Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600764.SS
SELLChina Marine Information Electronics Company Limited · Technology · China · $1.8B · Avg Vol: $15M/d
COMPANY DESCRIPTION
China Marine Information Electronics Company Limited develops and manufactures advanced marine electronic information systems, underwater acoustic defense equipment, and navigation systems. As a specialized high-tech subsidiary of China State Shipbuilding Corporation (CSSC), the company is a critical supplier to the Chinese Navy. Its competitive moat is defined by high-barrier military research credentials, proprietary sonar and communication technologies, and a near-monopoly in domestic naval electronics.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 632.1M | 529.0M | 467.3M | 520.8M | -6.2% | 523.9M | 621.5M | 735.5M | 18.8% |
| EPS | 0.12 | 0.06 | 0.05 | 0.02 | -40.9% | 0.02 | — | — | — |
| Shares | 710.6M | 710.6M | 710.6M | 710.6M | 0.0% | 710.6M | — | — | — |
| Debt | 114.9M | 123.6M | 112.2M | 105.9M | -2.7% | 108.7M | — | — | — |
| Equity | 1.1B | 1.2B | 1.2B | 1.2B | 1.7% | — | — | — | — |
| Op CF | 142.1M | 27.9M | 11.4M | 46.7M | -31.0% | 66.9M | — | — | — |
| Inv CF | -90.4M | -48.5M | -146.3M | -13.9M | — | — | — | — | — |
| Fin CF | -31.5M | 39.0M | -43.5M | -17.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 600764.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600764.SS | China Marine Information Electronics Company Limited(you) | $1.8B | 20 | SELL |
| 002413.SZ | Beijing LeiKe Defense Technology Co., Ltd. | $1.8B | 19 | STRONG SELL |
| 002338.SZ | Changchun UP Optotech Co.,Ltd. | $1.9B | 25 | SELL |
| 300007.SZ | Hanwei Electronics Group Corporation | $1.7B | 25 | SELL |
| 300065.SZ | Beijing Highlander Digital Technology Co., Ltd. | $2.3B | 23 | SELL |
| 002151.SZ | Beijing BDStar Navigation Co., Ltd. | $2.5B | 17 | STRONG SELL |
| 688522.SS | Guangdong Naruida Technology Co., Ltd. | $1.2B | 23 | SELL |
| 301228.SZ | SEP Analytical (Shanghai) Co., Ltd. | $1.4B | 27 | SELL |
| 300455.SZ | Beijing Aerospace Shenzhou Intelligent Equipment Technology Co., Ltd. | $2.3B | 11 | STRONG SELL |
| 300516.SZ | Hubei Jiuzhiyang Infrared System Co., Ltd | $1.2B | 14 | STRONG SELL |
Peer medians: ROE 3.6% · P/E 81.0x · Gross margin 25.9%