Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603202.SS
HOLDREMOVEHeilongjiang Tianyouwei Electronics Co., Ltd. · Consumer Cyclical · China · $1.5B · Avg Vol: $12M/d
Heilongjiang Tianyouwei Electronics operates in the cyclical consumer electronics and automotive display space. It lacks a durable economic moat and is highly vulnerable to consumer spending downturns and legacy chip supply chain disruptions.
COMPANY DESCRIPTION
Heilongjiang Tianyouwei Electronics Co., Ltd. designs and manufactures automotive display systems, including instrument clusters, center consoles, and head-up displays (HUDs). The company serves major domestic and international automakers, capitalizing on the rapid digitalization of vehicle cockpits. Its competitive advantage is sustained by its strong optical design capabilities, high-precision manufacturing, and deep integration into the supply chains of leading electric vehicle brands.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 291M | 508M | 660M | 591M | 26.6% |
| EPS | 0.49 | 1.04 | 1.40 | 0.93 | 23.6% |
| Shares | 120M | 120M | 120M | 160M | +33.3% |
| Debt | 71M | 70M | 64M | 67M | -1.7% |
| Equity | 130M | 257M | 423M | 1000M | 97.5% |
| Op CF | 15M | 81M | 156M | 158M | 119.1% |
| Inv CF | -21M | -10M | -169M | -395M | — |
| Fin CF | -5M | -10M | -33M | 439M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603202.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603202.SS | Heilongjiang Tianyouwei Electronics Co., Ltd.(you) | $1.5B | 50 | HOLD |
| 300681.SZ | Zhuhai Enpower Electric Co.,Ltd. | $1.5B | 49 | HOLD |
| 002970.SZ | Streamax Technology Co., Ltd. | $1.7B | 50 | HOLD |
| 002516.SZ | Kuangda Technology Group Co., Ltd. | $1.3B | 50 | HOLD |
| 001233.SZ | Haian Rubber Group Co., Ltd. | $1.5B | 54 | HOLD |
| 603489.SS | Bafang Electric (Suzhou) Co.,Ltd. | $1.2B | 48 | HOLD |
| 9690.HK | TUHU Car Inc. | $1.4B | 45 | HOLD |
| 002284.SZ | Zhejiang Asia-Pacific Mechanical & Electronic Co.,Ltd | $1.3B | 47 | HOLD |
| 000030.SZ | FAWER Automotive Parts Limited Company | $1.2B | 47 | HOLD |
| 002984.SZ | Qingdao Sentury Tire Co., Ltd. | $2.3B | 50 | HOLD |
Peer medians: ROE 7.0% · P/E 24.0x · Gross margin 21.9%