Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601222.SS
BUYREMOVEJiangsu Linyang Energy Co., Ltd. · Industrials · China · $2.0B · Avg Vol: $45M/d
Jiangsu Linyang Energy operates in smart meters and solar power. It faces intense domestic competition in China, high capital intensity, and regulatory risks, making it unsuitable for a quality-focused portfolio.
COMPANY DESCRIPTION
Jiangsu Linyang Energy Co., Ltd. designs and manufactures smart electricity meters, operates distributed solar power plants, and provides energy storage solutions. The company is a leading supplier of smart grid equipment to State Grid and China Southern Power Grid, while expanding its portfolio of high-yield solar assets. Its competitive moat is anchored in its advanced metering technology, long-term utility relationships, and stable cash flows from its renewable energy portfolio.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 731M | 1.0B | 996M | 721M | -0.5% |
| EPS | 0.07 | 0.08 | 0.05 | 0.02 | -37.0% |
| Shares | 2.1B | 2.1B | 2.1B | 2.1B | 0.0% |
| Debt | 482M | 444M | 472M | 586M | 6.8% |
| Equity | 2.2B | 2.3B | 2.3B | 2.3B | 1.0% |
| Op CF | 149M | 50M | 144M | 91M | -15.1% |
| Inv CF | 195M | 64M | -68M | -57M | — |
| Fin CF | -145M | -89M | -90M | 32M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 601222.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601222.SS | Jiangsu Linyang Energy Co., Ltd.(you) | $2.0B | 72 | BUY |
| 301031.SZ | Xi'an Sinofuse Electric Co., Ltd. | $2.6B | 70 | BUY |
| 002993.SZ | Dongguan Aohai Technology Co., Ltd. | $2.6B | 70 | BUY |
| 603303.SS | Hengdian Group Tospo Lighting Co., Ltd. | $2.0B | 64 | HOLD |
| 688128.SS | China National Electric Apparatus Research Institute Co., Ltd. | $1.5B | 69 | BUY |
| 300693.SZ | Shenzhen Sinexcel Electric Co.,Ltd. | $2.4B | 77 | BUY |
| 000682.SZ | Dongfang Electronics Co., Ltd. | $2.8B | 69 | BUY |
| 603897.SS | Zhejiang grandwall electric science&technology co.,ltd. | $1.5B | 80 | STRONG BUY |
| 300480.SZ | GL Tech Co.,Ltd | $1.8B | 59 | HOLD |
| 002782.SZ | ShenZhen Click Technology Co.,LTD. | $2.0B | 57 | HOLD |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%