Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600391.SS
SELLREMOVEAecc Aero Science and Technology Co.,Ltd · Industrials · China · $1.7B · Avg Vol: $79M/d
Aecc Aero Science and Technology is a state-owned aerospace engine component manufacturer. Despite defense tailwinds, its capital allocation is inefficient, ROIC is structurally low, and it operates under state mandates rather than shareholder-first principles.
COMPANY DESCRIPTION
Aecc Aero Science and Technology Co., Ltd. manufactures aero-engine components, gas turbines, and high-precision industrial machinery. The company is a key supplier to China's domestic military and civil aero-engine programs under the Aero Engine Corporation of China (AECC). It is a high-precision manufacturing specialist with high technical barriers and strategic national importance.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 562M | 668M | 569M | 639M | 4.4% |
| EPS | 0.02 | 0.02 | 0.03 | 0.03 | 8.7% |
| Shares | 330M | 330M | 330M | 330M | 0.0% |
| Debt | 146M | 135M | 336M | 280M | 24.2% |
| Equity | 227M | 236M | 245M | 264M | 5.2% |
| Op CF | 81M | 75M | -166M | 184M | 31.5% |
| Inv CF | -38M | -28M | -29M | -62M | — |
| Fin CF | -32M | -5M | 148M | -81M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600391.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600391.SS | Aecc Aero Science and Technology Co.,Ltd(you) | $1.7B | 23 | SELL |
| 2866.HK | COSCO SHIPPING Development Co., Ltd. | $1.7B | 27 | SELL |
| 688239.SS | Guizhou Aviation Technical Development Co., Ltd | $1.7B | 29 | SELL |
| 300775.SZ | Xi'an Triangle Defense Co.,Ltd | $2.0B | 19 | STRONG SELL |
| 601890.SS | Asian Star Anchor Chain Co., Ltd. Jiangsu | $1.3B | 24 | SELL |
| 002023.SZ | Sichuan Haite High-tech Co.,Ltd | $1.2B | 24 | SELL |
| 300053.SZ | Zhuhai Aerospace Microchips Science & Technology Co., Ltd. | $1.7B | 14 | STRONG SELL |
| 300397.SZ | Xi'an Tianhe Defense Technology Co., Ltd. | $997M | 24 | SELL |
| 688543.SS | Jiangxi Guoke Defence Group Co.,Ltd. | $1.6B | 33 | SELL |
| 300900.SZ | Guanglian Aviation Industry Co., Ltd. | $1.7B | 11 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%