Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000049.SZ
HOLDREMOVEShenzhen Desay Battery Technology Co., Ltd. · Industrials · China · $1.4B · Avg Vol: $36M/d
Shenzhen Desay Battery is a battery pack manufacturer with thin margins and high customer concentration in consumer electronics, failing our quality compounder criteria.
COMPANY DESCRIPTION
Shenzhen Desay Battery Technology Co., Ltd. is a leading provider of lithium battery packaging and battery management systems (BMS) for consumer electronics, electric tools, and energy storage systems. The company is a critical tier-1 supplier to global premium smartphone and tablet brands, recognized for its high-precision manufacturing and safety standards. It is actively expanding its product portfolio into automotive power batteries and large-scale energy storage solutions to drive future growth.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.2B | 3.0B | 3.1B | 3.3B | 1.0% |
| EPS | 0.40 | 0.25 | 0.16 | 0.11 | -34.2% |
| Shares | 324M | 385M | 385M | 385M | +18.7% |
| Debt | 486M | 610M | 593M | 600M | 7.2% |
| Equity | 604M | 930M | 972M | 994M | 18.1% |
| Op CF | 58M | 429M | 54M | 181M | 46.4% |
| Inv CF | -216M | -281M | -353M | -138M | — |
| Fin CF | 209M | 284M | -40M | -25M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 000049.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000049.SZ | Shenzhen Desay Battery Technology Co., Ltd.(you) | $1.4B | 37 | HOLD |
| 301327.SZ | Shenzhen Hello Tech Energy Co., Ltd. | $1.4B | 38 | HOLD |
| 002346.SZ | Shanghai Zhezhong Group Co.,Ltd | $1.4B | 39 | HOLD |
| 300909.SZ | Shenzhen Hui Chuang Da Technology Co., Ltd. | $1.2B | 39 | HOLD |
| 002730.SZ | Dianguang Explosion-proof Technology Co.,Ltd. | $1.6B | 40 | HOLD |
| 000533.SZ | Guangdong Shunna Electric Co., Ltd | $1.2B | 40 | HOLD |
| 605277.SS | Xinya Electronic Co., Ltd. | $1.2B | 33 | SELL |
| 603556.SS | Hexing Electrical Co.,Ltd. | $1.9B | 40 | HOLD |
| 601096.SS | Hsino Tower Group Co., Ltd. | $2.0B | 40 | HOLD |
| 301571.SZ | Teemsun Technology Co.,Ltd | $1.6B | 44 | HOLD |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%