Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300446.SZ
HOLDREMOVEAerospace Intelligent Manufacturing Technology Co., Ltd. · Basic Materials · China · $2.0B · Avg Vol: $23M/d
Aerospace Intelligent Manufacturing does not present a clear, high-conviction thesis aligned with our active global macro themes.
COMPANY DESCRIPTION
Aerospace Intelligent Manufacturing Technology Co., Ltd. manufactures automotive interior and exterior trim components alongside high-performance specialty chemical materials. Backed by its state-owned parent, China Aerospace Science and Technology Corporation, the company leverages advanced materials research for commercial automotive applications. It maintains a stable market position as a tier-1 supplier to major domestic automotive manufacturers.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 721M | 866M | 1.1B | 1.3B | 22.7% |
| EPS | 0.06 | 0.09 | 0.14 | 0.15 | 38.3% |
| Shares | 203M | 845M | 845M | 845M | +317.2% |
| Debt | 189M | 149M | 24M | 23M | -50.5% |
| Equity | 252M | 670M | 775M | 872M | 51.2% |
| Op CF | 107M | 124M | 155M | 98M | -2.8% |
| Inv CF | -39M | -33M | -64M | -69M | — |
| Fin CF | -70M | 256M | -146M | -44M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300446.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300446.SZ | Aerospace Intelligent Manufacturing Technology Co., Ltd.(you) | $2.0B | 59 | HOLD |
| 002096.SZ | Explosive Co., Ltd. | $1.9B | 58 | HOLD |
| 300910.SZ | Xinxiang Richful Lube Additive Co.,Ltd. | $1.9B | 60 | HOLD |
| 0546.HK | Fufeng Group Limited | $1.9B | 57 | HOLD |
| 002838.SZ | Shandong Dawn Polymer Co.,Ltd. | $2.4B | 59 | HOLD |
| 300905.SZ | Poly Plastic Masterbatch (SuZhou) Co.,Ltd | $1.8B | 57 | HOLD |
| 300576.SZ | Shenzhen RongDa Photosensitive Science & Technology Co., Ltd. | $2.4B | 55 | HOLD |
| 688359.SS | Guangzhou Sanfu New Materials Technology Co.,Ltd | $2.0B | 53 | HOLD |
| 301216.SZ | Wankai New Materials Co., Ltd. | $2.1B | 52 | HOLD |
| 301090.SZ | China Resources Chemical Innovative Materials Co., Ltd. | $1.6B | 62 | HOLD |
Peer medians: ROE 6.1% · P/E 33.7x · Gross margin 17.5%