Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002635.SZ
BUYREMOVESuzhou Anjie Technology Co., Ltd. · Technology · China · $1.6B · Avg Vol: $98M/d
Suzhou Anjie Technology is a Chinese electronics component manufacturer. It operates in a highly competitive, low-margin segment of the consumer electronics supply chain and lacks the pricing power or structural moat required by our investment lenses.
COMPANY DESCRIPTION
Suzhou Anjie Technology is a leading manufacturer of precision functional components, insulation materials, and electromagnetic shielding solutions for consumer electronics and electric vehicles. The company is a critical tier-one supplier to global tech giants and leading EV manufacturers. Its competitive advantage lies in its rapid R&D response, high-precision die-cutting capabilities, and global manufacturing footprint.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 621M | 668M | 709M | 702M | 4.2% |
| EPS | 0.05 | 0.07 | 0.06 | 0.03 | -20.6% |
| Shares | 683M | 672M | 660M | 660M | -3.4% |
| Debt | 63M | 70M | 85M | 58M | -2.8% |
| Equity | 873M | 874M | 860M | 860M | -0.5% |
| Op CF | 132M | 119M | 127M | 110M | -5.9% |
| Inv CF | -53M | -113M | -115M | -46M | — |
| Fin CF | -36M | -29M | -44M | -52M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 002635.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002635.SZ | Suzhou Anjie Technology Co., Ltd.(you) | $1.6B | 65 | BUY |
| 2436.HK | LX Technology Group Limited | $999M | 49 | HOLD |
| 300042.SZ | Netac Technology Co., Ltd. | $1.7B | 38 | HOLD |
| 301479.SZ | Guangdong Hongjing Optoelectronic Technology Inc. | $1.3B | 42 | HOLD |
| 001339.SZ | JWIPC Technology Co., Ltd. | $3.9B | 51 | HOLD |
| 688583.SS | Scantech (HANGZHOU) Co., Ltd. | $1.5B | 32 | SELL |
| 000021.SZ | Shenzhen Kaifa Technology Co., Ltd. | $9.3B | 59 | HOLD |
| 3396.HK | Legend Holdings Corporation | $4.9B | 44 | HOLD |
| 002577.SZ | Shenzhen Rapoo Technology Co., Ltd. | $742M | 37 | HOLD |
| 688636.SS | Chengdu Zhimingda Electronics Co., Ltd. | $919M | 32 | SELL |
Peer medians: ROE 3.9% · P/E 77.2x · Gross margin 25.9%