C4 Therapeutics, Inc.

CCCC

$3.74

-1.32%

N/A-$0.05

Salud

Biotecnología

NASDAQ

Negociación activa

C4 Therapeutics, Inc. es una empresa biofarmacéutica en fase clínica que se centra en descubrir y desarrollar candidatos terapéuticos innovadores. Su estrategia ...

Cadena de suministro de CCCC

Aguas arriba

Fundiciones, empaquetado, memoria, obleas, componentes y proveedores de insumos.

Aguas arriba

China Baowu Steel Group (Baoshan Iron & Steel)

HBIS Group (Hesteel)

Anhui Conch Cement Company Ltd.

China National Building Material Co., Ltd. (CNBM)

SANY Heavy Industry Co., Ltd.

XCMG Construction Machinery Co., Ltd.

Zoomlion Heavy Industry Science & Technology Co., Ltd.

Shanghai Zhenhua Heavy Industries Co., Ltd. (ZPMC)

China Baowu Steel Group (Baoshan Iron & Steel)

SSE:600019

Primary steel supplier - structural steel, rebar, steel plates for bridges, ports, highways

HBIS Group (Hesteel)

Major steel supplier - steel products for construction, bridge-building, marine engineering

Anhui Conch Cement Company Ltd.

SEHK:0914

Leading cement and clinker supplier for infrastructure projects

China National Building Material Co., Ltd. (CNBM)

SEHK:3323

Building materials supplier - cement, gypsum, glass fiber, lightweight materials

SANY Heavy Industry Co., Ltd.

SSE:600031

Construction machinery supplier - excavators, concrete pumps, cranes, road machinery

Aguas abajo

Clientes, distribuidores, OEM y canales que absorben la producción.

Aguas abajo

Ministry of Transport, People's Republic of China

Provincial Transportation Departments (various Chinese provinces)

China State Railway Group Co., Ltd.

Local Chinese Municipal Governments

Sri Lanka Ports Authority

Government of Pakistan (CPEC Authority)

Government of Kenya

Government of Indonesia

Ministry of Transport, People's Republic of China

Sovereign client - national highway, bridge, port, and waterway projects through public tenders · 30.0%

Provincial Transportation Departments (various Chinese provinces)

Provincial/municipal road, bridge, and infrastructure project contracts · 25.0%

China State Railway Group Co., Ltd.

High-speed rail and conventional railway construction contracts (e.g., Harbin-Dalian HSR) · 10.0%

Local Chinese Municipal Governments

Urban infrastructure - subway systems, municipal roads, public works projects · 15.0%

Sri Lanka Ports Authority

Colombo Port City development (via CHEC subsidiary) - $1.4B investment, land reclamation and port infrastructure · 2.0%

Comparables

Empresas cotizadas comparables y valores de seguimiento usados como representantes del análisis.

Comparables

China State Construction Engineering Corp. (CSCEC)

China Railway Group Ltd. (CREC)

China Railway Construction Corp. (CRCC)

Vinci SA

China State Construction Engineering Corp. (CSCEC)

SSE:601668

Largest Chinese construction peer; similar state-owned structure, domestic infrastructure/real estate exposure, comparable upstream material supply chains.

China Railway Group Ltd. (CREC)

SSE:601390

Direct peer in railway and infrastructure construction; same upstream suppliers (steel, cement, machinery); similar government client base.

China Railway Construction Corp. (CRCC)

SSE:601186

Major competitor in high-speed rail, bridge, and tunnel construction. Shares upstream supply chain with CCCC and competes for same government tenders.

Vinci SA

EPA:DG

Global infrastructure peer outside China; useful benchmark for comparing operating margins, project mix, and international infrastructure exposure of developed-market EPC contractors.

Geografía

Exposiciones regionales que pueden distorsionar la red de suministro.

Geografía

China (Domestic)

Sri Lanka

Pakistan

Ministry of Transport, PRC

China State Railway Group

Provincial Transportation Departments

Sri Lanka Ports Authority

Government of Pakistan (CPEC Authority)

China (Domestic)

Revenue concentration ~83% domestic. Dependent on Chinese fiscal policy, local government financing capacity, and infrastructure spending cycles.

Ministry of Transport, PRCSovereign client

China State Railway GroupRailway project client

Provincial Transportation DepartmentsRegional project clients

Sri Lanka

Colombo Port City project ($1.4B+) - sovereign debt/budget risk, geopolitical tension, US/EU scrutiny of BRI projects

Sri Lanka Ports AuthorityColombo Port City JV client

Pakistan

CPEC projects (Gwadar Port, highways) - security risks, geopolitical tensions, sovereign debt concerns

Government of Pakistan (CPEC Authority)CPEC project client

Southeast Asia (Indonesia, Malaysia, Vietnam, Thailand)

BRI maritime infrastructure projects - regulatory risk, local content requirements, geopolitical competition with US/Japan

Government of IndonesiaPort and maritime infrastructure client

Government of MalaysiaECRL and port infrastructure client

Africa (Kenya, Nigeria, Tanzania, etc.)

