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300863.SZ Shenzhen Stock Exchange Unclassified

Ningbo KBE Electrical Technology Co Ltd

¥77,25
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Mcap
20,2B CNY
P/E
EV / Rev
Div yield
0,26 %
Op margin
3,5 %
ROE
8,6 %
Net margin
3,0 %
Debt / equity
1,99
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Ningbo KBE Electrical Technology Co Ltd operates in the Automobile Components industry within the Consumer Discretionary sector, generating revenue through the production and sale of electrical technology products.

Business. Ningbo KBE Electrical Technology Co Ltd operates in the Automobile Components industry within the Consumer Discretionary sector, generating revenue through the production and sale of electrical technology products.

Classification20 %
SectorUnclassified
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target45,44

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
45,44
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
8,6 %
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 300863.
  • 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 300863.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

    Ningbo KBE Electrical Technology Co Ltd operates in the Automobile Components industry within the Consumer Discretionary sector, generating revenue through the production and sale of electrical technology products.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    The company maintains a capital structure characterized by high leverage, with a debt-to-equity ratio of 1.99 and long-term debt of 2.77 billion CNY against total equity of 1.39 billion CNY. Liquidity is assessed as medium risk, supported by a current ratio of 1.17, though the firm reports negative net cash after subtracting total debt. Operating cash flow stands at -54.8 million CNY, while free cash flow is significantly negative at -551.1 million CNY, driven by substantial capital expenditures of 666.6 million CNY.

    Profitability metrics indicate modest returns relative to the equity base, with a return on equity of 8.57% and a return on assets of 2.66%. The company generated a gross profit of 419.6 million CNY on revenue of 4.04 billion CNY, resulting in an operating income of 141.3 million CNY and net income of 119.4 million CNY. These figures suggest thin margins, as gross profit represents approximately 10.4% of total revenue.

    Segment and geographic revenue mix data is not available in the provided input, preventing a detailed analysis of revenue concentration or regional exposure. The analysis relies solely on consolidated financial figures for the latest normalized period.

    Growth trajectory analysis is limited due to the absence of historical period data in the input. Without five-year annual or eight-quarter quarterly revenue and net income trends, it is not possible to assess the direction or velocity of recent financial performance changes.

    Risk assessment highlights medium liquidity risk and low dilution risk. A key flag notes that net cash is negative after subtracting total debt, indicating reliance on external financing or debt servicing capabilities. The high debt-to-equity ratio further underscores the financial leverage inherent in the business model.

    Recent observations from investor relations data show a mean analyst price target of 45.44 CNY, which is below the current market price of 54.16 CNY. The mean recommendation is 2.00, with one buy rating and no strong buy or hold ratings recorded, suggesting cautious optimism among the limited analyst coverage.

    Key takeaways
    • High leverage with a debt-to-equity ratio of 1.99 and negative net cash position.
    • Significant negative free cash flow of -551.1 million CNY due to heavy capital expenditures.
    • Modest profitability with 8.57% ROE and 2.66% ROA on a 4.04 billion CNY revenue base.
    • Analyst consensus price target of 45.44 CNY implies potential downside from the current 54.16 CNY market price.
    • Low dilution risk but medium liquidity risk flagged in the assessment.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥77,25
    Market cap
    ¥14.16B
    Enterprise value
    ¥16.93B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    10.2x
    P / Tangible book
    10.2x
    Tangible book
    ¥1.39B
    Net cash
    -¥2.77B
    Current ratio
    1.2
    Debt / equity
    2.0
    ROA
    2.7%
    ROE
    8.6%
    Cash conversion
    -46.0%
    CapEx / revenue
    -16.5%
    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

    Next quarternear-term
    Earnings · next quarterconf 32 %
    EPS
    Consensus EPS
    1,02
    Predicted surprise
    -0,08
    Beat probability
    32 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    revision ratio -0,29 · as of 2026-07-12 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1,02
    Revenueno estimateno estimate5,3B CNY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in CNY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target¥45,44 · Median ¥45,44
    Low ¥45,44High ¥45,44
    EPS surprise
    −54,5 %
    reported vs consensus · miss
    Revenue surprise
    −23,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low¥45,44
    Mean¥45,44
    Median¥45,44
    High¥45,44
    Spot¥77,25
    −41.2 %implied to mean12-month sell-side price targets · ▲ spot

    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 Margin3,5 %Below median
    Net Margin2,9 %Below median
    ROE8,6 %Above median
    Capex / Rev-16,5 %Bottom quartile
    D/E1,99Bottom quartile
    Cash Conv-0,46Bottom 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
    • Reference data
    How metrics are computed
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Revenue
      enterprise_value / revenue
    • Return On Assets
      net_income / total_assets
    • Price To Tangible Book
      market_price / (tangible_book_value / shares_outstanding_diluted)
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    Source documents
    • Ningbo KBE Electrical Technology Co Ltd Market data — financials · 2026-07-12
    • Ningbo KBE Electrical Technology Co Ltd Market data — analyst estimates · 2026-07-12

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    300863.SZCanonical
    Shenzhen Stock Exchange · CNY

    Intel & risk

    PredictorBeat prob32 %Surprise-0,08Full forecast →
    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
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    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