Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600876.SS
Strong SellTriumph New Energy Company Limited · Basic Materials · China · $682M · Avg Vol: $4M/d
COMPANY DESCRIPTION
Triumph New Energy Company, formerly Luoyang Glass, specializes in the research, development, and production of ultra-thin electronic glass and solar photovoltaic glass. The company leverages advanced float glass production technology to maintain a competitive edge in the high-end solar module supply chain. It is a key subsidiary of China National Building Material Group (CNBM), positioning it as a leading player in the renewable energy materials sector.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.0B | 6.6B | 4.6B | 3.2B | -13.6% | 3.0B | 3.3B | 3.7B | 7.3% |
| EPS (CNY) | 0.63 | 0.61 | -0.94 | -1.42 | -3.2% | -1.78 | — | — | — |
| Shares | 645.7M | 645.7M | 645.7M | 645.7M | 0.0% | — | — | — | — |
| Debt | 2.9B | 4.3B | 5.3B | 6.4B | 30.6% | 6.6B | — | — | — |
| Equity | 4.2B | 4.6B | 4.0B | 3.1B | -9.8% | — | — | — | — |
| Op CF | -398.0M | 143.5M | -393.9M | -736.0M | — | -738.9M | — | — | — |
| Inv CF | -661.8M | -1.8B | -569.3M | -428.3M | — | — | — | — | — |
| Fin CF | 582.5M | 1.4B | 863.0M | 1.2B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600876.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600876.SS | Triumph New Energy Company Limited(you) | $682M | 8 | Strong Sell |
| 688119.SS | Sinosteel Luonai Materials Technology Co., Ltd. | $658M | 9 | Strong Sell |
| 002596.SZ | Hainan RuiZe New Building Material Co.,Ltd | $555M | 10 | Strong Sell |
| 001212.SZ | Sinostone(Guangdong) Co.,Ltd. | $981M | 5 | Strong Sell |
| 0695.HK | Dongwu Cement International Limited | $573M | 22 | Sell |
| 600819.SS | Shanghai Yaohua Pilkington Glass Group Co., Ltd. | $801M | 24 | Sell |
| 300715.SZ | Jiangsu Canlon Building Materials Co., Ltd. | $799M | 26 | Sell |
| 002302.SZ | China West Construction Group Co., Ltd | $888M | 30 | Sell |
| 601992.SS | BBMG Corporation | $2.2B | 25 | Sell |
| 2450.HK | Huaibei GreenGold Industry Investment Co., Ltd. | $448M | 41 | Hold |
Peer medians: ROE 6.2% · P/E 31.4x · Gross margin 17.6%