Which companies are Shenzhen EXC-LED Technology's closest peers?

The cockpit's peer set: Kopin (KOPN), Jiangsu Transimage Technology (002866.SZ), Taiwan Microloops (6831.TW), Black Sesame International (2533.HK), Yingkou Jinchen Machinery (603396.SS), JinkoSolar Holding Co., Ltd. Sponsored ADR (JKS), Silex Systems (SLX.AX), Jiangsu Rijiu Optoelectronics Jointstock (003015.SZ).

Is Shenzhen EXC-LED Technology expensive compared with its peers?

On ev / sales it trades at 3.2× against a peer median of 3.4×, 9th cheapest of 20 in its peer set.

How has Shenzhen EXC-LED Technology stock performed?

Over six months to 6 Nov 2026 the shares returned -29.1% against -41.4% for the median peer; over one year -9.4%.

← CockpitCompetitor Analysis › 300889.SZ Shenzhen EXC-LED Technology Co., Ltd. Class AOpen in the cockpit ↗

Shenzhen EXC-LED Technology Co., Ltd. Class A300889.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Semiconductors

Momentum weak 31

Competitor Analysis ▸ Charts Open in the cockpit

Mkt cap

$562M

US dollars, full cap

$/day

$12.3M

20-day average traded

Fwd P/E

n/m

no positive forecast

ROIC−WACC

-12.9 pp

WACC 9.5%

Hurdle

n/a

no reverse DCF

Close · CNYCN¥17.02

1D-3.4%

1W+0.4%

1M-17.0%

3M-5.0%

6M-29.1%

YTD-17.8%

1Y-9.4%

ATR %6.3%

52w lowhigh45.0% off high

What Shenzhen EXC-LED Technology does

Employees: 1,595

Shenzhen EXC-LED Technology at a glance

Size Shenzhen EXC-LED Technology (300889.SZ) is a China Information Technology company (Semiconductors) with a market value of $562M, the 3577th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥17.02 on 6 Nov 2026.

Performance Over six months the shares fell 29.1%, against -41.4% for the median peer and -16.4% for the China market (cap-weighted) — 7th highest of 20 in its peer set.

Growth Revenue grew 20.1% over the last twelve months (peer median +21.8%); the operating margin is -6.7% (peer median 2.2%).

Valuation It trades at 3.2× enterprise value to sales against a peer median of 3.4× (9th cheapest of 20).

Capital Return on invested capital runs 12.9 points below its cost of capital (9.5% WACC).

Relative performance

Six months, rebased to 100: Shenzhen EXC-LED Technology against the median of its 20 peers (local-currency closes).

Shenzhen EXC-LED Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
	TTM	FY2025	FY2024	FY2023	FY2022
Revenue	CN¥1.27B	CN¥1.17B	CN¥900M	CN¥1.06B	CN¥903M
Revenue growth	—	+30%	-15%	+18%	—
Gross profit	CN¥195M	CN¥187M	CN¥155M	CN¥297M	CN¥267M
EBITDA	CN¥6.97M	CN¥20.6M	-CN¥71.9M	CN¥66.5M	CN¥66.7M
Net income	-CN¥93.1M	-CN¥77.2M	-CN¥107M	CN¥34.3M	CN¥36.1M
Free cash flow	-CN¥138M	CN¥11.8M	CN¥69.3M	-CN¥164M	-CN¥493M
Capital expenditure	CN¥26.3M	CN¥27.9M	CN¥21.8M	CN¥107M	CN¥368M
Total debt	CN¥643M	CN¥602M	CN¥436M	CN¥471M	CN¥500M

Quarterly statements and history in the cockpit →

Shenzhen EXC-LED Technology 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

Up and to the right = strong over both horizons. Shenzhen EXC-LED Technology is the large dot.

Fundamentals: revenue growth against valuation

Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shenzhen EXC-LED Technology is the large dot.

Shenzhen EXC-LED Technology competitors and peer comparison

How Shenzhen EXC-LED Technology 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.

