Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300183.SZ
SELLREMOVEQingdao Eastsoft Communication Technology Co.,Ltd · Technology · China · $840M · Avg Vol: $13M/d
Qingdao Eastsoft Communication provides power line communication chips and IoT solutions. While it has minor exposure to grid modernization, it lacks the global scale, pricing power, and high ROIC required to be a high-conviction compounder.
COMPANY DESCRIPTION
Qingdao Eastsoft Communication Technology Co., Ltd. designs and manufactures power line communication (PLC) chips and smart microcontrollers (MCUs) for smart grids and home automation. The company is a key supplier of communication chips to China's State Grid, enabling automated meter reading and smart energy management. Its competitive advantage is rooted in its proprietary PLC physical layer algorithms, high-reliability chip designs, and deep integration into the domestic utility supply chain.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 138M | 146M | 152M | 155M | 4.0% |
| EPS | 0.05 | 0.02 | 0.02 | 0.00 | -60.0% |
| Shares | 463M | 463M | 463M | 463M | 0.0% |
| Debt | 2M | 1M | 390,702 | 885,882 | -18.5% |
| Equity | 465M | 464M | 466M | 461M | -0.3% |
| Op CF | -25M | 24M | 28M | 10M | -34.6% |
| Inv CF | -33M | 8M | -27M | 4M | — |
| Fin CF | -11M | -12M | -7M | -7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 300183.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300183.SZ | Qingdao Eastsoft Communication Technology Co.,Ltd(you) | $840M | 21 | SELL |
| 688512.SS | Smarter Microelectronics (Guangzhou) Co., Ltd. | $955M | 25 | SELL |
| 000925.SZ | UniTTEC Co.,Ltd | $781M | 16 | STRONG SELL |
| 600770.SS | Jiangsu Zongyi Co.,LTD | $1.2B | 21 | SELL |
| 002134.SZ | Tianjin Printronics Circuit Corporation | $1.1B | 25 | SELL |
| 300708.SZ | Focus Lightings Tech Co., Ltd. | $1.3B | 21 | SELL |
| 688591.SS | Telink Semiconductor(Shanghai)Co.,Ltd. | $1.2B | 18 | STRONG SELL |
| 003040.SZ | Chutian Dragon Co., Ltd. | $882M | 10 | STRONG SELL |
| 688135.SS | Guangdong Leadyo IC Testing Co., Ltd. | $1.3B | 17 | STRONG SELL |
| 688711.SS | Macmic Science&Technology Co.,Ltd. | $1.1B | 30 | SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%