Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002434.SZ
STRONG SELLREMOVEZhejiang Wanliyang Co., Ltd. · Consumer Cyclical · China · $1.4B · Avg Vol: $27M/d
Zhejiang Wanliyang is an automotive transmission manufacturer. It operates in a highly cyclical, low-margin industry with structural headwinds as the automotive sector transitions to electric vehicles, which require different transmission architectures.
COMPANY DESCRIPTION
Zhejiang Wanliyang Co., Ltd. is a leading independent manufacturer of automotive transmissions in China, specializing in manual transmissions, continuously variable transmissions (CVTs), and electric vehicle drive systems. The company holds a dominant market share in the domestic commercial and passenger vehicle transmission markets, serving major OEMs such as Chery, Geely, and BYD. Its continuous R&D in hybrid and pure electric drive modules positions it well for the automotive industry's transition to new energy vehicles.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 811M | 756M | 874M | 889M | 3.1% |
| EPS | -0.09 | 0.03 | 0.03 | 0.03 | -11.5% |
| Shares | 1.3B | 1.3B | 1.3B | — | 0.0% |
| Debt | 235M | 283M | 350M | — | 22.0% |
| Equity | 827M | 871M | 848M | — | 1.3% |
| Op CF | 21M | 80M | 66M | 69M | 48.6% |
| Inv CF | 11M | -38M | -78M | -72M | — |
| Fin CF | -52M | -60M | 27M | -3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002434.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002434.SZ | Zhejiang Wanliyang Co., Ltd.(you) | $1.4B | 11 | STRONG SELL |
| 300680.SZ | Wuxi Longsheng Technology Co.,Ltd | $1.2B | 12 | STRONG SELL |
| 002664.SZ | Xinzhi Group Co., Ltd. | $1.2B | 10 | STRONG SELL |
| 600501.SS | Aerosun Corporation | $1.2B | 9 | STRONG SELL |
| 603809.SS | Chengdu Haoneng Technology Co., Ltd. | $1.4B | 16 | STRONG SELL |
| 301225.SZ | Hengbo Holdings Co.,Ltd. | $1.4B | 16 | STRONG SELL |
| 605333.SS | Kunshan Huguang Auto Harness Co.,Ltd. | $1.4B | 17 | STRONG SELL |
| 301535.SZ | Zhejiang Huayuan Auto Technology Co., Ltd. | $1.0B | 11 | STRONG SELL |
| 002488.SZ | Zhejiang Jingu Company Limited | $1.5B | 16 | STRONG SELL |
| 002553.SZ | Jiangsu NanFang Precision Co.,Ltd. | $949M | 11 | STRONG SELL |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%