Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002373.SZ
STRONG SELLREMOVEChina Transinfo Technology Co., Ltd · Technology · China · $1.9B · Avg Vol: $27M/d
China Transinfo Technology fails to align with our high-conviction themes and shows poor capital efficiency, making it unsuitable for a concentrated quality portfolio.
COMPANY DESCRIPTION
China Transinfo Technology Co., Ltd. develops and deploys intelligent transportation systems (ITS) and smart city software solutions, utilizing big data and AI to optimize traffic management and public transit. The company is a market leader in China's digital transportation sector, bolstered by a strategic partnership with Baidu to advance autonomous driving infrastructure. Its deep integration with municipal governments and proprietary software platforms form a highly defensive market position.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.0B | 1.2B | 1.1B | 1.2B | 5.5% |
| EPS | -0.05 | 0.05 | -0.11 | 0.03 | -30.3% |
| Shares | 1.6B | 1.6B | 1.6B | 1.6B | 0.0% |
| Debt | 150M | 120M | 84M | 55M | -28.4% |
| Equity | 1.8B | 1.9B | 1.7B | 1.7B | -1.4% |
| Op CF | 74M | 132M | 21M | 115M | 15.8% |
| Inv CF | -86M | -29M | -47M | -134M | — |
| Fin CF | 20M | -51M | -65M | -30M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002373.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002373.SZ | China Transinfo Technology Co., Ltd(you) | $1.9B | 19 | STRONG SELL |
| 688031.SS | Transwarp Technology (Shanghai) Co.,Ltd. | $2.1B | 19 | STRONG SELL |
| 301382.SZ | Fengzhushou Co., Ltd. | $1.7B | 20 | SELL |
| 000555.SZ | Digital China Information Service Group Company Ltd. | $1.8B | 22 | SELL |
| 600446.SS | Shenzhen Kingdom Sci-Tech Co., Ltd | $1.8B | 22 | SELL |
| 600718.SS | Neusoft Corporation | $1.4B | 17 | STRONG SELL |
| 300624.SZ | Wondershare Technology Group Co., Ltd. | $1.7B | 13 | STRONG SELL |
| 300682.SZ | Longshine Technology Group Co., Ltd. | $2.0B | 12 | STRONG SELL |
| 1384.HK | Deepexi Technology Co., Ltd. | $2.5B | 14 | STRONG SELL |
| 300348.SZ | Shenzhen Sunline Tech Co., Ltd. | $1.2B | 17 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 25.9%