Company Deep Dive
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601677.SS
STRONG BUYREMOVEGet insider-trade alertsHenan Mingtai Al.Industrial Co.,Ltd. · Basic Materials · China · $3.0B · Avg Vol: $124M/d
A Chinese aluminum processing company that lacks a structural moat or pricing power. It operates in a highly cyclical, capital-intensive industry and does not align with our high-conviction copper or fertilizer commodity themes.
COMPANY DESCRIPTION
Henan Mingtai Al. Industrial Co., Ltd. is a leading private manufacturer specializing in aluminum sheet, strip, and foil products for packaging, transportation, and electronics. The company is one of China's largest aluminum processors, distinguished by its advanced green recycling technology and highly efficient production lines. It maintains a strong global presence, exporting high-value-added aluminum products to dozens of countries.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 4.1B | 3.9B | 4.8B | 5.2B | 8.1% |
| EPS | 0.24 | 0.19 | 0.22 | 0.23 | -2.3% |
| Shares | 969.8M | 1.2B | 1.2B | 1.2B | +28.2% |
| Debt | 188.0M | 66.4M | 85.8M | 105.4M | -17.5% |
| Equity | 1.8B | 2.3B | 2.5B | 2.8B | 16.1% |
| Op CF | -126.1M | 98.1M | 97.6M | 211.8M | 47.0% |
| Inv CF | 88.5M | -86.3M | -367.9M | -150.1M | — |
| Fin CF | -31.0M | 160.7M | 5.9M | -145.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 601677.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601677.SS | Henan Mingtai Al.Industrial Co.,Ltd.(you) | $3.0B | 92 | STRONG BUY |
| 600595.SS | Henan Zhongfu Industrial Co.,Ltd | $3.3B | 87 | STRONG BUY |
| 000612.SZ | JiaoZuo WanFang Aluminum Manufacturing Co., Ltd | $1.9B | 98 | STRONG BUY |
| 002532.SZ | Tianshan Aluminum Group Co.,Ltd | $7.6B | 92 | STRONG BUY |
| 603271.SS | Yong Jie New Material Co.,Ltd. | $1.2B | 90 | STRONG BUY |
| 600219.SS | Shandong Nanshan Aluminium Co.,Ltd. | $6.9B | 88 | STRONG BUY |
| 2788.HK | Chuangxin Industries Holdings Limited | $3.7B | 75 | BUY |
| 000933.SZ | Henan Shenhuo Coal Industry and Electricity Power Co. Ltd | $7.1B | 98 | STRONG BUY |
| 603876.SS | Jiangsu Dingsheng New Materials Joint-Stock Co.,Ltd | $3.7B | 66 | BUY |
| 000807.SZ | Yunnan Aluminium Co., Ltd. | $11.5B | 99 | STRONG BUY |
Peer medians: ROE 5.7% · P/E 34.3x · Gross margin 17.5%