Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300850.SZ
SELLREMOVELuoyang Xinqianglian Slewing Bearing Co., Ltd. · Industrials · China · $1.7B · Avg Vol: $52M/d
Luoyang Xinqianglian manufactures wind turbine bearings. While industrial, it does not align with our high-conviction themes and is exposed to the highly competitive, low-margin Chinese wind supply chain.
COMPANY DESCRIPTION
Luoyang Xinqianglian Slewing Bearing Co., Ltd. manufactures large-scale, high-precision slewing bearings, primarily serving the wind power generation and heavy machinery industries. The company's competitive moat is anchored in its advanced forging and heat treatment technologies, allowing it to lead the domestic localization of critical wind turbine main shaft bearings. It is a key industrial player positioned to benefit from the expansion of offshore and onshore wind energy capacity.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 392.1M | 417.3M | 435.3M | 683.9M | 20.4% |
| EPS | 0.14 | 0.17 | 0.03 | 0.31 | 30.4% |
| Shares | 329.7M | 358.7M | 358.7M | 414.1M | +25.6% |
| Debt | 402.7M | 482.3M | 430.9M | 339.0M | -5.6% |
| Equity | 571.9M | 751.0M | 755.4M | 1.0B | 21.8% |
| Op CF | 15.0M | -11.7M | 65.6M | 2.7M | -43.5% |
| Inv CF | -302.7M | -146.4M | -89.1M | -42.2M | — |
| Fin CF | 258.9M | 142.7M | 16.8M | 58.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300850.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300850.SZ | Luoyang Xinqianglian Slewing Bearing Co., Ltd.(you) | $1.7B | 34 | SELL |
| 605123.SS | Wuxi Paike New Materials Technology Co.,Ltd. | $1.8B | 34 | SELL |
| 002541.SZ | Anhui Honglu Steel Construction (Group) Co., Ltd. | $1.7B | 35 | HOLD |
| 688190.SS | Qingdao Yunlu Advanced Materials Technology Co., Ltd. | $2.0B | 33 | SELL |
| 003043.SZ | Suzhou Huaya Intelligence Technology Co., Ltd. | $1.6B | 32 | SELL |
| 603211.SS | Jintuo Technology Co., Ltd. | $1.5B | 32 | SELL |
| 002965.SZ | Lucky Harvest Co., Ltd. | $1.7B | 28 | SELL |
| 300709.SZ | Jiangsu Gian Technology Co., Ltd. | $1.8B | 41 | HOLD |
| 603985.SS | Jiangyin Hengrun Heavy Industries Co., Ltd | $1.6B | 40 | HOLD |
| 002392.SZ | Beijing Lier High-temperature Materials Co.,Ltd. | $1.5B | 40 | HOLD |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%