Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300619.SZ
STRONG SELLREMOVEFoshan Golden Milky Way Intelligent Equipment Co., Ltd. · Industrials · China · $1.1B · Avg Vol: $42M/d
Foshan Golden Milky Way manufactures industrial mixing equipment, primarily for lithium batteries. While it has exposure to the localization of battery supply chains, its low quality score (30) and highly cyclical customer base make it too risky.
COMPANY DESCRIPTION
Foshan Golden Milky Way Intelligent Equipment Co., Ltd. manufactures automated production systems, specializing in silicone sealant equipment and lithium battery slurry mixing systems. The company's competitive moat is driven by its proprietary continuous twin-screw mixing technology, which significantly improves efficiency for battery manufacturers. It operates as a specialized equipment provider, capitalizing on the rapid expansion of the global lithium-ion battery and solar energy industries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 269M | 333M | 223M | 285M | 2.0% |
| EPS | 0.07 | 0.09 | -0.07 | 0.02 | -37.3% |
| Shares | 150M | 174M | 174M | 174M | +16.1% |
| Debt | 103M | 221M | 250M | 237M | 32.0% |
| Equity | 135M | 246M | 230M | 235M | 20.3% |
| Op CF | 72M | -7M | -68M | 28M | -26.5% |
| Inv CF | -43M | -80M | -44M | -36M | — |
| Fin CF | -3M | 184M | 31M | -13M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300619.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300619.SZ | Foshan Golden Milky Way Intelligent Equipment Co., Ltd.(you) | $1.1B | 7 | STRONG SELL |
| 301260.SZ | Greenworks (Jiangsu) Co., Ltd. | $1.1B | 4 | STRONG SELL |
| 688776.SS | Guoguang Electric Co.,Ltd.Chengdu | $1.0B | 5 | STRONG SELL |
| 600855.SS | Beijing Aerospace Changfeng Co.,Ltd | $1.1B | 10 | STRONG SELL |
| 688577.SS | Zhe Jiang Headman Machinery Co.,Ltd. | $1.2B | 5 | STRONG SELL |
| 301137.SZ | HIT Welding Industry Co.,Ltd | $1.1B | 3 | STRONG SELL |
| 002651.SZ | Chengdu Leejun Industrial Co., Ltd. | $1.3B | 6 | STRONG SELL |
| 300153.SZ | Shanghai Cooltech Power Co., Ltd. | $1.3B | 8 | STRONG SELL |
| 603131.SS | Shanghai Hugong Electric Group Co.,Ltd. | $937M | 5 | STRONG SELL |
| 300293.SZ | Shenyang Blue Silver Industry Automation Equipment Co., Ltd | $871M | 7 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%