Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688275.SS
STRONG SELLREMOVEHubei Wanrun New Energy Technology Co.,Ltd. · Industrials · China · $2.5B · Avg Vol: $113M/d
Hubei Wanrun New Energy produces cathode materials for lithium-ion batteries. It is suffering from severe overcapacity and price wars in the Chinese LFP market, resulting in a terrible quality score (18) and high capital intensity.
COMPANY DESCRIPTION
Hubei Wanrun New Energy Technology manufactures cathode materials for lithium-ion batteries, specializing in high-performance lithium iron phosphate (LFP). The company's competitive moat is driven by its large-scale production capacity, advanced precursor synthesis, and deep supply relationships with top-tier battery manufacturers like CATL and BYD. It operates as a leading, vertically integrated player in the global EV battery materials supply chain.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 1.8B | 1.8B | 1.1B | 1.7B | -2.4% |
| EPS | 1.38 | -1.76 | -1.03 | -0.55 | — |
| Shares | 126M | 126M | 126M | 126M | 0.0% |
| Debt | 719M | 1.2B | 1.1B | 1.2B | 18.7% |
| Equity | 1.3B | 973M | 830M | 756M | -15.9% |
| Op CF | -377M | -230M | 233M | 83M | -64.3% |
| Inv CF | -690M | -436M | -188M | -145M | — |
| Fin CF | 1.5B | 473M | -115M | -24M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 688275.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688275.SS | Hubei Wanrun New Energy Technology Co.,Ltd.(you) | $2.5B | 16 | STRONG SELL |
| 688063.SS | Pylon Technologies Co., Ltd. | $2.4B | 15 | STRONG SELL |
| 603052.SS | Suzhou K-Hiragawa Electronic Technology Co., Ltd. | $2.6B | 15 | STRONG SELL |
| 688779.SS | Minmetals New Energy Materials(Hunan)Co.,Ltd. | $2.5B | 18 | STRONG SELL |
| 688772.SS | Zhuhai CosMX Battery Co., Ltd. | $2.7B | 14 | STRONG SELL |
| 300660.SZ | Jiangsu Leili Motor Co., Ltd | $2.8B | 15 | STRONG SELL |
| 2692.HK | ZHAOWEI | $2.2B | 14 | STRONG SELL |
| 688611.SS | Hangzhou Kelin Electric Co., Ltd. | $1.8B | 16 | STRONG SELL |
| 300342.SZ | Changshu Tianyin Electromechanical Co.,Ltd | $3.1B | 20 | STRONG SELL |
| 002617.SZ | Roshow Technology Co., Ltd. | $2.6B | 23 | SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%