Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601100.SS
BUYAPPROVEJiangsu Hengli Hydraulic Co.,Ltd · Industrials · China · $21.6B · Avg Vol: $197M/d
Hengli is a world-class, high-ROIC hydraulic component manufacturer that has successfully localized the production of high-end valves and pumps, displacing expensive foreign imports in China. As global supply chains regionalize and the commodity supercycle drives demand for heavy mining and construction equipment, Hengli's structural cost advantage and deep domestic moat position it as an asymmetric winner with significant global export upside.
COMPANY DESCRIPTION
Jiangsu Hengli Hydraulic Co., Ltd. is a global leader in the design and manufacture of high-pressure hydraulic cylinders, valves, pumps, and motors. The company serves as a critical supplier to top-tier global construction machinery manufacturers, commanding a dominant market share in excavator cylinders. Its competitive moat is built on advanced metallurgical technology, high-precision manufacturing processes, and successful import substitution in high-end hydraulics.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.2B | 1.3B | 1.4B | 1.6B | 10.1% |
| EPS | 0.26 | 0.27 | 0.28 | 0.30 | 4.5% |
| Shares | 1.3B | 1.3B | 1.3B | 1.3B | +2.7% |
| Debt | 49M | 30M | 3M | 7M | -47.5% |
| Equity | 1.9B | 2.1B | 2.3B | 2.6B | 11.0% |
| Op CF | 305M | 396M | 366M | 268M | -4.3% |
| Inv CF | -12M | -451M | -458M | -127M | — |
| Fin CF | 140M | -130M | -116M | -128M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 601100.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601100.SS | Jiangsu Hengli Hydraulic Co.,Ltd(you) | $21.6B | 66 | BUY |
| 002008.SZ | Han's Laser Technology Industry Group Co., Ltd. | $20.1B | 66 | BUY |
| 600406.SS | NARI Technology Co., Ltd. | $29.6B | 67 | BUY |
| 301200.SZ | Shenzhen Han's CNC Technology Co., Ltd. | $20.2B | 79 | BUY |
| 1072.HK | Dongfang Electric Corporation Limited | $14.2B | 59 | HOLD |
| 002595.SZ | Himile Mechanical Science and Technology (Shandong) Co., Ltd | $9.0B | 65 | BUY |
| 2208.HK | Goldwind Science&Technology Co., Ltd. | $7.4B | 67 | BUY |
| 600482.SS | China Shipbuilding Industry Group Power Co., Ltd. | $12.4B | 78 | BUY |
| 2050.HK | Zhejiang Sanhua Intelligent Controls Co.,Ltd | $16.9B | 47 | HOLD |
| 300450.SZ | Wuxi Lead Intelligent Equipment CO.,LTD. | $12.6B | 49 | HOLD |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%