Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603111.SS
STRONG BUYREMOVENanjing Kangni Mechanical & Electrical Co.,Ltd · Industrials · China · $795M · Avg Vol: $6M/d
Nanjing Kangni Mechanical manufactures rail transit door systems. It is heavily dependent on Chinese state infrastructure spending and does not align with our high-conviction global macro themes.
COMPANY DESCRIPTION
Nanjing Kangni Mechanical & Electrical Co., Ltd. specializes in the R&D, manufacturing, and servicing of rail transit door systems, including subway and high-speed train doors. The company holds a dominant domestic market share of over 50% in urban rail transit door systems, establishing a formidable technical and regulatory moat. It is a world-class leader in rail door technology, expanding its business into automotive parts and precision machinery.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 487.0M | 520.6M | 586.4M | 618.9M | 8.3% |
| EPS | 0.04 | 0.05 | 0.06 | 0.06 | 14.9% |
| Shares | 993.3M | 923.5M | 907.0M | 862.0M | -13.2% |
| Debt | 22.4M | 24.3M | 27.8M | 66.0M | 43.4% |
| Equity | 533.2M | 573.5M | 578.9M | 599.8M | 4.0% |
| Op CF | -0.4M | 25.9M | 58.2M | 109.8M | 106.0% |
| Inv CF | 9.2M | -48.4M | -13.1M | -41.8M | — |
| Fin CF | -30.8M | -7.2M | -50.7M | -40.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 603111.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603111.SS | Nanjing Kangni Mechanical & Electrical Co.,Ltd(you) | $795M | 86 | STRONG BUY |
| 603680.SS | KTK Group Co., Ltd. | $1.4B | 86 | STRONG BUY |
| 000920.SZ | Vontron Technology Co., Ltd. | $898M | 74 | BUY |
| 600125.SS | China Railway Tielong Container Logistics Co., Ltd | $1.1B | 72 | BUY |
| 601333.SS | Guangshen Railway Company Limited | $3.2B | 85 | STRONG BUY |
| 3969.HK | China Railway Signal & Communication Corporation Limited | $4.5B | 84 | STRONG BUY |
| 688569.SS | Beijing Tieke Shougang Rail Way-Tech Co., Ltd. | $597M | 54 | HOLD |
| 300440.SZ | Chengdu Yunda Technology Co., Ltd. | $1.1B | 53 | HOLD |
| 3898.HK | Zhuzhou CRRC Times Electric Co., Ltd. | $6.9B | 87 | STRONG BUY |
| 600368.SS | Guangxi Wuzhou Communications Co., Ltd. | $933M | 39 | HOLD |
Peer medians: ROE 6.0% · P/E 34.8x · Gross margin 22.9%