Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300660.SZ
STRONG SELLREMOVEJiangsu Leili Motor Co., Ltd · Industrials · China · $2.8B · Avg Vol: $64M/d
A micro-motor manufacturer with decent industrial exposure, but it operates in a highly commoditized space with low margins and lacks the pricing power required for our portfolio.
COMPANY DESCRIPTION
Jiangsu Leili Motor Co., Ltd. designs and manufactures micro-motors, stepping motors, and intelligent control systems for home appliances, automotive components, and medical equipment. The company's competitive moat is built on its massive scale, highly automated production lines, and dominant global market share in air conditioner stepping motors. It is a vertically integrated micro-motor specialist successfully diversifying into high-margin automotive and industrial automation niches.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 429M | 455M | 520M | 618M | 13.0% |
| EPS | 0.09 | 0.11 | 0.10 | 0.10 | 4.2% |
| Shares | 440M | 444M | 447M | 447M | +1.5% |
| Debt | 77M | 81M | 126M | 140M | 22.2% |
| Equity | 442M | 489M | 498M | 519M | 5.5% |
| Op CF | 49M | 84M | 44M | 50M | 0.7% |
| Inv CF | -114M | -141M | -82M | -53M | — |
| Fin CF | 36M | 12M | 6M | -12M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300660.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300660.SZ | Jiangsu Leili Motor Co., Ltd(you) | $2.8B | 15 | STRONG SELL |
| 603052.SS | Suzhou K-Hiragawa Electronic Technology Co., Ltd. | $2.6B | 15 | STRONG SELL |
| 688772.SS | Zhuhai CosMX Battery Co., Ltd. | $2.7B | 14 | STRONG SELL |
| 688063.SS | Pylon Technologies Co., Ltd. | $2.4B | 15 | STRONG SELL |
| 688275.SS | Hubei Wanrun New Energy Technology Co.,Ltd. | $2.5B | 16 | STRONG SELL |
| 688779.SS | Minmetals New Energy Materials(Hunan)Co.,Ltd. | $2.5B | 18 | STRONG SELL |
| 603728.SS | Shanghai Moons' Electric Co., Ltd. | $3.8B | 15 | STRONG SELL |
| 300342.SZ | Changshu Tianyin Electromechanical Co.,Ltd | $3.1B | 20 | STRONG SELL |
| 2692.HK | ZHAOWEI | $2.2B | 14 | STRONG SELL |
| 003021.SZ | Shenzhen Zhaowei Machinery & Electronics Co., Ltd. | $3.8B | 13 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%