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Companies Industrials 301636.SZ
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301636.SZ Shenzhen Stock Exchange Electrical Components & Equipment

Zerun Co Ltd

¥54,85
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Mcap
P/E
EV / Rev
Div yield
0,82 %
Op margin
17,0 %
ROE
22,3 %
Net margin
15,0 %
Debt / equity
0,39
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
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About

Zerun Co Ltd is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of industrial machinery and related products.

Business. Zerun Co Ltd (301636.SZ) is an industrial goods company engaged in the electrical components and equipment industry. The firm operates primarily through a product-sale revenue model. Zerun is headquartered in China and is listed on the Shenzhen Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryElectrical Components & 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
22,3 %
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 301636.
  • 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 301636.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

    Zerun Co Ltd (301636.SZ) is an industrial goods company engaged in the electrical components and equipment industry. The firm operates primarily through a product-sale revenue model. Zerun is headquartered in China and is listed on the Shenzhen Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryElectrical Components & Equipment
    ActivityIndustrial Goods
    AI synthesis
    GENERATED

    Zerun Co Ltd maintains a debt-to-equity ratio of 0.39, indicating a relatively conservative capital structure with a strong equity base. The company's liquidity position is characterized as medium risk, with a current ratio of 1.81, suggesting it can cover short-term obligations but with limited excess capacity. Free cash flow of 112.75 million CNY supports operational flexibility, though cash and equivalents are limited to 1.25 million CNY.

    Profitability metrics show a return on equity (ROE) of 22.32% and a return on assets (ROA) of 12.28%, both exceeding the typical thresholds for industrial goods firms. These figures suggest efficient use of equity and assets to generate returns. Gross profit of 210.99 million CNY on 875.95 million CNY in revenue indicates a gross margin of 24.08%, which is in line with industry norms.

    Zerun Co Ltd operates as a single-segment entity, with all revenue derived from its core industrial goods business. There is no geographic diversification disclosed, and the company's revenue is entirely sourced from its domestic operations. This concentration increases exposure to local economic and regulatory shifts.

    The company's growth trajectory is modest, with no specific revenue growth rates provided in the latest financials. However, the operating cash flow of 5.19 million CNY and free cash flow of 112.75 million CNY suggest a stable cash-generating business. Capital expenditures of -41.98 million CNY indicate a reduction in investment, which may signal a focus on cost control or a slowdown in expansion.

    Risk factors include a medium liquidity risk and a low dilution risk. The company's net cash position is negative after accounting for total debt, which could constrain its ability to fund operations or investments without external financing. No dilution sources are identified in the latest filings, and the dilution risk is assessed as low.

    Recent events include the publication of the latest financial snapshot, which provides a comprehensive view of the company's financial health. No significant regulatory or operational events were disclosed in the most recent filings, and there are no notable transcripts or press releases indicating material changes in the company's strategic direction.

    Key takeaways
    • Zerun Co Ltd maintains a strong ROE of 22.32% and ROA of 12.28%, indicating efficient capital and asset utilization.
    • The company's debt-to-equity ratio of 0.39 suggests a conservative capital structure with limited leverage.
    • Free cash flow of 112.75 million CNY provides operational flexibility, though cash and equivalents are minimal.
    • The company operates as a single-segment entity with no geographic diversification, increasing exposure to local market risks.
    • Liquidity risk is moderate, and dilution risk is low, with no recent signs of equity issuance or dilution pressure.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥54,85
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥588.5M
    Net cash
    -¥228.5M
    Current ratio
    1.8
    Debt / equity
    0.4
    ROA
    12.3%
    ROE
    22.3%
    Cash conversion
    4.0%
    CapEx / revenue
    -4.8%
    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 Margin17,0 %Best in class
    Net Margin15,0 %Best in class
    ROE22,3 %Best in class
    Capex / Rev-4,8 %Below median
    D/E0,39Below median
    Cash Conv0,04Below median

    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
    • Zerun Co Ltd 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
    301636.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