Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000155.SZ
HOLDREMOVESichuan New Energy Power Company Limited · Basic Materials · China · $3.9B · Avg Vol: $87M/d
Sichuan New Energy Power operates in lithium mining and wind power. While it is exposed to the electrification theme, the lithium market has suffered from severe oversupply and price deflation, and the company lacks the low-cost structural moat of a global commodity leader.
COMPANY DESCRIPTION
Sichuan New Energy Power Company Limited is a clean energy and lithium resource developer backed by the Sichuan provincial government. The company operates a stable portfolio of wind and solar power plants while aggressively expanding into the lithium chemical supply chain through its control of the Lijiagou Lithium Mine, one of China's largest spodumene deposits. This unique combination of stable utility cash flows and high-growth battery material assets provides a strong competitive profile.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 562M | 490M | 451M | 532M | -1.8% |
| EPS | 0.07 | 0.08 | 0.06 | 0.04 | -17.5% |
| Shares | 1.5B | 1.5B | 1.8B | 1.8B | +25.1% |
| Debt | 1.2B | 1.4B | 1.5B | 1.8B | 14.8% |
| Equity | 793M | 1.1B | 1.5B | 1.5B | 25.0% |
| Op CF | 425M | 227M | 233M | 340M | -7.1% |
| Inv CF | -276M | -311M | -259M | -306M | — |
| Fin CF | -111M | 147M | 310M | 223M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000155.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000155.SZ | Sichuan New Energy Power Company Limited(you) | $3.9B | 49 | HOLD |
| 603067.SS | Hubei Zhenhua Chemical Co.,Ltd. | $3.9B | 52 | HOLD |
| 600141.SS | Hubei Xingfa Chemicals Group Co., Ltd. | $5.6B | 48 | HOLD |
| 603225.SS | Xinfengming Group Co., Ltd. | $4.2B | 42 | HOLD |
| 600623.SS | Shanghai Huayi Group Corporation Limited | $2.7B | 45 | HOLD |
| 002290.SZ | Suzhou Hesheng Special Material Co., Ltd. | $3.3B | 57 | HOLD |
| 603938.SS | Tangshan Sunfar Silicon Industries Co.,Ltd. | $2.6B | 54 | HOLD |
| 601208.SS | Sichuan Em Technology Co., Ltd. | $7.5B | 50 | HOLD |
| 600063.SS | Anhui Wanwei Updated High-Tech Material Industry Co.,Ltd | $2.1B | 46 | HOLD |
| 000683.SZ | Inner Mongolia Berun Chemical Company Limited | $4.0B | 65 | BUY |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%