Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601689.SS
SELLFLAGNingbo Tuopu Group Co.,Ltd. · Consumer Cyclical · China · $16.0B · Avg Vol: $458M/d
Ningbo Tuopu is a leading tier-1 automotive supplier with strong R&D in NVH and chassis systems, expanding its global footprint (e.g., Mexico) to serve global EV OEMs locally. While it is a high-quality business (Q: 57), geopolitical tensions and heavy capital expenditure for overseas expansion warrant a cautious hold.
COMPANY DESCRIPTION
Ningbo Tuopu Group Co., Ltd. is a leading Tier-1 automotive supplier specializing in NVH (noise, vibration, and harshness) control systems, lightweight chassis, and thermal management systems. The company has established a strong competitive moat as a core supplier to top-tier global electric vehicle manufacturers, capitalizing on the rapid transition to EVs. Its continuous investment in R&D for smart driving and drive-by-wire systems positions it for long-term growth in autonomous vehicle technologies.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.4B | 2.9B | 3.9B | 4.4B | 22.8% |
| EPS | 0.16 | 0.20 | 0.26 | 0.24 | 14.9% |
| Shares | 1.6B | 1.6B | 1.7B | 1.7B | +8.8% |
| Debt | 947M | 1.1B | 1.1B | 769M | -6.7% |
| Equity | 1.8B | 2.0B | 2.9B | 3.6B | 25.7% |
| Op CF | 338M | 497M | 478M | 662M | 25.2% |
| Inv CF | -755M | -504M | -551M | -446M | — |
| Fin CF | 635M | -11M | 323M | -136M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 601689.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601689.SS | Ningbo Tuopu Group Co.,Ltd.(you) | $16.0B | 29 | SELL |
| 000559.SZ | Wanxiang Qianchao Co.,Ltd. | $7.2B | 30 | SELL |
| 002920.SZ | Huizhou Desay SV Automotive Co., Ltd. | $9.0B | 41 | HOLD |
| 600699.SS | Ningbo Joyson Electronic Corp. | $6.0B | 36 | HOLD |
| 603179.SS | Jiangsu Xinquan Automotive Trim Co.,Ltd. | $5.5B | 23 | SELL |
| 0666.HK | REPT BATTERO Energy Co., Ltd. | $4.5B | 27 | SELL |
| 301550.SZ | Zhejiang Sling Automobile Bearing Co., Ltd. | $5.7B | 38 | HOLD |
| 600660.SS | Fuyao Glass Industry Group Co., Ltd. | $20.3B | 54 | HOLD |
| 002472.SZ | Zhejiang Shuanghuan Driveline Co.,Ltd. | $4.9B | 39 | HOLD |
| 002126.SZ | Zhejiang Yinlun Machinery Co.,Ltd. | $6.2B | 46 | HOLD |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%