boqian New Materials Stock Co., Ltd.(you) | $6.9B | 59 | HOLD |
| 600426.SS | Shandong Hualu-Hengsheng Chemical Co., Ltd. | $9.2B | 61 | HOLD |
| 600378.SS | Haohua Chemical Science & Technology Corp., Ltd. | $7.4B | 67 | BUY |
| 601208.SS | Sichuan Em Technology Co., Ltd. | $7.5B | 50 | HOLD |
| 605589.SS | Jinan Shengquan Group Share Holding Co., Ltd. | $5.8B | 69 | BUY |
| 600141.SS | Hubei Xingfa Chemicals Group Co., Ltd. | $5.6B | 48 | HOLD |
| 000683.SZ | Inner Mongolia Berun Chemical Company Limited | $4.0B | 65 | BUY |
| 002290.SZ | Suzhou Hesheng Special Material Co., Ltd. | $3.3B | 57 | HOLD |
| 603067.SS | Hubei Zhenhua Chemical Co.,Ltd. | $3.9B | 52 | HOLD |
| 002895.SZ | Guizhou Chanhen Chemical Corporation | $3.1B | 62 | HOLD |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%