Transformers · Transmission equipment · Solar & polysilicon
TBEA Co., Ltd.
A large Chinese power equipment firm making transformers and transmission gear, also active in solar and polysilicon. SSE 50 (Shanghai) constituent. Baseline node ahead of value-chain research; promoted to a full node once AI question demand is observed.
600089.SS Updated Jul 11, 2026 2 AI consumers· 1 recurring
Annual return · 2026-09-04'21+49.1%'22+16.7%'23-8.3%'24-13.6%'25+132.1%YTD-29.4%
Money in ▸·
TBEA Co., Ltd.approx. CN¥98.5B
▸ Money out·
Financials & Segments
- Total revenue · approx. CN¥98.5B (FY2023)
- Segments · Transmission equipment (transformers) · New energy (solar & polysilicon) · New materials & others
Revenue from
No refined links yet.
Pays to
No refined links yet.