Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601163.SS
BUYREMOVETriangle Tyre Co.,Ltd · Consumer Cyclical · China · $1.7B · Avg Vol: $9M/d
Triangle Tyre is a tire manufacturer heavily exposed to volatile rubber and petrochemical input costs, with no structural pricing power or alignment with our core themes.
COMPANY DESCRIPTION
Triangle Tyre Co., Ltd. designs, manufactures, and distributes a comprehensive range of tires, including passenger car, commercial vehicle, and giant off-the-road (OTR) tires. The company is a leading player in China's tire industry, exporting to over 180 countries and maintaining strategic partnerships with global heavy equipment OEMs. Its competitive moat is established through advanced manufacturing automation, strong R&D in tire compounds, and a highly diversified global distribution network.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.4B | 1.5B | 1.5B | 1.5B | 2.1% |
| EPS | 0.14 | 0.26 | 0.20 | 0.17 | 7.7% |
| Shares | 800M | 800M | 800M | 800M | 0.0% |
| Debt | 216M | 192M | 211M | 172M | -7.3% |
| Equity | 1.7B | 1.9B | 2.0B | 2.1B | 6.0% |
| Op CF | 220M | 266M | 146M | 128M | -16.5% |
| Inv CF | -48M | -293M | -32M | 9M | — |
| Fin CF | -31M | -63M | -74M | -115M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 601163.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601163.SS | Triangle Tyre Co.,Ltd(you) | $1.7B | 75 | BUY |
| 002283.SZ | Tianrun Industry Technology Co., Ltd. | $1.9B | 77 | BUY |
| 601311.SS | Camel Group Co., Ltd. | $1.5B | 70 | BUY |
| 600480.SS | Ling Yun Industrial Corporation Limited | $2.0B | 71 | BUY |
| 605319.SS | Wuxi Zhenhua Auto Parts Co.,Ltd. | $1.3B | 76 | BUY |
| 000589.SZ | Guizhou Tyre Co.,Ltd. | $1.1B | 75 | BUY |
| 000700.SZ | Jiangnan Mould & Plastic Technology Co., Ltd. | $1.9B | 68 | BUY |
| 002448.SZ | ZYNP Corporation | $1.2B | 71 | BUY |
| 603013.SS | YAPP Automotive Systems Co., Ltd. | $1.4B | 65 | BUY |
| 300304.SZ | Jiangsu Yunyi Electric Co.,Ltd. | $1.7B | 62 | HOLD |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 22.0%