Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603950.SS
HOLDREMOVEXiangyang Changyuandonggu Industry Co., Ltd. · Consumer Cyclical · China · $3.5B · Avg Vol: $85M/d
Heavy diesel engine component manufacturing is highly cyclical, asset-heavy, and faces structural headwinds from the transition to electric commercial vehicles.
COMPANY DESCRIPTION
Xiangyang Changyuandonggu Industry Co., Ltd. manufactures precision diesel engine components, including cylinder blocks, cylinder heads, and crankshafts. The company is a key supplier to major commercial vehicle engine manufacturers like Fukang (Dongfeng Cummins) and Guangxi Yuchai. It is a specialized niche manufacturer in the heavy-duty truck and commercial vehicle engine component supply chain.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 165M | 218M | 284M | 333M | 26.4% |
| EPS | 0.05 | 0.10 | 0.11 | 0.18 | 57.0% |
| Shares | 324M | 324M | 324M | 324M | 0.0% |
| Debt | 79M | 90M | 110M | 162M | 27.1% |
| Equity | 333M | 365M | 397M | 445M | 10.2% |
| Op CF | 43M | 40M | 54M | 78M | 22.4% |
| Inv CF | -32M | -101M | -62M | -78M | — |
| Fin CF | -10M | 9M | 16M | 30M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 603950.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603950.SS | Xiangyang Changyuandonggu Industry Co., Ltd.(you) | $3.5B | 43 | HOLD |
| 603596.SS | Bethel Automotive Safety Systems Co., Ltd | $4.3B | 42 | HOLD |
| 002536.SZ | Feilong Auto Components Co., Ltd. | $3.3B | 47 | HOLD |
| 000581.SZ | Weifu High-Technology Group Co., Ltd. | $2.8B | 46 | HOLD |
| 603997.SS | Ningbo Jifeng Auto Parts Co., Ltd. | $2.6B | 47 | HOLD |
| 002472.SZ | Zhejiang Shuanghuan Driveline Co.,Ltd. | $4.9B | 39 | HOLD |
| 002048.SZ | Ningbo Huaxiang Electronic Co., Ltd. | $3.1B | 52 | HOLD |
| 603305.SS | Ningbo Xusheng Group Co., Ltd. | $2.6B | 38 | HOLD |
| 600933.SS | IKD Co., Ltd. | $2.4B | 37 | HOLD |
| 688819.SS | Tianneng Battery Group Co., Ltd. | $3.5B | 57 | HOLD |
Peer medians: ROE 7.0% · P/E 23.9x · Gross margin 21.9%