Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002472.SZ
HOLDFLAGZhejiang Shuanghuan Driveline Co.,Ltd. · Consumer Cyclical · China · $4.9B · Avg Vol: $246M/d
Zhejiang Shuanghuan Driveline is a high-quality manufacturer of high-precision gears for electric vehicles and robotics. It benefits from localization trends as global manufacturers seek regionalized, high-quality precision components. However, its capital-intensive nature prevents an outright approval.
COMPANY DESCRIPTION
Zhejiang Shuanghuan Driveline is the largest professional manufacturer of high-precision gears and driveline components in China. The company holds a dominant market share in the rapidly growing electric vehicle (EV) gear segment, supplying global leaders such as Tesla, BYD, and major automotive Tier-1 suppliers. It is a highly specialized, technology-driven manufacturer with advanced gear-grinding capabilities and strong barriers to entry in high-torque, low-noise transmission components.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.0B | 1.2B | 1.3B | 1.3B | 10.0% |
| EPS | 0.11 | 0.14 | 0.18 | 0.22 | 27.1% |
| Shares | 850M | 853M | 847M | 850M | -0.1% |
| Debt | 395M | 273M | 404M | 591M | 14.4% |
| Equity | 1.1B | 1.2B | 1.3B | 1.5B | 10.9% |
| Op CF | 180M | 232M | 248M | 353M | 25.2% |
| Inv CF | -233M | -192M | -290M | -339M | — |
| Fin CF | 215M | -133M | 96M | 161M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002472.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002472.SZ | Zhejiang Shuanghuan Driveline Co.,Ltd.(you) | $4.9B | 39 | HOLD |
| 301550.SZ | Zhejiang Sling Automobile Bearing Co., Ltd. | $5.7B | 38 | HOLD |
| 603596.SS | Bethel Automotive Safety Systems Co., Ltd | $4.3B | 42 | HOLD |
| 600699.SS | Ningbo Joyson Electronic Corp. | $6.0B | 36 | HOLD |
| 603950.SS | Xiangyang Changyuandonggu Industry Co., Ltd. | $3.5B | 43 | HOLD |
| 002126.SZ | Zhejiang Yinlun Machinery Co.,Ltd. | $6.2B | 46 | HOLD |
| 002920.SZ | Huizhou Desay SV Automotive Co., Ltd. | $9.0B | 41 | HOLD |
| 0666.HK | REPT BATTERO Energy Co., Ltd. | $4.5B | 27 | SELL |
| 300432.SZ | Fulin Precision Co., Ltd. | $5.8B | 50 | HOLD |
| 603305.SS | Ningbo Xusheng Group Co., Ltd. | $2.6B | 38 | HOLD |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 21.9%