BRI projects across Sub-Saharan Africa - political instability, foreign exchange risk, sovereign debt distress

Government of KenyaRoad and port infrastructure client

Concentración

Exposiciones de concentración de clientes, proveedores o socios que pueden distorsionar la red de suministro.

Customer

Critical

~80%+ of revenue from Chinese government entities (national ministries, provincial governments). Any downturn in Chinese infrastructure spending directly impacts CCCC's order book.

Foundry

Medium

No foundry concentration risk as CCCC is a construction contractor, not a semiconductor/industrial manufacturer. However, heavy reliance on a few large steel suppliers (Baowu, HBIS) creates material cost concentration.

Other

High

US sanctions exposure: CCCC placed on US Entity List (Dec 2020) and NS-CMIC list (2021) over South China Sea activities. 5 dredging subsidiaries also sanctioned. Limits access to US technology, capital markets, and certain international project finance.

Composición de ingresos

Cómo la composición de ingresos se traduce en apalancamiento y dependencia en la cadena de suministro.

Infrastructure Construction (highways, bridges, ports, railways, airports, tunnels)

90.0%

$96.0B

Drives massive demand for steel (rebar, structural), cement, aggregates, construction machinery (excavators, cranes, pavers), and subcontractor labor. Most material upstream segment.

Dredging & Reclamation (port deepening, land reclamation, channel maintenance)

6.0%

$6.4B

Requires specialized dredging fleet (200+ vessels), marine engineering equipment, fuel, and environmental monitoring systems. Fleet largely internal (CCCC Dredging Group).

Infrastructure Design & Consulting (survey, feasibility, engineering design)

3.0%

$3.2B

Knowledge-intensive; minimal physical procurement. Drives specification of materials sourced by construction segment. Performed largely by internal design institutes (Highway Consultants, Harbor Consultants).

Other (real estate, equipment manufacturing, leasing, financial services)

1.0%

$1.1B

Equipment manufacturing via ZPMC (port cranes, heavy machinery) requires steel plate, electrical systems, motors. Real estate segment draws on similar construction inputs as core business.

Sobre nosotrosPolítica de privacidadTérminos de servicioAviso legalDirectorio de accionesETFÍndicesCarteras 13FPrecios objetivoHerramientas gratuitasMapa tecnológicoÚnete a nuestro Slack

Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal

C4 Therapeutics, Inc.

Cadena de suministro de CCCC

Aguas arriba

China Baowu Steel Group (Baoshan Iron & Steel)

HBIS Group (Hesteel)

Anhui Conch Cement Company Ltd.

China National Building Material Co., Ltd. (CNBM)

SANY Heavy Industry Co., Ltd.

XCMG Construction Machinery Co., Ltd.

Zoomlion Heavy Industry Science & Technology Co., Ltd.

Shanghai Zhenhua Heavy Industries Co., Ltd. (ZPMC)

View More

Aguas abajo

Ministry of Transport, People's Republic of China

Provincial Transportation Departments (various Chinese provinces)

China State Railway Group Co., Ltd.

Local Chinese Municipal Governments

Sri Lanka Ports Authority

Government of Pakistan (CPEC Authority)

Government of Kenya

Government of Indonesia

View More

Comparables

China State Construction Engineering Corp. (CSCEC)

China Railway Group Ltd. (CREC)

China Railway Construction Corp. (CRCC)

Vinci SA

Geografía

China (Domestic)

Sri Lanka

Pakistan

View More

Cadena de suministro de CCCC

Aguas arriba

China Baowu Steel Group (Baoshan Iron & Steel)

HBIS Group (Hesteel)

Anhui Conch Cement Company Ltd.

China National Building Material Co., Ltd. (CNBM)

SANY Heavy Industry Co., Ltd.

XCMG Construction Machinery Co., Ltd.

Zoomlion Heavy Industry Science & Technology Co., Ltd.

Shanghai Zhenhua Heavy Industries Co., Ltd. (ZPMC)

View More

Aguas abajo

Ministry of Transport, People's Republic of China

Provincial Transportation Departments (various Chinese provinces)

China State Railway Group Co., Ltd.

Local Chinese Municipal Governments

Sri Lanka Ports Authority

Government of Pakistan (CPEC Authority)

Government of Kenya

Government of Indonesia

View More

Comparables

China State Construction Engineering Corp. (CSCEC)

China Railway Group Ltd. (CREC)

China Railway Construction Corp. (CRCC)

Vinci SA

Geografía

China (Domestic)

Sri Lanka

Pakistan

View More