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← CockpitCompetitor Analysis › 300327.SZ Sino Wealth Electronic Ltd. Class AOpen in the cockpit ↗

Sino Wealth Electronic Ltd. Class A300327.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Shenzhen-based designer of microcontroller (MCU) chips for home appliances, plus OLED display-driver and battery-management ICs.

≈ A niche Chinese appliance-MCU chipmakerMomentum strong 72
Mkt cap
$1.13B
US dollars, full cap
Free float
73%
of shares outstanding
$/day
$30.5M
20-day average traded
Fwd P/E
25.7×
forward earnings
ROIC−WACC
-9.8 pp
WACC 12.7%
Hurdle
+54 pp
Req g minus delivered
Next earnings
146 days
1 Apr 2027
Close · CNYCN¥22.36
1D-1.5%
1W+8.2%
1M-6.0%
3M+5.3%
6M-18.2%
YTD-20.2%
1Y-17.1%
ATR %4.8%
52w lowhigh40.7% off high

What Sino Wealth Electronic does

Shenzhen-based designer of microcontroller (MCU) chips for home appliances, plus OLED display-driver and battery-management ICs.

Designs chips and has them made by outside foundries, selling to appliance makers that design its microcontrollers into products and use them for years, so sales follow design wins and appliance production. Battery-management and display-driver chips extend the range to e-bike battery packs and OLED screens.

In one line: A niche Chinese appliance-MCU chipmaker.

Products and services

  • Appliance MCUs
  • OLED display driver ICs
  • Battery-management ICs
  • Small-motor-drive ICs

Customers

  • Home appliance makers
  • Power tool/e-bike battery pack makers
  • Consumer electronics OEMs

Where it sits in the supply chain

  • Information Technology
  • Semiconductors
  • Microcontrollers (MCU)

What could go right

  • Smart appliance and e-bike battery-pack growth

What could go wrong

  • Commoditized MCU pricing pressure
  • Customer concentration in China appliances

Moat: narrow (process know-how, customer qualification). Long design-in history with Chinese appliance makers in a commoditized MCU market.

Headquarters: Shenzhen, China · Founded: 1996 · Employees: 532

Named competitors

Sino Wealth Electronic at a glance

Size Sino Wealth Electronic (300327.SZ) is a China Information Technology company (Semiconductors) with a market value of $1.13B, the 2069th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥22.36 on 6 Nov 2026.

Performance Over six months the shares fell 18.2%, against -33.6% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 20 in its peer set.

Growth Revenue grew 7.0% over the last twelve months (peer median +11.3%); the operating margin is 1.3% (peer median 3.8%).

Valuation It trades at 25.7× forward earnings against a peer median of 36.9× (5th cheapest of 15).

Price implies For today's price to make sense, revenue must grow about 59% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +54 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 9.8 points below its cost of capital (12.7% WACC).

Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026300327.SZ 81Peer median 68
Six months, rebased to 100: Sino Wealth Electronic against the median of its 20 peers (local-currency closes).

Sino Wealth Electronic financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.43BCN¥1.28BCN¥1.34BCN¥1.30BCN¥1.60B
Revenue growth—-4%+3%-19%—
Gross profitCN¥436MCN¥351MCN¥409MCN¥428MCN¥700M
EBITDAn/aCN¥48.6MCN¥113MCN¥68.3MCN¥349M
Net incomeCN¥100MCN¥60.2MCN¥134MCN¥186MCN¥323M
Free cash flowCN¥94.3MCN¥151MCN¥2.23M-CN¥100M-CN¥90.3M
Capital expenditureCN¥116MCN¥46.9MCN¥184MCN¥72.8MCN¥102M
Total debtCN¥27.0MCN¥67.2MCN¥107MCN¥65.5MCN¥126M

Quarterly statements and history in the cockpit →

Sino Wealth 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

-60%-40%-20%0%+20%-40%-20%0%688262UTLSOLAR6884866885840600688662002079300053688508272606731030070830109535834991600360688439688591300327.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Sino Wealth Electronic is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×200×400×688262UTLSOLAR68848668858468866200207968850806731030070830109535834991688439300327.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Sino Wealth Electronic is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%+60%0%20%40%60%002079272600201706731030109535834991688439300327.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. Sino Wealth Electronic is the large dot.

