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Companies Industrials 301512.SZ
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301512.SZ Shenzhen Stock Exchange Industrial Machinery & Equipment

301512.Sz

¥53,79
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Mcap
P/E
EV / Rev
Div yield
0,75 %
Op margin
7,4 %
ROE
4,3 %
Net margin
7,9 %
Debt / equity
0,04
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
TR 1Y
About

301512.SZ is an industrial machinery and equipment manufacturer operating in the industrial goods sector, generating revenue primarily through the production and sale of industrial machinery.

Business. 301512.SZ is an industrial machinery and equipment manufacturer operating in the industrial goods sector, generating revenue primarily through the production and sale of industrial machinery.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryIndustrial Machinery & Equipment
ActivityIndustrial Goods
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
4,3 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 301512.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 301512.SZ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    301512.SZ is an industrial machinery and equipment manufacturer operating in the industrial goods sector, generating revenue primarily through the production and sale of industrial machinery.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryIndustrial Machinery & Equipment
    ActivityIndustrial Goods
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with a current ratio of 4.36, indicating that it holds significantly more current assets than current liabilities. However, its operating cash flow is negative at -100.23 million CNY, and free cash flow is also negative at -159.71 million CNY, suggesting that the company is currently spending more cash than it is generating from operations. The debt-to-equity ratio is low at 0.04, reflecting a conservative capital structure with minimal reliance on debt financing.

    Profitability metrics show a return on equity of 4.29% and a return on assets of 3.53%, which are below the typical thresholds for high-performing industrial machinery firms. The operating margin is 7.44% (42.88 million CNY / 576.296 million CNY), and the net margin is 7.90% (45.504 million CNY / 576.296 million CNY), both of which are in line with the industry's median profitability but suggest limited room for reinvestment or expansion.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of segment or geographic diversification increases exposure to regional economic fluctuations and sector-specific risks.

    Looking ahead, the company is expected to maintain a stable revenue trajectory, with no significant growth or contraction projected in the next fiscal year. The capital expenditure of -178.16 million CNY indicates ongoing investment in infrastructure and production capabilities, which may support future growth.

    The company faces moderate liquidity risk due to its negative operating and free cash flows, despite a strong current ratio. The risk assessment indicates a low dilution potential, with no immediate pressure for equity issuance. However, the negative net cash position after subtracting total debt raises concerns about short-term liquidity.

    Recent filings and transcripts do not indicate any major strategic shifts or operational disruptions. The company appears to be maintaining a steady course, with no significant new product launches or market expansions disclosed in the latest available data.

    Key takeaways
    • The company has a strong current ratio but is experiencing negative operating and free cash flows, indicating potential liquidity challenges.
    • Profitability metrics are in line with industry medians but suggest limited reinvestment capacity.
    • The company operates in a single business segment with no disclosed geographic diversification, increasing exposure to regional risks.
    • Capital expenditures are significant, indicating ongoing investment in production capabilities.
    • The company has a low dilution risk but faces moderate liquidity risk due to negative net cash.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥53,79
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥1.06B
    Net cash
    -¥45.0M
    Current ratio
    4.4
    Debt / equity
    0.0
    ROA
    3.5%
    ROE
    4.3%
    Cash conversion
    -220.0%
    CapEx / revenue
    -30.9%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin7,4 %Above median
    Net Margin7,9 %Above median
    ROE4,3 %Above median
    Capex / Rev-30,9 %Bottom quartile
    D/E0,04Above median
    Cash Conv-2,20Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 301512.SZ Market data — financials · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    301512.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage