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Stock Analysis & ValuationNew Universal Science and Technology Co., Ltd. (300472.SZ)

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$8.23
Sector Valuation Confidence Level
Moderate
Valuation methodValue, $Upside, %
Artificial intelligence (AI)26.95227
Intrinsic value (DCF)3.22-61
Graham-Dodd Methodn/a
Graham Formula54.64564

Strategic Investment Analysis

Company Overview

New Universal Science and Technology Co., Ltd. is a specialized Chinese industrial machinery company that provides integrated environmental protection and intelligent manufacturing solutions. Headquartered in Beijing and founded in 2003, the company operates across three core business segments: environmental technology products for waste gas and water treatment, intelligent equipment for industrial automation, and information technology systems for manufacturing optimization. Serving China's growing industrial sector, New Universal Science and Technology offers comprehensive solutions including dust collectors, VOCS removers, desulfurization systems, municipal sewage treatment equipment, and advanced automation systems for tire manufacturing and material handling. The company's unique value proposition lies in its ability to provide end-to-end services from research and design to manufacturing, system integration, and ongoing operation maintenance. As China continues to prioritize environmental protection and industrial automation under its manufacturing modernization initiatives, New Universal Science and Technology occupies a strategic position at the intersection of environmental technology and industrial intelligence. The company's expertise in integrating mechanical systems with digital controls positions it well within China's broader push toward smart manufacturing and sustainable industrial development.

Investment Summary

New Universal Science and Technology presents a high-risk investment profile characterized by significant financial challenges. The company reported a substantial net loss of CNY 441.5 million for the period, with negative EPS of -1.6 and negative operating cash flow of CNY 150.6 million. While the company operates in strategically important sectors aligned with China's environmental protection and industrial automation priorities, its financial performance raises serious concerns about operational efficiency and liquidity. The negative beta of -0.086 suggests unusual price behavior relative to the broader market, potentially indicating limited institutional interest or unusual trading patterns. With minimal cash reserves of CNY 13.4 million against total debt of CNY 139.9 million, the company faces significant solvency risks. The absence of dividend payments reflects its current financial distress. Investors should carefully assess the company's ability to secure new contracts and improve operational margins before considering any investment position.

Competitive Analysis

New Universal Science and Technology competes in China's fragmented environmental technology and industrial automation markets, where it faces competition from both specialized equipment manufacturers and larger integrated engineering firms. The company's competitive positioning is challenged by its relatively small market capitalization of approximately CNY 1.88 billion, which limits its ability to compete for large-scale projects against better-capitalized competitors. Its strength lies in its integrated service model that combines equipment manufacturing with system integration and maintenance services, providing customers with single-source solutions. However, the company's significant financial losses and negative cash flow indicate potential operational inefficiencies or competitive pressures affecting pricing power. In the environmental technology segment, the company must compete with established players that have stronger financial resources and broader technological portfolios. Within intelligent equipment, particularly for tire manufacturing automation, the company faces competition from both domestic specialists and international automation leaders. The company's Beijing headquarters provides proximity to key industrial regions and policy makers, but its financial constraints may hinder investment in research and development necessary to maintain technological competitiveness. The competitive landscape requires continuous innovation and scale to achieve profitability, areas where New Universal Science and Technology currently appears challenged based on its financial metrics.

Major Competitors

  • Zhongde Metal Group Co., Ltd. (300145.SZ): Zhongde Metal Group specializes in environmental protection equipment and engineering services, competing directly in waste gas treatment systems. The company has established relationships with major industrial clients across China and benefits from larger scale operations. However, it faces similar market pressures and has experienced volatility in its financial performance. Compared to New Universal Science and Technology, Zhongde may have stronger project execution capabilities but similar challenges in maintaining profitability in competitive bidding environments.
  • Beijing SDL Technology Co., Ltd. (002658.SZ): SDL Technology focuses on environmental monitoring and industrial process control systems, overlapping with New Universal's intelligent equipment segment. The company has developed proprietary technologies in monitoring equipment and benefits from China's increasing environmental regulation enforcement. SDL typically maintains stronger financial metrics than New Universal Science and Technology, providing more stability for long-term projects. Its weakness includes dependence on government and industrial policy changes that affect equipment procurement cycles.
  • Fujian Longking Co., Ltd. (603686.SS): Longking is a leading environmental protection equipment manufacturer with comprehensive solutions for air pollution control, directly competing in dust removal and desulfurization systems. The company has significantly larger scale and international operations, providing competitive advantages in technology development and project financing. Longking's strength lies in its complete product portfolio and established reputation, though it may face challenges in customization and flexibility compared to smaller competitors like New Universal Science and Technology.
  • Open Group Co., Ltd. (300257.SZ): Open Group provides industrial automation and intelligent manufacturing solutions, competing in the intelligent equipment segment. The company has developed software-hardware integration capabilities and serves various manufacturing sectors. Open Group typically demonstrates stronger financial performance and technological innovation compared to New Universal Science and Technology. Its weakness includes intense competition from both domestic and international automation suppliers, requiring continuous investment in research and development.
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