Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600025.SS
SELLREMOVEHuaneng Lancang River Hydropower Inc. · Utilities · China · $27.3B · Avg Vol: $57M/d
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
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.5B | 3.5B | 3.7B | 3.9B | 4.1% |
| EPS | 0.05 | 0.06 | 0.07 | 0.07 | 6.7% |
| Shares | 18.0B | 18.0B | 18.0B | 18.6B | +3.5% |
| Debt | 13.8B | 16.3B | 17.5B | 17.5B | 8.3% |
| Equity | 10.6B | 10.0B | 10.9B | 12.1B | 4.5% |
| Op CF | 2.6B | 2.5B | 2.6B | 2.8B | 2.4% |
| Inv CF | -1.4B | -3.9B | -3.0B | -2.6B | — |
| Fin CF | -1.2B | 1.3B | 576M | -315M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of 600025.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600025.SS | Huaneng Lancang River Hydropower Inc.(you) | $27.3B | 32 | SELL |
| 001289.SZ | China Longyuan Power Group Corporation Limited | $23.2B | 30 | SELL |
| 600795.SS | GD Power Development Co.,Ltd | $13.6B | 39 | HOLD |
| 600905.SS | China Three Gorges Renewables (Group) Co.,Ltd. | $17.6B | 17 | STRONG SELL |
| 000539.SZ | Guangdong Electric Power Development Co., Ltd. | $6.9B | 24 | SELL |
| 600886.SS | SDIC Power Holdings Co., Ltd | $16.9B | 60 | HOLD |
| 600021.SS | Shanghai Electric Power Co., Ltd. | $9.3B | 9 | STRONG SELL |
| 600131.SS | State Grid Information & Communication Co., Ltd. | $3.1B | 34 | SELL |
| 601778.SS | Jinko Power Technology Co., Ltd. | $3.3B | 28 | SELL |
| 600821.SS | NYOCOR Co., Ltd. | $2.4B | 33 | SELL |
Peer medians: ROE 7.2% · P/E 22.6x · Gross margin 24.8%