Added to YB: 2026-01-07
Pitch date: 2026-01-04
2722.HK [neutral]
Chongqing Machinery & Electric Co., Ltd.
+11.76%
current return
Author Info
Walden 3 Research is a research account affiliated with Aroau Capital Holding. Sign up for the newsletter.
Company Info
Chongqing Machinery & Electric Co., Ltd., together with its subsidiaries, designs, manufactures, and sells clean energy equipment and high-end smart manufacturing equipment.
Market Cap
HKD 6.3B
Pitch Price
HKD 1.87
Price Target
N/A
Dividend
2.01%
EV/EBITDA
31.23
P/E
10.50
EV/Sales
0.65
Sector
Industrial Conglomerates
Category
value
2025 Round Up & December Portfolio - Chongqing Machinery & Electric Co., Ltd.
2722.HK (holding overview): UHV transformer JV w/ Hitachi Energy (largest global base) + Cummins gensets for data centers drive earnings growth. Trades 0.74x P/B as market prices 'legacy machinery' despite mix-shift to grid infrastructure. FY2025 results (Mar-Apr) catalyst w/ higher dividend likely.
Read full article (1 min)