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Suzhou-based optoelectronics company; specific product line (possibly optical/LED components) is not confirmed.
Suzhou-based optoelectronics company; specific product line (possibly optical/LED components) is not confirmed.
Moat: narrow
Headquarters: Suzhou, China · Employees: 576
Size Talant Optronics (suzhou) (301045.SZ) is a China Information Technology company (Semiconductors) with a market value of $683M, the 3120th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥41.28 on 6 Nov 2026.
Performance Over six months the shares fell 14.7%, against -28.2% for the median peer and -16.4% for the China market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue fell 9.5% over the last twelve months (peer median +19.9%); the operating margin is 2.7% (peer median 2.4%).
Valuation It trades at 98.3× forward earnings against a peer median of 17.1× (most expensive of 8).
Capital Return on invested capital runs 7.2 points below its cost of capital (9.6% WACC).
Next results Next results expected around 16 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥547M | CN¥581M | CN¥654M | CN¥596M | CN¥652M |
| Revenue growth | — | -11% | +10% | -9% | — |
| Gross profit | CN¥162M | CN¥124M | CN¥118M | CN¥97.3M | CN¥116M |
| EBITDA | n/a | CN¥55.6M | CN¥40.8M | CN¥20.6M | CN¥43.8M |
| Net income | CN¥22.7M | CN¥32.5M | CN¥27.1M | CN¥8.84M | CN¥27.2M |
| Free cash flow | -CN¥362M | -CN¥91.2M | -CN¥167M | -CN¥27.5M | CN¥87.3M |
| Capital expenditure | CN¥386M | CN¥210M | CN¥164M | CN¥34.4M | CN¥37.3M |
| Total debt | CN¥178M | CN¥129M | CN¥121M | CN¥49.6M | CN¥46.6M |
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| Measure | 301045.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -32.1% | -16.7% | 4th lowest of 21 |
| 6-month return | -14.7% | -28.2% | 3rd highest of 21 |
| Distance from 52-week high | -60.3% | -51.7% | 5th lowest of 21 |
| Revenue growth (TTM) | -9.5% | +19.9% | 3rd lowest of 21 |
| Operating margin | 2.7% | 2.4% | 9th highest of 21 |
| Forward P/E | 98.3× | 17.1× | most expensive of 8 |
| ROIC minus cost of capital | -7.2 pp | -6.6 pp | 9th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Talant Optronics (suzhou) 301045.SZ | China | $683M | -15% | -10% | 3% | 98.3× | n/a | n/a |
| Foshan Blue Rocket Electronics 301348.SZ | China | $681M | -24% | +22% | -2% | n/a | n/a | n/a |
| UniTTEC 000925.SZ | China | $688M | -24% | +18% | 3% | 17.1× | n/a | n/a |
| Sanken Electric 6707.T | Japan | $673M | -43% | -19% | -8% | n/a | n/a | n/a |
| RFHIC 218410.KS | South Korea | $697M | -61% | +46% | 19% | 20.3× | 16.1% | +21.4% |
| Orient Semiconductor Electronics 2329.TW | Taiwan | $670M | -46% | +11% | 7% | 12.4× | n/a | n/a |
| Shenzhen Sunmoon Microelectronics 688699.SS | China | $698M | -24% | +50% | 9% | n/a | 30.7% | +4.9% |
| Shenzhen Refond Optoelectronics 300241.SZ | China | $668M | -22% | +24% | 4% | n/a | 16.7% | +8.4% |
| PVA TePla TPE.DE | Germany | $666M | -37% | -4% | 1% | 62.0× | n/a | n/a |
| Lingda 300125.SZ | China | $702M | -26% | +54% | -102% | n/a | n/a | n/a |
| Shanghai Orient-Chip Technology 688061.SS | China | $664M | +14% | +4% | -9% | 95.5× | n/a | n/a |
| Xinte Energy 1799.HK | Hong Kong | $707M | -41% | +12% | -6% | n/a | n/a | n/a |
| X-FAB Silicon Foundries XFAB.PA | France | $709M | -38% | -8% | 2% | n/a | n/a | n/a |
| Formosa Advanced Technologies 8131.TW | Taiwan | $655M | -29% | +37% | 16% | 10.7× | n/a | n/a |
| Hd Hyundai Energy Solutions 322000.KS | South Korea | $714M | -63% | +39% | 16% | 11.4× | 3.2% | +4.5% |
| Alpha and Omega Semiconductor L AOSL | United States | $716M | -38% | -2% | -6% | n/a | n/a | n/a |
| Silicon Integrated Systems 2363.TW | Taiwan | $649M | -25% | +78% | 2% | n/a | 28.1% | +77.5% |
| Changzhou Galaxy Century Microelectronics 688689.SS | China | $723M | -9% | +29% | 11% | n/a | n/a | n/a |
| SFA Semicon 036540.KS | South Korea | $728M | -27% | +37% | -4% | n/a | n/a | n/a |
| Yuneng Technology 688348.SS | China | $729M | -39% | -40% | -58% | n/a | n/a | n/a |
| Hongli Zhihui 300219.SZ | China | $638M | -22% | +10% | 3% | n/a | 8.3% | +6.9% |