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Makes glass-fiber composite materials and lithium-battery separator film, under the state-owned China National Building Materials group.
Makes glass-fiber composite materials and lithium-battery separator film, under the state-owned China National Building Materials group.
Battery makers take its separator film, the thin plastic sheet that keeps a cell's electrodes apart, and wind-turbine makers take glass fibre and composite materials, so EV battery output and wind installations drive orders. Both lines are capital-intensive, with revenue following how fully the plants are used.
In one line: A Chinese Owens Corning (fiberglass) with a battery-separator business bolted on.
Moat: narrow (scale, process know-how). Large glass-fiber capacity plus a growing, technically demanding separator-film business.
Headquarters: Beijing, China · Founded: 1999 · Employees: 20,901
Size Sinoma Science & Technology (002080.SZ) is a China Consumer Discretionary company (Textiles) with a market value of $8.76B, the 280th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥33.10 on 6 Nov 2026.
Performance Over six months the shares fell 40.0%, against -11.9% for the median peer and -16.4% for the China market (cap-weighted) — 2nd lowest of 9 in its peer set.
Growth Revenue grew 18.3% over the last twelve months (peer median +16.9%); the operating margin is 8.6% (peer median 9.3%).
Valuation It trades at 19.5× forward earnings against a peer median of 13.0× (2nd most expensive of 9).
Capital Return on invested capital runs 7.1 points below its cost of capital (13.8% WACC).
Next results Next results expected around 12 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥34.2B | CN¥30.1B | CN¥23.9B | CN¥25.8B | CN¥25.7B |
| Revenue growth | — | +26% | -7% | 0% | — |
| Gross profit | CN¥8.95B | CN¥5.34B | CN¥3.77B | CN¥5.90B | CN¥5.76B |
| EBITDA | n/a | CN¥4.52B | CN¥3.17B | CN¥4.77B | CN¥4.76B |
| Net income | CN¥2.25B | CN¥1.82B | CN¥892M | CN¥2.22B | CN¥3.57B |
| Free cash flow | -CN¥121M | CN¥1.84B | -CN¥954M | -CN¥2.97B | -CN¥1.63B |
| Capital expenditure | CN¥3.88B | CN¥3.55B | CN¥4.56B | CN¥7.77B | CN¥4.66B |
| Total debt | CN¥23.2B | CN¥24.8B | CN¥21.1B | CN¥20.9B | CN¥16.8B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Sinoma Science & Technology 002080.SZ | $8.76B | -40% | +18% | 9% | 19.5× | n/a |
| China Jushi 600176.SS | $16.6B | -20% | +27% | 34% | 13.5× | 14.6% |
| Owens Corning OC | $9.59B | 0% | -11% | 14% | 15.3× | 3.6% |
| Yunnan Energy New Material (Group) 002812.SZ | $7.55B | -38% | +50% | 17% | 19.8× | 7.8% |
| Shenzhen Senior Technology Material 300568.SZ | $2.80B | -23% | +45% | 10% | 27.4× | n/a |
| Jiangsu Jiuding New Material 002201.SZ | $760M | -42% | +6% | 9% | n/a | 22.1% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 002080.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -36.4% | -3.7% | 2nd lowest of 9 |
| 6-month return | -40.0% | -11.9% | 2nd lowest of 9 |
| Distance from 52-week high | -67.6% | -26.2% | 2nd lowest of 9 |
| Revenue growth (TTM) | +18.3% | +16.9% | 5th highest of 9 |
| Operating margin | 8.6% | 9.3% | 4th lowest of 9 |
| Forward P/E | 19.5× | 13.0× | 2nd most expensive of 9 |
| ROIC minus cost of capital | -7.1 pp | +3.5 pp | 2nd lowest of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sinoma Science & Technology 002080.SZ | China | $8.76B | -40% | +18% | 9% | 19.5× | n/a | n/a |
| Tongkun 601233.SS | China | $8.35B | -3% | +21% | 5% | 6.8× | -1.4% | +15.4% |
| Grace Fabric Technology 603256.SS | China | $10.6B | -36% | +115% | 44% | 57.2× | n/a | n/a |
| Hengyi Petrochemical 000703.SZ | China | $7.21B | -30% | +21% | 9% | 5.0× | -6.6% | +5.6% |
| Huafon Chemical 002064.SZ | China | $7.15B | -18% | +13% | 14% | 12.0× | -0.3% | +10.5% |
| Toray Industries 3402.T | Japan | $11.1B | +6% | +6% | 6% | 16.6× | 5.5% | +6.5% |
| Inner Mongolia ERDOS Resources 600295.SS | China | $5.49B | -5% | +2% | 9% | 14.1× | -9.2% | +2.2% |
| Xinfengming 603225.SS | China | $4.54B | -2% | +22% | 4% | 9.7× | -3.9% | +14.1% |
| Nitto Boseki 3110.T | Japan | $2.85B | -58% | +12% | 20% | 19.3× | n/a | n/a |