Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688187.SS
BUYFLAGZhuzhou CRRC Times Electric Co., Ltd. · Industrials · China · $12.2B · Avg Vol: $157M/d
Zhuzhou CRRC Times Electric is a leader in railway traction systems and power semiconductors (IGBTs). It is a key beneficiary of power grid modernization and electrification, but state-directed capital allocation limits its upside potential.
COMPANY DESCRIPTION
Zhuzhou CRRC Times Electric Co., Ltd. produces traction electrical systems, signaling systems, and power semiconductor devices (IGBTs) for rail transit and new energy industries. The company's competitive moat is defined by its dominant market share in China's rail transit traction systems and its vertically integrated IGBT manufacturing capabilities. It is a market leader in rail transit technology, expanding rapidly into automotive and industrial power electronics.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 2.6B | 3.2B | 3.7B | 4.2B | 17.1% |
| EPS | — | 0.27 | 0.32 | 0.39 | 0.44 | 18.4% |
| Shares | — | 1.4B | 1.4B | 1.4B | 1.4B | -4.1% |
| Debt | — | 494.3M | 797.9M | 917.1M | 1.4B | 40.3% |
| Equity | — | 5.1B | 5.5B | 6.1B | 6.3B | 7.2% |
| Op CF | 317.8M | 301.7M | 409.0M | 496.8M | — | 16.1% |
| Inv CF | — | -334.5M | -336.8M | -472.9M | -963.7M | — |
| Fin CF | — | -87.4M | -84.4M | 67.4M | -103.9M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 688187.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688187.SS | Zhuzhou CRRC Times Electric Co., Ltd.(you) | $12.2B | 74 | BUY |
| 601766.SS | CRRC Corporation Limited | $24.5B | 68 | BUY |
| 3969.HK | China Railway Signal & Communication Corporation Limited | $4.5B | 84 | STRONG BUY |
| 601816.SS | Beijing-Shanghai High-Speed Railway Co., Ltd. | $36.3B | 64 | HOLD |
| 601006.SS | Daqin Railway Co., Ltd. | $15.5B | 46 | HOLD |
| 601333.SS | Guangshen Railway Company Limited | $3.2B | 85 | STRONG BUY |
| 600125.SS | China Railway Tielong Container Logistics Co., Ltd | $1.1B | 72 | BUY |
| 000920.SZ | Vontron Technology Co., Ltd. | $898M | 74 | BUY |
| 603680.SS | KTK Group Co., Ltd. | $1.4B | 86 | STRONG BUY |
| 603111.SS | Nanjing Kangni Mechanical & Electrical Co.,Ltd | $795M | 86 | STRONG BUY |
Peer medians: ROE 6.0% · P/E 34.9x · Gross margin 22.9%