Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300222.SZ
SELLREMOVECSG Smart Science&Technology Co.,Ltd. · Industrials · China · $2.0B · Avg Vol: $148M/d
While CSG Smart Science operates in industrial automation and smart grids, which superficially aligns with localization and grid modernization, its low quality score (Q: 46) and weak capital allocation track record make it unsuitable for a concentrated portfolio.
COMPANY DESCRIPTION
CSG Smart Science & Technology Co., Ltd. provides intelligent power distribution systems, industrial automation solutions, and smart energy management software. The company serves utility companies, industrial enterprises, and new energy sectors, helping optimize power grid efficiency and factory automation. Its competitive moat lies in its proprietary power grid automation technologies, integrated hardware-software solutions, and strong alignment with China's smart grid modernization initiatives.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 492M | 458M | 405M | 453M | -2.8% |
| EPS | -0.05 | -0.02 | 0.01 | 0.01 | 11.1% |
| Shares | 780M | 780M | 780M | 778M | -0.3% |
| Debt | 103M | 88M | 58M | 16M | -46.5% |
| Equity | 265M | 244M | 244M | 256M | -1.2% |
| Op CF | -14M | 4M | 18M | 29M | 183.9% |
| Inv CF | 39M | 13M | -12M | 22M | — |
| Fin CF | -34M | -18M | 2M | -47M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300222.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300222.SZ | CSG Smart Science&Technology Co.,Ltd.(you) | $2.0B | 35 | SELL |
| 300607.SZ | Guangdong Topstar Technology Co., Ltd. | $2.2B | 36 | HOLD |
| 002698.SZ | Harbin Boshi Automation Co., Ltd. | $1.9B | 31 | SELL |
| 301662.SZ | Ongoal Technology Co., Ltd. | $1.7B | 37 | HOLD |
| 300499.SZ | Guangzhou Goaland Energy Conservation Tech. Co., Ltd. | $1.7B | 37 | HOLD |
| 300580.SZ | Wuxi Best Precision Machinery Co., Ltd. | $1.8B | 31 | SELL |
| 000880.SZ | Weichai Heavy Machinery Co., Ltd. | $2.1B | 29 | SELL |
| 301317.SZ | Xinlei Compressor Co., Ltd. | $1.5B | 37 | HOLD |
| 603011.SS | Hefei Metalforming Intelligent Manufacturing Co., Ltd. | $1.8B | 42 | HOLD |
| 300444.SZ | Beijing SOJO Electric Co., Ltd. | $1.7B | 28 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%