Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
000761.SZ
STRONG SELLREMOVEBengang Steel Plates Co., Ltd. · Basic Materials · China · $1.4B · Avg Vol: $6M/d
Bengang Steel Plates is a highly cyclical commodity steel producer with a very low quality score (Q: 10), making it a clear avoid under the Terry Smith lens.
COMPANY DESCRIPTION
Bengang Steel Plates Co., Ltd. is a leading Chinese steelmaker specializing in high-end hot-rolled and cold-rolled steel sheets, primarily for the automotive and home appliance industries. As a core subsidiary of the merged Ansteel Group, the company benefits from massive raw material procurement synergies and shared technological expertise. Its advanced production lines allow it to supply high-strength automotive steel to major domestic and joint-venture car manufacturers.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 9.3B | 8.6B | 7.6B | 6.9B | -9.5% |
| EPS | -0.04 | -0.06 | -0.18 | -0.14 | — |
| Shares | 4.1B | 4.1B | 4.1B | 4.1B | +0.0% |
| Debt | 1.6B | 1.4B | 1.7B | 2.3B | 12.1% |
| Equity | 2.8B | 2.5B | 1.8B | 1.2B | -25.0% |
| Op CF | 188.6M | 642.3M | 162.6M | -264.3M | -7.2% |
| Inv CF | -230.9M | -134.0M | -123.9M | -323.4M | — |
| Fin CF | -700.1M | -527.5M | 11.1M | 394.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 000761.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 000761.SZ | Bengang Steel Plates Co., Ltd.(you) | $1.4B | 6 | STRONG SELL |
| 600399.SS | Fushun Special Steel Co.,LTD. | $1.3B | 8 | STRONG SELL |
| 600307.SS | Gansu Jiu Steel Group Hongxing Iron & Steel Co.,Ltd. | $1.4B | 11 | STRONG SELL |
| 0347.HK | Angang Steel Company Limited | $1.4B | 14 | STRONG SELL |
| 300421.SZ | Jiangsu LiXing General Steel Ball Co.,Ltd. | $860M | 10 | STRONG SELL |
| 1053.HK | Chongqing Iron & Steel Company Limited | $1.1B | 16 | STRONG SELL |
| 600117.SS | Xining Special Steel.Co.,Ltd | $1.1B | 16 | STRONG SELL |
| 600231.SS | Lingyuan Iron & Steel Co., Ltd. | $755M | 15 | STRONG SELL |
| 002110.SZ | Sansteel MinGuang Co.,Ltd.,Fujian | $1.1B | 23 | SELL |
| 002075.SZ | Jiangsu Shagang Co., Ltd. | $1.2B | 27 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.6%