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← CockpitCompetitor Analysis › 300207.SZ Sunwoda Electronic Co., Ltd. Class AOpen in the cockpit ↗

Sunwoda Electronic Co., Ltd. Class A300207.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Electrical Products

Chinese battery maker producing consumer-electronics batteries (phones, laptops) and expanding into EV and energy-storage batteries.

≈ China's a battery maker like a smaller Samsung SDIMomentum weak 35
Mkt cap
$5.37B
US dollars, full cap
Free float
77%
of shares outstanding
$/day
$217M
20-day average traded
Fwd P/E
16.0×
forward earnings
ROIC−WACC
-3.9 pp
WACC 6.1%
Hurdle
n/a
no reverse DCF
Next earnings
173 days
28 Apr 2027
Close · CNYCN¥18.49
1D-2.7%
1W+15.1%
1M-14.0%
3M-1.7%
6M-32.6%
YTD-29.3%
1Y-38.9%
ATR %5.6%
52w lowhigh51.2% off high

What Sunwoda Electronic does

Chinese battery maker producing consumer-electronics batteries (phones, laptops) and expanding into EV and energy-storage batteries.

Supplies batteries to phone and laptop makers and used that base to enter EV and energy-storage cells, where orders are larger but need heavy investment. Consumer batteries remain the steadier part, and the EV push ties results to Chinese carmakers' volumes.

In one line: China's a battery maker like a smaller Samsung SDI.

Products and services

  • Consumer electronics batteries
  • EV battery cells
  • Energy storage batteries

Customers

  • Smartphone/laptop OEMs
  • Chinese EV makers

Where it sits in the supply chain

  • Industrials
  • Electrical Products
  • Consumer and EV battery manufacturing

What could go right

  • EV and storage battery diversification

What could go wrong

  • Consumer electronics demand cyclicality
  • EV battery price competition

Moat: narrow (customer qualification, scale). Long-standing consumer-electronics battery qualification is now leveraged into EV/storage expansion.

Headquarters: Shenzhen, China · Founded: 1997 · Employees: 63,696

Named competitors

Sunwoda Electronic at a glance

Size Sunwoda Electronic (300207.SZ) is a China Industrials company (Electrical Products) with a market value of $5.37B, the 468th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥18.49 on 6 Nov 2026.

Performance Over six months the shares fell 32.6%, against -31.3% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 35.7% over the last twelve months (peer median +6.9%); the operating margin is -0.6% (peer median 12.6%).

Valuation It trades at 16.0× forward earnings against a peer median of 21.2× (6th cheapest of 21).

Capital Return on invested capital runs 3.9 points below its cost of capital (6.1% WACC).

Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 67300207.SZ 66
Six months, rebased to 100: Sunwoda Electronic against the median of its 20 peers (local-currency closes).

Sunwoda Electronic financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥83.2BCN¥63.1BCN¥55.9BCN¥47.8BCN¥52.1B
Revenue growth—+13%+17%-8%—
Gross profitCN¥12.8BCN¥8.01BCN¥7.84BCN¥6.22BCN¥6.71B
EBITDAn/aCN¥2.90BCN¥3.96BCN¥2.65BCN¥2.59B
Net incomeCN¥265MCN¥1.06BCN¥1.47BCN¥1.08BCN¥1.07B
Free cash flow-CN¥12.2B-CN¥4.33B-CN¥2.83B-CN¥2.26B-CN¥8.60B
Capital expenditureCN¥11.0BCN¥8.41BCN¥6.19BCN¥5.90BCN¥9.09B
Total debtCN¥52.5BCN¥43.7BCN¥30.4BCN¥25.8BCN¥27.7B

Quarterly statements and history in the cockpit →

Sunwoda Electronic 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%0%600580ENS603806003031SUZLON3002856506300001603606FPSPOWLGTESNEX1519600869002409300919002074301358600312300207.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Sunwoda Electronic is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%10×20×30×40×600580ENS603806003031SUZLON3002856506300001603606FPSGTESNEX1519600869002409300919002074301358600312300207.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sunwoda Electronic is the large dot.

