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← CockpitCompetitor Analysis › 301086.SZ Shenzhen Hongfuhan Technology Co., Ltd. Class AOpen in the cockpit ↗

Shenzhen Hongfuhan Technology Co., Ltd. Class A301086.SZCompetitor analysis, valuation and peers

China · CNY·Industrials›Industrial Machinery

Shenzhen maker of precision bonding, protective, insulating and shielding parts, plus automation equipment, for phones, laptops and servers.

Momentum strong 63
Mkt cap
$2.04B
US dollars, full cap
$/day
$80.2M
20-day average traded
Fwd P/E
27.7×
forward earnings
ROIC−WACC
-4.1 pp
WACC 9.5%
Hurdle
n/a
no reverse DCF
Next earnings
173 days
28 Apr 2027
Close · CNYCN¥108.10
1D-8.6%
1W-13.5%
1M-28.4%
3M+18.9%
6M-23.2%
YTD+35.3%
1Y+102.3%
ATR %11.8%
52w lowhigh53.2% off high

What Shenzhen Hongfuhan Technology does

Shenzhen maker of precision bonding, protective, insulating and shielding parts, plus automation equipment, for phones, laptops and servers.

Sells bonding, protective, insulating and shielding parts to the contract manufacturers that build phones and computers for brand owners, so it follows their product launches. Precision functional parts carry most sales, with automation equipment a smaller supporting line. It is extending into servers, base stations, cars and robots.

Products and services

  • Precision functional components (bonding, protective, insula
  • Automation equipment
  • Heat-dissipation solutions
  • New materials

Customers

  • Foxconn
  • Luxshare
  • Zhen Ding Technology
  • Apple (end brand)
  • Microsoft and Lenovo (end brands)

Where it sits in the supply chain

  • Technology hardware
  • Electronic components
  • Precision functional components for…

What could go right

  • AI-server and base-station demand
  • New-energy vehicle and robotics components

What could go wrong

  • Reliance on a few large electronics makers
  • Consumer-electronics demand cycles

Moat: narrow (customer qualification, process know-how). Qualified supplier to large contract manufacturers on big-brand device programmes; bonding and precision-part process know-how.

Headquarters: Shenzhen, China · Employees: 2,103

Named competitors

Shenzhen Hongfuhan Technology at a glance

Size Shenzhen Hongfuhan Technology (301086.SZ) is a China Industrials company (Industrial Machinery) with a market value of $2.04B, the 1239th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥108.10 on 6 Nov 2026.

Performance Over six months the shares fell 23.2%, against -3.5% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 18 in its peer set.

Growth Revenue grew 57.7% over the last twelve months (peer median +11.3%); the operating margin is 14.2% (peer median 12.5%).

Valuation It trades at 27.7× forward earnings against a peer median of 18.8× (4th most expensive of 18).

Capital Return on invested capital runs 4.1 points below its cost of capital (9.5% WACC).

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

Relative performance

10015011 May 202611 Aug 20266 Nov 2026Peer median 95301086.SZ 74
Six months, rebased to 100: Shenzhen Hongfuhan Technology against the median of its 20 peers (local-currency closes).

Shenzhen Hongfuhan Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥1.37BCN¥906MCN¥814MCN¥667MCN¥711M
Revenue growth—+11%+22%-6%—
Gross profitCN¥534MCN¥278MCN¥258MCN¥241MCN¥275M
EBITDAn/aCN¥181MCN¥159MCN¥134MCN¥172M
Net incomeCN¥192MCN¥101MCN¥110MCN¥106MCN¥158M
Free cash flow-CN¥2.13B-CN¥780M-CN¥31.5M-CN¥258M-CN¥138M
Capital expenditureCN¥1.23BCN¥886MCN¥157MCN¥341MCN¥295M
Total debtCN¥2.71BCN¥1.51BCN¥471MCN¥366MCN¥253M

Quarterly statements and history in the cockpit →

Shenzhen Hongfuhan 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

-50%-25%0%+25%-40%-20%0%+20%60053006078210BCHNLAND6454601369300257EPAC61350004103899LMW60328331676136603626301086.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. Shenzhen Hongfuhan Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%25×50×75×60053006078210BCHNLAND64543002576135LMW31676136603626301086.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Shenzhen Hongfuhan Technology is the large dot.

