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ECARX Holdings Inc.

ECARX Holdings Inc.

NASDAQ•ECX
CEO: Mr. Ziyu Shen
セクター: Consumer Cyclical
業種: Auto - Parts
上場日: 2021-03-31
ECARX Holdings Inc. develops a full stack automotive computing platform to shape the interaction between people and cars by rapidly advancing the technology by smart mobility worldwide. It offers system on chips, central computing platforms, operating systems, and software. Its core products include infotainment head units, digital cockpits, vehicle chip-set solutions, core operating system, and integrated software stack. The company has entered into a strategic partnership agreement with Black Sesame Technologies. The company is based in Shanghai, the People's Republic of China.
連絡先情報
Building 1, Zhongteng Building, 5 Floor 2121 Longteng Avenue Xuhui District, Shanghai, 200232, China
86-571-8530-6942
www.ecarxgroup.com
時価総額
$595.77M
PER (TTM)
-16.9
24.1
配当利回り
--
52週高値
$3.25
52週安値
$0.76
52週レンジ
37%
順位45Top 56.8%
3.6
F-Score
改良版 Piotroski 分析
5年ファンダメンタル
弱い • 3.6 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2021-2025

財務ダッシュボード

Q4 2025 データ

売上高

$300.61M+0.00%
直近4四半期の推移

EPS

$0.01+0.00%
直近4四半期の推移

フリーCF

$0.00+0.00%
直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Revenue Growth Strong 18.3% Total revenues reached RMB 5.56B in 2024, marking an 18.3% increase from RMB 4.70B in 2023.
Goods Sales Volume Rises Sales of goods revenue grew 33.0% to RMB 4.41B in 2024, driven by increased digital cockpit volume penetration.
High R&D Investment Maintained Research and development expenses were RMB 1.26B in 2024, supporting technology leadership in automotive intelligence.
Cash Position RMB 367M Cash and restricted cash totaled RMB 367M as of December 31, 2024, following significant financing activities.

リスク要因

Gross Margin Compression Continues Gross margin fell 6.3 percentage points to 20.8% in 2024 due to aggressive competition in the automotive sector.
Continued Net Loss Reported Net loss narrowed to RMB 990M in 2024, reflecting ongoing challenges despite revenue expansion efforts.
High Customer Concentration Risk Geely Group and subsidiaries accounted for 81.8% of total revenues in 2024, posing concentration risk.
Liquidity Requires Additional Funding Net cash used in operating activities was RMB 430M in 2024; company requires additional liquidity for next 12 months.

見通し

Developing Central Computing Platform Strategy focuses on moving from domain-based architecture to a more centralized computing platform structure.
Advancing In-House AI Capabilities Developing ECARX AutoGPT, an in-house specialized large language model for next-generation AI operating systems.
Expanding In-House Production Started in-house production in April 2024 and acquired Hubei Dongjun in July 2024 to boost capabilities.
Share Repurchase Program Authorized Board authorized up to US$20M share repurchase program, active until September 30, 2025.

同業比較

売上高 (TTM)

Camping World Holdings, Inc.CWH
$6.40B
+6.6%
American Axle & Manufacturing Holdings, Inc.AXL
$5.84B
-4.7%
Hovnanian Enterprises, Inc.HOV
$2.98B
-0.9%

粗利益率 (最新四半期)

Hovnanian Enterprises, Inc.HOV
96.6%
+76.5pp
Cango Inc.CANG
83.1%
+69.4pp
Yatsen Holding LimitedYSG
78.2%
+2.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
XPEL$1.45B30.919.0%6.0%
AXL$1.02B-43.8-3.0%2.0%
PLOW$978.32M24.315.7%42.6%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
21.4%
高成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年3月10日
|
EPS:-
|
売上高:-
財務レポート
財務データ
ニュース
全年度

  • Form 20-F - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年3月26日|
    売上高: $772.90M+18.3%
    |
    EPS: $-0.39-0.7%
    予想を下回る

  • Form 20-F - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年4月3日|
    売上高: $663.68M+31.9%
    |
    EPS: $-0.39+65.8%
    予想を下回る

  • Form 20-F - FY 2022

    会計期末: 2022年12月31日|提出日: 2023年4月24日|
    売上高: $663.68M+28.2%
    |
    EPS: $-0.39-514.2%
    不明