OSEBX1 930,70−0,74 %
EQNR338,10−3,37 %
DNB282,40+0,46 %
MOWI198,90−1,63 %
Brent$99,03−2,21 %
Gold$4 742,50+1,03 %
USD/NOK9,2142−0,92 %
EUR/NOK10,8499−0,70 %
SPX7 365,12+0,00 %
NDX28 599,17+0,00 %
LIVE · 10:10 UTC
001278$22.0056

Ningbo Yibin Electronic Technology Co Ltd

Auto, Truck & Motorcycle PartsVerified
Score breakdown
Valuation+19Profitability+9Sentiment+30Risk penalty-3Missing signals-1
Quality breakdown
Key fields100Profile38Conclusion96AI synthesis40Observations3

Ningbo Yibin Electronic Technology Co Ltd has a price-to-book ratio of 2.22 and a price-to-tangible-book ratio of 2.22, indicating that the market values the company at more than double its tangible book value [doc:HA-latest]. The company's liquidity position is characterized by a current ratio of 1.05, suggesting a marginal ability to meet short-term obligations with current assets [doc:HA-latest]. Free cash flow is negative at -282.47 million CNY, and capital expenditure is -266.51 million CNY, indicating significant reinvestment in the business [doc:HA-latest]. Profitability metrics show a return on equity of -6.05% and a return on assets of -1.95%, both below the industry median for the "Auto, Truck & Motorcycle Parts" sector, which typically sees positive returns in a stable market [doc:HA-latest]. The company reported a net loss of 74.02 million CNY and an operating loss of 76.56 million CNY, which is a concern for its earnings sustainability [doc:HA-latest]. The company's revenue is concentrated in disclosed segments, with no specific breakdown provided in the latest financials. However, the focus on new energy vehicle components suggests a strategic shift toward high-growth markets [doc:HA-latest]. The geographic exposure is primarily domestic, with no material international revenue disclosed [doc:HA-latest]. Looking ahead, the company is expected to face a challenging growth trajectory, with no specific revenue growth guidance provided in the latest outlook. The negative operating and net income, combined with high capital expenditures, suggest a capital-intensive growth strategy [doc:HA-latest]. The company's debt-to-equity ratio of 0.94 indicates a moderate level of leverage, but the negative net cash position raises concerns about liquidity [doc:HA-latest]. Risk factors include a medium liquidity risk due to the current ratio of 1.05 and a negative net cash position after subtracting total debt. The dilution risk is assessed as low, with no significant dilution potential in the near term [doc:HA-latest]. The company has not disclosed any major recent events in filings or transcripts that would significantly impact its operations or financial position [doc:HA-latest].

Profile
CompanyNingbo Yibin Electronic Technology Co Ltd
Ticker001278.SZ
SectorConsumer Cyclicals
BusinessAutomobiles & Auto Parts
Industry groupAutomobiles & Auto Parts
IndustryAuto, Truck & Motorcycle Parts
AI analysis

Business. Ningbo Yibin Electronic Technology Co Ltd designs, develops, produces, and sells automotive plastic and metal parts for sub-dashboard systems, air circulation systems, engine compartment interior fittings, and other vehicle components, with a focus on new energy vehicle special components [doc:HA-latest].

Classification. Ningbo Yibin Electronic Technology Co Ltd is classified in the industry "Auto, Truck & Motorcycle Parts" under the business sector "Automobiles & Auto Parts" in the economic sector "Consumer Cyclicals," with a confidence level of 0.92 [doc:verified market data].

