Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600893.SS
STRONG SELLFLAGAECC Aviation Power Co.,Ltd · Industrials · China · $16.4B · Avg Vol: $214M/d
AECC Aviation Power is a key player in China's military aviation engine supply chain. While it has a strong domestic monopoly (moat), geopolitical tensions and state-controlled pricing limit its commercial upside and capital allocation flexibility.
COMPANY DESCRIPTION
AECC Aviation Power is the primary manufacturer of military and commercial aircraft engines in China, specializing in turbofan, turbojet, and turboprop engines. The company holds an absolute monopoly in the domestic military aviation engine market and is the designated developer for China's commercial jet engines. It is a strategically vital, state-owned enterprise characterized by immense technological barriers and long-term government funding.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 5.5B | 6.5B | 7.1B | 6.8B | 7.7% |
| EPS | 0.07 | 0.08 | 0.05 | 0.04 | -20.6% |
| Shares | 2.7B | 2.7B | 2.7B | 2.7B | 0.0% |
| Debt | 496M | 1.4B | 3.1B | 4.1B | 101.7% |
| Equity | 5.7B | 5.8B | 5.9B | 5.9B | 1.5% |
| Op CF | -1.7B | -996M | -2.1B | -653M | — |
| Inv CF | 550M | -414M | -421M | -488M | — |
| Fin CF | 131M | 1.3B | 2.4B | 809M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 600893.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600893.SS | AECC Aviation Power Co.,Ltd(you) | $16.4B | 7 | STRONG SELL |
| 600118.SS | China Spacesat Co.,Ltd. | $13.4B | 7 | STRONG SELL |
| 600760.SS | AVIC Shenyang Aircraft Company Limited | $18.0B | 12 | STRONG SELL |
| 002625.SZ | Kuang-Chi Technologies Co., Ltd. | $12.8B | 11 | STRONG SELL |
| 000768.SZ | AVIC Xi'an Aircraft Industry Group Company Ltd. | $8.9B | 6 | STRONG SELL |
| 600879.SS | China Aerospace Times Electronics CO., LTD. | $9.5B | 18 | STRONG SELL |
| 600372.SS | AVIC Airborne Systems Co., Ltd. | $8.0B | 19 | STRONG SELL |
| 600685.SS | CSSC Offshore & Marine Engineering (Group) Company Limited | $5.9B | 16 | STRONG SELL |
| 688523.SS | Hunan Aerospace Huanyu Communication Technology Co.,LTD. | $3.4B | 7 | STRONG SELL |
| 688297.SS | AVIC (Chengdu)UAS Co., Ltd. | $4.4B | 13 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%