Sino Wealth Electronic competitors and peer comparison

Head to head with its named competitors (300327.SZ vs STM vs 4919.TW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Sino Wealth Electronic 300327.SZ$1.13B-18%+7%1%25.7×58.7%
STM STM$41.0B-29%+16%7%17.3×38.6%
Nuvoton Technology 4919.TW$1.22B-46%0%-5%n/an/a

How Sino Wealth 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.

Sino Wealth Electronic against its 20 peers (data as of 6 Nov 2026)
Measure300327.SZPeer medianRank in peer set
1-month return-6.0%-17.4%4th highest of 21
6-month return-18.2%-33.6%7th highest of 20
Distance from 52-week high-40.7%-56.1%4th highest of 21
Revenue growth (TTM)+7.0%+11.3%7th lowest of 21
Operating margin1.3%3.8%8th lowest of 21
Forward P/E25.7×36.9×5th cheapest of 15
Growth the price implies (Req g, 7 yrs)58.7%31.4%most demanding of 9
Growth delivered (Del g)+4.9%+17.2%2nd lowest of 9
Hurdle (Req g minus delivered)+53.8 pp+15.4 ppmost demanding of 9
ROIC minus cost of capital-9.8 pp-4.5 pp7th 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
Sino Wealth Electronic 300327.SZChina$1.13B-18%+7%1%25.7×58.7%+4.9%
CCore Technology 688262.SSChina$1.13B-43%+104%-51%372.5×n/an/a
Fujiyama Power Systems UTLSOLAR.NSIndia$1.14B+23%+72%17%18.6×n/an/a
Lontium Semiconductor 688486.SSChina$1.14B-28%+19%23%27.9×n/an/a
Wafer Works (Shanghai) 688584.SSChina$1.11B-6%-1%7%74.8×n/an/a
BASiC Semiconductor 9971.HKHong Kong$1.15Bn/a+4%-104%n/an/an/a
Axera Semiconductor 0600.HKHong Kong$1.15B-34%+19%-135%n/an/an/a
Guangdong Fuxin Technology 688662.SSChina$1.10B+19%+15%13%73.2×n/an/a
Suzhou Good-Ark Electronics 002079.SZChina$1.10B-31%+12%2%42.7×32.5%+17.1%
Zhuhai Aerospace Microchips Science & Technology 300053.SZChina$1.10B-40%+10%-114%n/an/an/a
Wuxi Chipown Micro-electronics 688508.SSChina$1.09B-35%+12%-4%36.1×n/an/a
Epiworld International 2726.HKHong Kong$1.17B-34%-21%-11%n/a42.8%+17.4%
Eastcompeace Technology 002017.SZChina$1.08B-34%+4%10%n/a30.4%+4.5%
Hana Micron 067310.KSSouth Korea$1.18B-39%+54%14%6.1×0.4%+23.3%
Focus Lightings Tech 300708.SZChina$1.07B-14%-38%9%28.6×n/an/a
Semitronix 301095.SZChina$1.07B-35%+29%0%59.8×58.0%+42.7%
Scientech 3583.TWTaiwan$1.07B-46%+9%14%16.0×10.4%+26.0%
GCS 4991.TWOTaiwan$1.06B-61%+52%20%37.8×39.2%+8.2%
Jilin Sino-Microelectronics 600360.SSChina$1.21B-15%+11%3%n/an/an/a
Guizhou Zhenhua Fengguang Semiconductor 688439.SSChina$1.05B-28%-39%4%14.9×18.6%+16.1%
Telink Semiconductor (Shanghai) 688591.SSChina$1.05B-15%+7%4%82.2×n/an/a

Questions

Who are Sino Wealth Electronic's main competitors?
Named competitors: STMicroelectronics (STM), Nuvoton Technology (4919.TW). The cockpit's measured peer set (industry) also includes CCore Technology (688262.SS), Fujiyama Power Systems (UTLSOLAR.NS), Lontium Semiconductor (688486.SS), Wafer Works (Shanghai) (688584.SS), BASiC Semiconductor (9971.HK), Axera Semiconductor (0600.HK).
Is Sino Wealth Electronic expensive compared with its peers?
On forward p/e it trades at 25.7× against a peer median of 36.9×, 5th cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about 59% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is +54 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 Sino Wealth Electronic stock performed?
Over six months to 6 Nov 2026 the shares returned -18.2% against -33.6% for the median peer; over one year -17.1%.

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.