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← CockpitCompetitor Analysis › 002217.SZ Holitech Technology Co., Ltd. Class AOpen in the cockpit ↗

Holitech Technology Co., Ltd. Class A002217.SZCompetitor analysis, valuation and peers

China · CNY·Materials›Chemicals: Agricultural

Chinese maker of touch panels and camera modules for smartphones and other consumer electronics (TradingView's agricultural-chemicals label is inaccurate).

≈ A Chinese O-Film/Foxconn-adjacent electronics component supplierMomentum laggard 5
Mkt cap
$1.41B
US dollars, full cap
Free float
58%
of shares outstanding
$/day
$15.1M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-5.5 pp
WACC 9.2%
Hurdle
+83 pp
Req g minus delivered
Close · CNYCN¥1.29
1D-1.5%
1W+5.7%
1M-16.2%
3M-12.8%
6M-58.0%
YTD-57.7%
1Y-58.2%
ATR %3.8%
52w lowhigh68.2% off high

What Holitech Technology does

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.

Products and services

  • Touch panel modules
  • Camera modules
  • Other electronic components

Customers

  • Smartphone OEMs (Chinese brands)

Where it sits in the supply chain

  • Information Technology
  • Electronic components
  • Touch panels & camera modules

What could go right

  • Smartphone component demand recovery

What could go wrong

  • Smartphone market cyclicality
  • Margin pressure from OEM price negotiation

Moat: none. Commoditized electronics-component manufacturing with thin margins and many competing suppliers.

Headquarters: Shenzhen, China · Employees: 2,608

Named competitors

Holitech Technology at a glance

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).

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 76002217.SZ 45
Six months, rebased to 100: Holitech Technology against the median of its 20 peers (local-currency closes).

Holitech Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.84BCN¥1.68BCN¥1.32BCN¥4.63BCN¥11.9B
Revenue growth—+27%-71%-61%—
Gross profitCN¥351MCN¥279M-CN¥615M-CN¥424M-CN¥178M
EBITDAn/aCN¥147M-CN¥632M-CN¥5.95B-CN¥1.97B
Net incomeCN¥8.98MCN¥22.7MCN¥1.52B-CN¥12.1B-CN¥3.47B
Free cash flowCN¥89.7M-CN¥119M-CN¥106M-CN¥2.13M-CN¥31.9M
Capital expenditureCN¥65.9MCN¥62.8MCN¥47.9MCN¥266MCN¥668M
Total debtCN¥179MCN¥145MCN¥142MCN¥11.1BCN¥13.5B

Quarterly statements and history in the cockpit →

Holitech Technology competitor charts

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.

Performance: 6-month against 1-month return

-40%-20%0%-20%-10%0%0020040021701866DEEPAKFERT603299002588PARADEEPBAYERCROP002215000422ATULTATACHEM1722UANSUMICHEM60059698793983002217.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Holitech Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%+30%0×2×4×0020040021701866DEEPAKFERT603299002588PARADEEPBAYERCROP002215000422ATULEIDPARRYTATACHEM1722301665UANSUMICHEM6005969879002217.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Holitech Technology is the large dot.

Capital: growth delivered against growth the price implies

-40%-20%0%+20%+40%-25%0%25%50%002004002170BAYERCROP002215ATUL1722UANSUMICHEM6005969879002217.SZGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Holitech Technology is the large dot.

Holitech Technology competitors and peer comparison

Head to head with its named competitors (002217.SZ vs 002456.SZ vs 2382.HK vs 0732.HK)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq 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%

How Holitech Technology compares with its peers

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.

Holitech Technology against its 20 peers (data as of 6 Nov 2026)
Measure002217.SZPeer medianRank 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 margin2.4%8.1%3rd lowest of 21
EV / Sales5.1×1.6×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 ppmost demanding of 12
ROIC minus cost of capital-5.5 pp+0.9 pp3rd lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Holitech Technology 002217.SZChina$1.41B-58%+17%2%5.1×45.7%-37.1%
Huapont Life Sciences 002004.SZChina$1.39B-5%-6%11%1.8×-8.7%+1.1%
Shenzhen Batian Ecological Technique 002170.SZChina$1.44B-29%+3%23%2.1×-8.1%+18.8%
China XLX Fertiliser 1866.HKHong Kong$1.51B-27%+24%8%1.1×n/an/a
Deepak Fertilisers and Petrochemicals DEEPAKFERT.NSIndia$1.54B-14%+14%13%1.2×n/an/a
Jiang Su Suyan Jingshen 603299.SSChina$1.28B-18%-5%5%2.0×n/an/a
Stanley Agricultural 002588.SZChina$1.27B-33%+3%8%0.8×n/an/a
Paradeep Phosphates PARADEEP.NSIndia$1.57B+12%+31%7%1.0×n/an/a
Bayer Cropscience India BAYERCROP.NSIndia$1.58B-28%-5%15%2.7×16.1%+5.9%
Shenzhen Noposion Crop Science 002215.SZChina$1.25B-23%+12%13%2.1×-3.9%+6.9%
Hubei Yihua Chemical Industry 000422.SZChina$1.60B-42%+15%5%1.5×n/an/a
Atul ATUL.NSIndia$1.63B-26%+18%12%2.0×18.2%+11.0%
E.I.D.-Parry (India) EIDPARRY.NSIndia$1.21B-24%+16%7%0.3×n/an/a
Tata Chemicals TATACHEM.NSIndia$1.64B-25%+2%3%1.0×n/an/a
Taiwan Fertilizer 1722.TWTaiwan$1.18B-15%+4%-16%3.1×0.0%+3.5%
CAC Nantong Chemical 301665.SZChina$1.17B-26%+27%13%1.6×-1.7%+11.9%
CVR Partners, LP UANUnited States$1.16B-13%+7%21%2.4×-10.5%+11.6%
Sumitomo Chemical India SUMICHEM.NSIndia$1.74B-34%-3%18%4.8×23.4%+4.1%
Zhejiang Xinan Chemical Industrial 600596.SSChina$1.75B-31%+5%2%1.0×12.4%+3.1%
Migao 9879.HKHong Kong$1.08B+16%+27%8%1.3×-2.8%+23.4%
China BlueChemical 3983.HKHong Kong$1.08B-32%+4%5%n/an/an/a

Questions

Who are Holitech Technology's main competitors?
Named competitors: O-Film Tech (002456.SZ), Sunny Optical Technology (2382.HK), Truly International (0732.HK). The cockpit's measured peer set (industry) also includes Huapont Life Sciences (002004.SZ), Shenzhen Batian Ecological Technique (002170.SZ), China XLX Fertiliser (1866.HK), Deepak Fertilisers and Petrochemicals (DEEPAKFERT.NS), Jiang Su Suyan Jingshen (603299.SS), Stanley Agricultural (002588.SZ).
Is Holitech Technology expensive compared with its peers?
On ev / sales it trades at 5.1× against a peer median of 1.6×, most expensive of 20 in its peer set. 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.
How has Holitech Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -58.0% against -25.1% for the median peer; over one year -58.2%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.