Company Deep Dive
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688552.SS
STRONG SELLREMOVEAerospace Nanhu Electronic Information Technology Co., Ltd. · Industrials · China · $1.6B · Avg Vol: $20M/d
Aerospace Nanhu Electronic is a defense-related radar manufacturer. While it operates in a protected market, its capital allocation is state-directed and it lacks the commercial scalability and pricing power required by our investment philosophy.
COMPANY DESCRIPTION
Aerospace Nanhu Electronic Information Technology Co., Ltd. specializes in the research, development, and production of military radar systems, focusing on air defense warning radars. As a key supplier to the Chinese military, the company benefits from high regulatory entry barriers and deep integration with national defense research institutes. Its competitive advantage is sustained by proprietary radar signal processing technologies and long-term state defense contracts.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 141M | 107M | 32M | 120M | -5.3% |
| EPS | 0.09 | 0.05 | -0.03 | 0.01 | -47.4% |
| Shares | 253M | 337M | 337M | 337M | +33.3% |
| Debt | 209,567 | 183,312 | 504,899 | 624,914 | 43.9% |
| Equity | 142M | 394M | 378M | 382M | 39.2% |
| Op CF | -42M | 46M | -28M | -4M | — |
| Inv CF | 15M | -174M | -27M | -17M | — |
| Fin CF | -7M | 238M | -5M | -312,278 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 688552.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688552.SS | Aerospace Nanhu Electronic Information Technology Co., Ltd.(you) | $1.6B | 10 | STRONG SELL |
| 688586.SS | Hefei Jianghang Aircraft Equipment Co.,Ltd. | $1.5B | 10 | STRONG SELL |
| 300900.SZ | Guanglian Aviation Industry Co., Ltd. | $1.7B | 11 | STRONG SELL |
| 300053.SZ | Zhuhai Aerospace Microchips Science & Technology Co., Ltd. | $1.7B | 14 | STRONG SELL |
| 300696.SZ | Chengdu ALD Aviation Manufacturing Corporation | $1.3B | 13 | STRONG SELL |
| 003009.SZ | Shaanxi Zhongtian Rocket Technology Co., Ltd | $1.2B | 7 | STRONG SELL |
| 300324.SZ | Beijing Watertek Information Technology Co., Ltd. | $1.1B | 7 | STRONG SELL |
| 300045.SZ | Hwa Create Corporation | $1.8B | 3 | STRONG SELL |
| 688788.SS | ShenZhen Consys Science&Technology Co., Ltd. | $1.0B | 8 | STRONG SELL |
| 300722.SZ | Jiangxi Xinyu Guoke Technology Co., Ltd | $971M | 13 | STRONG SELL |
Peer medians: ROE 6.0% · P/E 34.7x · Gross margin 22.9%