Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002651.SZ
STRONG SELLREMOVEChengdu Leejun Industrial Co., Ltd. · Industrials · China · $1.3B · Avg Vol: $10M/d
Chengdu Leejun Industrial manufactures grinding equipment for cement and mining industries. While it has exposure to mining capital expenditure, it is a highly cyclical industrial business that lacks the pricing power, asset-light structure, and secular growth runway required by our Terry Smith and Peter Lynch lenses.
COMPANY DESCRIPTION
Chengdu Leejun Industrial is a leading manufacturer of energy-saving roller presses and grinding systems for the cement and mining industries. The company has successfully diversified into the high-barrier aerospace sector, providing precision structural components for military and civil aircraft. This dual-sector strategy combines stable industrial machinery cash flows with high-growth aerospace defense opportunities.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 151M | 159M | 115M | 108M | -10.6% |
| EPS | 0.03 | 0.02 | 0.02 | 0.01 | -36.3% |
| Shares | 1.0B | 1.0B | 1.0B | 1.0B | 0.0% |
| Debt | 2M | 2M | 2M | 1M | -20.2% |
| Equity | 384M | 399M | 411M | 410M | 2.2% |
| Op CF | 29M | 40M | 51M | 23M | -7.4% |
| Inv CF | 40M | -29M | -9M | -2M | — |
| Fin CF | -5M | -3M | -7M | -9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002651.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002651.SZ | Chengdu Leejun Industrial Co., Ltd.(you) | $1.3B | 6 | STRONG SELL |
| 688577.SS | Zhe Jiang Headman Machinery Co.,Ltd. | $1.2B | 5 | STRONG SELL |
| 300153.SZ | Shanghai Cooltech Power Co., Ltd. | $1.3B | 8 | STRONG SELL |
| 301260.SZ | Greenworks (Jiangsu) Co., Ltd. | $1.1B | 4 | STRONG SELL |
| 688165.SS | EFORT Intelligent Equipment Co., Ltd. | $1.4B | 4 | STRONG SELL |
| 603169.SS | Lanzhou LS Heavy Equipment Co., Ltd | $1.5B | 6 | STRONG SELL |
| 300619.SZ | Foshan Golden Milky Way Intelligent Equipment Co., Ltd. | $1.1B | 7 | STRONG SELL |
| 301137.SZ | HIT Welding Industry Co.,Ltd | $1.1B | 3 | STRONG SELL |
| 688776.SS | Guoguang Electric Co.,Ltd.Chengdu | $1.0B | 5 | STRONG SELL |
| 603033.SS | Sanwei Holding Group Co.,Ltd | $1.6B | 5 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%