Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002190.SZ
STRONG SELLREMOVESichuan Chengfei Integration Technology Corp.Ltd · Consumer Cyclical · China · $1.5B · Avg Vol: $30M/d
Sichuan Chengfei Integration Technology is primarily involved in automotive tooling and lithium battery manufacturing. It suffers from low return on capital, high capital intensity, and intense competition from larger, more integrated battery players in China, failing our quality compounder criteria.
COMPANY DESCRIPTION
Sichuan Chengfei Integration Technology Corp., Ltd. designs and manufactures automotive tooling dies, car body parts, and aerospace components. The company possesses a strong competitive moat derived from its advanced computer-aided design capabilities and its strategic position within the state-owned Aviation Industry Corporation of China (AVIC) group. It is a leading domestic supplier of high-end automotive stamping dies and aerospace structural parts.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 225M | 308M | 350M | 341M | 14.8% |
| EPS | 0.02 | 0.01 | -0.03 | -0.02 | -76.8% |
| Shares | 359M | 359M | 359M | 359M | 0.0% |
| Debt | 37M | 78M | 75M | 80M | 29.7% |
| Equity | 479M | 480M | 391M | 570M | 5.9% |
| Op CF | 13M | 5M | 18M | 33M | 36.8% |
| Inv CF | -15M | -32M | -17M | -27M | — |
| Fin CF | -4M | 31M | -8M | -1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002190.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002190.SZ | Sichuan Chengfei Integration Technology Corp.Ltd(you) | $1.5B | 0 | STRONG SELL |
| 301667.SZ | RNBC New Energy Co., Ltd. | $1.5B | 1 | STRONG SELL |
| 688306.SS | Ningbo PIA Automation Holding Corp. | $1.7B | 0 | STRONG SELL |
| 002031.SZ | Greatoo Intelligent Equipment Inc. | $2.0B | 1 | STRONG SELL |
| 605255.SS | Ningbo TIP Rubber Technology Co.,Ltd | $1.9B | 5 | STRONG SELL |
| 688567.SS | Farasis Energy (Gan Zhou) Co., Ltd. | $2.3B | 2 | STRONG SELL |
| 002434.SZ | Zhejiang Wanliyang Co., Ltd. | $1.4B | 11 | STRONG SELL |
| 000678.SZ | Xiangyang Automobile Bearing Co., Ltd. | $777M | 0 | STRONG SELL |
| 002510.SZ | Tianjin Motor Dies Co.,Ltd. | $968M | 5 | STRONG SELL |
| 2025.HK | Ruifeng Power Group Company Limited | $934M | 5 | STRONG SELL |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%