Zhejiang Sanhua Intelligent Controls Co.,Ltd (002050.SZ) has a MoatMap StockRank of 42/100 based on Quality (71/100), Value (16/100), and Momentum (41/100) factor scores. The current signal is HOLD. Zhejiang Sanhua Intelligent Controls is a dominant global leader in thermal management components. While traditionally focused on HVAC and EVs, Sanhua is rapidly expanding into liquid cooling solutions for AI data centers. This pivot positions them perfectly to benefit from the Advanced Packaging Bottleneck, as high-density AI compute nodes require advanced thermal management that legacy air cooling cannot support. Sanhua possesses an un-copyable manufacturing moat, high ROIC, and is a key beneficiary of localization as they build out global manufacturing footprints in Mexico and Europe.
Zhejiang Sanhua Intelligent Controls Co., Ltd. manufactures thermal management components for HVAC systems and electric vehicles (EVs). The company is the undisputed global leader in electronic expansion valves and EV thermal management systems, supplying Tesla, BYD, and major global OEMs. It is a highly profitable market leader with a strong technological moat in fluid control.
| Price | $6.78 |
| Market Cap | $28.8B |
| P/E (TTM) | 47.18 |
| P/E (Forward) | 36.57 |
| Price/Book | 6.13 |
| Return on Equity | 15.5% |
| Return on Invested Capital | 14.6% |
| Debt/Equity | 12.22 |
| Gross Margin | 28.9% |
| Operating Margin | 16.9% |
| Revenue Growth | 1.4% |
| Dividend Yield | 0.8% |
| Free Cash Flow | $33M |
Zhejiang Sanhua Intelligent Controls Co.,Ltd operates in the Specialty Industrial Machinery industry, part of the Industrials sector (China).