Added to YB: 2025-01-08
Pitch date: 2025-01-07
002050.SZ [bullish]
Zhejiang Sanhua Intelligent Controls Co.,Ltd
+120.95%
current return
Author Info
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Company Info
Zhejiang Sanhua Intelligent Controls Co.,Ltd engages in the research, manufacture, and sale of refrigeration and air-conditioning electrical parts, and auto parts in China and internationally.
Market Cap
CNY 195.0B
Pitch Price
CNY 22.17
Price Target
27.10 (-45%)
Dividend
0.82%
EV/EBITDA
28.96
P/E
50.35
EV/Sales
5.91
Sector
Machinery
Category
growth
Deep Dive: Sanhua Intelligent - $002050.SZ
002050.SZ: Dominant aircon valve supplier (50%+ share) + growing EV TMS provider. EV penetration rise, heat pump/module adoption boost auto segment. New humanoid robot venture with Tesla. DCF shows 23% upside at 23x FPE. Risks: RE downturn, in-house valve production, EV slowdown, tech shifts.
Read full article (16 min)