Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
605488.SS
STRONG SELLREMOVEZhejiang Fulai New Material Co.,Ltd. · Basic Materials · China · $1.5B · Avg Vol: $55M/d
Zhejiang Fulai New Materials produces functional films and advertising materials. It is a highly commoditized business with low pricing power and no alignment with our high-conviction macro themes.
COMPANY DESCRIPTION
Zhejiang Fulai New Material Co., Ltd. manufactures advertising inkjet media, self-adhesive label materials, and functional packaging films. The company is a market leader in China's digital printing materials sector, leveraging advanced coating technologies and a highly efficient R&D platform. Its competitive moat is sustained by a diverse product portfolio, strong brand recognition, and a nationwide distribution network serving the advertising and packaging industries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 281M | 315M | 375M | 422M | 14.5% |
| EPS | 0.05 | 0.04 | 0.08 | 0.04 | -3.0% |
| Shares | 247M | 263M | 273M | 280M | +13.2% |
| Debt | 48M | 119M | 187M | 176M | 54.1% |
| Equity | 155M | 188M | 211M | 232M | 14.5% |
| Op CF | 3M | 13M | -1M | 40M | 138.2% |
| Inv CF | -7M | -89M | -103M | -24M | — |
| Fin CF | 35M | 87M | 66M | -8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 605488.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 605488.SS | Zhejiang Fulai New Material Co.,Ltd.(you) | $1.5B | 13 | STRONG SELL |
| 301209.SZ | Longkou Union Chemical Co., Ltd. | $1.4B | 11 | STRONG SELL |
| 000859.SZ | Anhui Guofeng New Materials Co., Ltd. | $1.4B | 15 | STRONG SELL |
| 300741.SZ | Huabao Flavours & Fragrances Co., Ltd. | $1.3B | 16 | STRONG SELL |
| 6616.HK | Global New Material International Holdings Limited | $1.2B | 12 | STRONG SELL |
| 301565.SZ | Sinolong New Materials Co., Ltd. | $1.7B | 17 | STRONG SELL |
| 002827.SZ | Xizang Gaozheng Civil Explosives Co., Ltd. | $1.2B | 10 | STRONG SELL |
| 600586.SS | Shandong Jinjing Science & Technology Stock Co.,Ltd | $1.1B | 14 | STRONG SELL |
| 300082.SZ | Liaoning Oxiranchem,Inc. | $974M | 12 | STRONG SELL |
| 600409.SS | Tangshan Sanyou Chemical Industries Co.,Ltd | $1.9B | 18 | STRONG SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.5%