000404.SZ(000404.SZ)

$6.86—Stale · unknown old

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000404.SZ(000404.SZ)

SHZ • Last print unknown ago

$6.86—Stale · unknown old

Ask SA Chart Studio

000404.SZ(000404.SZ)

000404.SZ

9/16/26

Changhong Huayi Compressor (000404.SZ)

Wednesday

4:50 PM

ThesisThe anticipated launch of energy-efficient products and strategic partnerships are expected to enhance revenue growth prospects.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$11.8B	$12.0B	$12.4B
Rev. Growth	-1.6%	+2.2%	+2.9%
EPS	$0.71	$0.72	$0.78
EPS Growth	+9.2%	+1.4%	+8.3%
P/E (fwd)	9.7×	9.5×	8.8×

★ Analysts see FY2027 revenue reaching $12.4B — +2.9% growth in a single year.

What’s Driving the Stock

01The company is expected to launch a new line of energy-efficient compressors, projected to increase revenue by 15% in the next fiscal year.
02Recent partnerships with major construction firms could lead to a 20% increase in orders for HVAC systems.
03The company's expansion into Southeast Asia is expected to diversify revenue streams and reduce dependency on the Chinese market.
04Energy efficiency in HVAC systems
05Sustainable building practices
06Changes in HVAC market demand driven by construction activity in China
07Fluctuations in raw material prices affecting production costs
08Technological advancements in energy-efficient compressors

FY2025 Snapshot

Revenue: $11.8B
Rev. Growth: -1.6%
Gross Margin: 13.8%
Op. Margin: 6.7%
Net Margin: 4.2%
Net Income: $495M
NI Growth: +9.9%
EPS: $0.71
1Y Return: -2.7%

000404.SZ Chart

My Notes

"We are committed to innovation and partnerships that drive sustainable growth."
Moat: The company's established brand and distribution network provide a competitive edge in a fragmented market.
value - the company’s low valuation metrics (P/S of 0.5x) may attract value-focused investors.
Higher interest rates may increase financing costs for capital expenditures, potentially dampening demand for new HVAC systems…
Watch on earnings: Industrial Production Index (INDPRO), Brent crude spot price (BZUSD), Consumer Sentiment (UMCSENT).

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $12.0B to $12.4B as the company is expected to launch a new line of energy-efficient compressors.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

9.7×

9.5×

8.8×

What’s Driving the Stock

01The company is expected to launch a new line of energy-efficient compressors, projected to increase revenue by 15% in the next fiscal year.

02Recent partnerships with major construction firms could lead to a 20% increase in orders for HVAC systems.

03The company's expansion into Southeast Asia is expected to diversify revenue streams and reduce dependency on the Chinese market.

04Energy efficiency in HVAC systems

05Sustainable building practices

06Changes in HVAC market demand driven by construction activity in China

07Fluctuations in raw material prices affecting production costs

08Technological advancements in energy-efficient compressors

My Notes

"We are committed to innovation and partnerships that drive sustainable growth."

Moat: The company's established brand and distribution network provide a competitive edge in a fragmented market.

value - the company’s low valuation metrics (P/S of 0.5x) may attract value-focused investors.

Higher interest rates may increase financing costs for capital expenditures, potentially dampening demand for new HVAC systems…

Watch on earnings: Industrial Production Index (INDPRO), Brent crude spot price (BZUSD), Consumer Sentiment (UMCSENT).