Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002356.SZ
STRONG SELLREMOVEShenzhen Hemei Group Co.,LTD. · Industrials · China · $578M · Avg Vol: $19M/d
Shenzhen Hemei Group is an industrial and retail business with weak financial metrics, low return on capital, and no clear alignment with our high-conviction macro themes.
COMPANY DESCRIPTION
Shenzhen Hemei Group Co., Ltd. manufactures smart electricity meters, power terminal equipment, and operates in commercial retail services. The company's competitive moat is based on its technical qualifications as a supplier to China's state-owned power grids. It operates as a niche industrial player that has undergone corporate restructuring to streamline its operations and focus on smart grid infrastructure.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 24M | 24M | 60M | 86M | 53.1% |
| EPS | -0.01 | -0.01 | -0.00 | 0.00 | — |
| Shares | 1.3B | 1.3B | 1.3B | 1.3B | 0.0% |
| Debt | 683,601 | 444,782 | 558,903 | 218,644 | -31.6% |
| Equity | 90M | 86M | 83M | 90M | 0.0% |
| Op CF | -3M | -2M | -14M | 6M | — |
| Inv CF | -889,612 | -414,209 | -48M | 15M | — |
| Fin CF | -6M | -467,307 | 10M | -8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002356.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002356.SZ | Shenzhen Hemei Group Co.,LTD.(you) | $578M | 13 | STRONG SELL |
| 300822.SZ | Shenzhen Bestek Technology Co., Ltd. | $635M | 9 | STRONG SELL |
| 603333.SS | Sunway Co., Ltd. | $800M | 15 | STRONG SELL |
| 002869.SZ | Shenzhen Genvict Technologies Co., Ltd. | $472M | 18 | STRONG SELL |
| 605378.SS | Zhejiang Mustang Battery Co.,Ltd | $642M | 6 | STRONG SELL |
| 300120.SZ | Tianjin Jingwei Huikai Optoelectronic Co., Ltd. | $705M | 7 | STRONG SELL |
| 002137.SZ | Shenzhen Sea Star Technology Co.,Ltd | $725M | 19 | STRONG SELL |
| 605288.SS | Changzhou Kaidi Electrical Inc. | $944M | 14 | STRONG SELL |
| 2546.HK | Xizang Zhihui Mining Co., Ltd. | $896M | 16 | STRONG SELL |
| 300916.SZ | Shenzhen Longtech Smart Control Co., Ltd. | $742M | 7 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%