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← CockpitCompetitor Analysis › 300975.SZ Nanjing Sunlord Electronics Corp. Ltd. Class AOpen in the cockpit ↗

Nanjing Sunlord Electronics Corp. Ltd. Class A300975.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronics Distributors

Nanjing authorized distributor of electronic components, selling chips and passive parts from global brands to electronics makers.

Momentum weak 31
Mkt cap
$2.40B
US dollars, full cap
Free float
94%
of shares outstanding
$/day
$94.0M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
+4.1 pp
WACC 9.3%
Hurdle
n/a
no reverse DCF
Close · CNYCN¥18.20
1D-5.5%
1W-2.2%
1M-18.2%
3M-17.8%
6M-11.1%
YTD+43.4%
1Y+35.5%
ATR %7.3%
52w lowhigh66.1% off high

What Nanjing Sunlord Electronics does

Nanjing authorized distributor of electronic components, selling chips and passive parts from global brands to electronics makers.

Does not make parts: it holds authorized agency rights from chip and component brands and resells them to electronics makers, earning the gap between buying and selling prices plus selection and supply-chain support. Chips such as memory, microcontrollers and analog devices bring the larger part of sales, with capacitors, resistors and other passive parts most of the rest.

Products and services

  • Active components (memory, microcontrollers, analog and logi
  • Passive components (capacitors, resistors, inductors)
  • Technical solutions and supply-chain services

Customers

  • Automotive-electronics makers
  • Industrial-control makers
  • AI-server and compute-hardware makers
  • Consumer-electronics makers

Where it sits in the supply chain

  • Electronics supply chain
  • Component distribution
  • Authorized chip and passive-component…

What could go right

  • Chip and memory demand from AI and automotive
  • New authorized brand lines

What could go wrong

  • Thin spread and inventory risk
  • Dependence on supplier authorizations

Moat: none (distribution). Authorized-line rights with chip brands, but distribution is low-differentiation and supplier agreements can change.

Headquarters: Nanjing, China · Founded: 1999 · Employees: 1,397

Named competitors

Nanjing Sunlord Electronics at a glance

Size Nanjing Sunlord Electronics (300975.SZ) is a China Information Technology company (Electronics Distributors) with a market value of $2.40B, the 1073rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥18.20 on 6 Nov 2026.

Performance Over six months the shares fell 11.1%, against -9.8% for the median peer and -16.4% for the China market (cap-weighted) — 10th lowest of 21 in its peer set.

Growth Revenue grew 109.4% over the last twelve months (peer median +20.3%); the operating margin is 8.2% (peer median 3.8%).

Valuation It trades at 1.2× enterprise value to sales against a peer median of 0.9× (9th most expensive of 21).

Capital Return on invested capital runs 4.1 points above its cost of capital (9.3% WACC).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026Peer median 87300975.SZ 80
Six months, rebased to 100: Nanjing Sunlord Electronics against the median of its 20 peers (local-currency closes).

Nanjing Sunlord Electronics financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥16.9BCN¥8.54BCN¥6.54BCN¥5.10BCN¥5.64B
Revenue growth—+31%+28%-10%—
Gross profitCN¥2.45BCN¥1.12BCN¥749MCN¥583MCN¥638M
EBITDAn/aCN¥476MCN¥157MCN¥113MCN¥244M
Net incomeCN¥957MCN¥303MCN¥70.8MCN¥34.0MCN¥132M
Free cash flow-CN¥1.76B-CN¥1.12B-CN¥963MCN¥157M-CN¥79.3M
Capital expenditureCN¥11.9MCN¥10.2MCN¥12.0MCN¥47.1MCN¥135M
Total debtCN¥5.92BCN¥3.65BCN¥1.88BCN¥1.30BCN¥1.35B

Quarterly statements and history in the cockpit →

Nanjing Sunlord Electronics 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%0%+50%+100%-20%0%+20%8056SWON001287688561ASB301589REZIALSN000062302331073001313001846515SES002416300353000829YUBICO2347300975.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Nanjing Sunlord Electronics is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×5×10×8056SWON001287688561ASB301589REZIALSN000062302331073001846515SES300353000829YUBICO300975.SZRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Nanjing Sunlord Electronics is the large dot.

