Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
601908.SS
SELLREMOVEBeijing Jingyuntong Technology Co., Ltd. · Technology · China · $1.1B · Avg Vol: $33M/d
Beijing Jingyuntong Technology manufactures solar wafers and equipment. It operates in a deeply cyclical industry plagued by massive overcapacity in China, leading to zero pricing power and poor capital returns.
COMPANY DESCRIPTION
Beijing Jingyuntong Technology Co., Ltd. is a high-tech enterprise specializing in the manufacture of semiconductor and photovoltaic equipment, as well as monocrystalline silicon wafers. The company's core products include silicon crystal growth furnaces, which are critical for the solar and semiconductor supply chains. It operates as a key niche player, benefiting from China's domestic substitution drive in high-end manufacturing equipment.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.8B | 1.6B | 678.4M | 460.0M | -36.6% |
| EPS | 0.03 | 0.01 | -0.14 | -0.09 | -44.4% |
| Shares | 2.4B | 2.4B | 2.4B | 2.4B | 0.0% |
| Debt | 540.2M | 635.5M | 452.2M | 488.9M | -3.3% |
| Equity | 1.6B | 1.7B | 1.3B | 1.1B | -12.2% |
| Op CF | -26.4M | 167.0M | -34.0M | 126.6M | -12.9% |
| Inv CF | -51.9M | -154.3M | -35.2M | 71.4M | — |
| Fin CF | -21.2M | -101.0M | -157.5M | -204.6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 601908.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601908.SS | Beijing Jingyuntong Technology Co., Ltd.(you) | $1.1B | 26 | SELL |
| 688721.SS | Shenzhen Longtu Photomask Co., Ltd. | $1.0B | 22 | SELL |
| 688595.SS | Chipsea Technologies (Shenzhen) Corp., Ltd. | $845M | 26 | SELL |
| 300046.SZ | Tech Semiconductors Co., Ltd. | $1.1B | 21 | SELL |
| DQ | Daqo New Energy Corp. | $943M | 14 | STRONG SELL |
| 301629.SZ | Sidea Semiconductor Equipment (Shenzhen) Co., Ltd. | $2.4B | 24 | SELL |
| 688352.SS | Hefei Chipmore Technology Co.,Ltd. | $3.3B | 31 | SELL |
| 688516.SS | Wuxi Autowell Technology Co.,Ltd. | $2.7B | 35 | HOLD |
| 688584.SS | Wafer Works (Shanghai) Co., Ltd. | $3.0B | 34 | SELL |
| 3625.HK | Shanghai FourSemi Semiconductor Co., Ltd. | $1.5B | 3 | STRONG SELL |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 26.0%