Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002564.SZ
STRONG SELLREMOVESuZhou THVOW Technology. Co., Ltd. · Industrials · China · $655M · Avg Vol: $12M/d
SuZhou THVOW Technology is a heavy industrial equipment manufacturer. It is a low-margin, highly cyclical business with high capital intensity, violating our Terry Smith and Buffett quality compounder rules.
COMPANY DESCRIPTION
Suzhou THVOW Technology Co., Ltd. designs and manufactures high-end heavy equipment, specializing in pressure vessels, heat exchangers, and clean energy engineering solutions for the petrochemical and coal chemical industries. The company also operates as an EPC (Engineering, Procurement, and Construction) contractor for power transmission and clean energy projects. Its competitive advantage is rooted in its advanced manufacturing licenses, large-scale fabrication capabilities, and integration of engineering services.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 531M | 557M | 364M | 376M | -10.8% |
| EPS | -0.44 | 0.21 | 0.00 | 0.01 | -81.1% |
| Shares | 859M | 859M | 859M | 859M | 0.0% |
| Debt | 2.0B | 674M | 522M | 489M | -37.1% |
| Equity | -308M | 17M | 20M | 28M | 27.6% |
| Op CF | -70M | 43M | 34M | 25M | -23.9% |
| Inv CF | -8M | -23M | 205M | -1M | — |
| Fin CF | -11M | -46M | -175M | -39M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002564.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002564.SZ | SuZhou THVOW Technology. Co., Ltd.(you) | $655M | 0 | STRONG SELL |
| 688429.SS | Changzhou Shichuang Energy Co.,Ltd. | $710M | 1 | STRONG SELL |
| 300368.SZ | Hebei Huijin Group Co., Ltd. | $781M | 0 | STRONG SELL |
| 300056.SZ | Xiamen Zhongchuang Environmental Technology Co., Ltd | $555M | 1 | STRONG SELL |
| 600860.SS | Beijing Jingcheng Machinery Electric Company Limited | $746M | 4 | STRONG SELL |
| 002526.SZ | Shandong Mining Machinery Group Co., Ltd. | $822M | 4 | STRONG SELL |
| 6871.HK | ROBOTPHOENIX | $1.0B | 0 | STRONG SELL |
| 600843.SS | Shang Gong Group Co., Ltd. | $812M | 5 | STRONG SELL |
| 603015.SS | Ningbo Techmation Co.,Ltd. | $648M | 10 | STRONG SELL |
| 600698.SS | Hunan Tyen Machinery Co.,Ltd | $1.1B | 1 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%