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Jiangxi-based electronics-components maker; specific product line not established from available knowledge.
Jiangxi-based electronics-components maker; specific product line not established from available knowledge.
Moat: none
Headquarters: Jiangxi, China · Employees: 2,528
Size Jiangxi Welgao Electronics (301251.SZ) is a China Information Technology company (Electronic Components) with a market value of $1.39B, the 1755th largest of 4,839 China companies the cockpit tracks. Shares closed at CN¥49.12 on 6 Nov 2026.
Performance Over six months the shares gained 9.3%, against -22.1% for the median peer and -16.4% for the China market (cap-weighted) — 3rd highest of 21 in its peer set.
Growth Revenue grew 62.1% over the last twelve months (peer median +17.4%); the operating margin is 8.7% (peer median 8.0%).
Valuation It trades at 4.3× enterprise value to sales against a peer median of 3.2× (7th most expensive of 21).
Capital Return on invested capital runs 6.2 points below its cost of capital (14.8% WACC).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | CN¥2.28B | CN¥1.54B | CN¥1.02B | CN¥819M | CN¥835M |
| Revenue growth | — | +51% | +24% | -2% | — |
| Gross profit | CN¥555M | CN¥285M | CN¥177M | CN¥181M | CN¥194M |
| EBITDA | n/a | CN¥159M | CN¥73.5M | CN¥111M | CN¥131M |
| Net income | CN¥180M | CN¥67.3M | CN¥55.9M | CN¥90.2M | CN¥87.8M |
| Free cash flow | -CN¥535M | -CN¥402M | -CN¥174M | -CN¥65.7M | -CN¥77.1M |
| Capital expenditure | CN¥554M | CN¥307M | CN¥272M | CN¥195M | CN¥64.0M |
| Total debt | CN¥1.17B | CN¥778M | CN¥440M | CN¥221M | CN¥211M |
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.
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.
| Measure | 301251.SZ | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -37.6% | -21.6% | 3rd lowest of 21 |
| 6-month return | +9.3% | -22.1% | 3rd highest of 21 |
| Distance from 52-week high | -48.8% | -48.5% | 11th highest of 21 |
| Revenue growth (TTM) | +62.1% | +17.4% | 3rd highest of 21 |
| Operating margin | 8.7% | 8.0% | 8th highest of 21 |
| EV / Sales | 4.3× | 3.2× | 7th most expensive of 21 |
| ROIC minus cost of capital | -6.2 pp | -0.5 pp | 5th lowest of 19 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Jiangxi Welgao Electronics 301251.SZ | China | $1.39B | +9% | +62% | 9% | 4.3× | n/a | n/a |
| Cembre CMB.MI | Italy | $1.37B | -24% | +11% | 26% | 4.8× | 12.8% | +12.2% |
| NCAB NCAB.ST | Sweden | $1.37B | 0% | +25% | 11% | 3.1× | 19.2% | +12.1% |
| Hunan Aihua 603989.SS | China | $1.33B | +12% | +17% | 8% | 2.0× | 16.9% | +9.6% |
| Guangdong Goworld 000823.SZ | China | $1.45B | +9% | +13% | 8% | 1.3× | 8.8% | +4.2% |
| Guangdong Ellington Electronics Technology 603328.SS | China | $1.49B | -13% | +14% | 10% | 2.3× | 8.9% | +9.3% |
| Huizhou CEE Technology 002579.SZ | China | $1.29B | 0% | -2% | -2% | 3.5× | n/a | n/a |
| Beijing Yuanliu Hongyuan Electronic Technology 603267.SS | China | $1.28B | -30% | -2% | 8% | 4.4× | 24.4% | +1.1% |
| YD Electronic Technology 301123.SZ | China | $1.50B | -37% | +44% | -3% | 3.3× | n/a | n/a |
| Ennoconn 6414.TW | Taiwan | $1.54B | -6% | +8% | 6% | 0.6× | -6.8% | +11.1% |
| Wenzhou Yihua Connector 002897.SZ | China | $1.24B | -26% | -7% | 6% | 1.7× | 15.2% | +14.4% |
| Shenzhen Jufei Optoelectronics 300303.SZ | China | $1.23B | -35% | +2% | 5% | 2.1× | 18.0% | +8.1% |
| Shenzhen Colibri Technologies 002957.SZ | China | $1.57B | -43% | +31% | 9% | 3.5× | n/a | n/a |
| Dongguan YuTong Optical Technology 300790.SZ | China | $1.23B | -24% | +21% | 8% | 2.7× | n/a | n/a |
| Sunshine Global Circuits 300739.SZ | China | $1.22B | -19% | +36% | 7% | 3.3× | n/a | n/a |
| ATOSS Software AOF.DE | Germany | $1.59B | +26% | +12% | 37% | 6.6× | 14.0% | +17.1% |
| Bellwether Electronic 7861.TWO | Taiwan | $1.20B | -31% | +113% | 30% | 7.9× | 17.8% | +53.7% |
| Bomin Electronics 603936.SS | China | $1.18B | -21% | +19% | 1% | 2.9× | n/a | n/a |
| Sihui Fuji Electronics Technology 300852.SZ | China | $1.18B | +8% | +48% | 13% | 2.8× | n/a | n/a |
| Guangdong Cellwise Microelectronics 688325.SS | China | $1.18B | -24% | +18% | 7% | 13.2× | n/a | n/a |
| Shanghai Xizhi Technology 1879.HK | Hong Kong | $1.66B | -84% | +77% | -648% | 85.0× | n/a | n/a |