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Chinese maker of small electric motors used in automotive and appliance applications.
Chinese maker of small electric motors used in automotive and appliance applications.
Moat: none. Commodity small-motor maker in a fragmented, competitive segment.
Headquarters: Jiangsu, China · Employees: 2,139
Size Jiangsu Yunyi Electric (300304.SZ) is a China Consumer Discretionary company (Auto Parts: OEM) with a market value of $1.27B, the 1889th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥9.61 on 6 Nov 2026.
Performance Over six months the shares fell 18.8%, against -16.4% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 20 in its peer set.
Growth Revenue grew 13.7% over the last twelve months (peer median +12.2%); the operating margin is 17.0% (peer median 4.8%).
Valuation It trades at 16.9× forward earnings against a peer median of 20.3× (7th cheapest of 14).
Price implies For today's price to make sense, revenue must grow about 17% a year for seven years (Req g). Recent delivered growth is +23%, so the hurdle is -6 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.7 points above its cost of capital (11.6% WACC).
Next results Next results expected around 25 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.56B | CN¥2.39B | CN¥2.13B | CN¥1.66B | CN¥1.17B |
| Revenue growth | — | +12% | +28% | +42% | — |
| Gross profit | CN¥873M | CN¥806M | CN¥648M | CN¥491M | CN¥326M |
| EBITDA | n/a | CN¥584M | CN¥483M | CN¥335M | CN¥193M |
| Net income | CN¥412M | CN¥467M | CN¥401M | CN¥305M | CN¥136M |
| Free cash flow | CN¥91.3M | CN¥185M | CN¥243M | CN¥132M | CN¥52.1M |
| Capital expenditure | CN¥235M | CN¥195M | CN¥156M | CN¥140M | CN¥78.6M |
| Total debt | CN¥488M | CN¥488M | CN¥196M | CN¥291M | CN¥236M |
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| Measure | 300304.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -21.3% | -3.6% | 2nd lowest of 21 |
| 6-month return | -18.8% | -16.4% | 10th lowest of 20 |
| Distance from 52-week high | -53.5% | -44.7% | 4th lowest of 21 |
| Revenue growth (TTM) | +13.7% | +12.2% | 10th highest of 20 |
| Operating margin | 17.0% | 4.8% | highest of 21 |
| Forward P/E | 16.9× | 20.3× | 7th cheapest of 14 |
| Growth the price implies (Req g, 7 yrs) | 17.1% | 20.8% | 5th least demanding of 10 |
| Growth delivered (Del g) | +23.4% | +11.2% | 3rd highest of 9 |
| Hurdle (Req g minus delivered) | -6.4 pp | -12.3 pp | 4th most demanding of 9 |
| ROIC minus cost of capital | +0.7 pp | +0.4 pp | 10th highest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangsu Yunyi Electric 300304.SZ | China | $1.27B | -19% | +14% | 17% | 16.9× | 17.1% | +23.4% |
| Hong Leong Asia H22.SI | Singapore | $1.26B | -40% | +17% | 9% | 9.5× | -12.9% | +2.9% |
| Adient ADNT | United States | $1.26B | -28% | +4% | 3% | 6.1× | -17.6% | +2.1% |
| Varroc Engineering VARROC.NS | India | $1.28B | +40% | +22% | 6% | 31.5× | 29.9% | +15.1% |
| ASK Automotive ASKAUTOLTD.NS | India | $1.28B | +35% | +39% | 9% | 34.3× | n/a | n/a |
| Longhorn Auto 301488.SZ | China | $1.29B | -32% | +34% | 2% | 82.0× | n/a | n/a |
| Zhejiang Shibao 002703.SZ | China | $1.29B | -20% | +16% | 4% | n/a | 41.6% | +26.5% |
| JBM Auto JBMA.NS | India | $1.24B | -21% | +16% | 9% | n/a | n/a | n/a |
| Zhejiang Fenglong Electric 002931.SZ | China | $1.30B | -31% | +2% | 0% | n/a | n/a | n/a |
| SKF India (Industrial) SKFINDUS.NS | India | $1.23B | +9% | n/a | 11% | 33.3× | 36.9% | n/a |
| Xiangyang Automobile Bearing 000678.SZ | China | $1.22B | +53% | -3% | -3% | n/a | n/a | n/a |
| Ruifeng Power 2025.HK | Hong Kong | $1.22B | +29% | +4% | 1% | n/a | n/a | n/a |
| Wuxi Best Precision Machinery 300580.SZ | China | $1.32B | -40% | +12% | 16% | 29.4× | 20.8% | +10.1% |
| NASN Intelligent Tech (Zhejiang) 2261.HK | Hong Kong | $1.21B | n/a | +57% | -12% | n/a | n/a | n/a |
| Kunshan Huguang Auto Harness 605333.SS | China | $1.32B | -16% | -2% | 2% | 31.8× | n/a | n/a |
| Sichuan Chengfei Integration Technology 002190.SZ | China | $1.20B | -24% | +9% | -1% | n/a | n/a | n/a |
| F.C.C.Co 7296.T | Japan | $1.20B | +20% | +10% | 8% | 9.0× | -7.1% | +12.3% |
| Zhejiang Wanliyang 002434.SZ | China | $1.19B | -13% | -30% | -10% | 15.5× | n/a | n/a |
| Jiangsu Bojun Industrial Technology 300926.SZ | China | $1.35B | -31% | +54% | 13% | 9.0× | n/a | n/a |
| Tong Yang Industry 1319.TW | Taiwan | $1.35B | -1% | -12% | 15% | 10.9× | -5.9% | +7.7% |
| Zhejiang EV-Tech 301607.SZ | China | $1.18B | -7% | +60% | 6% | 20.3× | 24.2% | +35.3% |