Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300341.SZ
SELLREMOVEMotic (Xiamen) Electric Group Co.,Ltd · Industrials · China · $1.1B · Avg Vol: $17M/d
An electrical equipment manufacturer with decent quality metrics but lacking a truly un-copyable global moat or direct alignment with our high-conviction macro themes.
COMPANY DESCRIPTION
Motic (Xiamen) Electric Group Co., Ltd. specializes in the manufacture of medium-and-high-voltage insulation components, alongside advanced digital microscopy and pathology systems. The company holds a strong market position in the electrical insulation sector through its proprietary automatic pressure gelation (APG) technology. It operates as a dual-engine player, leveraging its industrial manufacturing base to fund high-margin medical diagnostics and optical instruments.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 265M | 202M | 200M | 225M | -5.3% |
| EPS | 0.08 | 0.05 | 0.05 | 0.05 | -13.4% |
| Shares | 513M | 517M | 517M | 517M | +0.8% |
| Debt | 3M | 3M | 5M | 4M | 5.1% |
| Equity | 230M | 249M | 269M | 288M | 7.8% |
| Op CF | 35M | 46M | 33M | 22M | -15.1% |
| Inv CF | -7M | -17M | -15M | -9M | — |
| Fin CF | -18M | -9M | -7M | -6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300341.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300341.SZ | Motic (Xiamen) Electric Group Co.,Ltd(you) | $1.1B | 28 | SELL |
| 301609.SZ | Shandong University Electric Power Technology Co., Ltd. | $1.2B | 31 | SELL |
| 603275.SS | Shanghai Zhongchen Electronic Technology Co.,Ltd. | $923M | 28 | SELL |
| 301439.SZ | Weihai Honglin Electronic Co., Ltd. | $1.1B | 32 | SELL |
| 002334.SZ | Shenzhen INVT Electric Co.,Ltd | $1.0B | 32 | SELL |
| 301310.SZ | Wuxi Xinhongye Wire & Cable Co., Ltd. | $949M | 24 | SELL |
| 600973.SS | Baosheng Science and Technology Innovation Co.,Ltd. | $1.4B | 25 | SELL |
| 605277.SS | Xinya Electronic Co., Ltd. | $1.2B | 33 | SELL |
| 605365.SS | Leedarson IoT Technology Inc. | $1.3B | 23 | SELL |
| 002580.SZ | Shandong Sacred Sun Power Sources Co.,Ltd | $1.6B | 27 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%