Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
605011.SS
SELLREMOVEHangzhou Cogeneration Group Co., Ltd. · Utilities · China · $1.3B · Avg Vol: $25M/d
Hangzhou Cogeneration Group is a local utility provider. It is highly capital-intensive, heavily regulated, and lacks the pricing power to pass on volatile fuel costs, failing the Terry Smith quality filter.
COMPANY DESCRIPTION
Hangzhou Cogeneration Group provides combined heat and power (CHP) services, supplying electricity and industrial steam to manufacturing enterprises within industrial parks. The company operates as a regional utility monopoly, benefiting from high entry barriers, long-term customer contracts, and exclusive pipeline networks in economically vibrant regions like Zhejiang. It is increasingly integrating renewable energy sources and energy-efficiency technologies to align with China's carbon neutrality goals.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 536M | 486M | 523M | 468M | -4.4% |
| EPS | 0.08 | 0.08 | 0.08 | 0.07 | -3.9% |
| Shares | 400M | 400M | 400M | 400M | 0.0% |
| Debt | 162M | 99M | 107M | 116M | -10.6% |
| Equity | 301M | 323M | 345M | 359M | 6.1% |
| Op CF | 58M | 66M | 49M | 48M | -6.0% |
| Inv CF | -13M | 5M | -33M | -31M | — |
| Fin CF | -32M | -81M | -14M | 4M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Utilities, ranked by industry match, size, and score similarity. Cross-listings of 605011.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 605011.SS | Hangzhou Cogeneration Group Co., Ltd.(you) | $1.3B | 21 | SELL |
| 605580.SS | Hengsheng Energy Co., Ltd | $1.3B | 14 | STRONG SELL |
| 2655.HK | Guoxia Technology Co., Ltd. | $1.4B | 29 | SELL |
| 600310.SS | Guangxi Energy Co., Ltd. | $1.3B | 8 | STRONG SELL |
| 000993.SZ | Fujian Mindong Electric Power Group Co., Ltd. | $1.0B | 11 | STRONG SELL |
| 002256.SZ | ZETTA Group Co., Ltd. | $1.3B | 38 | HOLD |
| 600868.SS | Guangdong Meiyanjixiang Hydropower Co.,Ltd. | $982M | 9 | STRONG SELL |
| 001258.SZ | Xinjiang Lixin Energy Co., LTD. | $1.4B | 4 | STRONG SELL |
| 002210.SZ | Shenzhen Feima International Supply Chain Co., Ltd. | $1.1B | 3 | STRONG SELL |
| 000537.SZ | Green Development Electricity Group of Tianjin Co., Ltd. | $3.3B | 18 | STRONG SELL |
Peer medians: ROE 7.2% · P/E 22.3x · Gross margin 25.9%