Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603107.SS
HOLDREMOVEShanghai Automobile Air-Conditioner Accessories Co., Ltd. · Consumer Cyclical · China · $663M · Avg Vol: $4M/d
Shanghai Automobile Air-Conditioner is a low-margin automotive component supplier. It lacks pricing power and is highly dependent on the cyclical automotive OEM market, failing our quality compounder screen.
COMPANY DESCRIPTION
Shanghai Automobile Air-Conditioner Accessories Co., Ltd. designs and manufactures automotive air conditioning piping systems and heat exchanger components. The company is a key Tier-1 supplier to major automotive groups, including SAIC, Volkswagen, and General Motors, leveraging its advanced tube-bending and brazing technologies. It is a prominent niche player in the automotive thermal management sector, expanding rapidly into electric vehicle cooling systems.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 242M | 282M | 318M | 331M | 11.0% |
| EPS | 0.08 | 0.09 | 0.08 | 0.07 | -3.4% |
| Shares | 253M | 337M | 337M | 337M | +33.3% |
| Debt | 40M | 33M | 24M | 7M | -44.3% |
| Equity | 120M | 296M | 307M | 316M | 38.0% |
| Op CF | 20M | 14M | 19M | 27M | 10.4% |
| Inv CF | -18M | -18M | -20M | -28M | — |
| Fin CF | 5M | 133M | -27M | -33M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603107.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603107.SS | Shanghai Automobile Air-Conditioner Accessories Co., Ltd.(you) | $663M | 38 | HOLD |
| 300978.SZ | WINBO-Dongjian Automotive Technology Co., Ltd. | $613M | 38 | HOLD |
| 603035.SS | Jiangsu Changshu Automotive Trim Group Co., Ltd. | $656M | 36 | HOLD |
| 688533.SS | Suzhou SONAVOX Electronics Co.,Ltd. | $607M | 36 | HOLD |
| 002662.SZ | Beijing Fengjing Automotive Parts Co., Ltd. | $769M | 40 | HOLD |
| 600609.SS | Shenyang Jinbei Automotive Company Limited | $696M | 32 | SELL |
| 605228.SS | Shentong Technology Group Co., Ltd | $916M | 39 | HOLD |
| 605018.SS | Changhua Holding Group Co., Ltd. | $943M | 38 | HOLD |
| 301596.SZ | Reach Machinery Co., Ltd. | $869M | 34 | SELL |
| 605128.SS | Shanghai Yanpu Metal Products Co.,Ltd | $1.0B | 36 | HOLD |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%