Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300450.SZ
HOLDREMOVEWuxi Lead Intelligent Equipment CO.,LTD. · Industrials · China · $12.6B · Avg Vol: $413M/d
Wuxi Lead Intelligent Equipment is a leading lithium battery equipment manufacturer, but it is currently facing severe domestic overcapacity in China's battery supply chain and escalating geopolitical trade barriers. Despite its technical competence, the business is highly cyclical and lacks the pricing power required by our quality lenses.
COMPANY DESCRIPTION
Wuxi Lead Intelligent Equipment Co., Ltd. is a global leader in the manufacture of turnkey lithium-ion battery production equipment and photovoltaic manufacturing systems. The company serves top-tier battery and EV manufacturers, including CATL and Tesla, providing highly automated, end-to-end production lines. Its competitive moat is defined by its massive R&D scale, deep technological integration, and dominant market share in the global battery equipment sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.1B | 2.5B | 1.8B | 2.1B | 1.2% |
| EPS | 0.22 | 0.17 | 0.03 | 0.15 | -12.0% |
| Shares | 1.6B | 1.6B | 1.6B | 1.6B | 0.0% |
| Debt | 61M | 92M | 689M | 543M | 107.0% |
| Equity | 1.6B | 1.8B | 1.7B | 1.9B | 5.7% |
| Op CF | 250M | -128M | -232M | 733M | 43.1% |
| Inv CF | 297M | -31M | -180M | -268M | — |
| Fin CF | -119M | -170M | 568M | -224M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300450.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300450.SZ | Wuxi Lead Intelligent Equipment CO.,LTD.(you) | $12.6B | 49 | HOLD |
| 0470.HK | WUXI LEAD | $11.3B | 44 | HOLD |
| 002202.SZ | Goldwind Science&Technology Co., Ltd. | $14.6B | 45 | HOLD |
| 600875.SS | Dongfang Electric Corporation Limited | $18.0B | 49 | HOLD |
| 2050.HK | Zhejiang Sanhua Intelligent Controls Co.,Ltd | $16.9B | 47 | HOLD |
| 688411.SS | Beijing HyperStrong Technology Co., Ltd. | $7.4B | 53 | HOLD |
| 2727.HK | Shanghai Electric Group Co., Ltd. | $8.3B | 41 | HOLD |
| 688017.SS | Leader Harmonious Drive Systems Co., Ltd. | $8.3B | 39 | HOLD |
| 3200.HK | HANS CNC | $11.2B | 32 | SELL |
| 002487.SZ | Dajin Heavy Industry Co.,Ltd. | $6.9B | 59 | HOLD |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%