Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002233.SZ
BuyFLAGGuangdong Tapai Group Co., Ltd. · Basic Materials · China · $1.3B · Avg Vol: $14M/d
Guangdong Tapai passes the floors (Q65 V71 M50) but momentum sits exactly on the floor and misses the all-three-above-60 path with no corroborating filing, so stage one fails.
COMPANY DESCRIPTION
Guangdong Tapai Group Co., Ltd. manufactures and sells cement, clinker, and ready-mix concrete. It benefits from a strong regional monopoly and low-cost logistics in Guangdong province, a high-demand infrastructure market. The company is a highly profitable, regional cement leader with advanced eco-friendly dry-process production lines.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6.0B | 5.5B | 4.3B | 4.1B | -12.0% | 3.8B | 4.1B | 4.1B | 0.1% |
| EPS (CNY) | 0.23 | 0.64 | 0.46 | 0.54 | 32.9% | 0.36 | 0.54 | 0.59 | 4.5% |
| Shares | 1.2B | 1.2B | 1.2B | 1.2B | 0.0% | 1.2B | — | — | — |
| Debt | — | 1.5M | 22.7M | 30.1M | 345.4% | 25.1M | — | — | — |
| Equity | 11.3B | 12.0B | 12.0B | 12.0B | 2.1% | — | — | — | — |
| Op CF | 533.5M | 1.2B | 849.8M | 778.4M | 13.4% | 815.8M | — | — | — |
| Inv CF | 263.2M | -1.3B | 400.2M | -386.9M | — | — | — | — | — |
| Fin CF | -825.2M | -131.7M | -560.2M | -576.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 002233.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002233.SZ | Guangdong Tapai Group Co., Ltd.(you) | $1.3B | 74 | Buy |
| 600449.SS | Ningxia Building Materials Group Co.,Ltd | $892M | 74 | Buy |
| 600425.SS | Xinjiang Qingsong Building Materials and Chemicals Group Co., Ltd. | $874M | 75 | Buy |
| 000672.SZ | Gansu Shangfeng Materials Co., Ltd. | $2.0B | 79 | Buy |
| 000401.SZ | BBMG Jidong Cement Group Co., Ltd | $1.4B | 54 | Hold |
| 2233.HK | West China Cement Limited | $1.4B | 51 | Hold |
| 001386.SZ | MarcoPolo Holdings Co., Ltd. | $2.7B | 61 | Hold |
| 002392.SZ | Beijing Lier High-temperature Materials Co.,Ltd. | $1.4B | 41 | Hold |
| 2009.HK | BBMG Corporation | $838M | 45 | Hold |
| 6655.HK | Huaxin Building Materials Group Co., Ltd. | $4.0B | 96 | Strong Buy |
Peer medians: ROE 6.1% · P/E 31.2x · Gross margin 17.3%