Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603072.SS
STRONG SELLREMOVEBaotou Tianhe Magnetics Technology Co., Ltd. · Industrials · China · $1.4B · Avg Vol: $22M/d
Baotou Tianhe Magnetics manufactures NdFeB permanent magnets. While exposed to electrification, the industry suffers from overcapacity and pricing pressure in China, limiting pricing power.
COMPANY DESCRIPTION
Baotou Tianhe Magnetics Technology Co., Ltd. researches, develops, and manufactures high-performance NdFeB (neodymium iron boron) permanent magnetic materials. The company's competitive moat is secured by its proximity to the world's largest rare earth reserves in Baotou and its advanced grain boundary diffusion technology. It is a key supplier to the electric vehicle, wind power, and industrial automation sectors globally.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 426M | 392M | 383M | 347M | -6.7% |
| EPS | 0.17 | 0.13 | 0.10 | 0.09 | -18.3% |
| Shares | 198M | 198M | 264M | 264M | +33.3% |
| Debt | 140M | 119M | 79M | 58M | -25.5% |
| Equity | 151M | 176M | 304M | 322M | 28.7% |
| Op CF | -78M | 36M | 45M | 23M | -20.0% |
| Inv CF | -4M | -9M | -3M | -28M | — |
| Fin CF | 94M | -32M | 68M | -32M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 603072.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603072.SS | Baotou Tianhe Magnetics Technology Co., Ltd.(you) | $1.4B | 15 | STRONG SELL |
| 001382.SZ | Guangdong Xinyaguang Cable Co., Ltd. | $1.3B | 15 | STRONG SELL |
| 300648.SZ | Fujian Nebula Electronics Co., Ltd. | $1.3B | 17 | STRONG SELL |
| 002309.SZ | Jiangsu Zhongli Group Co.,Ltd | $1.6B | 14 | STRONG SELL |
| 688226.SS | Wetown Electric Group Co., Ltd. | $1.3B | 18 | STRONG SELL |
| 002471.SZ | Jiangsu Zhongchao Holding Co., Ltd. | $1.4B | 11 | STRONG SELL |
| 001208.SZ | Hunan Valin Wire & Cable Co.,Ltd. | $1.5B | 19 | STRONG SELL |
| 688611.SS | Hangzhou Kelin Electric Co., Ltd. | $1.8B | 16 | STRONG SELL |
| 301590.SZ | Shenzhen UUGreenPower Co., Ltd. | $1.1B | 15 | STRONG SELL |
| 600468.SS | Tianjin Benefo Tejing Electric Co., Ltd. | $1.1B | 16 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%