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液压件
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液压件
Toutes les analyses de 液压件 — 1 analyses.
44
/100
59
Buffett
Hold
Jiangsu Hengli Hydraulic: A Real Compounder, but a Stock Already Pricing an Unproven Robot Story
Jiangsu Hengli Hydraulic (601100.SHG) is China's dominant hydraulic-components maker, still earning most of its profit from excavator cylinders, pumps and valves while building an early, largely undisclosed linear-motion and humanoid-robot-actuator business. 2025 revenue grew 16.5% and 2026 Q1 accelerated further, but cash conversion deteriorated sharply and the robot narrative still lacks separately disclosed revenue, backlog, or named customers. Rating Hold: a real hydraulics compounder trading inside its own fair-value band, with little margin of safety once optimism about the unproven robot story is priced in.
Jiangsu Hengli Hydraulic Co., Ltd.
·
601100
· Shanghai
·
液压件
·
25 juillet 2026