Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603338.SS
BUYFLAGZhejiang Dingli Machinery Co.,Ltd · Industrials · China · $3.6B · Avg Vol: $34M/d
Zhejiang Dingli is a high-quality manufacturer of aerial work platforms (Q: 71) benefiting from global factory construction and nearshoring. However, its heavy reliance on exports exposes it to mounting anti-dumping duties and trade barriers in the US and Europe, clouding its near-term growth outlook.
COMPANY DESCRIPTION
Zhejiang Dingli Machinery is a leading manufacturer of high-end aerial work platforms (AWPs), including scissor lifts, boom lifts, and vertical mast lifts. The company's competitive moat is defined by its state-of-the-art automated manufacturing facilities, strong R&D capabilities in electrification, and high export margins in European and North American markets. It operates as a dominant market leader in China's AWP industry and a major global player.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 804.7M | 932.7M | 1.2B | 1.3B | 16.3% |
| EPS | 0.37 | 0.55 | 0.48 | 0.55 | 14.8% |
| Shares | 506.3M | 506.3M | 506.3M | 506.3M | 0.0% |
| Debt | 224.5M | 196.0M | 162.0M | 148.9M | -12.8% |
| Equity | 1.0B | 1.3B | 1.5B | 1.7B | 17.3% |
| Op CF | 138.4M | 329.2M | 283.2M | 194.0M | 11.9% |
| Inv CF | -180.5M | -127.5M | -26.4M | -116.2M | — |
| Fin CF | 6.6M | -76.9M | -147.3M | -120.4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 603338.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603338.SS | Zhejiang Dingli Machinery Co.,Ltd(you) | $3.6B | 67 | BUY |
| 601717.SS | ZCZL Industrial Technology Group Company Limited | $4.2B | 67 | BUY |
| 600582.SS | Tiandi Science & Technology Co.Ltd | $3.0B | 59 | HOLD |
| 603298.SS | Hangcha Group Co., Ltd | $5.0B | 75 | BUY |
| 000680.SZ | Shantui Construction Machinery Co., Ltd. | $2.3B | 59 | HOLD |
| 301039.SZ | CIMC Vehicles (Group) Co., Ltd. | $1.5B | 67 | BUY |
| 600710.SS | Sumec Corporation Limited | $2.0B | 74 | BUY |
| 000800.SZ | FAW Jiefang Group Co.,Ltd | $4.5B | 53 | HOLD |
| 000951.SZ | Sinotruk Jinan Truck Co.,Ltd | $3.8B | 86 | STRONG BUY |
| 000528.SZ | Guangxi Liugong Machinery Co., Ltd. | $2.4B | 53 | HOLD |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%