Ningbo Yibin Electronic Technology Co Ltd has a price-to-book ratio of 2.22 and a price-to-tangible-book ratio of 2.22, indicating that the market values the company at more than double its tangible book value [doc:HA-latest]. The company's liquidity position is characterized by a current ratio of 1.05, suggesting a marginal ability to meet short-term obligations with current assets [doc:HA-latest]. Free cash flow is negative at -282.47 million CNY, and capital expenditure is -266.51 million CNY, indicating significant reinvestment in the business [doc:HA-latest]. Profitability metrics show a return on equity of -6.05% and a return on assets of -1.95%, both below the industry median for the "Auto, Truck & Motorcycle Parts" sector, which typically sees positive returns in a stable market [doc:HA-latest]. The company reported a net loss of 74.02 million CNY and an operating loss of 76.56 million CNY, which is a concern for its earnings sustainability [doc:HA-latest]. The company's revenue is concentrated in disclosed segments, with no specific breakdown provided in the latest financials. However, the focus on new energy vehicle components suggests a strategic shift toward high-growth markets [doc:HA-latest]. The geographic exposure is primarily domestic, with no material international revenue disclosed [doc:HA-latest]. Looking ahead, the company is expected to face a challenging growth trajectory, with no specific revenue growth guidance provided in the latest outlook. The negative operating and net income, combined with high capital expenditures, suggest a capital-intensive growth strategy [doc:HA-latest]. The company's debt-to-equity ratio of 0.94 indicates a moderate level of leverage, but the negative net cash position raises concerns about liquidity [doc:HA-latest]. Risk factors include a medium liquidity risk due to the current ratio of 1.05 and a negative net cash position after subtracting total debt. The dilution risk is assessed as low, with no significant dilution potential in the near term [doc:HA-latest]. The company has not disclosed any major recent events in filings or transcripts that would significantly impact its operations or financial position [doc:HA-latest].
Key takeaways
  • The company is trading at a price-to-book ratio of 2.22, suggesting a premium valuation relative to its tangible book value.
  • Negative net and operating income indicate a lack of profitability, with ROE and ROA both in negative territory.
  • The company is investing heavily in capital expenditures, with free cash flow turning negative.
  • The debt-to-equity ratio of 0.94 and a current ratio of 1.05 highlight liquidity and leverage concerns.
  • The company's focus on new energy vehicle components may position it for future growth, but current financials do not reflect this potential.
  • # RATIONALES
  • ```json
  • {
Financial snapshot
PeriodHA-latest
CurrencyCNY
Revenue$2.18B
Gross profit$273.6M
Operating income-$76.6M
Net income-$74.0M
R&D
SG&A
D&A
SBC
Operating cash flow$94.0M
CapEx-$266.5M
Free cash flow-$282.5M
Total assets$3.80B
Total liabilities$2.58B
Total equity$1.22B
Cash & equivalents
Long-term debt$1.15B
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
FY0
FY-1
FY-2
FY-3
FY-4
PeriodGross %Op %Net %FCF %
FY0
FY-1
FY-2
FY-3
FY-4
PeriodAssetsEquityCashDebt
FY0
FY-1
FY-2
FY-3
FY-4
PeriodOCFCapExFCFSBC
FY0
FY-1
FY-2
FY-3
FY-4
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodGross %Op %Net %FCF %
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodAssetsEquityCashDebt
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
PeriodOCFCapExFCFSBC
FQ0
FQ-1
FQ-2
FQ-3
FQ-4
FQ-5
FQ-6
FQ-7
Valuation
Market price$22.00
Market cap$2.72B
Enterprise value$3.87B
P/E
Reported non-GAAP P/E
EV/Revenue1.8
EV/Op income
EV/OCF41.2
P/B2.2
P/Tangible book2.2
Tangible book$1.22B
Net cash-$1.15B
Current ratio1.1
Debt/Equity0.9
ROA-1.9%
ROE-6.0%
Cash conversion-1.3%
CapEx/Revenue-12.2%
SBC/Revenue
Asset intensity
Dilution ratio0.0%
Risk assessment
Dilution riskLow
Liquidity riskMedium
  • Net cash is negative after subtracting total debt.
Industry benchmarks
Activity: Auto, Truck & Motorcycle Parts · cohort 1 companies
Metric001278Activity
Op margin-3.5%3.3% medp25 2.6% · p75 3.5%bottom quartile
Net margin-3.4%1.9% medp25 1.5% · p75 1.9%bottom quartile
Gross margin12.5%12.6% medp25 9.5% · p75 15.6%below median
R&D / revenue3.2% medp25 2.3% · p75 4.1%
CapEx / revenue-12.2%2.4% medp25 2.4% · p75 2.4%bottom quartile
Debt / equity94.0%71.6% medp25 62.7% · p75 188.5%above median
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-05-04 10:32 UTC#9bae3566
Market quoteclose CNY 22.00 · shares 0.12B diluted
no public URL
2026-05-04 10:32 UTC#6f647a1d
Source: analysis-pipeline (hybrid)Generated: 2026-05-04 10:33 UTCJob: f884a701