Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002882.SZ
STRONG SELLREMOVEJinlongyu Group Co., Ltd. · Industrials · China · $1.4B · Avg Vol: $15M/d
Jinlongyu Group is an industrial cable manufacturer. While it has exposure to power grid infrastructure, it is a low-margin, highly cyclical business with weak pricing power that fails the Terry Smith quality compounder test.
COMPANY DESCRIPTION
Jinlongyu Group Co., Ltd. specializes in the research, development, manufacture, and sale of electrical wires and power cables. The company is a leading regional brand in Southern China, serving major power grids, real estate developments, and infrastructure projects. Its competitive moat is built on high product safety standards, a comprehensive distribution network, and strong brand recognition in the regional construction market.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 587M | 581M | 543M | 687M | 5.4% |
| EPS | 0.08 | 0.06 | 0.05 | 0.04 | -21.6% |
| Shares | 433M | 433M | 433M | 433M | 0.0% |
| Debt | 79M | 73M | 73M | 178M | 31.3% |
| Equity | 297M | 310M | 316M | 313M | 1.7% |
| Op CF | 70M | 30M | -3M | -111M | -57.9% |
| Inv CF | -8M | -19M | -462,613 | -35M | — |
| Fin CF | -47M | -9M | 1M | 156M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002882.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002882.SZ | Jinlongyu Group Co., Ltd.(you) | $1.4B | 1 | STRONG SELL |
| 002892.SZ | Keli Motor Group Co., Ltd. | $1.2B | 1 | STRONG SELL |
| 600478.SS | Hunan Corun New Energy Co., Ltd. | $1.5B | 6 | STRONG SELL |
| 300376.SZ | East Group Co.,Ltd | $1.8B | 6 | STRONG SELL |
| 002121.SZ | Shenzhen Clou Electronics Co., Ltd. | $2.0B | 5 | STRONG SELL |
| 002471.SZ | Jiangsu Zhongchao Holding Co., Ltd. | $1.4B | 11 | STRONG SELL |
| 300035.SZ | Hunan Zhongke Electric Co., Ltd. | $1.7B | 11 | STRONG SELL |
| 301487.SZ | Tianjin Guoan Mengguli New Materials Science & Technology Co., Ltd. | $1.7B | 11 | STRONG SELL |
| 300048.SZ | Hiconics Eco-energy Technology Co., Ltd. | $977M | 6 | STRONG SELL |
| 301622.SZ | Baotou INST Magnetic New Materials Co., Ltd. | $965M | 7 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%