Chuzhou Duoli Automotive Technology Co., Ltd. (001311.SZ)

Chuzhou Duoli Automotive Technology Co., Ltd. (001311.SZ) — VMCI valuation read

Headline read on 001311.SZ: VMCI of 52/100 versus a Consumer Cyclical sector median of 50. The 2-point above-median position is what makes Chuzhou Duoli Automotive Technology Co., Ltd. a relative-value candidate in the mid-cap cohort, before any pillar-level review.

Form 4 filings on 001311.SZ: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on 001311.SZ: value (001311.SZ trades at 21.0x earnings, 17% above the Consumer Cyclical median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Consumer Cyclical median (10.0%)), and risk (net debt to EBITDA of 0.9x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Consumer Cyclical 12.0x baseline.

001311.SZ rose 1.8% over the trailing 7 days, with a -20.6% read on a 30-day basis.