Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000682.SZ
BUYREMOVEDongfang Electronics Co., Ltd. · Industrials · China · $2.8B · Avg Vol: $66M/d
Dongfang Electronics operates in power grid automation, which fits the second-order grid infrastructure theme, but lacks the global quality, transparency, and high ROIC required for our concentrated book.
COMPANY DESCRIPTION
Dongfang Electronics is a high-tech enterprise specializing in power grid automation, energy management systems, and smart metering solutions. The company is a trusted, long-term supplier to China's State Grid and Southern Power Grid, benefiting from high technical barriers in grid dispatch and substation automation software. It operates as a key beneficiary of China's ongoing investments in smart grid infrastructure and green energy integration.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 807M | 957M | 1.1B | 1.2B | 15.3% |
| EPS | 0.05 | 0.06 | 0.08 | 0.10 | 27.7% |
| Shares | 1.3B | 1.3B | 1.3B | 1.3B | 0.0% |
| Debt | 48M | 44M | 41M | 36M | -9.7% |
| Equity | 613M | 677M | 756M | 874M | 12.5% |
| Op CF | 61M | 186M | 154M | 119M | 25.1% |
| Inv CF | -37M | -16M | -15M | -44M | — |
| Fin CF | 6M | -31M | -32M | -25M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 000682.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000682.SZ | Dongfang Electronics Co., Ltd.(you) | $2.8B | 69 | BUY |
| 002993.SZ | Dongguan Aohai Technology Co., Ltd. | $2.6B | 70 | BUY |
| 301031.SZ | Xi'an Sinofuse Electric Co., Ltd. | $2.6B | 70 | BUY |
| 601222.SS | Jiangsu Linyang Energy Co., Ltd. | $2.0B | 72 | BUY |
| 603530.SS | Jiangsu Shemar Electric Co.,Ltd | $3.7B | 64 | HOLD |
| 600312.SS | Henan Pinggao Electric Co.,Ltd. | $4.3B | 71 | BUY |
| 603303.SS | Hengdian Group Tospo Lighting Co., Ltd. | $2.0B | 64 | HOLD |
| 300693.SZ | Shenzhen Sinexcel Electric Co.,Ltd. | $2.4B | 77 | BUY |
| 9981.HK | ShenZhen Woer Heat-Shrinkable Material Co.,Ltd. | $2.7B | 57 | HOLD |
| 603031.SS | Anhui Anfu Battery Technology Co.,Ltd | $3.3B | 77 | BUY |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%