Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
688702.SS
HOLDREMOVESuzhou Centec Communications Co., Ltd. · Technology · China · $17.1B · Avg Vol: $384M/d
Suzhou Centec designs network switching chips, which could benefit from AI data center buildouts. However, it lacks the dominant market position of global peers and faces significant geopolitical and supply chain risks that disrupt its long-term compounding potential.
COMPANY DESCRIPTION
Suzhou Centec Communications Co., Ltd. designs and markets high-performance Ethernet switching silicon and whitebox solutions. The company is a critical domestic alternative to global giants like Broadcom in the enterprise and carrier-grade switch chip market. Its competitive moat is built on a comprehensive portfolio of proprietary switching architectures and software development kits (SDKs) tailored for cloud and telecom networks.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 113M | 153M | 160M | 170M | 14.4% |
| EPS | -0.01 | -0.01 | -0.03 | -0.05 | — |
| Shares | 360M | 410M | 410M | 410M | +13.9% |
| Debt | 113M | 56M | 47,079 | 294,126 | -86.3% |
| Equity | 54M | 350M | 345M | 330M | 83.3% |
| Op CF | -16M | -39M | 26M | 28M | 7.4% |
| Inv CF | -24M | -97M | -22M | -43M | — |
| Fin CF | 37M | 234M | -57M | -59,076 | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 688702.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 688702.SS | Suzhou Centec Communications Co., Ltd.(you) | $17.1B | 45 | HOLD |
| 0763.HK | ZTE Corporation | $16.3B | 41 | HOLD |
| 300620.SZ | Advanced Fiber Resources (Zhuhai), Ltd. | $10.3B | 46 | HOLD |
| 600498.SS | Fiberhome Telecommunication Technologies Co., Ltd. | $10.4B | 36 | HOLD |
| 603083.SS | CIG Shanghai Co., Ltd. | $10.8B | 34 | SELL |
| 688387.SS | CICT Mobile Communication Technology Co., Ltd. | $8.2B | 39 | HOLD |
| 600487.SS | Hengtong Optic-Electric Co., Ltd. | $28.1B | 57 | HOLD |
| 301165.SZ | Ruijie Networks Co., Ltd. | $10.6B | 59 | HOLD |
| 600105.SS | Jiangsu Etern Company Limited | $10.3B | 28 | SELL |
| 688322.SS | Orbbec Inc. | $6.6B | 36 | HOLD |
Peer medians: ROE 3.9% · P/E 77.3x · Gross margin 25.9%