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Shenzhen-based optoelectronics maker, believed linked to LED backlighting; not confirmed from available knowledge.
Shenzhen-based optoelectronics maker, believed linked to LED backlighting; not confirmed from available knowledge.
Moat: none
Headquarters: Shenzhen, China · Employees: 2,747
Size Shenzhen Jufei Optoelectronics (300303.SZ) is a China Information Technology company (Electronic Components) with a market value of $1.23B, the 1925th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥5.81 on 6 Nov 2026.
Performance Over six months the shares fell 34.6%, against -19.9% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 21 in its peer set.
Growth Revenue grew 1.6% over the last twelve months (peer median +21.0%); the operating margin is 5.1% (peer median 8.1%).
Valuation It trades at 2.1× enterprise value to sales against a peer median of 3.4× (6th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 18% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is +10 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 0.3 points below its cost of capital (8.3% WACC).
Next results Next results expected around 19 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥3.49B | CN¥3.45B | CN¥3.05B | CN¥2.51B | CN¥2.25B |
| Revenue growth | — | +13% | +22% | +11% | — |
| Gross profit | CN¥832M | CN¥693M | CN¥754M | CN¥617M | CN¥515M |
| EBITDA | n/a | CN¥419M | CN¥430M | CN¥349M | CN¥275M |
| Net income | CN¥219M | CN¥305M | CN¥340M | CN¥230M | CN¥188M |
| Free cash flow | CN¥26.4M | CN¥260M | CN¥169M | CN¥217M | CN¥166M |
| Capital expenditure | CN¥262M | CN¥366M | CN¥233M | CN¥106M | CN¥216M |
| Total debt | CN¥1.19B | CN¥1.30B | CN¥947M | CN¥1.37B | CN¥1.25B |
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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 | 300303.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -6.9% | -19.9% | 4th highest of 21 |
| 6-month return | -34.6% | -19.9% | 3rd lowest of 21 |
| Distance from 52-week high | -53.6% | -48.2% | 9th lowest of 21 |
| Revenue growth (TTM) | +1.6% | +21.0% | 4th lowest of 21 |
| Operating margin | 5.1% | 8.1% | 6th lowest of 21 |
| EV / Sales | 2.1× | 3.4× | 6th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 18.0% | 17.8% | 5th most demanding of 10 |
| Growth delivered (Del g) | +8.1% | +12.1% | 2nd lowest of 10 |
| Hurdle (Req g minus delivered) | +9.9 pp | +1.0 pp | 3rd most demanding of 10 |
| ROIC minus cost of capital | -0.3 pp | -1.8 pp | 9th highest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Shenzhen Jufei Optoelectronics 300303.SZ | China | $1.23B | -35% | +2% | 5% | 2.1× | 18.0% | +8.1% |
| Wenzhou Yihua Connector 002897.SZ | China | $1.24B | -26% | -7% | 6% | 1.7× | 15.2% | +14.4% |
| Dongguan YuTong Optical Technology 300790.SZ | China | $1.23B | -24% | +21% | 8% | 2.7× | n/a | n/a |
| Sunshine Global Circuits 300739.SZ | China | $1.22B | -19% | +36% | 7% | 3.3× | n/a | n/a |
| Bellwether Electronic 7861.TWO | Taiwan | $1.20B | -31% | +113% | 30% | 7.9× | 17.8% | +53.7% |
| Beijing Yuanliu Hongyuan Electronic Technology 603267.SS | China | $1.28B | -30% | -2% | 8% | 4.4× | 24.4% | +1.1% |
| Bomin Electronics 603936.SS | China | $1.18B | -21% | +19% | 1% | 2.9× | n/a | n/a |
| Huizhou CEE Technology 002579.SZ | China | $1.29B | 0% | -2% | -2% | 3.5× | n/a | n/a |
| Sihui Fuji Electronics Technology 300852.SZ | China | $1.18B | +8% | +48% | 13% | 2.8× | n/a | n/a |
| Guangdong Cellwise Microelectronics 688325.SS | China | $1.18B | -24% | +18% | 7% | 13.2× | n/a | n/a |
| Hunan Aihua 603989.SS | China | $1.33B | +12% | +17% | 8% | 2.0× | 16.9% | +9.6% |
| Shenzhen Edadoc Technology 301366.SZ | China | $1.13B | +18% | +51% | 12% | 4.6× | n/a | n/a |
| Browave 3163.TWO | Taiwan | $1.13B | -62% | +21% | 4% | 14.6× | n/a | n/a |
| Shenzhen United Winners Laser 688518.SS | China | $1.12B | -23% | +23% | 5% | 1.7× | 31.2% | +30.1% |
| NCAB NCAB.ST | Sweden | $1.37B | 0% | +25% | 11% | 3.1× | 19.2% | +12.1% |
| Cembre CMB.MI | Italy | $1.37B | -24% | +11% | 26% | 4.8× | 12.8% | +12.2% |
| Jiangxi Welgao Electronics 301251.SZ | China | $1.39B | +9% | +62% | 9% | 4.3× | n/a | n/a |
| Goode EIS (Suzhou) 301680.SZ | China | $1.09B | -16% | +68% | 18% | 3.8× | n/a | n/a |
| Nichidenbo 3090.TW | Taiwan | $1.09B | +15% | +28% | -5% | 1.9× | 57.2% | +11.2% |
| Korea Circuit 007810.KS | South Korea | $1.09B | -36% | +21% | 6% | 1.2× | n/a | n/a |
| Changzhou Aohong Electronics 605058.SS | China | $1.08B | +46% | +21% | 15% | 4.2× | 8.1% | +8.9% |