| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 24.96 | 359 |
| Intrinsic value (DCF) | 1.28 | -76 |
| Graham-Dodd Method | 1.37 | -75 |
| Graham Formula | n/a |
Jiangsu JIXIN Wind Energy Technology Co., Ltd. is a specialized Chinese manufacturer of critical wind turbine components, playing a vital role in the global renewable energy supply chain. Founded in 2003 and headquartered in Jiangyin, China, the company focuses on the research, development, and production of precision components including wheels, bases, shafts, bearing seats, and gearbox series products for wind energy applications. Operating within the industrial machinery sector, JIXIN Wind Energy serves the rapidly expanding wind power industry, contributing to China's leadership in renewable energy infrastructure. The company's expertise in manufacturing essential turbine components positions it as a key supplier to wind turbine OEMs both domestically and internationally. With China's massive investments in wind energy and global transition toward clean energy, JIXIN Wind Energy benefits from sustained demand growth for reliable wind turbine components. The company's Shanghai Stock Exchange listing provides investors with exposure to China's renewable energy industrial base and the broader global wind power expansion.
Jiangsu JIXIN Wind Energy presents a specialized play on China's wind energy sector with moderate financial metrics. The company shows operational cash flow generation of CNY 306.8 million significantly exceeding net income of CNY 30.5 million, indicating quality earnings. However, diluted EPS of CNY 0.0314 reflects thin margins in the competitive component manufacturing space. The company maintains a conservative capital structure with total debt of CNY 139.2 million against cash equivalents of CNY 108.4 million, suggesting manageable leverage. The low beta of 0.296 indicates relative stability compared to broader markets, though this may also reflect limited growth expectations. The modest dividend yield provides some income component. Primary investment considerations include exposure to China's renewable energy policy support offset by intense competition in component manufacturing and dependence on wind turbine OEM demand cycles. The company's niche specialization offers some defensive characteristics but may limit growth scalability beyond the wind energy sector.
JIXIN Wind Energy operates in a highly competitive wind turbine components market characterized by price sensitivity, technical requirements, and dependence on wind energy investment cycles. The company's competitive positioning relies on its specialized focus on specific turbine components rather than attempting to compete across the entire value chain. This niche approach allows for deeper expertise in particular product categories but creates vulnerability to competition from both larger integrated manufacturers and more specialized component makers. The company's Chinese base provides cost advantages and proximity to the world's largest wind market, though this also means intense domestic competition. Technological capabilities in precision manufacturing for demanding wind applications represent a key competitive factor, though the company likely faces pressure from both state-owned enterprises with greater resources and private competitors with potentially lower cost structures. Relationships with wind turbine OEMs are critical, and JIXIN must continuously demonstrate reliability, quality, and cost competitiveness to maintain and grow its customer base. The company's moderate scale (CNY 1.2 billion revenue) suggests it occupies a middle position in the market—larger than many specialized workshops but smaller than major industrial conglomerates diversifying into wind components. This positioning requires careful balancing of specialization against the benefits of scale in purchasing and R&D.