Nanjing Sunlord Electronics competitors and peer comparison

Head to head with its named competitors (300975.SZ vs 3702.TW vs ARW vs AVT)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Nanjing Sunlord Electronics 300975.SZ$2.40B-11%+109%8%1.2×n/a
WPG 3702.TW$4.78B-12%+29%2%0.3×n/a
Arrow Electronics ARW$9.22B-7%+26%4%0.3×0.1%
Avnet AVT$6.52B-3%+44%4%0.3×n/a
Shenzhen Huaqiang Industry 000062.SZ$3.04B-48%+48%4%0.8×n/a

How Nanjing Sunlord Electronics 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.

Nanjing Sunlord Electronics against its 20 peers (data as of 6 Nov 2026)
Measure300975.SZPeer medianRank in peer set
1-month return-18.2%-7.7%4th lowest of 21
6-month return-11.1%-9.8%10th lowest of 21
Distance from 52-week high-66.1%-28.4%2nd lowest of 21
Revenue growth (TTM)+109.4%+20.3%2nd highest of 21
Operating margin8.2%3.8%8th highest of 21
EV / Sales1.2×0.9×9th most expensive of 21
ROIC minus cost of capital+4.1 pp+2.9 pp10th highest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Nanjing Sunlord Electronics 300975.SZChina$2.40B-11%+109%8%1.2×n/an/a
BIPROGY 8056.TJapan$2.47B-3%+4%10%1.0×-9.5%+7.1%
SoftwareOne SWON.SWSwitzerland$2.30B+11%+62%12%1.5×-5.7%+8.4%
Shenzhen CECport Technologies 001287.SZChina$2.28B-24%+138%2%0.3×n/an/a
Qi An Xin Technology 688561.SSChina$2.61B-15%-14%-45%5.0×n/an/a
ASBISc Enterprises ASB.WAPoland$2.17B+123%+43%4%0.5×5.9%+9.5%
Xi'an Novastar Tech 301589.SZChina$2.12B-9%+15%17%3.7×15.9%+28.7%
Resideo Technologies REZIUnited States$2.95B+6%+3%8%0.8×n/an/a
ALSO ALSN.SWSwitzerland$3.01B+17%+29%2%0.2×-4.4%-0.1%
Shenzhen Huaqiang Industry 000062.SZChina$3.04B-48%+48%4%0.8×n/an/a
SINBON Electronics 3023.TWTaiwan$1.88B-11%+9%10%1.8×-0.1%+7.3%
Daiwabo 3107.TJapan$1.79B+4%+14%3%0.2×-7.7%+5.3%
Shenzhen Yitoa Intelligent Control 300131.SZChina$1.68B-39%+3%0%2.1×n/an/a
Wuhan P&S Information Technology 300184.SZChina$1.63B-29%+48%5%0.9×n/an/a
WinWay Technology 6515.TWTaiwan$3.63B-67%+45%24%10.9×32.8%+22.0%
SeSa SES.MIItaly$1.53B-1%+11%4%0.4×-7.1%+12.0%
Shenzhen Aisidi 002416.SZChina$1.44B-44%+26%1%0.2×n/an/a
Kyland Technology 300353.SZChina$1.42B-17%-6%-6%11.8×n/an/a
Telling Telecommunication 000829.SZChina$1.41B-21%+37%0%0.2×n/an/a
Yubico YUBICO.STSweden$1.40B+189%-9%9%6.0×26.3%+12.4%
Synnex Technology International 2347.TWTaiwan$4.26B+3%+36%2%0.4×n/an/a

Questions

Who are Nanjing Sunlord Electronics's main competitors?
Named competitors: WPG Holdings (3702.TW), Arrow Electronics (ARW), Avnet (AVT), Shenzhen Huaqiang (000062.SZ). The cockpit's measured peer set (industry) also includes BIPROGY (8056.T), SoftwareOne (SWON.SW), Shenzhen CECport Technologies (001287.SZ), Qi An Xin Technology (688561.SS), ASBISc Enterprises (ASB.WA), Xi'an Novastar Tech (301589.SZ).
Is Nanjing Sunlord Electronics expensive compared with its peers?
On ev / sales it trades at 1.2× against a peer median of 0.9×, 9th most expensive of 21 in its peer set.
How has Nanjing Sunlord Electronics stock performed?
Over six months to 6 Nov 2026 the shares returned -11.1% against -9.8% for the median peer; over one year +35.5%.

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.