Suzhou Longway Eletronic Machinery Co., Ltd (301202.SZ) has a MoatMap StockRank of 15/100 based on Quality (43/100), Value (28/100), and Momentum (28/100) factor scores. The current signal is STRONG SELL. Suzhou Longway provides thermal management and server chassis solutions. As AI compute density rises, liquid cooling and advanced thermal dissipation become critical physical bottlenecks alongside packaging. While currently flagged due to weak momentum, its role in the physical AI supply chain warrants close monitoring.
Suzhou Longway Electronic Machinery Co., Ltd. manufactures precision sheet metal structural components, server cabinets, and intelligent power distribution units for the IT and telecommunications sectors. The company serves as a critical supplier to leading global data center operators and network equipment manufacturers. Its competitive advantage is driven by highly automated production processes and strong custom design capabilities.
| Price | $5.04 |
| Market Cap | $788M |
| P/E (TTM) | 80.85 |
| Price/Book | 4.26 |
| Return on Equity | 5.2% |
| Return on Invested Capital | 6.7% |
| Debt/Equity | 23.92 |
| Gross Margin | 17.5% |
| Operating Margin | 7.4% |
| Revenue Growth | 25.8% |
| Dividend Yield | 1.3% |
| Free Cash Flow | $138K |
Suzhou Longway Eletronic Machinery Co., Ltd operates in the Information Technology Services industry, part of the Technology sector (China).