Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002392.SZ
HOLDREMOVEBeijing Lier High-temperature Materials Co.,Ltd. · Industrials · China · $1.5B · Avg Vol: $47M/d
Beijing Lier High-temperature Materials is a cyclical industrial supplier. It lacks the asset-light, high-ROIC profile of a quality compounder and is highly dependent on heavy industry capital expenditure.
COMPANY DESCRIPTION
Beijing Lier High-temperature Materials Co., Ltd. manufactures and services refractory materials essential for high-temperature industrial processes, primarily serving the steel, cement, and glass manufacturing sectors. The company is a market leader in China, pioneering the 'overall contracting' model where it manages the entire lifecycle of refractory materials for steel mills. This service-oriented business model fosters high customer stickiness and provides stable, recurring revenue streams.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 697.4M | 837.3M | 934.9M | 1.0B | 13.9% |
| EPS | 0.03 | 0.05 | 0.04 | 0.05 | 15.6% |
| Shares | 1.2B | 1.2B | 1.2B | 1.2B | 0.0% |
| Debt | 5.0M | 47.2M | 73.0M | 93.6M | 165.5% |
| Equity | 722.1M | 776.2M | 791.9M | 861.0M | 6.0% |
| Op CF | 65.1M | -24.1M | 23.5M | 19.0M | -33.6% |
| Inv CF | -42.3M | 12.1M | 7.3M | -38.4M | — |
| Fin CF | -13.7M | 18.6M | 18.8M | 49.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002392.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002392.SZ | Beijing Lier High-temperature Materials Co.,Ltd.(you) | $1.5B | 40 | HOLD |
| 603985.SS | Jiangyin Hengrun Heavy Industries Co., Ltd | $1.6B | 40 | HOLD |
| 300709.SZ | Jiangsu Gian Technology Co., Ltd. | $1.8B | 41 | HOLD |
| 002541.SZ | Anhui Honglu Steel Construction (Group) Co., Ltd. | $1.7B | 35 | HOLD |
| 603211.SS | Jintuo Technology Co., Ltd. | $1.5B | 32 | SELL |
| 300850.SZ | Luoyang Xinqianglian Slewing Bearing Co., Ltd. | $1.7B | 34 | SELL |
| 605123.SS | Wuxi Paike New Materials Technology Co.,Ltd. | $1.8B | 34 | SELL |
| 003043.SZ | Suzhou Huaya Intelligence Technology Co., Ltd. | $1.6B | 32 | SELL |
| 688190.SS | Qingdao Yunlu Advanced Materials Technology Co., Ltd. | $2.0B | 33 | SELL |
| 002965.SZ | Lucky Harvest Co., Ltd. | $1.7B | 28 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%