Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603178.SS
SELLREMOVENingbo Shenglong Automotive Powertrain System Co.,Ltd. · Consumer Cyclical · China · $614M · Avg Vol: $36M/d
Ningbo Shenglong is an automotive components manufacturer facing severe cyclical headwinds and margin compression in the highly competitive Chinese EV supply chain. It lacks the pricing power and high ROIC required by the Terry Smith lens, and has no direct alignment with our active macro themes.
COMPANY DESCRIPTION
Ningbo Shenglong Automotive Powertrain System Co., Ltd. manufactures automotive powertrain components, including oil pumps, water pumps, and vacuum pumps. The company is a global tier-1 supplier to major automotive OEMs such as Ford, GM, and Volkswagen, as well as leading electric vehicle manufacturers. Its competitive moat lies in its advanced precision manufacturing, global supply chain integration, and R&D focus on thermal management systems for electric vehicles.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 219M | 214M | 239M | 248M | 4.2% |
| EPS | 0.06 | 0.03 | 0.02 | -0.13 | -41.5% |
| Shares | 236M | 236M | 236M | 236M | 0.0% |
| Debt | 26M | 34M | 46M | 39M | 13.8% |
| Equity | 186M | 190M | 192M | 169M | -3.2% |
| Op CF | 36M | 19M | 3M | 22M | -15.1% |
| Inv CF | -25M | -29M | -10M | -5M | — |
| Fin CF | -15M | 3M | 6M | -10M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603178.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603178.SS | Ningbo Shenglong Automotive Powertrain System Co.,Ltd.(you) | $614M | 22 | SELL |
| 000868.SZ | Anhui Ankai Automobile Co., Ltd | $539M | 13 | STRONG SELL |
| 1958.HK | BAIC Motor Corporation Limited | $1.2B | 16 | STRONG SELL |
| LOT | Lotus Technology Inc. | $829M | 7 | STRONG SELL |
| 3881.HK | CiDi Inc. | $1.2B | 12 | STRONG SELL |
| 300210.SZ | Anshan Senyuan Road and Bridge Co., Ltd | $813M | 5 | STRONG SELL |
| 600006.SS | DongFeng Automobile Co. LTD | $1.8B | 23 | SELL |
| 2451.HK | Luyuan Group Holding (Cayman) Limited | $597M | 46 | HOLD |
| 000913.SZ | Zhejiang Qianjiang Motorcycle Co., Ltd. | $887M | 44 | HOLD |
| 7489.HK | VOYAH Automotive Technology Co., Ltd. | $2.5B | 20 | STRONG SELL |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%