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← CockpitCompetitor Analysis › 301123.SZ YD Electronic Technology Co., Ltd. Class AOpen in the cockpit ↗

YD Electronic Technology Co., Ltd. Class A301123.SZCompetitor analysis, valuation and peers

China · CNY·Information Technology›Electronic Components

Chinese electronic-components maker; specific product line not established from available knowledge.

Momentum laggard 3
Mkt cap
$1.50B
US dollars, full cap
Free float
61%
of shares outstanding
$/day
$39.6M
20-day average traded
Fwd P/E
33.9×
forward earnings
ROIC−WACC
-14.4 pp
WACC 15.1%
Hurdle
n/a
no reverse DCF
Next earnings
174 days
29 Apr 2027
Close · CNYCN¥42.71
1D-5.5%
1W+3.5%
1M-33.8%
3M-23.1%
6M-36.5%
YTD-41.9%
1Y-6.7%
ATR %9.9%
52w lowhigh67.8% off high

What YD Electronic Technology does

Chinese electronic-components maker; specific product line not established from available knowledge.

Where it sits in the supply chain

  • Electronics
  • Electronic components

Moat: none

Headquarters: China · Employees: 5,067

YD Electronic Technology at a glance

Size YD Electronic Technology (301123.SZ) is a China Information Technology company (Electronic Components) with a market value of $1.50B, the 1633rd largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥42.71 on 6 Nov 2026.

Performance Over six months the shares fell 36.5%, against -21.1% for the median peer and -16.4% for the China market (cap-weighted) — 4th lowest of 21 in its peer set.

Growth Revenue grew 44.1% over the last twelve months (peer median +13.8%); the operating margin is -2.6% (peer median 8.3%).

Valuation It trades at 33.9× forward earnings against a peer median of 25.9× (3rd most expensive of 11).

Capital Return on invested capital runs 14.4 points below its cost of capital (15.1% WACC).

Next results Next results expected around 29 Apr 2027 (exchange calendar; dates can move).

Relative performance

5010015020011 May 202611 Aug 20266 Nov 2026Peer median 78301123.SZ 63
Six months, rebased to 100: YD Electronic Technology against the median of its 20 peers (local-currency closes).

YD Electronic Technology financials

Reported figures in CNY; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueCN¥3.08BCN¥2.26BCN¥1.70BCN¥1.47BCN¥1.56B
Revenue growth—+33%+16%-6%—
Gross profitCN¥641MCN¥327MCN¥167MCN¥204MCN¥317M
EBITDAn/aCN¥88.7MCN¥22.8MCN¥1.77MCN¥145M
Net income-CN¥92.3M-CN¥66.9M-CN¥60.4MCN¥2.14MCN¥138M
Free cash flow-CN¥321M-CN¥154M-CN¥125M-CN¥256M-CN¥310M
Capital expenditureCN¥197MCN¥163MCN¥215MCN¥332MCN¥502M
Total debtCN¥567MCN¥422MCN¥310MCN¥202MCN¥142M

Quarterly statements and history in the cockpit →

YD Electronic 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

-60%-40%-20%0%-40%-20%0%6033286414000823002957AOF301251CMBNCAB1879301183603989300342603297301682002579603267002897300303300790300739301123.SZ6-month return →1-month return →
Up and to the right = strong over both horizons. YD Electronic Technology is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%10×20×30×40×6414002957AOFCMBNCAB301183603297603267002897300790301123.SZRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. YD Electronic Technology is the large dot.

YD Electronic Technology competitors and peer comparison

How YD Electronic 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.

YD Electronic Technology against its 20 peers (data as of 6 Nov 2026)
Measure301123.SZPeer medianRank in peer set
1-month return-33.8%-17.3%4th lowest of 21
6-month return-36.5%-21.1%4th lowest of 21
Distance from 52-week high-67.8%-49.2%2nd lowest of 21
Revenue growth (TTM)+44.1%+13.8%3rd highest of 21
Operating margin-2.6%8.3%2nd lowest of 21
Forward P/E33.9×25.9×3rd most expensive of 11
ROIC minus cost of capital-14.4 pp-0.3 pplowest of 19

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
YD Electronic Technology 301123.SZChina$1.50B-37%+44%-3%33.9×n/an/a
Guangdong Ellington Electronics Technology 603328.SSChina$1.49B-13%+14%10%n/a8.9%+9.3%
Ennoconn 6414.TWTaiwan$1.54B-6%+8%6%11.7×-6.8%+11.1%
Guangdong Goworld 000823.SZChina$1.45B+9%+13%8%n/a8.8%+4.2%
Shenzhen Colibri Technologies 002957.SZChina$1.57B-43%+31%9%28.6×n/an/a
ATOSS Software AOF.DEGermany$1.59B+26%+12%37%26.2×14.0%+17.1%
Jiangxi Welgao Electronics 301251.SZChina$1.39B+9%+62%9%n/an/an/a
Cembre CMB.MIItaly$1.37B-24%+11%26%22.1×12.8%+12.2%
NCAB NCAB.STSweden$1.37B0%+25%11%30.1×19.2%+12.1%
Shanghai Xizhi Technology 1879.HKHong Kong$1.66B-84%+77%-648%n/an/an/a
Hubei DOTI Micro Technology 301183.SZChina$1.67B-23%+30%18%44.7×n/an/a
Hunan Aihua 603989.SSChina$1.33B+12%+17%8%n/a16.9%+9.6%
Changshu Tianyin Electromechanical 300342.SZChina$1.72B-60%-6%1%n/an/an/a
Ningbo Yong Xin Optics 603297.SSChina$1.72B-9%+27%19%43.1×36.5%+10.8%
Chengdu Hongming Electronics 301682.SZChina$1.74B-24%+4%19%n/a13.0%-6.2%
Huizhou CEE Technology 002579.SZChina$1.29B0%-2%-2%n/an/an/a
Beijing Yuanliu Hongyuan Electronic Technology 603267.SSChina$1.28B-30%-2%8%25.5×24.4%+1.1%
Wenzhou Yihua Connector 002897.SZChina$1.24B-26%-7%6%16.9×15.2%+14.4%
Shenzhen Jufei Optoelectronics 300303.SZChina$1.23B-35%+2%5%n/a18.0%+8.1%
Dongguan YuTong Optical Technology 300790.SZChina$1.23B-24%+21%8%18.2×n/an/a
Sunshine Global Circuits 300739.SZChina$1.22B-19%+36%7%n/an/an/a

Questions

Which companies are YD Electronic Technology's closest peers?
The cockpit's peer set: Guangdong Ellington Electronics Technology (603328.SS), Ennoconn (6414.TW), Guangdong Goworld (000823.SZ), Shenzhen Colibri Technologies (002957.SZ), ATOSS Software (AOF.DE), Jiangxi Welgao Electronics (301251.SZ), Cembre (CMB.MI), NCAB (NCAB.ST).
Is YD Electronic Technology expensive compared with its peers?
On forward p/e it trades at 33.9× against a peer median of 25.9×, 3rd most expensive of 11 in its peer set.
How has YD Electronic Technology stock performed?
Over six months to 6 Nov 2026 the shares returned -36.5% against -21.1% for the median peer; over one year -6.7%.

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.