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← CockpitCompetitor Analysis › 300395.SZ Hubei Feilihua Quartz Glass Co Ltd Class AOpen in the cockpit ↗

Hubei Feilihua Quartz Glass Co Ltd Class A300395.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Makes fused quartz glass and quartzware used inside semiconductor and photovoltaic manufacturing equipment.

≈ A small Chinese quartz-materials supplier, in Momentive/Heraeus's nicheMomentum laggard 16
Mkt cap
$5.35B
US dollars, full cap
Free float
78%
of shares outstanding
$/day
$150M
20-day average traded
Fwd P/E
52.7×
forward earnings
ROIC−WACC
-3.2 pp
WACC 12.3%
Hurdle
n/a
no reverse DCF
Next earnings
173 days
28 Apr 2027
Close · CNYCN¥67.82
1D-2.3%
1W+7.9%
1M-25.0%
3M-4.3%
6M-37.8%
YTD-32.4%
1Y-13.4%
ATR %7.3%
52w lowhigh55.8% off high

What Hubei Feilihua Quartz Glass does

Makes fused quartz glass and quartzware used inside semiconductor and photovoltaic manufacturing equipment.

In one line: A small Chinese quartz-materials supplier, in Momentive/Heraeus's niche.

Products and services

  • Quartz glass tubes/rods
  • Quartz components for semiconductor equipment
  • Quartzware for photovoltaic furnaces

Customers

  • Semiconductor equipment/fab makers
  • Photovoltaic cell/wafer makers

Where it sits in the supply chain

  • Semiconductor/PV materials
  • Quartz glass & quartzware
  • Fused quartz components for fab tools

What could go right

  • Semiconductor/PV fab capex growth
  • China domestic quartz-materials substitution

What could go wrong

  • Cyclical fab/PV capex spending
  • Competition from global quartz incumbents

Moat: narrow (process know-how, customer qualification). Ultra-pure quartz processing is a specialized, qualification-heavy niche.

Headquarters: Huanggang, Hubei, China · Employees: 3,018

Named competitors

Hubei Feilihua Quartz Glass at a glance

Size Hubei Feilihua Quartz Glass (300395.SZ) is a China Information Technology company (Semiconductors) with a market value of $5.35B, the 474th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥67.82 on 6 Nov 2026.

Performance Over six months the shares fell 37.8%, against -17.8% for the median peer and -16.4% for the China market (cap-weighted) — 3rd lowest of 20 in its peer set.

Growth Revenue grew 50.1% over the last twelve months (peer median +26.0%); the operating margin is 23.7% (peer median 17.5%).

Valuation It trades at 52.7× forward earnings against a peer median of 33.5× (4th most expensive of 18).

Capital Return on invested capital runs 3.2 points below its cost of capital (12.3% WACC).

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

Relative performance

507510012511 May 202611 Aug 20266 Nov 2026Peer median 81300395.SZ 58
Six months, rebased to 100: Hubei Feilihua Quartz Glass against the median of its 20 peers (local-currency closes).

Hubei Feilihua Quartz Glass financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥2.72BCN¥2.01BCN¥1.73BCN¥2.08BCN¥1.71B
Revenue growth—+16%-17%+22%—
Gross profitCN¥1.46BCN¥867MCN¥665MCN¥975MCN¥851M
EBITDAn/aCN¥642MCN¥485MCN¥739MCN¥636M
Net incomeCN¥586MCN¥443MCN¥314MCN¥538MCN¥489M
Free cash flow-CN¥461M-CN¥297M-CN¥105M-CN¥278M-CN¥165M
Capital expenditureCN¥743MCN¥559MCN¥370MCN¥545MCN¥573M
Total debtCN¥742MCN¥683MCN¥567MCN¥707MCN¥223M

Quarterly statements and history in the cockpit →

Hubei Feilihua Quartz Glass 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

-50%-25%0%+25%-50%-25%0%+25%688728301536PIALGM3105SIMO688110688018300548002129002273CRUS688313688099688809688172688472600460300373300395.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Hubei Feilihua Quartz Glass is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%+300%+400%25×50×75×688728PIALGM3105SIMO688110688018300548002273CRUS6883133661688172688472600460300395.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Hubei Feilihua Quartz Glass is the large dot.

