Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300690.SZ
SELLREMOVEShandong Shuangyi Technology Co., Ltd. · Industrials · China · $590M · Avg Vol: $12M/d
Shandong Shuangyi Technology produces composite materials but lacks the scale, pricing power, and global distribution network to serve as a high-conviction compounder.
COMPANY DESCRIPTION
Shandong Shuangyi Technology Co., Ltd. designs and manufactures advanced composite material products, specializing in wind turbine nacelle covers, rotor blade molds, and lightweight automotive parts. The company's competitive moat is established through its proprietary composite molding technologies and large-scale manufacturing capabilities, which meet the rigorous standards of global wind energy OEMs. It is a leading niche player in the green energy and industrial composites supply chain.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 152.4M | 110.7M | 139.4M | 148.9M | -0.8% |
| EPS | 0.07 | 0.08 | 0.08 | 0.14 | 25.6% |
| Shares | 165.3M | 165.3M | 165.3M | 165.3M | 0.0% |
| Debt | 3.4M | 4.4M | 4.0M | 1.3M | -27.3% |
| Equity | 200.6M | 209.9M | 217.5M | 236.1M | 5.6% |
| Op CF | 4.9M | 19.0M | 17.0M | 25.3M | 72.4% |
| Inv CF | -12.4M | -5.2M | -11.8M | -16.0M | — |
| Fin CF | -5.7M | -4.1M | -5.7M | -8.6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300690.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300690.SZ | Shandong Shuangyi Technology Co., Ltd.(you) | $590M | 30 | SELL |
| 300629.SZ | Guangdong Kingstrong Technology Co., Ltd. | $765M | 29 | SELL |
| 300885.SZ | Yangzhou Seashine New Materials Co., Ltd. | $941M | 26 | SELL |
| 301261.SZ | Hengong Precision Equipment Co., Ltd. | $1.1B | 25 | SELL |
| 603211.SS | Jintuo Technology Co., Ltd. | $1.5B | 32 | SELL |
| 003043.SZ | Suzhou Huaya Intelligence Technology Co., Ltd. | $1.6B | 32 | SELL |
| 301000.SZ | Shanghai Hajime Advanced Material Technology Co., Ltd. | $1.2B | 21 | SELL |
| 301007.SZ | Dalian Demaishi Precision Technology Co., Ltd. | $755M | 12 | STRONG SELL |
| 002965.SZ | Lucky Harvest Co., Ltd. | $1.7B | 28 | SELL |
| 605286.SS | Jiangsu Tongli Tianqi Technology Co., Ltd. | $713M | 8 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%