601615.SS
Strong SellSinkerMing Yang Smart Energy Group Limited · Industrials · China · $3.6B · Avg Vol: $69M/d
Sinker: Weak, expensive and falling. Nothing here to keep it afloat.
ABOUT MING YANG SMART ENERGY GROUP LIMITED
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Ming Yang Smart Energy Group Limited designs, manufactures, and services high-capacity wind turbines, with a primary focus on offshore wind power solutions. The company holds a leading market position in China's offshore wind sector, leveraging its proprietary semi-direct drive technology to deliver high-efficiency turbines for deep-water environments. It is a high-growth renewable energy pioneer well-positioned to benefit from global decarbonization trends and offshore wind expansion.
FINANCIAL SUMMARY (CNY)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 30.7B | 28.1B | 27.2B | 38.1B | 7.4% | 38.0B | 45.6B | 50.5B | 15.1% |
| EPS (CNY) | 1.57 | 0.17 | 0.15 | 0.31 | -41.8% | 0.09 | 0.45 | 0.72 | 52.4% |
| Shares | 2.3B | 2.3B | 2.3B | 2.3B | -0.5% | 2.3B | — | — | — |
| Debt | 7.6B | 15.2B | 17.3B | 19.9B | 37.6% | 23.4B | — | — | — |
| Equity | 28.1B | 27.5B | 26.2B | 26.3B | -2.2% | — | — | — | — |
| Op CF | -795.9M | -2.6B | -2.4B | -5.5B | — | -10.2B | — | — | — |
| Inv CF | -10.0B | -6.2B | -2.1B | -1.9B | — | — | — | — | — |
| Fin CF | 7.8B | 10.2B | 6.6B | 3.5B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 601615.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601615.SS | Ming Yang Smart Energy Group Limited(you) | $3.6B | 9 | Strong Sell |
| 300260.SZ | Kunshan Kinglai Hygienic Materials Co.,Ltd. | $3.6B | 10 | Strong Sell |
| 300024.SZ | Siasun Robot&Automation Co.,Ltd. | $3.4B | 8 | Strong Sell |
| 688596.SS | Shanghai GenTech Co., Ltd. | $3.2B | 8 | Strong Sell |
| 601106.SS | China First Heavy Industries | $3.1B | 7 | Strong Sell |
| 688333.SS | Xi'an Bright Laser Technologies Co.,Ltd. | $4.2B | 11 | Strong Sell |
| 300277.SZ | Hangzhou Turbine Power Group Co., Ltd. | $2.7B | 7 | Strong Sell |
| 301392.SZ | Guangdong Huicheng Vacuum Technology Co., Ltd. | $2.6B | 10 | Strong Sell |
| 9880.HK | Ubtech Robotics Corp Ltd | $5.4B | 7 | Strong Sell |
| 601608.SS | CITIC Heavy Industries Co., Ltd. | $3.3B | 17 | Strong Sell |
Peer medians: ROE 5.7% · P/E 30.3x · Gross margin 22.2%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.