Shenzhen Hongfuhan Technology competitors and peer comparison

Head to head with its named competitors (301086.SZ vs 002635.SZ vs 002600.SZ vs 300602.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Shenzhen Hongfuhan Technology 301086.SZ$2.04B-23%+58%14%27.7×n/a
Suzhou Anjie Technology 002635.SZ$1.30B-19%+21%3%22.0×16.2%
Lingyi iTech (Guangdong) 002600.SZ$14.2B-17%+9%6%30.9×n/a
Shenzhen FRD Science & Technology 300602.SZ$2.39B-23%+24%7%25.3×n/a

How Shenzhen Hongfuhan 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 Hongfuhan Technology against its 20 peers (data as of 6 Nov 2026)
Measure301086.SZPeer medianRank in peer set
1-month return-28.4%+0.8%3rd lowest of 21
6-month return-23.2%-3.5%4th lowest of 18
Distance from 52-week high-53.2%-22.1%4th lowest of 21
Revenue growth (TTM)+57.7%+11.3%3rd highest of 21
Operating margin14.2%12.5%10th highest of 21
Forward P/E27.7×18.8×4th most expensive of 18
ROIC minus cost of capital-4.1 pp+3.0 pp5th lowest of 20

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
Shenzhen Hongfuhan Technology 301086.SZChina$2.04B-23%+58%14%27.7×n/an/a
Miura 6005.TJapan$2.05B-11%+6%11%11.6×-4.3%+14.8%
Guangdong Topstar Technology 300607.SZChina$2.05B-1%+20%7%88.9×31.0%-1.8%
Chenbro Micom 8210.TWTaiwan$2.06B-57%+54%23%10.4×0.3%+23.9%
Direct Drive Tech 6731.HKHong Kong$2.02Bn/a+253%-38%n/an/an/a
Burckhardt Compression BCHN.SWSwitzerland$2.07B-3%-15%13%18.6×-7.8%+9.9%
Landis+Gyr LAND.SWSwitzerland$2.01B+17%-22%25%21.5×-10.2%-5.7%
Max 6454.TJapan$2.01B+1%+11%18%19.4×2.4%+9.2%
Xi'an Shaangu Power 601369.SSChina$2.00B-22%-5%7%18.2×-11.1%+3.2%
Kaishan 300257.SZChina$2.00B-56%+12%15%22.0×n/an/a
Enerpac Tool EPACUnited States$1.99B+9%+6%20%18.8×3.8%+4.3%
Makino Milling Machine 6135.TJapan$1.99B+35%+17%12%10.1×-3.2%+17.5%
Shenyang Machine Tool 000410.SZChina$2.11B-14%+29%-3%n/a25.3%+22.7%
CIMC Enric 3899.HKHong Kong$1.96B-32%+6%4%10.4×-4.7%+15.6%
LMW LMW.NSIndia$1.93B+14%+19%4%55.9×n/an/a
Midera Food Processing MFPUnited States$1.92Bn/a+11%14%16.4×0.9%+10.5%
Suzhou Secote Precision Electronic 603283.SSChina$1.92B-12%+9%20%20.2×n/an/a
Excelland Robotics (Wuxi) 3231.HKHong Kong$1.91Bn/a+19%-36%n/an/an/a
Ta Liang Technology 3167.TWTaiwan$1.89B-9%+103%23%19.6×31.8%+15.9%
OSG 6136.TJapan$1.88B-2%+20%18%11.4×1.7%+9.0%
Kunshan Kersen Science & Technology 603626.SSChina$2.22B+7%-24%-22%31.3×n/an/a

Questions

Who are Shenzhen Hongfuhan Technology's main competitors?
Named competitors: Suzhou Anjie Technology (002635.SZ), Lingyi iTech (002600.SZ), Shenzhen FRD Science & Technology (300602.SZ). The cockpit's measured peer set (industry) also includes Miura (6005.T), Guangdong Topstar Technology (300607.SZ), Chenbro Micom (8210.TW), Direct Drive Tech (6731.HK), Burckhardt Compression (BCHN.SW), Landis+Gyr (LAND.SW).
Is Shenzhen Hongfuhan Technology expensive compared with its peers?
On forward p/e it trades at 27.7× against a peer median of 18.8×, 4th most expensive of 18 in its peer set.
How has Shenzhen Hongfuhan Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -23.2% against -3.5% for the median peer; over one year +102.3%.

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.