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← CockpitCompetitor Analysis › 300219.SZ Hongli Zhihui Group Co., Ltd. Class AOpen in the cockpit ↗

Hongli Zhihui Group Co., Ltd. Class A300219.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors
Momentum neutral 45
Mkt cap
$638M
US dollars, full cap
Free float
49%
of shares outstanding
$/day
$12.1M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-0.4 pp
WACC 8.3%
Hurdle
+1 pp
Req g minus delivered
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥6.01
1D-2.1%
1W+4.9%
1M-7.8%
3M-9.6%
6M-21.5%
YTD-16.6%
1Y-16.2%
ATR %3.8%
52w lowhigh42.9% off high

What Hongli Zhihui does

Employees: 4,674

Hongli Zhihui at a glance

Size Hongli Zhihui (300219.SZ) is a China Information Technology company (Semiconductors) with a market value of $638M, the 3270th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥6.01 on 6 Nov 2026.

Performance Over six months the shares fell 21.5%, against -25.4% for the median peer and -16.4% for the China market (cap-weighted) — 8th highest of 20 in its peer set.

Growth Revenue grew 9.7% over the last twelve months (peer median +10.8%); the operating margin is 2.8% (peer median 2.0%).

Valuation It trades at 1.0× enterprise value to sales against a peer median of 2.8× (cheapest of 21).

Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +1 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 0.4 points below its cost of capital (8.3% WACC).

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026300219.SZ 77Peer median 73
Six months, rebased to 100: Hongli Zhihui against the median of its 20 peers (local-currency closes).

Hongli Zhihui financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥4.74BCN¥4.34BCN¥4.20BCN¥3.73BCN¥3.62B
Revenue growth—+4%+12%+3%—
Gross profitCN¥955MCN¥667MCN¥709MCN¥765MCN¥731M
EBITDAn/aCN¥357MCN¥307MCN¥419MCN¥425M
Net incomeCN¥116MCN¥97.5MCN¥81.3MCN¥212MCN¥179M
Free cash flowCN¥145MCN¥93.3MCN¥159MCN¥251M-CN¥281M
Capital expenditureCN¥259MCN¥308MCN¥387MCN¥275MCN¥684M
Total debtCN¥1.63BCN¥1.53BCN¥1.52BCN¥1.31BCN¥1.18B

Quarterly statements and history in the cockpit →

Hongli Zhihui 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

-75%-50%-25%0%-40%-20%0%6887112363813118330030142426688061300831300632TPE808130024123296707688045600363301348301045300219.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Hongli Zhihui is the large dot.

Fundamentals: revenue growth against valuation

0%+25%+50%+75%2.5×5×7.5×6887112363813118330030142426688061300831300632TPE8081300241331023296881736707688045600363301348301045300219.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Hongli Zhihui is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%+80%0%25%50%75%688711236330143006328081300241688045300219.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. Hongli Zhihui is the large dot.

Hongli Zhihui competitors and peer comparison

How Hongli Zhihui 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.

Hongli Zhihui against its 20 peers (data as of 6 Nov 2026)
Measure300219.SZPeer medianRank in peer set
1-month return-7.8%-18.5%5th highest of 21
6-month return-21.5%-25.4%8th highest of 20
Distance from 52-week high-42.9%-50.4%8th highest of 21
Revenue growth (TTM)+9.7%+10.8%10th lowest of 21
Operating margin2.8%2.0%9th highest of 21
EV / Sales1.0×2.8×cheapest of 21
Growth the price implies (Req g, 7 yrs)8.3%28.1%3rd least demanding of 8
Growth delivered (Del g)+6.9%+8.4%3rd lowest of 8
Hurdle (Req g minus delivered)+1.4 pp+8.4 pp4th least demanding of 8
ROIC minus cost of capital-0.4 pp-6.8 pp6th highest 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
Hongli Zhihui 300219.SZChina$638M-22%+10%3%1.0×8.3%+6.9%
Macmic Science & Technology 688711.SSChina$635M-27%+16%-3%3.1×49.0%+32.4%
Silicon Integrated Systems 2363.TWTaiwan$649M-25%+78%2%4.3×28.1%+77.5%
Formosa Advanced Technologies 8131.TWTaiwan$655M-29%+37%16%1.5×n/an/a
KoMiCo 183300.KSSouth Korea$621M+14%+22%15%2.3×n/an/a
ITE Tech 3014.TWTaiwan$620M-6%-4%27%2.2×-8.4%+7.6%
Tyntek 2426.TWTaiwan$619M-2%-6%1%8.4×n/an/a
Shanghai Orient-Chip Technology 688061.SSChina$664M+14%+4%-9%5.1×n/an/a
Xi'an Peri Power Semiconductor Converting Technology 300831.SZChina$613M-34%+107%34%14.6×n/an/a
Xiamen Guangpu Electronics 300632.SZChina$612M-44%-1%-13%4.4×37.5%-3.6%
PVA TePla TPE.DEGermany$666M-37%-4%1%2.6×n/an/a
Global Mixed-Mode Technology 8081.TWTaiwan$612M-11%-1%17%1.9×-2.8%+3.2%
Shenzhen Refond Optoelectronics 300241.SZChina$668M-22%+24%4%2.2×16.7%+8.4%
Viewtrix Technology 3310.HKHong Kong$608Mn/a+24%-22%2.6×n/an/a
Orient Semiconductor Electronics 2329.TWTaiwan$670M-46%+11%7%1.1×n/an/a
Halo Microelectronics 688173.SSChina$606M-42%+11%-14%3.9×n/an/a
Sanken Electric 6707.TJapan$673M-43%-19%-8%2.1×n/an/a
Shenzhen Kiwi Instruments 688045.SSChina$604M-3%+45%8%3.4×31.6%+9.7%
Jiangxi Lianchuang Optoelectronic Science & Tech 600363.SSChina$603M-82%-10%1%2.4×n/an/a
Foshan Blue Rocket Electronics 301348.SZChina$681M-24%+22%-2%5.8×n/an/a
Talant Optronics (suzhou) 301045.SZChina$683M-15%-10%3%8.4×n/an/a

Questions

Which companies are Hongli Zhihui's closest peers?
The cockpit's peer set: Macmic Science & Technology (688711.SS), Silicon Integrated Systems (2363.TW), Formosa Advanced Technologies (8131.TW), KoMiCo (183300.KS), ITE Tech (3014.TW), Tyntek (2426.TW), Shanghai Orient-Chip Technology (688061.SS), Xi'an Peri Power Semiconductor Converting Technology (300831.SZ).
Is Hongli Zhihui expensive compared with its peers?
On ev / sales it trades at 1.0× against a peer median of 2.8×, cheapest of 21 in its peer set. For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +7%, so the hurdle is +1 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 Hongli Zhihui stock performed?
Over six months to 6 Nov 2026 the shares returned -21.5% against -25.4% for the median peer; over one year -16.2%.

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.