Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002446.SZ
SELLREMOVEGuangdong Shenglu Telecommunication Tech. Co., Ltd. · Technology · China · $1.3B · Avg Vol: $84M/d
A telecom equipment manufacturer facing highly competitive domestic markets and lacking the global pricing power required for our portfolio.
COMPANY DESCRIPTION
Guangdong Shenglu Telecommunication Tech designs and manufactures advanced communication antennas, radio frequency (RF) devices, and military electronic components. The company occupies a strong market position as a certified supplier to China's major telecom carriers and defense contractors, benefiting from high technical entry barriers and proprietary R&D. It operates as a specialized high-tech player well-positioned to capitalize on 5G infrastructure expansion and military modernization.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 210M | 175M | 160M | 178M | -5.4% |
| EPS | 0.04 | 0.01 | -0.12 | 0.01 | -33.3% |
| Shares | 913M | 914M | 915M | 915M | +0.2% |
| Debt | 16M | 48M | 41M | 60M | 55.8% |
| Equity | 464M | 474M | 365M | 374M | -7.0% |
| Op CF | 16M | 20M | 26M | 28M | 21.2% |
| Inv CF | -31M | -18M | -31M | -84M | — |
| Fin CF | 6M | 34M | -7M | 16M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002446.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002446.SZ | Guangdong Shenglu Telecommunication Tech. Co., Ltd.(you) | $1.3B | 29 | SELL |
| 0901.HK | Shenzhen SDMC Technology Co., Ltd. | $1.7B | 28 | SELL |
| 603118.SS | Shenzhen Gongjin Electronics Co., Ltd. | $1.5B | 33 | SELL |
| 301191.SZ | Shenzhen Phoenix Telecom Technology Co.,Ltd. | $1.6B | 26 | SELL |
| 3268.HK | MEIG | $919M | 28 | SELL |
| 688609.SS | Unionman Technology Co.,Ltd. | $880M | 29 | SELL |
| 688418.SS | Genew Technologies Co.,Ltd. | $1.4B | 21 | SELL |
| 300252.SZ | Kingsignal Technology Co., Ltd. | $1.5B | 21 | SELL |
| 002935.SZ | Chengdu Spaceon Electronics Co., Ltd. | $1.2B | 21 | SELL |
| 603496.SS | EmbedWay Technologies (Shanghai) Corporation | $1.1B | 22 | SELL |
Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 25.9%