Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600458.SS
HoldZhuzhou Times New Material Technology Co., Ltd. · Industrials · China · $1.7B · Avg Vol: $36M/d
COMPANY DESCRIPTION
Zhuzhou Times New Material Technology, a subsidiary of CRRC Group, specializes in polymer materials for noise, vibration, and harshness (NVH) reduction in rail transit, automotive, and wind power sectors. The company is a global leader in rail transit vibration control and a major supplier of wind turbine blades. Its competitive advantage lies in its advanced materials science R&D and its deep integration into the supply chains of global rail and automotive giants.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 15.0B | 17.5B | 20.1B | 21.5B | 12.6% | 22.7B | 25.3B | 27.1B | 12.4% |
| EPS (CNY) | 0.44 | 0.48 | 0.55 | 0.59 | 10.3% | 0.59 | 0.64 | 0.79 | 15.7% |
| Shares | 802.8M | 824.5M | 824.4M | 931.2M | +16.0% | 952.1M | — | — | — |
| Debt | 2.4B | 2.3B | 3.2B | 2.3B | -0.9% | 2.7B | — | — | — |
| Equity | 5.5B | 5.8B | 6.1B | 7.9B | 12.7% | — | — | — | — |
| Op CF | -655.5M | 795.4M | 1.1B | 2.2B | 65.6% | 351.2M | — | — | — |
| Inv CF | -128.5M | -394.4M | -1.3B | -840.3M | — | — | — | — | — |
| Fin CF | 504.3M | -81.8M | -124.8M | -113.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600458.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600458.SS | Zhuzhou Times New Material Technology Co., Ltd.(you) | $1.7B | 61 | Hold |
| 000551.SZ | Create Technology & Science Co.,Ltd. | $903M | 57 | Hold |
| 600008.SS | Beijing Capital Eco-Environment Protection Group Co., Ltd. | $3.1B | 51 | Hold |
| 002091.SZ | Jiangsu Guotai International Group Co., Ltd. | $1.9B | 83 | Strong Buy |
| 002245.SZ | Jiangsu Azure Corporation | $4.5B | 55 | Hold |
| 600704.SS | Wuchan Zhongda Group Co.,Ltd. | $3.8B | 52 | Hold |
| 600851.SS | Shanghai Haixin Group Co., Ltd. | $1.5B | 27 | Sell |
| 600755.SS | Xiamen ITG Group Corp.,Ltd | $1.8B | 26 | Sell |
| 603859.SS | Nancal Technology Co.,Ltd | $1.4B | 25 | Sell |
| 000722.SZ | Hunan Development Group Co., Ltd. | $1.2B | 26 | Sell |
Peer medians: ROE 5.8% · P/E 31.9x · Gross margin 22.6%