Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002896.SZ
STRONG SELLREMOVENingbo ZhongDa Leader Intelligent Transmission Co., Ltd. · Industrials · China · $2.2B · Avg Vol: $225M/d
Ningbo ZhongDa Leader Intelligent Transmission manufactures precision reducers and gears for robotics. While it has exposure to industrial automation, it faces intense domestic competition and lacks the global scale or pricing power of high-quality compounders.
COMPANY DESCRIPTION
Ningbo ZhongDa Leader Intelligent Transmission Co., Ltd. designs and manufactures precision reducers, gear motors, and planetary gearboxes. The company is a critical domestic player in the robotics supply chain, specializing in RV and harmonic reducers used in industrial robots and smart logistics. Its competitive moat is built on high-precision machining capabilities, proprietary gear design technologies, and successful import substitution in the high-end transmission market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 133M | 161M | 144M | 154M | 5.1% |
| EPS | 0.05 | 0.05 | 0.05 | 0.05 | -4.0% |
| Shares | 197M | 197M | 197M | 197M | 0.0% |
| Debt | 16M | 19M | 17M | 33M | 27.6% |
| Equity | 155M | 164M | 174M | 178M | 4.6% |
| Op CF | 14M | 26M | 31M | 5M | -31.7% |
| Inv CF | -18M | -33M | -24M | -21M | — |
| Fin CF | -13M | -3M | -5M | 8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002896.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002896.SZ | Ningbo ZhongDa Leader Intelligent Transmission Co., Ltd.(you) | $2.2B | 6 | STRONG SELL |
| 002366.SZ | RongFa Nuclear Equipment Co., Ltd. | $2.1B | 4 | STRONG SELL |
| 301155.SZ | Jiangsu Haili Wind Power Equipment Technology Co., Ltd. | $2.0B | 5 | STRONG SELL |
| 600343.SS | Shaanxi Aerospace Power Hi-Tech Co., Ltd. | $2.5B | 8 | STRONG SELL |
| 603185.SS | Hongyuan Green Energy Co., Ltd. | $1.9B | 5 | STRONG SELL |
| 600619.SS | Shanghai Highly (Group) Co., Ltd. | $2.4B | 9 | STRONG SELL |
| 300772.SZ | Windey Energy Technology Group Co., Ltd. | $1.8B | 4 | STRONG SELL |
| 000410.SZ | Shenyang Machine Tool Co., Ltd. | $2.1B | 1 | STRONG SELL |
| 002639.SZ | Fujian Snowman Group Co., Ltd. | $2.0B | 2 | STRONG SELL |
| 688660.SS | Shanghai Electric Wind Power Group Co., Ltd. | $2.0B | 1 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%