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Added to YB: 2026-01-07

Pitch date: 2026-01-04

2722.HK [neutral]

Chongqing Machinery & Electric Co., Ltd.

-21.72%

current return

Author Info

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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 4.8B

Pitch Price

HKD 1.81

Price Target

N/A

Dividend

4.88%

EV/EBITDA

6.56

P/E

5.24

EV/Sales

0.32

Sector

Industrial Conglomerates

Category

value

Show full summary:
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)