Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600808.SS
SELLREMOVEMaanshan Iron & Steel Company Limited · Basic Materials · China · $3.1B · Avg Vol: $25M/d
Maanshan Iron & Steel is a highly cyclical, low-margin steel producer facing structural domestic overcapacity in China, failing our quality filters.
COMPANY DESCRIPTION
Maanshan Iron & Steel Company Limited produces hot-rolled and cold-rolled steel plates, section steel, and high-speed train wheels. As a core subsidiary of China Baowu Steel Group, it holds a dominant position in high-end train wheel manufacturing. The company is a major state-owned steelmaker with specialized, high-margin product lines for the railway sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 15.1B | 14.6B | 12.1B | 11.5B | -8.8% |
| EPS | -0.02 | -0.03 | -0.09 | -0.00 | — |
| Shares | 7.8B | 7.7B | 7.7B | 7.7B | -1.0% |
| Debt | 3.0B | 3.0B | 3.2B | 2.4B | -6.5% |
| Equity | 4.3B | 4.1B | 3.4B | 3.6B | -6.3% |
| Op CF | 981.5M | 294.3M | 142.0M | 613.5M | -14.5% |
| Inv CF | -1.0B | -82.9M | -412.8M | -220.1M | — |
| Fin CF | 76.3M | -201.2M | 160.8M | 423.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 600808.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600808.SS | Maanshan Iron & Steel Company Limited(you) | $3.1B | 30 | SELL |
| 000825.SZ | Shanxi Taigang Stainless Steel Co., Ltd. | $3.2B | 27 | SELL |
| 601969.SS | Hainan Mining Co., Ltd. | $2.7B | 28 | SELL |
| 000709.SZ | HBIS Company Limited | $3.2B | 44 | HOLD |
| 600126.SS | Hang Zhou Iron & Steel Co.,Ltd. | $3.5B | 18 | STRONG SELL |
| 000898.SZ | Angang Steel Company Limited | $2.8B | 16 | STRONG SELL |
| 600782.SS | Xinyu Iron & Steel Co., Ltd | $1.2B | 28 | SELL |
| 300855.SZ | Jiangsu ToLand Alloy Co.,Ltd | $2.0B | 43 | HOLD |
| 600022.SS | Shandong Iron and Steel Company Ltd. | $2.1B | 44 | HOLD |
| 002075.SZ | Jiangsu Shagang Co., Ltd. | $1.2B | 27 | SELL |
Peer medians: ROE 6.2% · P/E 33.1x · Gross margin 17.6%