Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600480.SS
BUYREMOVELing Yun Industrial Corporation Limited · Consumer Cyclical · China · $2.0B · Avg Vol: $55M/d
Ling Yun is an automotive parts manufacturer focused on plastic and metal components. While it has some exposure to the EV transition, it operates in a highly cyclical, capital-intensive industry with low pricing power, failing the Terry Smith quality filter.
COMPANY DESCRIPTION
Ling Yun Industrial Corporation is a leading Chinese manufacturer of automotive body structural parts, plastic piping systems, and drive shafts. The company is a key supplier to major domestic and global automotive OEMs, specializing in lightweight high-strength steel and aluminum components for electric vehicles. Its strong R&D capabilities and global manufacturing footprint, including operations in Europe, support its competitive position.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.5B | 2.8B | 2.8B | 2.9B | 5.9% |
| EPS | 0.04 | 0.08 | 0.08 | 0.10 | 32.0% |
| Shares | 1.2B | 1.2B | 1.2B | 1.2B | +2.5% |
| Debt | 528M | 441M | 302M | 281M | -18.9% |
| Equity | 953M | 1.0B | 1.1B | 1.2B | 7.7% |
| Op CF | 206M | 201M | 331M | 225M | 3.0% |
| Inv CF | -89M | -83M | -84M | -67M | — |
| Fin CF | 26M | -157M | -234M | -143M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 600480.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600480.SS | Ling Yun Industrial Corporation Limited(you) | $2.0B | 71 | BUY |
| 000700.SZ | Jiangnan Mould & Plastic Technology Co., Ltd. | $1.9B | 68 | BUY |
| 601311.SS | Camel Group Co., Ltd. | $1.5B | 70 | BUY |
| 002283.SZ | Tianrun Industry Technology Co., Ltd. | $1.9B | 77 | BUY |
| 601163.SS | Triangle Tyre Co.,Ltd | $1.7B | 75 | BUY |
| 002448.SZ | ZYNP Corporation | $1.2B | 71 | BUY |
| 300304.SZ | Jiangsu Yunyi Electric Co.,Ltd. | $1.7B | 62 | HOLD |
| 603013.SS | YAPP Automotive Systems Co., Ltd. | $1.4B | 65 | BUY |
| 301529.SZ | WuHu Foresight Technology Co.,Ltd. | $2.0B | 59 | HOLD |
| 603040.SS | Hangzhou XZB Tech Co., Ltd | $1.7B | 61 | HOLD |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 22.0%