Chinese maker of touch panels and camera modules for smartphones and other consumer electronics (TradingView's agricultural-chemicals label is inaccurate).
Chinese maker of touch panels and camera modules for smartphones and other consumer electronics (TradingView's agricultural-chemicals label is inaccurate).
In one line: A Chinese O-Film/Foxconn-adjacent electronics component supplier.
Moat: none. Commoditized electronics-component manufacturing with thin margins and many competing suppliers.
Headquarters: Shenzhen, China · Employees: 2,608
Size Holitech Technology (002217.SZ) is a China Materials company (Chemicals: Agricultural) with a market value of $1.41B, the 1725th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥1.29 on 6 Nov 2026.
Performance Over six months the shares fell 58.0%, against -25.1% for the median peer and -16.4% for the China market (cap-weighted) — lowest of 21 in its peer set.
Growth Revenue grew 17.2% over the last twelve months (peer median +6.3%); the operating margin is 2.4% (peer median 8.1%).
Valuation It trades at 5.1× enterprise value to sales against a peer median of 1.6× (most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 46% a year for seven years (Req g). Recent delivered growth is -37%, so the hurdle is +83 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 5.5 points below its cost of capital (9.2% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥1.84B | CN¥1.68B | CN¥1.32B | CN¥4.63B | CN¥11.9B |
| Revenue growth | — | +27% | -71% | -61% | — |
| Gross profit | CN¥351M | CN¥279M | -CN¥615M | -CN¥424M | -CN¥178M |
| EBITDA | n/a | CN¥147M | -CN¥632M | -CN¥5.95B | -CN¥1.97B |
| Net income | CN¥8.98M | CN¥22.7M | CN¥1.52B | -CN¥12.1B | -CN¥3.47B |
| Free cash flow | CN¥89.7M | -CN¥119M | -CN¥106M | -CN¥2.13M | -CN¥31.9M |
| Capital expenditure | CN¥65.9M | CN¥62.8M | CN¥47.9M | CN¥266M | CN¥668M |
| Total debt | CN¥179M | CN¥145M | CN¥142M | CN¥11.1B | CN¥13.5B |
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 | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Holitech Technology 002217.SZ | $1.41B | -58% | +17% | 2% | 5.1× | 45.7% |
| OFILM 002456.SZ | $3.10B | -35% | -17% | -1% | 1.5× | 27.0% |
| Sunny Optical 2382.HK | $8.92B | -3% | +20% | 8% | 1.2× | 4.9% |
| Truly International 0732.HK | $300M | -21% | -11% | 4% | 0.5× | -14.9% |
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 | 002217.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -16.2% | -8.0% | 4th lowest of 21 |
| 6-month return | -58.0% | -25.1% | lowest of 21 |
| Distance from 52-week high | -68.2% | -33.8% | lowest of 21 |
| Revenue growth (TTM) | +17.2% | +6.3% | 6th highest of 21 |
| Operating margin | 2.4% | 8.1% | 3rd lowest of 21 |
| EV / Sales | 5.1× | 1.6× | most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 45.7% | -1.7% | most demanding of 12 |
| Growth delivered (Del g) | -37.1% | +6.9% | lowest of 12 |
| Hurdle (Req g minus delivered) | +82.8 pp | -9.8 pp | most demanding of 12 |
| ROIC minus cost of capital | -5.5 pp | +0.9 pp | 3rd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Holitech Technology 002217.SZ | China | $1.41B | -58% | +17% | 2% | 5.1× | 45.7% | -37.1% |
| Huapont Life Sciences 002004.SZ | China | $1.39B | -5% | -6% | 11% | 1.8× | -8.7% | +1.1% |
| Shenzhen Batian Ecological Technique 002170.SZ | China | $1.44B | -29% | +3% | 23% | 2.1× | -8.1% | +18.8% |
| China XLX Fertiliser 1866.HK | Hong Kong | $1.51B | -27% | +24% | 8% | 1.1× | n/a | n/a |
| Deepak Fertilisers and Petrochemicals DEEPAKFERT.NS | India | $1.54B | -14% | +14% | 13% | 1.2× | n/a | n/a |
| Jiang Su Suyan Jingshen 603299.SS | China | $1.28B | -18% | -5% | 5% | 2.0× | n/a | n/a |
| Stanley Agricultural 002588.SZ | China | $1.27B | -33% | +3% | 8% | 0.8× | n/a | n/a |
| Paradeep Phosphates PARADEEP.NS | India | $1.57B | +12% | +31% | 7% | 1.0× | n/a | n/a |
| Bayer Cropscience India BAYERCROP.NS | India | $1.58B | -28% | -5% | 15% | 2.7× | 16.1% | +5.9% |
| Shenzhen Noposion Crop Science 002215.SZ | China | $1.25B | -23% | +12% | 13% | 2.1× | -3.9% | +6.9% |
| Hubei Yihua Chemical Industry 000422.SZ | China | $1.60B | -42% | +15% | 5% | 1.5× | n/a | n/a |
| Atul ATUL.NS | India | $1.63B | -26% | +18% | 12% | 2.0× | 18.2% | +11.0% |
| E.I.D.-Parry (India) EIDPARRY.NS | India | $1.21B | -24% | +16% | 7% | 0.3× | n/a | n/a |
| Tata Chemicals TATACHEM.NS | India | $1.64B | -25% | +2% | 3% | 1.0× | n/a | n/a |
| Taiwan Fertilizer 1722.TW | Taiwan | $1.18B | -15% | +4% | -16% | 3.1× | 0.0% | +3.5% |
| CAC Nantong Chemical 301665.SZ | China | $1.17B | -26% | +27% | 13% | 1.6× | -1.7% | +11.9% |
| CVR Partners, LP UAN | United States | $1.16B | -13% | +7% | 21% | 2.4× | -10.5% | +11.6% |
| Sumitomo Chemical India SUMICHEM.NS | India | $1.74B | -34% | -3% | 18% | 4.8× | 23.4% | +4.1% |
| Zhejiang Xinan Chemical Industrial 600596.SS | China | $1.75B | -31% | +5% | 2% | 1.0× | 12.4% | +3.1% |
| Migao 9879.HK | Hong Kong | $1.08B | +16% | +27% | 8% | 1.3× | -2.8% | +23.4% |
| China BlueChemical 3983.HK | Hong Kong | $1.08B | -32% | +4% | 5% | n/a | n/a | n/a |