Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603305.SS
HOLDREMOVENingbo Xusheng Group Co., Ltd. · Consumer Cyclical · China · $2.6B · Avg Vol: $79M/d
Ningbo Xusheng Group produces aluminum alloy parts for EVs. While it has exposure to the automotive transition, it is highly capital-intensive, cyclical, and vulnerable to geopolitical trade tensions and tariffs, failing our localization theme.
COMPANY DESCRIPTION
Ningbo Xusheng Group specializes in the R&D and manufacturing of high-precision aluminum alloy die-castings, extrusions, and forgings for the automotive industry, with a focus on electric vehicles (EVs). The company's competitive moat is anchored by its early-mover advantage and deep supply chain integration with leading global EV manufacturers, including Tesla. It operates as a premier, high-growth supplier of lightweight automotive structural components and powertrain parts.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 658M | 714M | 652M | 658M | -0.0% |
| EPS | 0.12 | 0.11 | 0.07 | 0.06 | -21.6% |
| Shares | 933M | 933M | 933M | 1.2B | +23.8% |
| Debt | 262M | 279M | 749M | 270M | 1.0% |
| Equity | 829M | 923M | 980M | 1.4B | 18.1% |
| Op CF | 55M | 145M | 180M | 99M | 21.5% |
| Inv CF | -112M | -188M | -505M | -115M | — |
| Fin CF | 88M | 21M | 472M | -168M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603305.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603305.SS | Ningbo Xusheng Group Co., Ltd.(you) | $2.6B | 38 | HOLD |
| 600933.SS | IKD Co., Ltd. | $2.4B | 37 | HOLD |
| 300863.SZ | Ningbo KBE Electrical Technology Co.,Ltd. | $2.4B | 36 | HOLD |
| 603997.SS | Ningbo Jifeng Auto Parts Co., Ltd. | $2.6B | 47 | HOLD |
| 300151.SZ | Shenzhen Changhong Technology Co., Ltd. | $1.9B | 41 | HOLD |
| 000581.SZ | Weifu High-Technology Group Co., Ltd. | $2.8B | 46 | HOLD |
| 603950.SS | Xiangyang Changyuandonggu Industry Co., Ltd. | $3.5B | 43 | HOLD |
| 601966.SS | Shandong Linglong Tyre Co.,Ltd. | $2.6B | 25 | SELL |
| 002984.SZ | Qingdao Sentury Tire Co., Ltd. | $2.3B | 50 | HOLD |
| 603009.SS | Shanghai Beite Technology group Co., Ltd. | $2.5B | 24 | SELL |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 22.0%