Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688586.SS
STRONG SELLREMOVEHefei Jianghang Aircraft Equipment Co.,Ltd. · Industrials · China · $1.5B · Avg Vol: $18M/d
Aviation oxygen and environmental control systems manufacturer for the defense sector; lacks clear alignment with our core global macro themes.
COMPANY DESCRIPTION
Hefei Jianghang Aircraft Equipment Co.,Ltd. designs and manufactures military aviation oxygen systems, airborne fuel tank inerting systems, and aircraft environmental control equipment. As a subsidiary of the state-owned Aviation Industry Corporation of China (AVIC), the company holds a near-monopoly position in the domestic military aircraft oxygen system market. Its competitive moat is exceptionally strong, protected by military qualifications, proprietary life-support technologies, and long-term defense procurement programs.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 165M | 179M | 162M | 140M | -5.3% |
| EPS | 0.05 | 0.04 | 0.02 | 0.01 | -39.1% |
| Shares | 791M | 791M | 791M | 791M | +0.0% |
| Debt | 613,597 | 655,858 | 2M | 2M | 38.3% |
| Equity | 349M | 366M | 369M | 366M | 1.6% |
| Op CF | 25M | 9M | -17M | -11M | -63.4% |
| Inv CF | -4M | 3M | 770,384 | 56M | — |
| Fin CF | -9M | -16M | -13M | -10M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 688586.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688586.SS | Hefei Jianghang Aircraft Equipment Co.,Ltd.(you) | $1.5B | 10 | STRONG SELL |
| 688552.SS | Aerospace Nanhu Electronic Information Technology Co., Ltd. | $1.6B | 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%