Sunwoda Electronic competitors and peer comparison

Head to head with its named competitors (300207.SZ vs 002074.SZ vs 006400.KS vs 300750.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Sunwoda Electronic 300207.SZ$5.37B-33%+36%-1%16.0×n/a
Gotion High-tech 002074.SZ$6.45B-32%+54%3%25.6×n/a
Samsung Sdi 006400.KS$26.8B-33%+21%0%45.9×n/a
Contemporary Amperex Technology 300750.SZ$179B-42%+51%14%13.0×1.6%
EVE Energy 300014.SZ$17.0B-28%+51%6%15.5×n/a
Shenzhen Desay Battery Technology 000049.SZ$1.20B-28%+9%2%19.5×n/a
CALB 3931.HK$3.57B-59%+80%7%8.1×n/a
LG Energy Solution 373220.KS$58.2B-27%+25%1%n/an/a

How Sunwoda Electronic 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.

Sunwoda Electronic against its 20 peers (data as of 6 Nov 2026)
Measure300207.SZPeer medianRank in peer set
1-month return-14.0%-14.7%11th highest of 21
6-month return-32.6%-31.3%10th lowest of 21
Distance from 52-week high-51.2%-51.8%11th highest of 21
Revenue growth (TTM)+35.7%+6.9%7th highest of 21
Operating margin-0.6%12.6%lowest of 21
Forward P/E16.0×21.2×6th cheapest of 21
ROIC minus cost of capital-3.9 pp+1.5 pp5th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Sunwoda Electronic 300207.SZChina$5.37B-33%+36%-1%16.0×n/an/a
Wolong Electric 600580.SSChina$5.39B-39%-11%4%39.6×25.2%+4.2%
EnerSys ENSUnited States$5.30B-36%+4%15%11.3×0.5%+4.7%
HANGZHOU FIRST APPLIED MATERIAL 603806.SSChina$5.14B-30%-9%9%22.0×7.5%+13.1%
Hebei Sinopack Electronic Technology 003031.SZChina$5.62B-33%+43%19%36.1×34.9%+28.6%
Suzlon Energy SUZLON.NSIndia$5.65B-30%+34%15%21.2×34.0%+37.9%
Shandong Sinocera Functional Material 300285.SZChina$5.67B+8%+23%14%48.6×40.1%+12.6%
Yaskawa Electric 6506.TJapan$5.71B-38%+6%8%19.7×24.8%+6.8%
Qingdao TGOOD Electric 300001.SZChina$4.97B+6%+14%9%21.9×12.0%+16.2%
Ningbo Orient Wires & Cables 603606.SSChina$4.96B-23%+36%12%21.1×3.6%+16.5%
Forgent Power Solutions FPSUnited States$5.93B-52%+89%14%14.4×n/an/a
Powell Industries POWLUnited States$4.85B-57%+7%20%21.2×11.2%+16.3%
Gates Industrial GTESUnited States$6.05B-8%+4%16%12.8×9.7%+4.3%
Nexans NEX.PAFrance$6.06B-26%-13%6%17.2×5.6%+5.5%
Fortune Electric 1519.TWTaiwan$4.75B-50%+5%21%26.0×16.1%+23.6%
Far East Smarter Energy 600869.SSChina$4.73B-16%-1%1%37.4×38.2%+7.3%
Jiangsu Yoke Technology 002409.SZChina$6.12B+1%+7%15%32.1×26.4%+30.6%
CNGR Advanced Material 300919.SZChina$4.72B-48%+46%7%12.6×n/an/a
Gotion High-tech 002074.SZChina$6.45B-32%+54%3%25.6×n/an/a
Hunan Yuneng New Energy Battery Material 301358.SZChina$6.46B-50%+130%9%7.8×n/an/a
Henan Pinggao Electric 600312.SSChina$4.43B-1%-6%13%21.1×n/an/a

Questions

Who are Sunwoda Electronic's main competitors?
Named competitors: Gotion High-tech (002074.SZ), ATL (Amperex Technology) (private or unlisted), Samsung SDI (006400.KS), Contemporary Amperex Technology (300750.SZ), EVE Energy (300014.SZ), Desay Battery (000049.SZ). The cockpit's measured peer set (industry) also includes Wolong Electric (600580.SS), EnerSys (ENS), HANGZHOU FIRST APPLIED MATERIAL (603806.SS), Hebei Sinopack Electronic Technology (003031.SZ), Suzlon Energy (SUZLON.NS), Shandong Sinocera Functional Material (300285.SZ).
Is Sunwoda Electronic expensive compared with its peers?
On forward p/e it trades at 16.0× against a peer median of 21.2×, 6th cheapest of 21 in its peer set.
How has Sunwoda Electronic stock performed?
Over six months to 6 Nov 2026 the shares returned -32.6% against -31.3% for the median peer; over one year -38.9%.

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.