Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600845.SS
HOLDAPPROVEShanghai Baosight Software Co.,Ltd. · Technology · China · $8.5B · Avg Vol: $63M/d
Shanghai Baosight Software is the dominant industrial software and automation provider in China, backed by Baosteel. It is a high-ROIC, asset-light business with a massive moat in heavy industry software. Under the Supply Chain Localization theme, China is aggressively replacing Western industrial software (SCADA, MES) with domestic alternatives to secure its manufacturing base, providing Baosight with a multi-year, policy-backed growth runway.
COMPANY DESCRIPTION
Shanghai Baosight Software Co., Ltd. provides industrial software, automation systems, and cloud computing services. As the software arm of China Baowu Steel, it holds a near-monopoly on high-end domestic steel industry software. The company is a premier industrial software leader expanding rapidly into data centers and smart manufacturing.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.9B | 1.9B | 2.0B | 1.6B | -5.9% |
| EPS | 0.11 | 0.13 | 0.12 | 0.07 | -16.2% |
| Shares | 2.8B | 2.9B | 2.9B | 2.9B | +0.9% |
| Debt | 73M | 135M | 139M | 201M | 40.3% |
| Equity | 1.5B | 1.7B | 1.7B | 1.6B | 3.6% |
| Op CF | 373M | 386M | 247M | 317M | -5.2% |
| Inv CF | -43M | -47M | -50M | -190M | — |
| Fin CF | -234M | -180M | -401M | -249M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 600845.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600845.SS | Shanghai Baosight Software Co.,Ltd.(you) | $8.5B | 46 | HOLD |
| 688111.SS | Beijing Kingsoft Office Software, Inc. | $16.3B | 42 | HOLD |
| 603160.SS | Shenzhen Goodix Technology Co., Ltd. | $4.2B | 43 | HOLD |
| 600570.SS | Hundsun Technologies Inc. | $6.8B | 31 | SELL |
| 300496.SZ | Thunder Software Technology Co.,Ltd. | $4.3B | 36 | HOLD |
| 301396.SZ | Glory View Technology Co., Ltd. | $5.6B | 30 | SELL |
| 301269.SZ | Empyrean Technology Co., Ltd. | $9.2B | 21 | SELL |
| 688692.SS | Wuhan Dameng Database Company Limited | $4.3B | 60 | HOLD |
| 300634.SZ | Richinfo Technology Co., Ltd. | $1.7B | 45 | HOLD |
| 300803.SZ | Beijing Compass Technology Development Co., Ltd. | $8.3B | 13 | STRONG SELL |
Peer medians: ROE 3.8% · P/E 77.4x · Gross margin 25.9%