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002051.SZ Shenzhen Stock Exchange Unclassified

China CAMC Engineering Co Ltd

¥11,72
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CNY
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Mcap
14,4B CNY
P/E
34,9x
EV / Rev
0,9x
Div yield
1,22 %
Op margin
4,5 %
ROE
3,2 %
Net margin
3,1 %
Debt / equity
0,16
Beta
52w range
Volume
Day range
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Open
Next earnings
Ex-dividend
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About

China CAMC Engineering Co Ltd operates in the construction and engineering sector, generating revenue through engineering services and related industrial activities.

Business. China CAMC Engineering Co Ltd operates in the construction and engineering sector, generating revenue through engineering services and related industrial activities.

Classification20 %
SectorUnclassified
Generated · model-assisted
Sell-side consensus
SELL1 analysts
0 buy0 hold1 sell
Avg 12m price target

Analyst recommendations

1 analysts · consensus Sell
Buy0
Hold0
Sell1
12-month price target
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
34,9x
P/E
Analysts
Sell
1 analysts · indicative
Ownership
not yet wired
Profitability
3,2 %
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 002051.
  • 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−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 002051.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

    China CAMC Engineering Co Ltd operates in the construction and engineering sector, generating revenue through engineering services and related industrial activities.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    China CAMC Engineering Co Ltd maintains a conservative capital structure with a debt-to-equity ratio of 0.16 and a current ratio of 1.59, indicating adequate short-term liquidity coverage. The company holds cash and equivalents of CNY 2.91 billion against long-term debt of CNY 1.82 billion, resulting in a net cash position. Operating cash flow stands at CNY 812.13 million, which significantly exceeds free cash flow of CNY 7.97 million due to capital expenditures of CNY 363.31 million. The low liquidity risk assessment aligns with these balance sheet metrics, suggesting no immediate solvency concerns.

    Profitability metrics indicate modest returns, with a return on equity of 3.23% and return on assets of 1.53%. The gross profit of CNY 2.02 billion represents a gross margin of approximately 17.5% on revenue of CNY 11.57 billion. Operating income of CNY 500.53 million yields an operating margin of roughly 4.3%, while net income of CNY 314.22 million results in a net margin of 2.7%. These returns are below typical industrial sector medians, reflecting the capital-intensive and competitive nature of the engineering business.

    Key takeaways
    • The company maintains a strong liquidity position with a current ratio of 1.59 and a net cash balance.
    • Profitability is modest, with ROE at 3.23% and net margins of 2.7%, indicating efficient but low-return operations.
    • Valuation metrics show a P/E of 29.16 and P/B of 0.94, suggesting the market prices the stock near book value but with a high earnings multiple relative to low returns.
    • Analyst sentiment is negative, with a mean recommendation of 4.00 and a single sell rating.
    • Dilution and liquidity risks are assessed as low, with no immediate flags detected.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 5

    Revenue grew at a 9.0% CAGR over four years, demonstrating consistent top-line expansion for the engineering firm.

    Net income increased 15.0% year-over-year, indicating improving profitability despite modest revenue growth in the latest period.

    The company maintains a low debt-to-equity ratio of 0.16, suggesting a conservative capital structure with limited leverage risk.

    Risk flags for dilution, liquidity, and credit are all rated low, pointing to a stable operational and financial environment.

    Gross profit reached 2.14 billion CNY in the latest period, showing strong gross margin generation capabilities.

    BEAR CASE · 2

    Cash conversion ratio of 0.62 is well below the cohort median of 1.2, highlighting weak cash flow quality.

    The single analyst recommendation is a sell, suggesting professional skepticism regarding the stock's future performance.

    In focus — financials by report

    Annual
    ANNUALFiled 2024-04-07
    FY 2024 · Full-year highlights

    Revenue ¥12.37B, +27,2% YoY; Operating income +13,7% YoY.

    Revenue¥12.37B+27,2 % YoY
    Operating income¥528.1M+13,7 % YoY
    Net income¥360.5M+7,9 % YoY
    Free cash flow¥333.5M+134,7 % YoY
    EPS
    Operating cash flow¥232.7M−7,5 % YoY
    Financials
    Income statement
    Revenue¥12.37B
    Gross profit¥1.97B
    Operating income¥528.1M
    Net income¥360.5M
    Margins
    Gross margin15.9%
    Operating margin4.3%
    Net margin2.9%
    FCF margin2.7%
    Balance sheet
    Total assets¥22.62B
    Total liabilities¥11.40B
    Total equity¥11.22B
    Cash & equivalents
    Long-term debt¥1.52B
    Cash flow
    Operating cash flow¥232.7M
    CapEx-¥94.1M
    Free cash flow¥333.5M
    SBC
    P&L flow · revenue → net income
    Revenue ¥11.57BOperating costs ¥11.07BFinance ¥68.9MNet income ¥314.2M
    Highlights
    • Revenue ¥12.37B, +27,2% YoY
    • Operating income +13,7% YoY
    • Net income +7,9% YoY
    • Free cash flow +134,7% YoY
    • Net margin 2.9%

    Valuation FY

    Market price
    ¥11,72
    Market cap
    ¥10.95B
    Enterprise value
    ¥9.86B
    P/E
    34.9x
    Non-GAAP P/E
    EV / Revenue
    0.9x
    EV / Op income
    19.7x
    EV / OCF
    42.4x
    P / B
    0.9x
    P / Tangible book
    0.9x
    Tangible book
    ¥11.62B
    Net cash
    ¥1.09B
    Current ratio
    1.6
    Debt / equity
    0.2
    ROA
    1.5%
    ROE
    3.2%
    Cash conversion
    62.0%
    CapEx / revenue
    -0.8%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Civil Infrastructure Construction
    low · llm_fanout_v2
    EPC & Engineering Services
    low · llm_fanout_v2

    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

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy0
    Hold0
    Sell1
    Strong sell0

    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 riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin4,5 %Below median
    Net Margin3,1 %Below median
    ROE3,2 %Below median
    Capex / Rev-0,8 %Above P75
    D/E0,16Above median
    Cash Conv0,62Below 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
    • Reference data
    How metrics are computed
    • Ev To Revenue
      enterprise_value / revenue
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Return On Assets
      net_income / total_assets
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • China CAMC Engineering Co Ltd Market data — financials · 2026-07-09
    • China CAMC Engineering Co Ltd Market data — analyst estimates · 2026-07-09

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    002051.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2024-04-07 13:01 UTCEARNINGSAnnual results — FY 2024 Revenue CNY 12.37B · Net CNY 360.5M
    2023-04-21 18:25 UTCEARNINGSAnnual results — FY 2023 Revenue CNY 9.72B · Net CNY 334.0M
    2022-04-01 16:08 UTCEARNINGSAnnual results — FY 2022 Revenue CNY 8.64B · Net CNY 282.4M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    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 · Reference data Premium coverage