Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002765.SZ
STRONG SELLREMOVELandai Technology Group Corp., Ltd. · Consumer Cyclical · China · $789M · Avg Vol: $15M/d
Landai Technology Group operates in the highly cyclical and capital-intensive automotive transmission and touchscreen component sectors. It lacks pricing power and fails the Terry Smith lens of owning asset-light, high-ROIC compounders.
COMPANY DESCRIPTION
Landai Technology Group Corp., Ltd. operates a dual-core business, manufacturing automotive transmission components and touch display modules. The company is a key supplier of high-precision automotive gears and gearboxes to major domestic OEMs, while its electronics division supplies touch screens for consumer electronics and automotive displays. It is characterized by its diversified revenue streams and its ability to leverage precision manufacturing across both sectors.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 425M | 415M | 523M | 569M | 10.3% |
| EPS | 0.05 | -0.08 | 0.03 | 0.04 | -4.4% |
| Shares | 583M | 656M | 652M | 652M | +11.8% |
| Debt | 122M | 112M | 145M | 179M | 13.7% |
| Equity | 328M | 351M | 365M | 391M | 6.0% |
| Op CF | 70M | 23M | 38M | 41M | -16.2% |
| Inv CF | -64M | -80M | -60M | -47M | — |
| Fin CF | 33M | 50M | 23M | 15M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 002765.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002765.SZ | Landai Technology Group Corp., Ltd.(you) | $789M | 7 | STRONG SELL |
| 601279.SS | Changchun Engley Automobile Industry Co.,Ltd. | $832M | 8 | STRONG SELL |
| 603121.SS | Shanghai Sinotec Co., Ltd. | $817M | 6 | STRONG SELL |
| 603348.SS | Wencan Group Co., Ltd. | $747M | 5 | STRONG SELL |
| 300652.SZ | Hang Zhou Radical Energy-Saving Technology Co., Ltd. | $909M | 8 | STRONG SELL |
| 300733.SZ | Chengdu Xiling Power Science & Technology Incorporated Company | $775M | 11 | STRONG SELL |
| 300695.SZ | Zhejiang Zhaofeng Mechanical and Electronic Co.,Ltd. | $902M | 5 | STRONG SELL |
| 603767.SS | Zhejiang Zomax Transmission Co., Ltd. | $817M | 3 | STRONG SELL |
| 2025.HK | Ruifeng Power Group Company Limited | $934M | 5 | STRONG SELL |
| 002510.SZ | Tianjin Motor Dies Co.,Ltd. | $968M | 5 | STRONG SELL |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%