Hubei Feilihua Quartz Glass competitors and peer comparison

Head to head with its named competitors (300395.SZ vs 603688.SS vs 688169.SS)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Hubei Feilihua Quartz Glass 300395.SZ$5.35B-38%+50%24%52.7×n/a
Jiangsu Pacific Quartz 603688.SS$2.78B-38%+15%10%82.1×n/a
Beijing Roborock Technology 688169.SS$5.29B+17%+31%8%17.3×4.6%

How Hubei Feilihua Quartz Glass 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.

Hubei Feilihua Quartz Glass against its 20 peers (data as of 6 Nov 2026)
Measure300395.SZPeer medianRank in peer set
1-month return-25.0%-15.1%6th lowest of 21
6-month return-37.8%-17.8%3rd lowest of 20
Distance from 52-week high-55.8%-48.3%7th lowest of 21
Revenue growth (TTM)+50.1%+26.0%8th highest of 21
Operating margin23.7%17.5%5th highest of 21
Forward P/E52.7×33.5×4th most expensive of 18
ROIC minus cost of capital-3.2 pp+4.0 pp8th 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
Hubei Feilihua Quartz Glass 300395.SZChina$5.35B-38%+50%24%52.7×n/an/a
GalaxyCore 688728.SSChina$5.41B+1%+16%3%86.7×28.8%+3.8%
Sigmastar Technology 301536.SZChina$5.41B+4%+99%31%n/a19.6%+20.0%
Impinj PIUnited States$5.28B+12%+8%-1%62.6×47.2%+21.1%
Allegro MicroSystems ALGMUnited States$5.25B-42%+28%9%22.1×45.3%+8.5%
Win Semiconductors 3105.TWOTaiwan$5.19B-27%+24%11%28.5×48.8%-8.2%
Silicon Motion Technology Corporation Sponsored ADR SIMOUnited States$5.52B-36%+104%21%8.4×n/an/a
Dosilicon 688110.SSChina$5.13B-7%+375%54%27.4×23.6%+3.3%
Espressif Systems (Shanghai) 688018.SSChina$5.61B+30%+23%19%48.8×36.0%+25.3%
EverProX Technologies 300548.SZChina$5.04B-59%+64%35%33.5×30.9%+26.6%
TCL Zhonghuan Renewable Energy Technology 002129.SZChina$5.68B+9%+13%-27%n/an/an/a
Zhejiang Quartz Crystal Optoelectronic Technology 002273.SZChina$5.03B-28%+19%18%24.9×16.9%+16.5%
Cirrus Logic CRUSUnited States$5.69B-34%+6%23%16.9×1.5%+7.8%
Henan Shijia Photons Technology 688313.SSChina$5.72B-36%+73%22%47.9×n/an/a
SG Micro 3661.HKHong Kong$5.78Bn/a+54%17%38.7×3.4%+25.8%
Amlogic (Shanghai) 688099.SSChina$5.84B-13%+39%17%22.4×n/an/a
MaxOne Semiconductor (Suzhou) 688809.SSChina$4.90B+2%+57%39%n/an/an/a
Beijing YanDong MicroElectronic 688172.SSChina$5.86B-26%+22%-89%63.3×n/an/a
CSI Solar 688472.SSChina$4.87B-37%-36%-2%48.8×n/an/a
Hangzhou Silan Microelectronics 600460.SSChina$5.93B-18%+12%2%41.1×n/an/a
Yangzhou Yangjie Electronic Technology 300373.SZChina$5.99B-3%+29%18%22.4×18.1%+22.3%

Questions

Who are Hubei Feilihua Quartz Glass's main competitors?
Named competitors: Heraeus (private or unlisted), Momentive Performance Materials (private or unlisted), Jiangsu Pacific Quartz (603688.SS), Ferrotec (China) (688169.SS). The cockpit's measured peer set (industry) also includes GalaxyCore (688728.SS), Sigmastar Technology (301536.SZ), Impinj (PI), Allegro MicroSystems (ALGM), Win Semiconductors (3105.TWO), Silicon Motion Technology Corporation Sponsored ADR (SIMO).
Is Hubei Feilihua Quartz Glass expensive compared with its peers?
On forward p/e it trades at 52.7× against a peer median of 33.5×, 4th most expensive of 18 in its peer set.
How has Hubei Feilihua Quartz Glass stock performed?
Over six months to 6 Nov 2026 the shares returned -37.8% against -17.8% for the median peer; over one year -13.4%.

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.