Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600619.SS
STRONG SELLREMOVEShanghai Highly (Group) Co., Ltd. · Industrials · China · $2.4B · Avg Vol: $61M/d
Shanghai Highly is an industrial compressor manufacturer suffering from weak domestic demand and margin compression. It fails the Terry Smith quality filter due to low ROIC, high capital intensity, and lack of pricing power in a highly commoditized market.
COMPANY DESCRIPTION
Shanghai Highly (Group) Co., Ltd. manufactures rotary compressors for air conditioners and develops advanced thermal management systems for the automotive industry. The company is one of the world's largest air conditioning compressor producers, commanding a significant global market share. It is leveraging its core compressor technology to expand rapidly into the high-growth electric vehicle (EV) thermal management sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.4B | 2.5B | 2.8B | 3.0B | 7.5% |
| EPS | 0.00 | 0.00 | 0.00 | 0.01 | 32.6% |
| Shares | 1.1B | 1.1B | 1.1B | 1.1B | -1.0% |
| Debt | 352M | 469M | 614M | 550M | 16.0% |
| Equity | 901M | 901M | 903M | 905M | 0.1% |
| Op CF | 75M | 158M | 243M | 174M | 32.2% |
| Inv CF | -71M | -111M | -159M | -106M | — |
| Fin CF | -100M | -43M | -42M | -89M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600619.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600619.SS | Shanghai Highly (Group) Co., Ltd.(you) | $2.4B | 9 | STRONG SELL |
| 600343.SS | Shaanxi Aerospace Power Hi-Tech Co., Ltd. | $2.5B | 8 | STRONG SELL |
| 600435.SS | North Navigation Control Technology Co.,Ltd. | $2.7B | 11 | STRONG SELL |
| 600416.SS | Xiangtan Electric Manufacturing Co. Ltd. | $2.5B | 12 | STRONG SELL |
| 002896.SZ | Ningbo ZhongDa Leader Intelligent Transmission Co., Ltd. | $2.2B | 6 | STRONG SELL |
| 688698.SS | Suzhou Veichi Electric Co., Ltd. | $2.1B | 12 | STRONG SELL |
| 002366.SZ | RongFa Nuclear Equipment Co., Ltd. | $2.1B | 4 | STRONG SELL |
| 000837.SZ | QINCHUAN MACHINE TOOL & TOOL GP | $1.8B | 10 | STRONG SELL |
| 301155.SZ | Jiangsu Haili Wind Power Equipment Technology Co., Ltd. | $2.0B | 5 | STRONG SELL |
| 002342.SZ | Juli Sling Co., Ltd. | $1.6B | 9 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%