Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600660.SS
HOLDFLAGFuyao Glass Industry Group Co., Ltd. · Consumer Cyclical · China · $20.3B · Avg Vol: $104M/d
Fuyao Glass is a dominant global auto-glass manufacturer with a massive cost and scale moat. Its proactive establishment of manufacturing hubs in the US and Europe insulates it from rising shipping costs and geopolitical tariffs, making it a prime example of localization resilience. However, the capital-intensive nature of glass manufacturing limits its upside compared to asset-light compounders.
COMPANY DESCRIPTION
Fuyao Glass Industry Group Co., Ltd. is the world's leading manufacturer of automotive glass, supplying nearly all major global automakers. The company commands a dominant market share of over 60% in China and over 30% globally, supported by a highly vertically integrated production model. It operates as a high-margin industry leader with strong pricing power and advanced R&D capabilities in smart and energy-efficient glass technologies.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 4.2B | 4.9B | 5.8B | 6.8B | 17.7% |
| EPS | 0.27 | 0.32 | 0.42 | 0.53 | 25.2% |
| Shares | 2.6B | 2.6B | 2.6B | 2.6B | 0.0% |
| Debt | 1.7B | 2.1B | 2.2B | 2.5B | 13.0% |
| Equity | 4.3B | 4.6B | 5.3B | 5.6B | 9.0% |
| Op CF | 871M | 1.1B | 1.3B | 1.8B | 26.9% |
| Inv CF | -1.1B | -658M | 8M | -901M | — |
| Fin CF | -183M | -337M | -496M | -764M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 600660.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600660.SS | Fuyao Glass Industry Group Co., Ltd.(you) | $20.3B | 54 | HOLD |
| 601058.SS | Sailun Group Co., Ltd. | $6.1B | 52 | HOLD |
| 300432.SZ | Fulin Precision Co., Ltd. | $5.8B | 50 | HOLD |
| 002920.SZ | Huizhou Desay SV Automotive Co., Ltd. | $9.0B | 41 | HOLD |
| 601689.SS | Ningbo Tuopu Group Co.,Ltd. | $16.0B | 29 | SELL |
| 002126.SZ | Zhejiang Yinlun Machinery Co.,Ltd. | $6.2B | 46 | HOLD |
| 000887.SZ | Anhui Zhongding Sealing Parts Co., Ltd. | $4.1B | 60 | HOLD |
| 688819.SS | Tianneng Battery Group Co., Ltd. | $3.5B | 57 | HOLD |
| 688208.SS | Autel Intelligent Technology Corp., Ltd. | $3.0B | 55 | HOLD |
| 002048.SZ | Ningbo Huaxiang Electronic Co., Ltd. | $3.1B | 52 | HOLD |
Peer medians: ROE 7.0% · P/E 24.2x · Gross margin 21.9%