Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603197.SS
SELLREMOVEShanghai Baolong Automotive Corporation · Consumer Cyclical · China · $998M · Avg Vol: $15M/d
Shanghai Baolong Automotive is a decent auto component manufacturer, but it lacks a strong macro tailwind from our identified themes and is subject to intense pricing pressure from Chinese EV OEMs.
COMPANY DESCRIPTION
Shanghai Baolong Automotive Corporation manufactures automotive components, specializing in tire pressure monitoring systems (TPMS), automotive sensors, and air suspension systems. The company is a global leader in the TPMS market, supplying major automotive OEMs worldwide. Its competitive advantage is driven by its advanced sensor technologies, strong R&D capabilities in autonomous driving hardware, and a well-established global manufacturing and sales footprint.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 706M | 872M | 1.0B | 1.3B | 22.3% |
| EPS | 0.15 | 0.27 | 0.21 | 0.15 | -1.3% |
| Shares | 209M | 212M | 212M | 214M | +2.3% |
| Debt | 313M | 484M | 643M | 699M | 30.6% |
| Equity | 369M | 436M | 473M | 481M | 9.2% |
| Op CF | 26M | 65M | 63M | 82M | 47.0% |
| Inv CF | -119M | -131M | -118M | -290M | — |
| Fin CF | 49M | 93M | 89M | 86M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603197.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603197.SS | Shanghai Baolong Automotive Corporation(you) | $998M | 34 | SELL |
| 601500.SS | Jiangsu General Science Technology Co., Ltd. | $987M | 32 | SELL |
| 605128.SS | Shanghai Yanpu Metal Products Co.,Ltd | $1.0B | 36 | HOLD |
| 301596.SZ | Reach Machinery Co., Ltd. | $869M | 34 | SELL |
| 300547.SZ | Sichuan Chuanhuan Technology Co.,Ltd. | $1.1B | 36 | HOLD |
| 603166.SS | GUILIN FUDA Co.,Ltd. | $1.2B | 34 | SELL |
| 002590.SZ | Zhejiang VIE Science & Technology Co., Ltd. | $882M | 31 | SELL |
| 605018.SS | Changhua Holding Group Co., Ltd. | $943M | 38 | HOLD |
| 605228.SS | Shentong Technology Group Co., Ltd | $916M | 39 | HOLD |
| 600676.SS | Shanghai Jiao Yun Group Co., Ltd. | $1.0B | 27 | SELL |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%