Shenzhen EXC-LED Technology against its 20 peers (data as of 6 Nov 2026)
Measure	300889.SZ	Peer median	Rank in peer set
1-month return	-17.0%	-19.4%	11th highest of 21
6-month return	-29.1%	-41.4%	7th highest of 20
Distance from 52-week high	-45.0%	-56.5%	6th highest of 21
Revenue growth (TTM)	+20.1%	+21.8%	10th lowest of 20
Operating margin	-6.7%	2.2%	8th lowest of 20
EV / Sales	3.2×	3.4×	9th cheapest of 20
ROIC minus cost of capital	-12.9 pp	-5.6 pp	7th lowest of 20
Net debt / EBITDA	35.6×	-0.8×	most indebted of 5

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
Company	Market	Market cap	6M return	Revenue growth	Op. margin	EV / Sales	Req g	Delivered g
Shenzhen EXC-LED Technology 300889.SZ	China	$562M	-29%	+20%	-7%	3.2×	n/a	n/a
Kopin KOPN	United States	$564M	-44%	-7%	-35%	11.8×	n/a	n/a
Jiangsu Transimage Technology 002866.SZ	China	$567M	-49%	-5%	3%	1.9×	12.9%	+4.2%
Taiwan Microloops 6831.TW	Taiwan	$569M	-46%	+117%	12%	4.6×	n/a	n/a
Black Sesame International 2533.HK	Hong Kong	$555M	-66%	+73%	-148%	3.4×	n/a	n/a
Yingkou Jinchen Machinery 603396.SS	China	$555M	-24%	-5%	5%	1.3×	21.1%	+21.8%
JinkoSolar Holding Co., Ltd. Sponsored ADR JKS	United States	$551M	-55%	-15%	-8%	0.8×	n/a	n/a
Silex Systems SLX.AX	Australia	$574M	-49%	+89%	-33%	47.3×	43.3%	+48.1%
Jiangsu Rijiu Optoelectronics Jointstock 003015.SZ	China	$548M	-22%	+5%	12%	5.3×	15.8%	+5.3%
Vikram Solar VIKRAMSOLR.NS	India	$546M	-37%	+40%	12%	1.0×	n/a	n/a
Centera Photonics 7917.TWO	Taiwan	$579M	n/a	n/a	n/a	n/a	n/a	n/a
QD Laser 6613.T	Japan	$546M	+43%	+7%	-19%	56.3×	n/a	n/a
TFE 425420.KS	South Korea	$544M	-8%	+54%	17%	5.2×	7.4%	+15.5%
Suzhou Convert Semiconductor 688693.SS	China	$543M	-48%	+49%	-34%	10.0×	n/a	n/a
Brite Semiconductor (Shanghai) 688691.SS	China	$542M	-59%	+27%	-18%	3.1×	n/a	n/a
Shenzhen SOSEN Electronics 301002.SZ	China	$587M	-39%	+22%	2%	3.4×	n/a	n/a
Advanced Wireless Semiconductor 8086.TWO	Taiwan	$537M	-41%	+36%	23%	3.6×	6.3%	+3.0%
First Sensor SIS.DE	Germany	$591M	-6%	-18%	7%	5.7×	13.5%	-7.4%
Hubei W-Olf Photoelectric Technology 002962.SZ	China	$534M	-25%	+3%	1%	2.2×	24.2%	+15.0%
Shenzhen China Micro Semicon 688380.SS	China	$532M	-39%	+40%	21%	1.6×	6.0%	+24.3%
Jiangxi Lianchuang Optoelectronic Science & Tech 600363.SS	China	$603M	-82%	-10%	1%	2.4×	n/a	n/a

Questions

Which companies are Shenzhen EXC-LED Technology's closest peers?: The cockpit's peer set: Kopin (KOPN), Jiangsu Transimage Technology (002866.SZ), Taiwan Microloops (6831.TW), Black Sesame International (2533.HK), Yingkou Jinchen Machinery (603396.SS), JinkoSolar Holding Co., Ltd. Sponsored ADR (JKS), Silex Systems (SLX.AX), Jiangsu Rijiu Optoelectronics Jointstock (003015.SZ).
Is Shenzhen EXC-LED Technology expensive compared with its peers?: On ev / sales it trades at 3.2× against a peer median of 3.4×, 9th cheapest of 20 in its peer set.
How has Shenzhen EXC-LED Technology stock performed?: Over six months to 6 Nov 2026 the shares returned -29.1% against -41.4% for the median peer; over one year -9.4%.