What is Thinkon Semiconductor Jinzhou Corp.'s (688233.SS) StockRank?

MoatMap's StockRank for Thinkon Semiconductor Jinzhou Corp. (688233.SS) is 73/100, with a Buy signal. This is a composite score combining Quality (69), Value (15), and Momentum (78) factor ranks across MoatMap's 20,000+ stock universe.

Does Thinkon Semiconductor Jinzhou Corp. have an economic moat?

Thinkon Semiconductor Jinzhou Corp. (688233.SS) has a Quality factor score of 69/100. 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 financial characteristics of a moated business.

Is Thinkon Semiconductor Jinzhou Corp. a buy, hold, or sell?

MoatMap's current signal for Thinkon Semiconductor Jinzhou Corp. (688233.SS) is Buy, based on a StockRank of 73/100. 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 Thinkon Semiconductor Jinzhou Corp. in?

Thinkon Semiconductor Jinzhou Corp. (688233.SS) operates in the Technology sector, specifically the Semiconductor Equipment & Materials industry (China).

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688233.SS

BUYREMOVE

Thinkon Semiconductor Jinzhou Corp. · Technology · China · $3.2B · Avg Vol: $261M/d

StockRank

P/E (TTM)

193.4x

ROE

6.1%

D/E

0.0x

Dividend %

0.2%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

AI CONVICTION THESIS

Thinkon Semiconductor manufactures silicon parts for semiconductor etching equipment. While it sits in the semiconductor supply chain, it does not have a direct, high-conviction angle in advanced packaging (CoWoS/HBM) and faces domestic Chinese substitution risks.

COMPANY DESCRIPTION

Thinkon Semiconductor Jinzhou manufactures high-purity silicon materials and silicon parts used in semiconductor etching equipment. The company's moat is built on its mastery of ultra-high purity silicon crystal growth technology, making it a critical supplier to global semiconductor toolmakers. It is a vital niche player in the semiconductor upstream materials supply chain, benefiting from domestic import substitution trends.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR
Revenue	79.7M	20.0M	44.7M	64.7M	-6.7%
EPS	0.15	-0.06	0.04	0.09	-15.4%
Shares	160.0M	170.3M	170.3M	170.3M	+6.4%
Debt	1.1M	0.3M	21.2M	1.3M	4.6%
Equity	232.5M	260.3M	265.0M	279.3M	6.3%
Op CF	19.2M	12.1M	25.6M	25.6M	10.0%
Inv CF	-5.5M	-48.8M	-67.3M	-12.0M	—
Fin CF	4.0M	39.2M	-2.2M	-2.0M	—

PRICE (1Y)+58.7%

SMA 50SMA 200

$22.54

RSI (14)

84.6

52W High

$23.20

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC

6.2%47.2

ROE

6.1%46.2

GP/Assets

9.0%18.8

Op. Margin

24.7%88.4

FCF/Assets

16.8%91.8

Piotroski

897.8

Int. Cover

50.0x84.5

D/E Ratio

0.00x94.1

Current Ratio

24.99x99.2

Value

P/E (TTM)

193.4x8.9

EV/EBITDA

85.7x12.6

P/FCF

425.7x33.3

P/B

9.9x15.0

P/S

43.0x3.7

Div Yield

0.2%11.8

Momentum

52W High %

97%95.9

RS 6M

121%90.1

SMA 50/200

1.29x75.4

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

+257%83.3

Q Growth

-11%26.6

FUNDAMENTALS

Market Cap

$3.2B

P/E (Forward)

54.2x

Gross Margin

42.1%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688233.SS are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
688233.SS	Thinkon Semiconductor Jinzhou Corp.(you)	$3.2B	73	BUY
603061.SS	JHT Design Co.,Ltd.	$4.4B	71	BUY
605111.SS	Wuxi NCE Power Co.,Ltd.	$4.6B	69	BUY
688401.SS	Shenzhen Newway Photomask Making Co., Ltd	$2.3B	62	HOLD
688127.SS	Zhejiang Lante Optics Co., Ltd.	$5.2B	84	STRONG BUY
688019.SS	Anji Microelectronics Technology (Shanghai) Co., Ltd.	$8.6B	72	BUY
300623.SZ	Jiangsu JieJie Microelectronics Co., Ltd.	$4.7B	58	HOLD
603806.SS	Hangzhou First Applied Material Co., Ltd.	$6.7B	64	HOLD
300236.SZ	Shanghai Sinyang Semiconductor Materials Co., Ltd.	$5.1B	57	HOLD
601133.SS	Both Engineering Technology Co.,Ltd.	$2.3B	53	HOLD

Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 25.9%

Thinkon Semiconductor Jinzhou Corp. (688233.SS) — Stock Score Summary

Thinkon Semiconductor Jinzhou Corp. (688233.SS) has a MoatMap StockRank of 73/100 based on Quality (69/100), Value (15/100), and Momentum (78/100) factor scores. The current signal is BUY. Thinkon Semiconductor manufactures silicon parts for semiconductor etching equipment. While it sits in the semiconductor supply chain, it does not have a direct, high-conviction angle in advanced packaging (CoWoS/HBM) and faces domestic Chinese substitution risks.

Key Financial Metrics

Price	$22.54
Market Cap	$3.2B
P/E (TTM)	193.36
P/E (Forward)	54.18
Price/Book	9.93
Return on Equity	6.1%
Return on Invested Capital	6.2%
Debt/Equity	0.42
Gross Margin	42.1%
Operating Margin	24.7%
Revenue Growth	6.2%
Dividend Yield	0.2%
Free Cash Flow	$8M

Thinkon Semiconductor Jinzhou Corp. operates in the Semiconductor Equipment & Materials industry, part of the Technology sector (China).

Frequently Asked Questions

What is Thinkon Semiconductor Jinzhou Corp.’s (688233.SS) StockRank?: MoatMap’s StockRank for Thinkon Semiconductor Jinzhou Corp. (688233.SS) is 73/100, with a Buy signal. It is a composite of Quality (69), Value (15), and Momentum (78) factor ranks across MoatMap’s 20,000+ stock universe.
Does Thinkon Semiconductor Jinzhou Corp. have an economic moat?: Thinkon Semiconductor Jinzhou Corp. (688233.SS) has a Quality factor score of 69/100. 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 Thinkon Semiconductor Jinzhou Corp. a buy, hold, or sell?: MoatMap’s current signal for Thinkon Semiconductor Jinzhou Corp. (688233.SS) is Buy, based on a StockRank of 73/100. 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 Thinkon Semiconductor Jinzhou Corp. in?: Thinkon Semiconductor Jinzhou Corp. (688233.SS) operates in the Technology sector, specifically the Semiconductor Equipment & Materials industry (China).