688529.SS(688529.SS)

$15.63—

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688529.SS(688529.SS)

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$15.63—

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688529.SS(688529.SS)

688529.SS

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8/10/26

DALIAN HAOSEN EQUIPMENT MANUFACTURING (688529.SS)

Monday

12:53 AM

Thesis: The ongoing decline in automotive production and rising raw material costs are leading to a more negative outlook for the company’s revenue and margins.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$1.5B	$2.0B	$2.5B
Rev. Growth	-18.8%	+38.1%	+21.2%
EPS	$-5.59	$0.26	$0.47
EPS Growth	-955%	+105%	+80.8%
P/E (fwd)	—	60.1×	33.3×

★ Analysts see FY2026 revenue reaching $2.0B — +38.1% growth in a single year.

What Could Go Wrong

1Recent reports indicate a 15% decline in automotive production in China, which could further pressure revenue.
2Rising steel prices have led to increased production costs, which could further compress margins in the upcoming quarters.
3Technological disruption from advanced manufacturing techniques such as 3D printing
4Regulatory changes impacting environmental standards in manufacturing
5Emergence of low-cost competitors in the machinery sector
6Potential consolidation among key customers reducing pricing power
7High debt-to-equity ratio (1.79) indicates potential liquidity issues
8Negative net margins raise concerns about long-term sustainability

FY2025 Snapshot

Revenue: $1.5B
Rev. Growth: -18.8%
Gross Margin: -63.9%
Op. Margin: -59.7%
Net Margin: -64.0%
Net Income: $-940M
NI Growth: -969%
EPS: $-5.59
1Y Return: -23.3%

688529.SS Chart

My Notes

"Management noted, 'We are facing unprecedented challenges in maintaining profitability amidst declining production volumes.'"
Moat: The company's engineering expertise provides a competitive edge, but this is increasingly challenged by low-cost competitors.
Watch: The rise of automation and smart manufacturing technologies poses a significant threat to traditional machinery manufacturers.
value - Investors may be attracted to the stock due to its low price-to-sales ratio despite current operational challenges.
Higher interest rates can increase financing costs for capital expenditures, potentially reducing demand for new machinery as companies may…
Watch on earnings: Automotive production rates in China, Steel and aluminum price indices, Industrial production index in China.

One Sentence Summary:

The bear case: recent reports indicate a 15% decline in automotive production in china, which could further pressure revenue.

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)

—

60.1×

33.3×

What Could Go Wrong

1Recent reports indicate a 15% decline in automotive production in China, which could further pressure revenue.

2Rising steel prices have led to increased production costs, which could further compress margins in the upcoming quarters.

3Technological disruption from advanced manufacturing techniques such as 3D printing

4Regulatory changes impacting environmental standards in manufacturing

5Emergence of low-cost competitors in the machinery sector

6Potential consolidation among key customers reducing pricing power

7High debt-to-equity ratio (1.79) indicates potential liquidity issues

8Negative net margins raise concerns about long-term sustainability

My Notes

"Management noted, 'We are facing unprecedented challenges in maintaining profitability amidst declining production volumes.'"

Moat: The company's engineering expertise provides a competitive edge, but this is increasingly challenged by low-cost competitors.

Watch: The rise of automation and smart manufacturing technologies poses a significant threat to traditional machinery manufacturers.

value - Investors may be attracted to the stock due to its low price-to-sales ratio despite current operational challenges.

Higher interest rates can increase financing costs for capital expenditures, potentially reducing demand for new machinery as companies may…

Watch on earnings: Automotive production rates in China, Steel and aluminum price indices, Industrial production index in China.