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Shenzhen maker of storage control chips and flash-memory modules sold under its Demingli consumer/industrial storage brand.
Shenzhen maker of storage control chips and flash-memory modules sold under its Demingli consumer/industrial storage brand.
Buys NAND flash from other chipmakers, adds its own controller chips and firmware, and sells the result as drives and cards under the Demingli brand and to device makers, so profit rides the spread over chip cost.
In one line: A China Kingston/Silicon Motion hybrid (storage modules + controller chips).
Moat: narrow (brand, customer qualification). Demingli is a recognized domestic storage brand; products have entered supply chains of CPE gateway and industrial-control customers.
Headquarters: Shenzhen, China · Founded: 2008 · Employees: 1,206
Size Shenzhen Techwinsemi Technology (001309.SZ) is a China Information Technology company (Semiconductors) with a market value of $8.12B, the 305th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥185.95 on 6 Nov 2026.
Performance Over six months the shares fell 63.9%, against -15.3% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 20 in its peer set.
Growth Revenue grew 317.2% over the last twelve months (peer median +21.9%); the operating margin is 35.3% (peer median 9.8%).
Valuation It trades at 6.7× forward earnings against a peer median of 19.1× (cheapest of 18).
Capital Return on invested capital runs 20.4 points above its cost of capital (7.4% WACC).
Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥32.7B | CN¥10.8B | CN¥4.77B | CN¥1.77B | CN¥1.19B |
| Revenue growth | — | +126% | +169% | +49% | — |
| Gross profit | CN¥13.0B | CN¥1.54B | CN¥805M | CN¥267M | CN¥178M |
| EBITDA | n/a | CN¥992M | CN¥509M | CN¥115M | CN¥76.7M |
| Net income | CN¥9.46B | CN¥688M | CN¥351M | CN¥25.0M | CN¥67.5M |
| Free cash flow | -CN¥15.3B | -CN¥2.73B | -CN¥1.39B | -CN¥1.12B | -CN¥453M |
| Capital expenditure | CN¥832M | CN¥494M | CN¥124M | CN¥102M | CN¥122M |
| Total debt | CN¥20.4B | CN¥5.80B | CN¥2.99B | CN¥1.90B | CN¥703M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Shenzhen Techwinsemi Technology 001309.SZ | $8.12B | -64% | +317% | 35% | 6.7× | n/a |
| Silicon Motion Technology Corporation Sponsored ADR SIMO | $5.52B | -36% | +104% | 21% | 8.4× | n/a |
| Shenzhen Longsys Electronics 301308.SZ | $12.3B | -46% | +114% | 40% | 5.1× | n/a |
| DapuStor 301666.SZ | $18.8B | +20% | +611% | 23% | n/a | n/a |
| Phison Electronics 8299.TWO | $10.0B | -29% | +157% | 31% | 3.7× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 001309.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -55.2% | -19.3% | lowest of 21 |
| 6-month return | -63.9% | -15.3% | lowest of 20 |
| Distance from 52-week high | -81.0% | -47.8% | lowest of 21 |
| Revenue growth (TTM) | +317.2% | +21.9% | highest of 21 |
| Operating margin | 35.3% | 9.8% | 2nd highest of 21 |
| Forward P/E | 6.7× | 19.1× | cheapest of 18 |
| ROIC minus cost of capital | +20.4 pp | -3.6 pp | 5th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Techwinsemi Technology 001309.SZ | China | $8.12B | -64% | +317% | 35% | 6.7× | n/a | n/a |
| Amkor Technology AMKR | United States | $8.13B | -57% | +16% | 10% | 12.1× | n/a | n/a |
| Konfoong Materials International 300666.SZ | China | $8.09B | +9% | +35% | 10% | 53.5× | n/a | n/a |
| RMBS RMBS | United States | $7.98B | -42% | +17% | 37% | 19.9× | 24.5% | +23.5% |
| VeriSilicon Microelectronics (Shanghai) 688521.SS | China | $8.31B | -63% | +39% | -23% | n/a | 40.5% | +15.9% |
| SG Micro 300661.SZ | China | $8.33B | -12% | +46% | 17% | 55.7× | 35.9% | +26.7% |
| Ingenic Semiconductor 3223.HK | Hong Kong | $7.76B | n/a | +100% | 35% | 10.9× | -3.9% | +16.1% |
| Tianshui Huatian Technology 002185.SZ | China | $7.74B | +10% | +33% | 4% | 45.0× | n/a | n/a |
| Powerchip Semiconductor Manufacturing 6770.TW | Taiwan | $7.54B | -5% | +22% | -5% | 7.6× | 11.3% | +0.5% |
| Nexchip Semiconductor 688249.SS | China | $8.80B | -17% | +14% | 7% | 66.4× | n/a | n/a |
| WAAREE Energies WAAREEENER.NS | India | $7.41B | -24% | +75% | 16% | 17.3× | n/a | n/a |
| Silicon Laboratories SLAB | United States | $7.39B | +2% | +22% | -3% | 60.3× | n/a | n/a |
| United Nova Technology 688469.SS | China | $8.92B | +4% | +42% | -10% | 102.1× | n/a | n/a |
| Alchip Technologies Limitd 3661.TW | Taiwan | $7.35B | -32% | -51% | 23% | 14.4× | n/a | n/a |
| Novatek Microelectronics 3034.TW | Taiwan | $9.16B | +18% | +2% | 20% | 14.1× | -4.2% | +4.7% |
| Xi'an ESWIN Material Technology 688783.SS | China | $9.34B | -36% | +25% | -25% | n/a | n/a | n/a |
| Smartsens Technology (Shanghai) 688213.SS | China | $7.01B | +21% | +27% | 13% | 30.9× | 23.1% | +42.7% |
| Minebea Mitsumi 6479.T | Japan | $6.97B | -13% | +12% | 7% | 11.9× | 10.8% | +11.0% |
| Sanan Optoelectronics 600703.SS | China | $6.87B | -33% | -22% | -7% | n/a | n/a | n/a |
| Semtech SMTC | United States | $9.63B | -15% | +18% | 12% | 19.1× | 51.8% | +12.0% |
| Vanguard International Semiconductor 5347.TWO | Taiwan | $6.82B | -22% | +10% | 17% | 17.7× | n/a | n/a |