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Chinese maker of fiber materials, likely fiberglass or specialty fibers for industrial applications.
Chinese maker of fiber materials, likely fiberglass or specialty fibers for industrial applications.
Moat: none
Headquarters: China · Employees: 537
Size Sinofibers Technology (300777.SZ) is a China Industrials company (Electrical Products) with a market value of $1.26B, the 1896th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥19.11 on 6 Nov 2026.
Performance Over six months the shares fell 48.4%, against -31.6% for the median peer and -16.4% for the China market (cap-weighted) — 5th lowest of 19 in its peer set.
Growth Revenue fell 61.1% over the last twelve months (peer median +21.5%); the operating margin is -24.8% (peer median 3.4%).
Valuation It trades at 40.7× forward earnings against a peer median of 20.8× (3rd most expensive of 13).
Price implies For today's price to make sense, revenue must grow about 55% a year for seven years (Req g). Recent delivered growth is +17%, so the hurdle is +38 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 8.7 points below its cost of capital (10.1% WACC).
Next results Next results expected around 28 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥375M | CN¥839M | CN¥812M | CN¥559M | CN¥795M |
| Revenue growth | — | +3% | +45% | -30% | — |
| Gross profit | CN¥249M | CN¥503M | CN¥471M | CN¥318M | CN¥587M |
| EBITDA | n/a | CN¥548M | CN¥527M | CN¥391M | CN¥578M |
| Net income | -CN¥57.9M | CN¥315M | CN¥356M | CN¥289M | CN¥596M |
| Free cash flow | CN¥55.1M | CN¥318M | -CN¥76.6M | CN¥286M | -CN¥534M |
| Capital expenditure | CN¥387M | CN¥585M | CN¥304M | CN¥589M | CN¥675M |
| Total debt | CN¥91.6M | CN¥191M | CN¥28.0M | CN¥29.5M | CN¥234M |
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.
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 | 300777.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -3.3% | -17.3% | 5th highest of 21 |
| 6-month return | -48.4% | -31.6% | 5th lowest of 19 |
| Distance from 52-week high | -61.1% | -52.3% | 8th lowest of 21 |
| Revenue growth (TTM) | -61.1% | +21.5% | lowest of 20 |
| Operating margin | -24.8% | 3.4% | lowest of 20 |
| Forward P/E | 40.7× | 20.8× | 3rd most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 55.1% | 16.2% | most demanding of 8 |
| Growth delivered (Del g) | +16.7% | +12.7% | 3rd highest of 7 |
| Hurdle (Req g minus delivered) | +38.4 pp | -1.0 pp | 2nd most demanding of 7 |
| ROIC minus cost of capital | -8.7 pp | -3.6 pp | 7th lowest of 20 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sinofibers Technology 300777.SZ | China | $1.26B | -48% | -61% | -25% | 40.7× | 55.1% | +16.7% |
| Volex VLX.L | United Kingdom | $1.27B | -20% | +9% | 9% | 13.4× | 13.2% | +22.3% |
| Sunstone Development 603612.SS | China | $1.25B | -32% | +28% | 8% | 10.1× | n/a | n/a |
| Amprius Technologies AMPX | United States | $1.27B | -48% | +144% | -17% | n/a | n/a | n/a |
| Ningbo KBE Electrical Technology 300863.SZ | China | $1.27B | -20% | +21% | 4% | 23.0× | n/a | n/a |
| FOCI Fiber Optic Communications 3363.TWO | Taiwan | $1.24B | -59% | -2% | -16% | 92.0× | n/a | n/a |
| Hoymiles Power Electronics 688032.SS | China | $1.29B | -38% | +47% | -16% | n/a | n/a | n/a |
| Shandong Sacred Sun Power Sources 002580.SZ | China | $1.23B | -34% | +22% | 4% | n/a | 21.6% | +14.2% |
| Camel 601311.SS | China | $1.29B | -26% | -4% | 2% | 12.8× | -0.5% | +11.2% |
| Suzhou Anjie Technology 002635.SZ | China | $1.30B | -19% | +21% | 3% | 22.0× | 16.2% | +10.4% |
| Taihan Fiberoptics 010170.KS | South Korea | $1.21B | -30% | +6% | -10% | n/a | n/a | n/a |
| Jiangsu Xihua New Energy Technology 603248.SS | China | $1.21B | -31% | +32% | 33% | n/a | n/a | n/a |
| Lotte Energy Materials 020150.KS | South Korea | $1.21B | -53% | -12% | -13% | n/a | n/a | n/a |
| Shenzhen Desay Battery Technology 000049.SZ | China | $1.20B | -28% | +9% | 2% | 19.5× | n/a | n/a |
| Wuxi Xinhongye Wire & Cable 301310.SZ | China | $1.32B | -4% | +47% | 3% | 39.4× | n/a | n/a |
| SPG 058610.KS | South Korea | $1.20B | -42% | -7% | 5% | 104.8× | 40.9% | -0.8% |
| Accelevation ACCV | United States | $1.33B | n/a | n/a | n/a | n/a | n/a | n/a |
| PowerX 485A.T | Japan | $1.20B | -55% | +213% | -1% | n/a | n/a | n/a |
| Atlanta Electricals ATLANTAELE.NS | India | $1.19B | -10% | +59% | 16% | 38.9× | 20.6% | +28.4% |
| Jiangsu Zenergy Battery Technologies 3677.HK | Hong Kong | $1.19B | -56% | +58% | 6% | 8.1× | n/a | n/a |
| PFISTERER PFS0.DE | Germany | $1.18B | n/a | +17% | 14% | 16.6× | 15.5% | n/a |