Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002985.SZ
SELLREMOVEBeijing Beimo High-tech Frictional Material Co.,Ltd · Industrials · China · $1.5B · Avg Vol: $28M/d
Beijing Beimo High-tech operates in the aviation braking systems space with decent quality metrics (Q: 66). However, it lacks direct alignment with our high-conviction macro themes for the next 18 months, and its valuation does not offer a clear margin of safety.
COMPANY DESCRIPTION
Beijing Beimo High-tech Frictional Material Co., Ltd. develops and manufactures aircraft braking systems, brake discs, and friction materials. The company is a key supplier to China's military and civil aviation sectors, holding a near-monopoly in several military aircraft braking segments. It is a high-barrier defense and aerospace supplier with proprietary technology in carbon-carbon composite materials.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 147M | 141M | 79M | 136M | -2.7% |
| EPS | 0.14 | 0.10 | 0.01 | 0.09 | -14.2% |
| Shares | 332M | 332M | 332M | 332M | 0.0% |
| Debt | 9M | 8M | 56M | 6M | -15.4% |
| Equity | 438M | 471M | 369M | 398M | -3.2% |
| Op CF | -21M | 30M | 27M | 56M | 37.3% |
| Inv CF | -27M | -22M | -16M | -11M | — |
| Fin CF | -17M | -476,190 | -62M | -49M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002985.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002985.SZ | Beijing Beimo High-tech Frictional Material Co.,Ltd(you) | $1.5B | 34 | SELL |
| 688543.SS | Jiangxi Guoke Defence Group Co.,Ltd. | $1.6B | 33 | SELL |
| 300008.SZ | Bestway Marine & Energy Technology Co.,Ltd | $1.7B | 36 | HOLD |
| 688239.SS | Guizhou Aviation Technical Development Co., Ltd | $1.7B | 29 | SELL |
| 2866.HK | COSCO SHIPPING Development Co., Ltd. | $1.7B | 27 | SELL |
| 300034.SZ | Gaona Aero Material Co.,Ltd. | $2.2B | 35 | HOLD |
| 600184.SS | North Electro-Optic Co.,Ltd. | $2.3B | 32 | SELL |
| 601890.SS | Asian Star Anchor Chain Co., Ltd. Jiangsu | $1.3B | 24 | SELL |
| 002023.SZ | Sichuan Haite High-tech Co.,Ltd | $1.2B | 24 | SELL |
| 600391.SS | Aecc Aero Science and Technology Co.,Ltd | $1.7B | 23 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%