Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002346.SZ
HOLDREMOVEShanghai Zhezhong Group Co.,Ltd · Industrials · China · $1.4B · Avg Vol: $22M/d
Shanghai Zhezhong Group operates in industrial manufacturing and concrete pile production. It lacks any meaningful alignment with our high-conviction macro themes and does not possess the high ROIC or pricing power required by our quality lenses.
COMPANY DESCRIPTION
Shanghai Zhezhong Group Co., Ltd. manufactures high- and low-voltage switchgear assemblies and complete sets of power distribution equipment. The company maintains a solid market position in East China, leveraging its technical certifications and long-term relationships with municipal infrastructure, metallurgy, and petrochemical clients. It operates as a specialized electrical equipment manufacturer with a conservative, investment-backed balance sheet.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 107M | 166M | 143M | 125M | 5.3% |
| EPS | — | 0.15 | 0.10 | 0.03 | 0.15 | -0.7% |
| Shares | — | 442M | 442M | 442M | 442M | 0.0% |
| Debt | 75M | 7M | 15M | 4M | 22M | -26.5% |
| Equity | — | 401M | 432M | 427M | 427M | 2.2% |
| Op CF | — | 8M | -1M | 30M | 18M | 30.2% |
| Inv CF | — | -12M | 2M | 13M | 68M | — |
| Fin CF | — | 15M | 2M | -58M | -53M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002346.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002346.SZ | Shanghai Zhezhong Group Co.,Ltd(you) | $1.4B | 39 | HOLD |
| 301327.SZ | Shenzhen Hello Tech Energy Co., Ltd. | $1.4B | 38 | HOLD |
| 300909.SZ | Shenzhen Hui Chuang Da Technology Co., Ltd. | $1.2B | 39 | HOLD |
| 000049.SZ | Shenzhen Desay Battery Technology Co., Ltd. | $1.4B | 37 | HOLD |
| 000533.SZ | Guangdong Shunna Electric Co., Ltd | $1.2B | 40 | HOLD |
| 002730.SZ | Dianguang Explosion-proof Technology Co.,Ltd. | $1.6B | 40 | HOLD |
| 300951.SZ | Shenzhen Bsc Technology Co.,Ltd. | $980M | 40 | HOLD |
| 603070.SS | Wecome Intelligent Manufacturing Co., Ltd. | $1.0B | 41 | HOLD |
| 603556.SS | Hexing Electrical Co.,Ltd. | $1.9B | 40 | HOLD |
| 605277.SS | Xinya Electronic Co., Ltd. | $1.2B | 33 | SELL |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%