Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601311.SS
BUYREMOVECamel Group Co., Ltd. · Consumer Cyclical · China · $1.5B · Avg Vol: $25M/d
Camel Group is a lead-acid battery manufacturer. This is a low-moat, highly cyclical commodity business facing long-term structural displacement from lithium-ion and other advanced battery chemistries.
COMPANY DESCRIPTION
Camel Group Co., Ltd. is China's largest manufacturer of automotive lead-acid starting, lighting, and ignition (SLI) batteries, while expanding into lithium-ion energy storage. The company's competitive moat is sustained by its dominant market share in both the OEM and replacement markets, supported by an extensive nationwide distribution network. It is a vertically integrated market leader featuring a closed-loop battery recycling model that ensures raw material cost stability.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.0B | 2.1B | 2.3B | 2.4B | 6.7% |
| EPS | 0.06 | 0.07 | 0.08 | 0.10 | 21.1% |
| Shares | 1.2B | 1.2B | 1.2B | 1.2B | 0.0% |
| Debt | 287M | 262M | 320M | 281M | -0.7% |
| Equity | 1.3B | 1.4B | 1.4B | 1.5B | 4.0% |
| Op CF | 36M | 102M | 91M | 122M | 49.9% |
| Inv CF | 68M | -62M | 11M | -216M | — |
| Fin CF | -73M | -30M | -3M | -76M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 601311.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601311.SS | Camel Group Co., Ltd.(you) | $1.5B | 70 | BUY |
| 002448.SZ | ZYNP Corporation | $1.2B | 71 | BUY |
| 603013.SS | YAPP Automotive Systems Co., Ltd. | $1.4B | 65 | BUY |
| 600480.SS | Ling Yun Industrial Corporation Limited | $2.0B | 71 | BUY |
| 601163.SS | Triangle Tyre Co.,Ltd | $1.7B | 75 | BUY |
| 000700.SZ | Jiangnan Mould & Plastic Technology Co., Ltd. | $1.9B | 68 | BUY |
| 605319.SS | Wuxi Zhenhua Auto Parts Co.,Ltd. | $1.3B | 76 | BUY |
| 002283.SZ | Tianrun Industry Technology Co., Ltd. | $1.9B | 77 | BUY |
| 300304.SZ | Jiangsu Yunyi Electric Co.,Ltd. | $1.7B | 62 | HOLD |
| 000589.SZ | Guizhou Tyre Co.,Ltd. | $1.1B | 75 | BUY |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 22.0%