Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
001289.SZ
SELLREMOVEChina Longyuan Power Group Corporation Limited · Utilities · China · $23.2B · Avg Vol: $32M/d
A wind power utility that is highly capital-intensive and dependent on government subsidies, failing our asset-light and high-ROIC criteria.
COMPANY DESCRIPTION
China Longyuan Power Group Corporation Limited is the pioneer of wind power development in China and one of the largest wind power producers globally. The company operates an extensive portfolio of wind, solar, and biomass assets across China, benefiting from early-mover advantages in prime wind resource locations. Its massive scale, operational efficiency, and strong backing from parent company CHN Energy secure its position as a dominant force in the global transition to renewable energy.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.9B | 5.6B | 5.5B | 4.5B | -8.8% |
| EPS | 0.09 | 0.11 | 0.11 | 0.08 | -2.5% |
| Shares | 8.4B | 8.4B | 8.4B | 8.4B | -0.3% |
| Debt | 15.6B | 18.0B | 19.9B | 19.5B | 7.6% |
| Equity | 10.2B | 10.7B | 10.8B | 11.1B | 2.9% |
| Op CF | 4.4B | 2.1B | 2.5B | 3.2B | -9.7% |
| Inv CF | -2.8B | -3.6B | -3.9B | -3.5B | — |
| Fin CF | 597M | -569M | 1.1B | 112M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of 001289.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 001289.SZ | China Longyuan Power Group Corporation Limited(you) | $23.2B | 30 | SELL |
| 600025.SS | Huaneng Lancang River Hydropower Inc. | $27.3B | 32 | SELL |
| 600905.SS | China Three Gorges Renewables (Group) Co.,Ltd. | $17.6B | 17 | STRONG SELL |
| 600795.SS | GD Power Development Co.,Ltd | $13.6B | 39 | HOLD |
| 000539.SZ | Guangdong Electric Power Development Co., Ltd. | $6.9B | 24 | SELL |
| 600886.SS | SDIC Power Holdings Co., Ltd | $16.9B | 60 | HOLD |
| 600021.SS | Shanghai Electric Power Co., Ltd. | $9.3B | 9 | STRONG SELL |
| 601778.SS | Jinko Power Technology Co., Ltd. | $3.3B | 28 | SELL |
| 600131.SS | State Grid Information & Communication Co., Ltd. | $3.1B | 34 | SELL |
| 600821.SS | NYOCOR Co., Ltd. | $2.4B | 33 | SELL |
Peer medians: ROE 7.8% · P/E 22.5x · Gross margin 24.8%