Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603861.SS
SELLREMOVEGuangzhou Baiyun Electric Equipment Co., Ltd. · Industrials · China · $1.4B · Avg Vol: $60M/d
An electrical equipment manufacturer that faces rising raw material costs (copper) which may outpace its ability to raise prices on state-owned utility customers.
COMPANY DESCRIPTION
Guangzhou Baiyun Electric Equipment Co., Ltd. manufactures high, medium, and low-voltage power distribution equipment, smart grids, and rail transit power supply systems. The company is a key supplier to China's State Grid and major urban rail transit projects, with deep engineering integration capabilities. It is a leading electrical equipment manufacturer benefiting from China's power grid modernization and urban transit expansion.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 512M | 640M | 737M | 728M | 12.5% |
| EPS | 0.01 | 0.04 | 0.07 | 0.06 | 71.0% |
| Shares | 436M | 436M | 493M | 541M | +24.0% |
| Debt | 320M | 310M | 291M | 327M | 0.8% |
| Equity | 412M | 427M | 516M | 588M | 12.6% |
| Op CF | 107M | -7M | 11M | -38M | -68.5% |
| Inv CF | -189M | 10M | -22M | -51M | — |
| Fin CF | -42M | 4M | 26M | 74M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 603861.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603861.SS | Guangzhou Baiyun Electric Equipment Co., Ltd.(you) | $1.4B | 22 | SELL |
| 603583.SS | Zhejiang Jiecang Linear Motion Technology Co.,Ltd. | $1.4B | 21 | SELL |
| 605133.SS | Jiangsu Rongtai Industry Co., Ltd. | $1.5B | 23 | SELL |
| 688160.SS | Kinco Automation (Shanghai) Co.,Ltd | $1.5B | 20 | SELL |
| 002006.SZ | Zhejiang Jinggong Integration Technology Co., Ltd. | $1.3B | 17 | STRONG SELL |
| 601177.SS | Hangzhou Advance Gearbox Group Co., Ltd. | $1.1B | 20 | STRONG SELL |
| 002164.SZ | Ningbo Donly Co.,Ltd | $990M | 21 | SELL |
| 002009.SZ | Miracle Automation Engineering Co.Ltd | $1.3B | 16 | STRONG SELL |
| 300217.SZ | Zhenjiang Dongfang Electric Heating Technology Co.,Ltd | $1.1B | 25 | SELL |
| 300444.SZ | Beijing SOJO Electric Co., Ltd. | $1.7B | 26 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%