Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600501.SS
STRONG SELLREMOVEAerosun Corporation · Consumer Cyclical · China · $1.2B · Avg Vol: $20M/d
Aerosun Corporation is an industrial manufacturing business with low return on capital and no clear alignment with our high-conviction themes.
COMPANY DESCRIPTION
Aerosun Corporation, affiliated with China Aerospace Science and Industry Corporation (CASIC), manufactures specialized vehicles, flexible metal hoses, and pressure vessels. The company is a leading supplier of aviation refueling vehicles, municipal sanitation trucks, and high-pressure piping systems for the energy and aerospace sectors. Its competitive moat is defined by its military-grade engineering standards, advanced manufacturing technology, and strong relationships with state-owned energy and aviation enterprises.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 613M | 564M | 358M | 318M | -19.6% |
| EPS | 0.03 | 0.03 | -0.13 | -0.07 | -5.6% |
| Shares | 432M | 432M | 431M | 428M | -1.0% |
| Debt | 71M | 26M | 87M | 83M | 5.7% |
| Equity | 332M | 334M | 271M | 225M | -12.2% |
| Op CF | 14M | 43M | -153M | 35M | 34.5% |
| Inv CF | -26M | -10M | -2M | -2M | — |
| Fin CF | -14M | -42M | 63M | 2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 600501.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600501.SS | Aerosun Corporation(you) | $1.2B | 9 | STRONG SELL |
| 002664.SZ | Xinzhi Group Co., Ltd. | $1.2B | 10 | STRONG SELL |
| 300680.SZ | Wuxi Longsheng Technology Co.,Ltd | $1.2B | 12 | STRONG SELL |
| 301535.SZ | Zhejiang Huayuan Auto Technology Co., Ltd. | $1.0B | 11 | STRONG SELL |
| 002434.SZ | Zhejiang Wanliyang Co., Ltd. | $1.4B | 11 | STRONG SELL |
| 002553.SZ | Jiangsu NanFang Precision Co.,Ltd. | $949M | 11 | STRONG SELL |
| 300652.SZ | Hang Zhou Radical Energy-Saving Technology Co., Ltd. | $909M | 8 | STRONG SELL |
| 002537.SZ | HyUnion Holding Co.,Ltd | $1.1B | 16 | STRONG SELL |
| 002510.SZ | Tianjin Motor Dies Co.,Ltd. | $968M | 5 | STRONG SELL |
| 601279.SS | Changchun Engley Automobile Industry Co.,Ltd. | $832M | 8 | STRONG SELL |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%