Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300926.SZ
SELLREMOVEJiangsu Bojun Industrial Technology Co., Ltd · Consumer Cyclical · China · $1.3B · Avg Vol: $13M/d
Jiangsu Bojun Industrial manufactures auto stamping parts. While it operates in the automotive supply chain, it lacks a unique technological moat or pricing power, making it a low-margin cyclical business that fails our quality compounder criteria.
COMPANY DESCRIPTION
Jiangsu Bojun Industrial Technology Co., Ltd. designs and manufactures precision automotive stamping parts, injection-molded components, and complex structural molds. The company is a key supplier to major automotive OEMs and tier-1 suppliers, benefiting from the industry shift toward vehicle lightweighting and electric vehicles. Its competitive moat is established through advanced mold design capabilities and high-precision automated stamping lines.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 206M | 384M | 625M | 858M | 61.0% |
| EPS | 0.06 | 0.11 | 0.22 | 0.29 | 71.1% |
| Shares | 404M | 404M | 419M | 434M | +7.4% |
| Debt | 83M | 157M | 265M | 339M | 59.5% |
| Equity | 188M | 257M | 368M | 524M | 40.6% |
| Op CF | -13M | 29M | -9M | 64M | 49.7% |
| Inv CF | -48M | -78M | -106M | -177M | — |
| Fin CF | 62M | 63M | 107M | 148M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 300926.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300926.SZ | Jiangsu Bojun Industrial Technology Co., Ltd(you) | $1.3B | 23 | SELL |
| 002239.SZ | Aotecar New Energy Technology Co., Ltd. | $1.4B | 21 | SELL |
| 001285.SZ | Guangzhou Ruili Kormee Automotive Electronic Co., Ltd. | $1.2B | 26 | SELL |
| 002708.SZ | Changzhou Nrb Corporation | $1.1B | 21 | SELL |
| 001311.SZ | Chuzhou Duoli Automotive Technology Co., Ltd. | $1.2B | 18 | STRONG SELL |
| 300258.SZ | Jiangsu Pacific Precision Forging Co., Ltd. | $1.1B | 19 | STRONG SELL |
| 605333.SS | Kunshan Huguang Auto Harness Co.,Ltd. | $1.4B | 17 | STRONG SELL |
| 301225.SZ | Hengbo Holdings Co.,Ltd. | $1.4B | 16 | STRONG SELL |
| 600676.SS | Shanghai Jiao Yun Group Co., Ltd. | $1.0B | 27 | SELL |
| 603809.SS | Chengdu Haoneng Technology Co., Ltd. | $1.4B | 16 | STRONG SELL |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 21.9%