Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
301325.SZ
STRONG SELLREMOVEShenzhen Manst Technology Co., Ltd. · Industrials · China · $1.0B · Avg Vol: $24M/d
Shenzhen Manst Technology specializes in slot-die coating technology for lithium batteries. While technologically capable, the battery equipment sector is facing a severe cyclical slowdown and capex cuts by major battery manufacturers.
COMPANY DESCRIPTION
Shenzhen Manst Technology Co., Ltd. designs and manufactures high-precision slot die coating systems and key components primarily used in lithium-ion battery production. The company's competitive moat lies in its advanced fluid mechanics simulation and micro-precision machining capabilities, making it a critical supplier to top-tier global battery manufacturers. It is a highly specialized market leader in the domestic clean energy equipment supply chain.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 72M | 118M | 251M | 158M | 29.8% |
| EPS | 0.28 | 0.38 | 0.03 | -0.11 | -66.6% |
| Shares | 108M | 144M | 144M | 144M | +33.2% |
| Debt | 3M | 21M | 90M | 140M | 247.1% |
| Equity | 80M | 443M | 428M | 397M | 70.5% |
| Op CF | 13M | -12M | -16M | -96M | — |
| Inv CF | -13M | -186M | -26M | 54M | — |
| Fin CF | -2M | 298M | 12M | 34M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 301325.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 301325.SZ | Shenzhen Manst Technology Co., Ltd.(you) | $1.0B | 3 | STRONG SELL |
| 688776.SS | Guoguang Electric Co.,Ltd.Chengdu | $1.0B | 5 | STRONG SELL |
| 301137.SZ | HIT Welding Industry Co.,Ltd | $1.1B | 3 | STRONG SELL |
| 6871.HK | ROBOTPHOENIX | $1.0B | 0 | STRONG SELL |
| 301260.SZ | Greenworks (Jiangsu) Co., Ltd. | $1.1B | 4 | STRONG SELL |
| 603131.SS | Shanghai Hugong Electric Group Co.,Ltd. | $937M | 5 | STRONG SELL |
| 600698.SS | Hunan Tyen Machinery Co.,Ltd | $1.1B | 1 | STRONG SELL |
| 002526.SZ | Shandong Mining Machinery Group Co., Ltd. | $822M | 4 | STRONG SELL |
| 688577.SS | Zhe Jiang Headman Machinery Co.,Ltd. | $1.2B | 5 | STRONG SELL |
| 300619.SZ | Foshan Golden Milky Way Intelligent Equipment Co., Ltd. | $1.1B | 7 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%