Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300286.SZ
HOLDFLAGAcrel Co., Ltd. · Industrials · China · $1.2B · Avg Vol: $60M/d
Acrel provides enterprise microgrid electricity management systems, positioning it well for the second-order grid infrastructure upgrades required by AI data centers and electrification. While quality metrics are decent, it lacks the global scale and un-copyable moat required for an immediate high-conviction buy.
COMPANY DESCRIPTION
Acrel Co., Ltd. is a high-tech enterprise specializing in user-side smart microgrid systems, power monitoring devices, and energy management software. The company provides comprehensive solutions for industrial enterprises, commercial buildings, and public infrastructure to optimize energy efficiency and electrical safety. Its extensive product range, combined with a strong direct-sales network and proprietary software platforms, secures its leading position in China's enterprise energy management market.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 151M | 166M | 157M | 162M | 2.4% |
| EPS | 0.12 | 0.14 | 0.12 | 0.13 | 1.6% |
| Shares | 215M | 215M | 215M | 251M | +16.8% |
| Debt | 63M | 63M | 67M | 68M | 2.3% |
| Equity | 170M | 193M | 204M | 332M | 25.1% |
| Op CF | 24M | 47M | 38M | 33M | 11.0% |
| Inv CF | -13M | -17M | -9M | -94M | — |
| Fin CF | -2M | -6M | -13M | 93M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300286.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300286.SZ | Acrel Co., Ltd.(you) | $1.2B | 57 | HOLD |
| 002533.SZ | Gold cup Electric Apparatus Co.,Ltd. | $1.3B | 53 | HOLD |
| 300480.SZ | GL Tech Co.,Ltd | $1.8B | 59 | HOLD |
| 301179.SZ | Jiangsu Zeyu Intelligent Power Co.,Ltd. | $1.4B | 49 | HOLD |
| 002733.SZ | Shenzhen Center Power Tech. Co., Ltd | $1.9B | 55 | HOLD |
| 002782.SZ | ShenZhen Click Technology Co.,LTD. | $2.0B | 57 | HOLD |
| 301608.SZ | Shenzhen Boshijie Technology Co., Ltd. | $1.1B | 67 | BUY |
| 300617.SZ | Jiangsu Ankura Intelligent Electric Co., Ltd. | $1.7B | 50 | HOLD |
| 001283.SZ | Shenzhen Highpower Technology Co., Ltd. | $1.0B | 45 | HOLD |
| 301303.SZ | Zenner Metering Technology (Shanghai) Ltd. | $804M | 64 | HOLD |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%