Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603083.SS
SELLFLAGCIG Shanghai Co., Ltd. · Technology · China · $10.8B · Avg Vol: $941M/d
CIG Shanghai is a key manufacturer of high-speed optical transceivers (800G/1.6T) critical for AI data center interconnects. While the thematic tailwind is powerful, the business is highly cyclical and exposed to intense competition and geopolitical supply chain risks.
COMPANY DESCRIPTION
CIG Shanghai Co., Ltd. designs and manufactures telecommunications equipment, including optical transceivers, broadband access terminals, and wireless enterprise solutions. The company's competitive advantage lies in its advanced ODM/EMS manufacturing capabilities and its leading-edge research in high-speed optical modules (up to 800G). It is a key global supplier to major telecom equipment vendors and cloud service providers.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 559M | 456M | 540M | 713M | 8.4% |
| EPS | 0.10 | 0.05 | 0.09 | 0.14 | 11.9% |
| Shares | 256M | 268M | 268M | 353M | +38.0% |
| Debt | 173M | 198M | 183M | 343M | 25.7% |
| Equity | 285M | 316M | 342M | 1.1B | 57.0% |
| Op CF | 8M | 21M | 83M | -70M | 216.1% |
| Inv CF | -29M | -30M | -43M | -160M | — |
| Fin CF | 34M | 14M | -30M | 871M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 603083.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603083.SS | CIG Shanghai Co., Ltd.(you) | $10.8B | 34 | SELL |
| 600498.SS | Fiberhome Telecommunication Technologies Co., Ltd. | $10.4B | 36 | HOLD |
| 600105.SS | Jiangsu Etern Company Limited | $10.3B | 28 | SELL |
| 688387.SS | CICT Mobile Communication Technology Co., Ltd. | $8.2B | 39 | HOLD |
| 688322.SS | Orbbec Inc. | $6.6B | 36 | HOLD |
| 300620.SZ | Advanced Fiber Resources (Zhuhai), Ltd. | $10.3B | 46 | HOLD |
| 0763.HK | ZTE Corporation | $16.3B | 41 | HOLD |
| 688027.SS | QuantumCTek Co., Ltd. | $8.5B | 23 | SELL |
| 600562.SS | Glarun Technology Co.,Ltd | $4.4B | 33 | SELL |
| 688702.SS | Suzhou Centec Communications Co., Ltd. | $17.1B | 45 | HOLD |
Peer medians: ROE 3.8% · P/E 77.2x · Gross margin 25.9%