Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
300990.SZ
BUYAPPROVESanhe Tongfei Refrigeration Co., Ltd. · Industrials · China · $2.0B · Avg Vol: $85M/d
Sanhe Tongfei is a high-quality (Q: 78) industrial cooling specialist. Advanced packaging (CoWoS) and high-performance AI chips generate extreme heat, making advanced liquid cooling systems a critical, non-discretionary bottleneck component. Additionally, their cooling solutions are vital for power grid transmission and energy storage systems, placing them at the intersection of AI infrastructure and the electrification supercycle.
COMPANY DESCRIPTION
Sanhe Tongfei Refrigeration Co., Ltd. designs and manufactures industrial refrigeration equipment, specializing in liquid cooling systems for lasers, CNC machine tools, and battery energy storage systems (BESS). The company holds a leading position in the domestic industrial temperature control market, serving top-tier laser and energy storage manufacturers. Its competitive moat is secured by its advanced thermal management technology and customized engineering capabilities.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 149M | 273M | 319M | 424M | 41.7% |
| EPS | 0.11 | 0.16 | 0.13 | 0.22 | 25.2% |
| Shares | 168M | 168M | 169M | 171M | +1.2% |
| Debt | 276,766 | 2M | 1M | 2M | 82.7% |
| Equity | 241M | 261M | 279M | 308M | 8.5% |
| Op CF | 4M | 5M | 16M | 28M | 85.1% |
| Inv CF | 21M | 4M | -11M | 26M | — |
| Fin CF | -8M | -11M | -10M | -9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 300990.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 300990.SZ | Sanhe Tongfei Refrigeration Co., Ltd.(you) | $2.0B | 73 | BUY |
| 002690.SZ | Hefei Meyer Optoelectronic Technology Inc. | $2.0B | 72 | BUY |
| 002011.SZ | Zhejiang Dun'an Artificial Environment Co., Ltd | $2.0B | 75 | BUY |
| 002158.SZ | Shanghai Hanbell Precise Machinery Co., Ltd. | $2.4B | 73 | BUY |
| 300861.SZ | Yangling Metron New Material Inc. | $2.0B | 70 | BUY |
| 301603.SZ | JirFine Intelligent Equipment Co., Ltd. | $2.3B | 77 | BUY |
| 603075.SS | Hangzhou Heatwell Electric Heating Technology Co., Ltd. | $1.7B | 72 | BUY |
| 000922.SZ | Harbin Electric Corporation Jiamusi Electric Machine CO.,Ltd | $1.7B | 77 | BUY |
| 688155.SS | Shanghai SK Automation Technology Co.,Ltd | $1.6B | 76 | BUY |
| 002534.SZ | Xizi Clean Energy Equipment Manufacturing Co., Ltd. | $2.5B | 70 | BUY |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%