Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300697.SZ
HOLDFLAGJiangyin Electrical Alloy Co.,Ltd · Basic Materials · China · $1.1B · Avg Vol: $34M/d
Jiangyin Electrical Alloy is a high-quality manufacturer of copper alloy wires and components for China's high-speed rail and power grid infrastructure. While it shows strong quality metrics (Q: 62) and benefits from domestic grid modernization, it operates as a midstream processor with limited pricing power to pass on volatile raw copper costs.
COMPANY DESCRIPTION
Jiangyin Electrical Alloy Co., Ltd. manufactures high-performance copper alloy products, specializing in contact wires and catenary wires for high-speed railway electrification and power grids. The company's competitive moat is its dominant market share in China's high-speed rail transit sector, supported by stringent national safety certifications and advanced continuous casting technologies. It operates as a critical, infrastructure-focused material supplier with stable long-term demand.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 314M | 354M | 383M | 473M | 14.6% |
| EPS | 0.04 | 0.05 | 0.04 | 0.06 | 13.6% |
| Shares | 433M | 433M | 433M | 433M | 0.0% |
| Debt | 60M | 43M | 83M | 76M | 8.0% |
| Equity | 145M | 156M | 166M | 198M | 11.0% |
| Op CF | 18M | 23M | -4M | 23M | 8.4% |
| Inv CF | -3M | -2M | -5M | -8M | — |
| Fin CF | -15M | -22M | 10M | -15M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 300697.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300697.SZ | Jiangyin Electrical Alloy Co.,Ltd(you) | $1.1B | 42 | HOLD |
| 600490.SS | Pengxin International Mining Co.,Ltd | $2.4B | 36 | HOLD |
| 601609.SS | Ningbo Jintian Copper (Group) Co., Ltd. | $3.2B | 43 | HOLD |
| 688388.SS | Guangdong Jiayuan Technology Co.,Ltd. | $3.3B | 34 | SELL |
| 603124.SS | Jiangxi Jiangnan New Material Technology Co., Ltd. | $3.0B | 53 | HOLD |
| 000737.SZ | North Copper Co., Ltd. | $3.9B | 36 | HOLD |
| 601137.SS | Ningbo Boway Alloy Material Company Limited | $2.7B | 26 | SELL |
| 688102.SS | Shaanxi Sirui Advanced Materials Co., Ltd. | $4.0B | 34 | SELL |
| 300618.SZ | Nanjing Hanrui Cobalt Co.,Ltd. | $1.7B | 13 | STRONG SELL |
| 000878.SZ | Yunnan Copper Co.,Ltd | $6.4B | 32 | SELL |
Peer medians: ROE 6.1% · P/E 33.1x · Gross margin 17.5%