Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
603989.SS
HOLDHunan Aihua Group Co., Ltd · Technology · China · $3.3B · Avg Vol: $87M/d
COMPANY DESCRIPTION
Hunan Aihua Group is China's largest and a top-five global manufacturer of aluminum electrolytic capacitors, which are critical components in lighting, consumer electronics, industrial power supplies, and automotive systems. The company is vertically integrated, producing its own electrode foil, which secures its supply chain and optimizes production costs. Its competitive moat lies in its massive scale, proprietary materials technology, and deep penetration into global electronics supply chains.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 507.4M | 497.7M | 577.7M | 584.9M | 4.9% | 591.6M | 607.3M | 666.8M | 6.8% |
| EPS | 0.16 | 0.13 | 0.07 | 0.10 | -15.7% | 0.10 | — | — | — |
| Shares | 400.8M | 400.8M | 401.1M | 398.8M | -0.5% | 398.8M | — | — | — |
| Debt | 87.9M | 83.8M | 87.2M | 94.6M | 2.5% | 97.4M | — | — | — |
| Equity | 493.7M | 527.8M | 544.7M | 571.9M | 5.0% | — | — | — | — |
| Op CF | 13.5M | 24.9M | 14.3M | -3.7M | 3.0% | 19.5M | — | — | — |
| Inv CF | -3.6M | 5.5M | 32.4M | 9.1M | — | — | — | — | — |
| Fin CF | -9.2M | -22.5M | -30.7M | -10.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 603989.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 603989.SS | Hunan Aihua Group Co., Ltd(you) | $3.3B | 46 | HOLD |
| 301183.SZ | Hubei DOTI Micro Technology Co., Ltd. | $2.9B | 46 | HOLD |
| 002815.SZ | Suntak Technology Co.,Ltd. | $3.2B | 49 | HOLD |
| 001287.SZ | Shenzhen CECport Technologies Co., Ltd. | $3.4B | 43 | HOLD |
| 300657.SZ | Xiamen Hongxin Electronics Technology Group Inc. | $3.1B | 43 | HOLD |
| 002913.SZ | Aoshikang Technology Co., Ltd. | $3.0B | 43 | HOLD |
| 603267.SS | Beijing Yuanliu Hongyuan Electronic Technology Co., Ltd. | $2.7B | 47 | HOLD |
| 301458.SZ | Juneway Electronic Technology Co., Ltd. | $2.5B | 45 | HOLD |
| 002897.SZ | Wenzhou Yihua Connector Co., Ltd. | $2.4B | 45 | HOLD |
| 300679.SZ | Electric Connector Technology Co., Ltd. | $4.0B | 42 | HOLD |
Peer medians: ROE 3.5% · P/E 69.4x · Gross margin 25.9%