Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
600903.SS
Strong SellSinkerGuizhou Gas Group Corporation Ltd. · Utilities · China · $1.1B · Avg Vol: $52M/d
COMPANY DESCRIPTION
Guizhou Gas Group is the dominant natural gas distributor in Guizhou Province, operating urban gas pipeline networks and LNG/CNG stations. The company benefits from a regional natural monopoly under long-term municipal concession agreements, ensuring stable and regulated cash flows. It is a key regional utility player poised to benefit from China's ongoing transition from coal to natural gas in southwestern provinces.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 6.2B | 6.1B | 6.7B | 6.6B | 2.5% | 6.2B |
| EPS (CNY) | 0.02 | 0.07 | 0.05 | 0.04 | 26.0% | 0.02 |
| Shares | 1.1B | 1.2B | 1.2B | 1.2B | +1.0% | 1.2B |
| Debt | 4.9B | 5.0B | 5.5B | 6.1B | 7.4% | 5.8B |
| Equity | 2.9B | 3.1B | 3.1B | 3.1B | 2.0% | — |
| Op CF | 480.0M | 889.1M | 297.7M | 623.2M | 9.1% | 720.7M |
| Inv CF | -1.0B | -974.9M | -786.5M | -810.2M | — | — |
| Fin CF | 97.7M | -194.2M | 269.6M | 227.6M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of 600903.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 600903.SS | Guizhou Gas Group Corporation Ltd.(you) | $1.1B | 15 | Strong Sell |
| 1635.HK | Shanghai Dazhong Public Utilities(Group) Co.,Ltd. | $887M | 29 | Sell |
| 600917.SS | Chongqing Gas Group Corporation Ltd. | $1.1B | 33 | Sell |
| 000593.SZ | Delong Composite Energy Group Co., Ltd. | $1.2B | 35 | Sell |
| 300332.SZ | Top Resource Energy Co., Ltd. | $632M | 31 | Sell |
| 0956.HK | China Suntien Green Energy Corporation Limited | $1.9B | 48 | Hold |
| 605368.SS | Henan Lantian Gas Co.,Ltd. | $725M | 51 | Hold |
| 301286.SZ | Sichuan Qiaoyuan Gas Co., Ltd. | $2.7B | 45 | Hold |
| 600681.SS | Bestsun Energy Co., Ltd. | $702M | 60 | Hold |
| 603393.SS | Xinjiang Xintai Natural Gas Co., Ltd. | $1.7B | 63 | Hold |
Peer medians: ROE 6.7% · P/E 19.2x · Gross margin 26.4%