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600025.SS

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Huaneng Lancang River Hydropower Inc. · Utilities · China · $27.3B · Avg Vol: $57M/d

32
StockRank
Q
50
V
27
M
47
P/E (TTM)
21.3x
ROE
10.7%
D/E
1.4x
Dividend %
2.1%
AI CONVICTION THESIS

Huaneng Lancang River Hydropower is a large-scale clean energy utility in China. While it possesses a durable physical moat and stable cash flows, it is highly capital-intensive, heavily regulated, and lacks the pricing power and asset-light compounding nature we prioritize.

COMPANY DESCRIPTION

Huaneng Lancang River Hydropower Inc. is a leading renewable energy utility specializing in the development and operation of large-scale hydropower plants along the Lancang (Mekong) River basin. The company benefits from exclusive development rights in this water-rich region, providing low-cost, clean electricity to Yunnan Province and Guangdong via ultra-high-voltage transmission lines. Its competitive moat is defined by irreplaceable hydro assets, exceptionally low operating costs, and long-term power purchase agreements.

FINANCIAL SUMMARY

Year2022202320242025CAGR
Revenue3.5B3.5B3.7B3.9B4.1%
EPS0.050.060.070.076.7%
Shares18.0B18.0B18.0B18.6B+3.5%
Debt13.8B16.3B17.5B17.5B8.3%
Equity10.6B10.0B10.9B12.1B4.5%
Op CF2.6B2.5B2.6B2.8B2.4%
Inv CF-1.4B-3.9B-3.0B-2.6B
Fin CF-1.2B1.3B576M-315M
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PRICE (1M)-0.5%
1.361.401.431.461.50May 6May 27Jun 16
SMA 50SMA 200
Close
$1.41
RSI (14)
47.8
52W High
$1.58
From 52W High
0.9%

SCORE BREAKDOWN

Quality
50
ROIC
7.4%65.2
ROE
10.7%73.1
GP/Assets
6.7%32.1
Op. Margin
45.1%95.9
FCF/Assets
-1.2%47.7
Piotroski
40.9
Int. Cover
5.0x64.1
D/E Ratio
1.38x40.7
Current Ratio
0.23x1.5
Value
27
P/E (TTM)
21.3x41.9
EV/EBITDA
15.1x23.2
P/FCF
N/A
P/B
2.5x24.5
P/S
6.6x6.1
Div Yield
2.1%28.4
Momentum
47
52W High %
89%70.7
RS 6M
-9%40.1
SMA 50/200
1.01x38.7
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
28.5
Q Growth
2%50.8

FUNDAMENTALS

Market Cap
$27.3B
P/E (Forward)
19.8x
Gross Margin
56.3%

SECTOR PEERS

Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of 600025.SS are excluded.

TickerCompanyMkt CapStockRankSignal
600025.SSHuaneng Lancang River Hydropower Inc.(you)$27.3B32SELL
001289.SZChina Longyuan Power Group Corporation Limited$23.2B30SELL
600795.SSGD Power Development Co.,Ltd$13.6B39HOLD
600905.SSChina Three Gorges Renewables (Group) Co.,Ltd.$17.6B17STRONG SELL
000539.SZGuangdong Electric Power Development Co., Ltd.$6.9B24SELL
600886.SSSDIC Power Holdings Co., Ltd$16.9B60HOLD
600021.SSShanghai Electric Power Co., Ltd.$9.3B9STRONG SELL
600131.SSState Grid Information & Communication Co., Ltd.$3.1B34SELL
601778.SSJinko Power Technology Co., Ltd.$3.3B28SELL
600821.SSNYOCOR Co., Ltd.$2.4B33SELL

Peer medians: ROE 7.2% · P/E 22.6x · Gross margin 24.8%

Huaneng Lancang River Hydropower Inc. (600025.SS) — Stock Score Summary

Huaneng Lancang River Hydropower Inc. (600025.SS) has a MoatMap StockRank of 32/100 based on Quality (50/100), Value (27/100), and Momentum (47/100) factor scores. The current signal is SELL. Huaneng Lancang River Hydropower is a large-scale clean energy utility in China. While it possesses a durable physical moat and stable cash flows, it is highly capital-intensive, heavily regulated, and lacks the pricing power and asset-light compounding nature we prioritize.

Huaneng Lancang River Hydropower Inc. is a leading renewable energy utility specializing in the development and operation of large-scale hydropower plants along the Lancang (Mekong) River basin. The company benefits from exclusive development rights in this water-rich region, providing low-cost, clean electricity to Yunnan Province and Guangdong via ultra-high-voltage transmission lines. Its competitive moat is defined by irreplaceable hydro assets, exceptionally low operating costs, and long-term power purchase agreements.

Key Financial Metrics

Price$1.41
Market Cap$27.3B
P/E (TTM)21.33
P/E (Forward)19.78
Price/Book2.52
Return on Equity10.7%
Return on Invested Capital7.4%
Debt/Equity137.74
Gross Margin56.3%
Operating Margin45.1%
Revenue Growth7.0%
Dividend Yield2.1%
Free Cash Flow$-60M

Huaneng Lancang River Hydropower Inc. operates in the Utilities - Renewable industry, part of the Utilities sector (China).

Frequently Asked Questions

What is Huaneng Lancang River Hydropower Inc.’s (600025.SS) StockRank?
MoatMap’s StockRank for Huaneng Lancang River Hydropower Inc. (600025.SS) is 32/100, with a Sell signal. It is a composite of Quality (50), Value (27), and Momentum (47) factor ranks across MoatMap’s 19,000+ stock universe.
Does Huaneng Lancang River Hydropower Inc. have an economic moat?
Huaneng Lancang River Hydropower Inc. (600025.SS) has a Quality factor score of 50/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Huaneng Lancang River Hydropower Inc. a buy, hold, or sell?
MoatMap’s current signal for Huaneng Lancang River Hydropower Inc. (600025.SS) is Sell, based on a StockRank of 32/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Huaneng Lancang River Hydropower Inc. in?
Huaneng Lancang River Hydropower Inc. (600025.SS) operates in the Utilities sector, specifically the Utilities - Renewable industry (China).