Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002366.SZ
STRONG SELLFLAGRongFa Nuclear Equipment Co., Ltd. · Industrials · China · $2.1B · Avg Vol: $43M/d
RongFa Nuclear Equipment is positioned to benefit from the global resurgence of nuclear power as a clean, baseload energy source required to power AI data centers and heavy industry, though it is constrained by state-directed capital allocation.
COMPANY DESCRIPTION
RongFa Nuclear Equipment Co., Ltd. specializes in the manufacture of high-end heavy equipment, focusing on critical castings and forgings for nuclear power plants and petrochemical industries. The company is a key domestic supplier in China's nuclear supply chain, leveraging advanced technical capabilities in reactor pressure vessels and primary loop piping. Its strong regulatory certifications and high-barrier manufacturing processes establish a robust competitive moat in the national clean energy sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 75M | 110M | 149M | 134M | 21.3% |
| EPS | 0.03 | 0.01 | -0.00 | -0.01 | -49.4% |
| Shares | 2.1B | 2.1B | 2.1B | 2.1B | 0.0% |
| Debt | 193M | 256M | 245M | 243M | 7.9% |
| Equity | 674M | 687M | 685M | 674M | 0.0% |
| Op CF | 4M | -111M | -53M | -2M | — |
| Inv CF | -78M | -89M | -99M | -3M | — |
| Fin CF | 443M | 77M | -33M | -30M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002366.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002366.SZ | RongFa Nuclear Equipment Co., Ltd.(you) | $2.1B | 4 | STRONG SELL |
| 301155.SZ | Jiangsu Haili Wind Power Equipment Technology Co., Ltd. | $2.0B | 5 | STRONG SELL |
| 002896.SZ | Ningbo ZhongDa Leader Intelligent Transmission Co., Ltd. | $2.2B | 6 | STRONG SELL |
| 603185.SS | Hongyuan Green Energy Co., Ltd. | $1.9B | 5 | STRONG SELL |
| 000410.SZ | Shenyang Machine Tool Co., Ltd. | $2.1B | 1 | STRONG SELL |
| 002639.SZ | Fujian Snowman Group Co., Ltd. | $2.0B | 2 | STRONG SELL |
| 688660.SS | Shanghai Electric Wind Power Group Co., Ltd. | $2.0B | 1 | STRONG SELL |
| 300772.SZ | Windey Energy Technology Group Co., Ltd. | $1.8B | 4 | STRONG SELL |
| 600343.SS | Shaanxi Aerospace Power Hi-Tech Co., Ltd. | $2.5B | 8 | STRONG SELL |
| 7688.HK | TOPNC | $1.8B | 1 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%