Company Deep Dive
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600416.SS
STRONG SELLREMOVEXiangtan Electric Manufacturing Co. Ltd. · Industrials · China · $2.5B · Avg Vol: $59M/d
Xiangtan Electric Manufacturing produces heavy electrical machinery and wind power equipment. While it operates in sectors adjacent to electrification, it is a low-margin, capital-intensive state-owned enterprise with a history of poor capital allocation that fails our quality compounder criteria.
COMPANY DESCRIPTION
Xiangtan Electric Manufacturing (XEMC) specializes in the R&D and manufacture of heavy electrical machinery, including wind power equipment, electric propulsion systems, and large mining vehicles. As a key state-owned enterprise, it possesses advanced technical capabilities in megawatt-grade wind turbines and naval propulsion systems. The company's strong R&D moat and strategic alignment with China's clean energy and defense initiatives secure its position as a leading industrial equipment provider.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 677M | 674M | 695M | 722M | 2.2% |
| EPS | 0.03 | 0.03 | 0.03 | 0.02 | -10.1% |
| Shares | 1.3B | 1.3B | 1.3B | 1.5B | +11.3% |
| Debt | 395M | 412M | 427M | 213M | -18.6% |
| Equity | 1.0B | 1.1B | 1.1B | 1.4B | 11.6% |
| Op CF | 56M | 79M | 42M | 104M | 23.1% |
| Inv CF | -163M | -41M | -39M | -62M | — |
| Fin CF | 251M | 6M | 8M | 51M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600416.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600416.SS | Xiangtan Electric Manufacturing Co. Ltd.(you) | $2.5B | 12 | STRONG SELL |
| 600435.SS | North Navigation Control Technology Co.,Ltd. | $2.7B | 11 | STRONG SELL |
| 688698.SS | Suzhou Veichi Electric Co., Ltd. | $2.1B | 12 | STRONG SELL |
| 600619.SS | Shanghai Highly (Group) Co., Ltd. | $2.4B | 9 | STRONG SELL |
| 600343.SS | Shaanxi Aerospace Power Hi-Tech Co., Ltd. | $2.5B | 8 | STRONG SELL |
| 600783.SS | Luxin Venture Capital Group Co., Ltd. | $2.3B | 16 | STRONG SELL |
| 002943.SZ | Hunan Yujing Machinery Co.,Ltd | $2.5B | 18 | STRONG SELL |
| 300486.SZ | OMH SCIENCE Group Co., Ltd | $1.8B | 11 | STRONG SELL |
| 2432.HK | Shenzhen Dobot Corp Ltd | $1.7B | 12 | STRONG SELL |
| 600475.SS | Wuxi Huaguang Environment & Energy Group Co.,Ltd. | $2.2B | 17 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%