Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688299.SS
STRONG SELLREMOVENingbo Solartron Technology Co.,Ltd. · Basic Materials · China · $704M · Avg Vol: $28M/d
Ningbo Solartron Technology produces optical films for solar panels and displays. It is caught in the severe overcapacity cycle of the Chinese solar supply chain, leading to margin destruction.
COMPANY DESCRIPTION
Ningbo Solartron Technology develops and manufactures functional optical films, including reflector films used in liquid crystal displays (LCDs) and solar backsheets. The company's competitive moat is built on its advanced polymer extrusion and coating technologies, holding a dominant global market share in LCD reflector films. It is a highly specialized niche leader in the electronic materials sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 170M | 185M | 198M | 162M | -1.7% |
| EPS | 0.06 | 0.05 | -0.01 | -0.08 | -15.0% |
| Shares | 287M | 290M | 290M | 287M | +0.2% |
| Debt | 26M | 79M | 95M | 95M | 53.8% |
| Equity | 306M | 322M | 309M | 288M | -2.0% |
| Op CF | 13M | 15M | 27M | 38M | 43.3% |
| Inv CF | -46M | -75M | -37M | -22M | — |
| Fin CF | 13M | 53M | 3M | -2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 688299.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688299.SS | Ningbo Solartron Technology Co.,Ltd.(you) | $704M | 19 | STRONG SELL |
| 301618.SZ | Dongguan Changlian New Materials Technology Co.,Ltd. | $709M | 22 | SELL |
| 001279.SZ | Anhui Strong State New Materials Co., Ltd. | $709M | 14 | STRONG SELL |
| 688196.SS | Longyan Zhuoyue New Energy Co., Ltd. | $788M | 16 | STRONG SELL |
| 300758.SZ | Anshan Hifichem Co., Ltd. | $754M | 15 | STRONG SELL |
| 600810.SS | Shenma Industry Co.Ltd | $959M | 18 | STRONG SELL |
| 300107.SZ | Hebei Jianxin Chemical Co., Ltd. | $536M | 16 | STRONG SELL |
| 300847.SZ | HG Technologies Co., Ltd. | $626M | 26 | SELL |
| 300429.SZ | Changzhou Tronly New Electronic Materials Co., Ltd. | $1.1B | 19 | STRONG SELL |
| 301190.SZ | Jiujiang Shanshui Technology Co.,Ltd | $710M | 28 | SELL |
Peer medians: ROE 6.2% · P/E 33.4x · Gross margin 17.5%