Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600536.SS
STRONG SELLREMOVEChina National Software & Service Company Limited · Technology · China · $5.0B · Avg Vol: $88M/d
Enterprise software provider focused on domestic government administration, lacking global scalability or pricing power.
COMPANY DESCRIPTION
China National Software & Service Company Limited provides software development, system integration, and IT consulting services, primarily to government and state-owned enterprises. As a core subsidiary of China Electronics Corporation (CEC), the company is positioned as a trusted partner for national security and sovereign IT infrastructure. It is a leading player in China's domestic software localization and digital government initiatives.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.4B | 994M | 768M | 754M | -19.1% |
| EPS | 0.01 | -0.05 | -0.07 | -0.01 | — |
| Shares | 858M | 860M | 850M | 934M | +8.8% |
| Debt | 192M | 209M | 224M | 133M | -11.6% |
| Equity | 368M | 337M | 308M | 530M | 12.9% |
| Op CF | -71M | -73M | 93M | 101M | 9.5% |
| Inv CF | -106M | 19M | 21M | -171M | — |
| Fin CF | 41M | -999,827 | -23M | 297M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 600536.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600536.SS | China National Software & Service Company Limited(you) | $5.0B | 4 | STRONG SELL |
| 6651.HK | Beijing 51World Digital Twin Technology Co., Ltd. | $5.1B | 4 | STRONG SELL |
| 2723.HK | DEEPZERO | $5.1B | 7 | STRONG SELL |
| KC | Kingsoft Cloud Holdings Limited | $3.8B | 6 | STRONG SELL |
| 300339.SZ | Jiangsu Hoperun Software Co., Ltd. | $4.7B | 11 | STRONG SELL |
| 2889.HK | PATEO CONNECT Technology (Shanghai) Corporation | $3.9B | 7 | STRONG SELL |
| 600588.SS | Yonyou Network Technology Co.,Ltd. | $5.2B | 14 | STRONG SELL |
| 0068.HK | MANYCORE TECH | $4.1B | 13 | STRONG SELL |
| WRD | WeRide Inc. | $2.5B | 3 | STRONG SELL |
| 688568.SS | Geovis Technology Co.,Ltd | $5.8B | 16 | STRONG SELL |
Peer medians: ROE 3.8% · P/E 77.3x · Gross margin 25.9%