Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
301286.SZ
HoldFallen FavouriteSichuan Qiaoyuan Gas Co., Ltd. · Utilities · China · $2.7B · Avg Vol: $12M/d
COMPANY DESCRIPTION
Sichuan Qiaoyuan Gas Co., Ltd. is a leading regional producer and distributor of industrial gases, including high-purity oxygen, nitrogen, argon, and specialty electronic gases. The company serves diverse industries such as metallurgy, chemicals, healthcare, and semiconductors in Southwest China. Its competitive moat is secured by its extensive pipeline networks, strategic on-site gas generation facilities, and high transportation barriers for liquid gases.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 918.4M | 1.0B | 1.0B | 1.1B | 5.5% | 1.1B |
| EPS (CNY) | 0.31 | 0.51 | 0.37 | 0.59 | 23.8% | 0.62 |
| Shares | 400.1M | 400.1M | 400.1M | 400.1M | 0.0% | 400.1M |
| Debt | 144.7M | 131.9M | 96.5M | 12.9M | -55.3% | 118.8M |
| Equity | 1.6B | 1.7B | 1.8B | 2.0B | 7.9% | — |
| Op CF | 104.8M | 150.4M | 214.3M | 231.5M | 30.2% | 291.6M |
| Inv CF | -192.9M | -112.5M | -58.8M | -118.9M | — | — |
| Fin CF | 216.7M | -62.9M | -169.1M | -115.6M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of 301286.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 301286.SZ | Sichuan Qiaoyuan Gas Co., Ltd.(you) | $2.7B | 46 | Hold |
| 0956.HK | China Suntien Green Energy Corporation Limited | $1.9B | 46 | Hold |
| 002911.SZ | Foran Energy Group Co., Ltd. | $2.1B | 57 | Hold |
| 600635.SS | Shanghai Dazhong Public Utilities(Group) Co.,Ltd. | $2.1B | 27 | Sell |
| 603393.SS | Xinjiang Xintai Natural Gas Co., Ltd. | $1.7B | 62 | Hold |
| 601139.SS | Shenzhen Gas Corporation Ltd. | $2.7B | 74 | Buy |
| 000593.SZ | Delong Composite Energy Group Co., Ltd. | $1.2B | 33 | Sell |
| 600917.SS | Chongqing Gas Group Corporation Ltd. | $1.1B | 32 | Sell |
| 605368.SS | Henan Lantian Gas Co.,Ltd. | $725M | 51 | Hold |
| 600681.SS | Bestsun Energy Co., Ltd. | $702M | 59 | Hold |
Peer medians: ROE 6.6% · P/E 19.2x · Gross margin 25.5%