Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300863.SZ
HOLDREMOVENingbo KBE Electrical Technology Co.,Ltd. · Consumer Cyclical · China · $2.4B · Avg Vol: $169M/d
Ningbo KBE Electrical Technology manufactures automotive wires. Despite some exposure to the EV supply chain, the business is low-margin, highly dependent on copper input costs, and lacks a durable economic moat.
COMPANY DESCRIPTION
Ningbo KBE Electrical Technology Co., Ltd. is a leading manufacturer of automotive wires and cables, supplying major domestic and international automotive wiring harness systems. The company's competitive moat is established through its extensive product certifications, high-speed automated production, and strong relationships with tier-1 automotive suppliers. It operates as a dominant, high-volume player in the automotive components supply chain, benefiting from the increasing complexity of vehicle wiring in electric and intelligent cars.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 436M | 510M | 539M | 598M | 11.1% |
| EPS | 0.13 | 0.14 | 0.14 | 0.10 | -9.0% |
| Shares | 163M | 174M | 180M | 188M | +15.2% |
| Debt | 215M | 197M | 287M | 409M | 23.8% |
| Equity | 116M | 179M | 199M | 206M | 21.0% |
| Op CF | -3M | 8M | -13M | -8M | — |
| Inv CF | -30M | -32M | -57M | -114M | — |
| Fin CF | 19M | 21M | 87M | 104M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 300863.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300863.SZ | Ningbo KBE Electrical Technology Co.,Ltd.(you) | $2.4B | 36 | HOLD |
| 600933.SS | IKD Co., Ltd. | $2.4B | 37 | HOLD |
| 603305.SS | Ningbo Xusheng Group Co., Ltd. | $2.6B | 38 | HOLD |
| 300151.SZ | Shenzhen Changhong Technology Co., Ltd. | $1.9B | 41 | HOLD |
| 002703.SZ | Zhejiang Shibao Company Limited | $2.3B | 26 | SELL |
| 603009.SS | Shanghai Beite Technology group Co., Ltd. | $2.5B | 24 | SELL |
| 601966.SS | Shandong Linglong Tyre Co.,Ltd. | $2.6B | 25 | SELL |
| 603997.SS | Ningbo Jifeng Auto Parts Co., Ltd. | $2.6B | 47 | HOLD |
| 000581.SZ | Weifu High-Technology Group Co., Ltd. | $2.8B | 46 | HOLD |
| 001696.SZ | Chongqing Zongshen Power Machinery Co.,Ltd | $2.5B | 24 | SELL |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%