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Employees: 1,941
Size Jiangsu Transimage Technology (002866.SZ) is a China Information Technology company (Semiconductors) with a market value of $567M, the 3563rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥13.12 on 6 Nov 2026.
Performance Over six months the shares fell 49.3%, against -39.5% for the median peer and -16.4% for the China market (cap-weighted) — 6th lowest of 20 in its peer set.
Growth Revenue fell 4.8% over the last twelve months (peer median +21.8%); the operating margin is 3.3% (peer median 1.1%).
Valuation It trades at 1.9× enterprise value to sales against a peer median of 3.4× (5th cheapest of 20).
Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +9 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 2.0 points below its cost of capital (8.7% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.03B | CN¥2.13B | CN¥1.95B | CN¥1.77B | CN¥1.99B |
| Revenue growth | — | +10% | +10% | -11% | — |
| Gross profit | CN¥460M | CN¥432M | CN¥366M | CN¥380M | CN¥448M |
| EBITDA | n/a | CN¥199M | CN¥112M | CN¥147M | CN¥236M |
| Net income | CN¥52.7M | CN¥85.8M | -CN¥73.5M | CN¥41.7M | CN¥115M |
| Free cash flow | CN¥211M | CN¥147M | -CN¥102M | -CN¥361M | -CN¥90.0M |
| Capital expenditure | CN¥95.5M | CN¥119M | CN¥191M | CN¥619M | CN¥548M |
| Total debt | CN¥1.01B | CN¥1.02B | CN¥1.10B | CN¥1.08B | CN¥883M |
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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 | 002866.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -29.4% | -16.8% | 6th lowest of 21 |
| 6-month return | -49.3% | -39.5% | 6th lowest of 20 |
| Distance from 52-week high | -56.3% | -56.1% | 11th highest of 21 |
| Revenue growth (TTM) | -4.8% | +21.8% | 6th lowest of 20 |
| Operating margin | 3.3% | 1.1% | 9th highest of 20 |
| EV / Sales | 1.9× | 3.4× | 5th cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | 12.9% | 14.7% | 4th least demanding of 9 |
| Growth delivered (Del g) | +4.2% | +15.2% | 3rd lowest of 9 |
| Hurdle (Req g minus delivered) | +8.7 pp | +1.3 pp | 4th most demanding of 9 |
| ROIC minus cost of capital | -2.0 pp | -6.3 pp | 7th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Transimage Technology 002866.SZ | China | $567M | -49% | -5% | 3% | 1.9× | 12.9% | +4.2% |
| Taiwan Microloops 6831.TW | Taiwan | $569M | -46% | +117% | 12% | 4.6× | n/a | n/a |
| Kopin KOPN | United States | $564M | -44% | -7% | -35% | 11.8× | n/a | n/a |
| Shenzhen EXC-LED Technology 300889.SZ | China | $562M | -29% | +20% | -7% | 3.2× | n/a | n/a |
| Silex Systems SLX.AX | Australia | $574M | -49% | +89% | -33% | 47.3× | 43.3% | +48.1% |
| Centera Photonics 7917.TWO | Taiwan | $579M | n/a | n/a | n/a | n/a | n/a | n/a |
| Black Sesame International 2533.HK | Hong Kong | $555M | -66% | +73% | -148% | 3.4× | n/a | n/a |
| Yingkou Jinchen Machinery 603396.SS | China | $555M | -24% | -5% | 5% | 1.3× | 21.1% | +21.8% |
| JinkoSolar Holding Co., Ltd. Sponsored ADR JKS | United States | $551M | -55% | -15% | -8% | 0.8× | n/a | n/a |
| Shenzhen SOSEN Electronics 301002.SZ | China | $587M | -39% | +22% | 2% | 3.4× | n/a | n/a |
| Jiangsu Rijiu Optoelectronics Jointstock 003015.SZ | China | $548M | -22% | +5% | 12% | 5.3× | 15.8% | +5.3% |
| Vikram Solar VIKRAMSOLR.NS | India | $546M | -37% | +40% | 12% | 1.0× | n/a | n/a |
| QD Laser 6613.T | Japan | $546M | +43% | +7% | -19% | 56.3× | n/a | n/a |
| TFE 425420.KS | South Korea | $544M | -8% | +54% | 17% | 5.2× | 7.4% | +15.5% |
| First Sensor SIS.DE | Germany | $591M | -6% | -18% | 7% | 5.7× | 13.5% | -7.4% |
| Suzhou Convert Semiconductor 688693.SS | China | $543M | -48% | +49% | -34% | 10.0× | n/a | n/a |
| Brite Semiconductor (Shanghai) 688691.SS | China | $542M | -59% | +27% | -18% | 3.1× | n/a | n/a |
| Advanced Wireless Semiconductor 8086.TWO | Taiwan | $537M | -41% | +36% | 23% | 3.6× | 6.3% | +3.0% |
| Hubei W-Olf Photoelectric Technology 002962.SZ | China | $534M | -25% | +3% | 1% | 2.2× | 24.2% | +15.0% |
| Jiangxi Lianchuang Optoelectronic Science & Tech 600363.SS | China | $603M | -82% | -10% | 1% | 2.4× | n/a | n/a |
| Shenzhen China Micro Semicon 688380.SS | China | $532M | -39% | +40% | 21% | 1.6× | 6.0% | +24.3% |