Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
002993.SZ
BUYREMOVEDongguan Aohai Technology Co., Ltd. · Industrials · China · $2.6B · Avg Vol: $103M/d
Dongguan Aohai is a power supply manufacturer facing intense domestic competition and margin pressure, lacking the pricing power and structural moat required for our portfolio.
COMPANY DESCRIPTION
Dongguan Aohai Technology Co., Ltd. designs and manufactures smart chargers, power adapters, and wireless charging systems for consumer electronics and EVs. The company is a global market leader in smartphone chargers, serving major brands with massive scale. It is a vertically integrated power supply manufacturer expanding into automotive electronics and green energy storage.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 660M | 765M | 949M | 1.1B | 17.0% |
| EPS | 0.26 | 0.23 | 0.25 | 0.23 | -4.4% |
| Shares | 276M | 276M | 276M | 276M | 0.0% |
| Debt | 23M | 23M | 47M | 100M | 62.6% |
| Equity | 675M | 705M | 727M | 714M | 1.9% |
| Op CF | 93M | 91M | 73M | 150M | 17.0% |
| Inv CF | -244M | -151M | -141M | -137M | — |
| Fin CF | 287M | -26M | -49M | -14M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 002993.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 002993.SZ | Dongguan Aohai Technology Co., Ltd.(you) | $2.6B | 70 | BUY |
| 301031.SZ | Xi'an Sinofuse Electric Co., Ltd. | $2.6B | 70 | BUY |
| 000682.SZ | Dongfang Electronics Co., Ltd. | $2.8B | 69 | BUY |
| 601222.SS | Jiangsu Linyang Energy Co., Ltd. | $2.0B | 72 | BUY |
| 300693.SZ | Shenzhen Sinexcel Electric Co.,Ltd. | $2.4B | 77 | BUY |
| 600312.SS | Henan Pinggao Electric Co.,Ltd. | $4.3B | 71 | BUY |
| 603303.SS | Hengdian Group Tospo Lighting Co., Ltd. | $2.0B | 64 | HOLD |
| 603031.SS | Anhui Anfu Battery Technology Co.,Ltd | $3.3B | 77 | BUY |
| 688128.SS | China National Electric Apparatus Research Institute Co., Ltd. | $1.5B | 69 | BUY |
| 603530.SS | Jiangsu Shemar Electric Co.,Ltd | $3.7B | 64 | HOLD |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%